Retirement Guys Formula
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Retirement Guys Formula’s McDonald's MCD Stock Holding History

Retirement Guys Formula’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
Q3 		$1.25M Buy
5,424
+610
+13% +$161K 0.47% 83
2026
Q2 		$1.3M Buy
4,814
+365
+8% +$105K 0.49% 84
2026
Q1 		$1.38M Sell
4,449
-267
-6% -$85.1K 0.64% 67
2025
Q4 		$1.44M Buy
4,716
+211
+5% +$64.6K 0.66% 60
2025
Q3 		$1.37M Buy
4,505
+145
+3% +$44.1K 0.48% 63
2025
Q2 		$1.27M Buy
4,360
+291
+7% +$89.7K 0.48% 73
2025
Q1 		$1.27M Buy
4,069
+629
+18% +$188K 0.63% 64
2024
Q4 		$997K Buy
3,440
+165
+5% +$49.2K 0.5% 60
2024
Q3 		$997K Buy
3,275
+478
+17% +$132K 0.46% 65
2024
Q2 		$713K Buy
2,797
+352
+14% +$93.4K 0.34% 75
2024
Q1 		$689K Buy
2,445
+548
+29% +$159K 0.34% 78
2023
Q4 		$563K Buy
+1,897
New +$516K 0.3% 75
2023
Q1 		– Sell
-1,969
Closed -$519K – 125
2022
Q4 		$519K Buy
1,969
+234
+13% +$61.7K 0.43% 69
2022
Q3 		$401K Buy
1,735
+277
+19% +$70.8K 0.42% 63
2022
Q2 		$360K Buy
1,458
+463
+47% +$114K 0.37% 75
2022
Q1 		$246K Buy
995
+191
+24% +$47.6K 0.16% 110
2021
Q4 		$216K Buy
+804
New +$203K 0.17% 104

Other funds holding MCD

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
B. Metzler seel. Sohn & Co
B. Metzler seel. Sohn & Co Frankfurt, Germany $11.5B AUM 29.17% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Retirement Guys Formula's MCD Position: Q3 2026 in Review

Retirement Guys Formula increased its McDonald's (MCD) stake by 13% in Q3 2026, buying an estimated $161K and bringing the position to 5,424 shares worth $1.25M. The position accounts for 0.47% of the portfolio, ranked #83.

Retirement Guys Formula first reported a position in MCD in Q4 2021 and has held it in 17 quarters since. The position peaked at $1.44M in Q4 2025. 1,472 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

  • Retirement Guys Formula held 5,424 shares of McDonald's worth $1.25M as of Q3 2026.
  • Retirement Guys Formula bought 610 McDonald's shares in Q3 2026, an estimated $161K.
  • McDonald's made up 0.47% of Retirement Guys Formula's portfolio in Q3 2026, its #83 holding.
  • Retirement Guys Formula first reported a position in McDonald's in Q4 2021 and has held it in 17 quarters since.
  • Retirement Guys Formula's McDonald's position peaked at $1.44M in Q4 2025.
  • 1,472 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on Retirement Guys Formula's 13F filing for Q3 2026, filed 26 Oct 2026.