PRI
MCD icon

Prepared Retirement Institute’s McDonald's MCD Stock Holding History

Prepared Retirement Institute’s Portfolio MCD Stock Details MCD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$235K Sell
870
-17
-2% -$4.88K 0.1% 90
2026
Q1 		$276K Hold
887
– – 0.14% 72
2025
Q4 		$271K Sell
887
-8
-0.9% -$2.45K 0.14% 73
2025
Q3 		$272K Sell
895
-35
-4% -$10.7K 0.14% 70
2025
Q2 		$272K Sell
930
-383
-29% -$118K 0.16% 73
2025
Q1 		$410K Sell
1,313
-66
-5% -$19.7K 0.26% 46
2024
Q4 		$400K Hold
1,379
– – 0.23% 45
2024
Q3 		$420K Sell
1,379
-27
-2% -$7.44K 0.25% 41
2024
Q2 		$358K Sell
1,406
-46
-3% -$12.2K 0.24% 46
2024
Q1 		$409K Sell
1,452
-1,602
-52% -$466K 0.31% 38
2023
Q4 		$906K Buy
+3,054
New +$831K 0.68% 22

Other funds holding MCD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Prepared Retirement Institute's MCD Position: Q2 2026 in Review

Prepared Retirement Institute reduced its McDonald's (MCD) stake by 1.9% in Q2 2026, selling an estimated $4.88K and leaving 870 shares worth $235K. The position accounts for 0.1% of the portfolio, ranked #90.

Prepared Retirement Institute first reported a position in MCD in Q4 2023 and has held it in 11 quarters since. The position peaked at $906K in Q4 2023. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Prepared Retirement Institute held 870 shares of McDonald's worth $235K as of Q2 2026.
  • Prepared Retirement Institute sold 17 McDonald's shares in Q2 2026, an estimated $4.88K.
  • McDonald's made up 0.1% of Prepared Retirement Institute's portfolio in Q2 2026, its #90 holding.
  • Prepared Retirement Institute first reported a position in McDonald's in Q4 2023 and has held it in 11 quarters since.
  • Prepared Retirement Institute's McDonald's position peaked at $906K in Q4 2023.
  • 3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Prepared Retirement Institute's 13F filing for Q2 2026, filed 10 Aug 2026.