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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
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

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

Retirement Guys Formula's MCD Position: Q2 2026 in Review

Retirement Guys Formula increased its McDonald's (MCD) stake by 8.2% in Q2 2026, buying an estimated $105K and bringing the position to 4,814 shares worth $1.3M. The position accounts for 0.49% of the portfolio, ranked #84.

Retirement Guys Formula first reported a position in MCD in Q4 2021 and has held it in 16 quarters since. The position peaked at $1.44M in Q4 2025. 3,465 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Retirement Guys Formula held 4,814 shares of McDonald's worth $1.3M as of Q2 2026.
  • Retirement Guys Formula bought 365 McDonald's shares in Q2 2026, an estimated $105K.
  • McDonald's made up 0.49% of Retirement Guys Formula's portfolio in Q2 2026, its #84 holding.
  • Retirement Guys Formula first reported a position in McDonald's in Q4 2021 and has held it in 16 quarters since.
  • Retirement Guys Formula's McDonald's position peaked at $1.44M in Q4 2025.
  • 3,465 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Retirement Guys Formula's 13F filing for Q2 2026, filed 30 Jul 2026.