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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return

Retirement Guys Formula's MCD Position: Q1 2026 in Review

Retirement Guys Formula reduced its McDonald's (MCD) stake by 5.7% in Q1 2026, selling an estimated $85.1K and leaving 4,449 shares worth $1.38M. The position accounts for 0.64% of the portfolio, ranked #67.

Retirement Guys Formula first reported a position in MCD in Q4 2021 and has held it in 15 quarters since. The position peaked at $1.44M in Q4 2025. 3,565 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Retirement Guys Formula held 4,449 shares of McDonald's worth $1.38M as of Q1 2026.
  • Retirement Guys Formula sold 267 McDonald's shares in Q1 2026, an estimated $85.1K.
  • McDonald's made up 0.64% of Retirement Guys Formula's portfolio in Q1 2026, its #67 holding.
  • Retirement Guys Formula first reported a position in McDonald's in Q4 2021 and has held it in 15 quarters since.
  • Retirement Guys Formula's McDonald's position peaked at $1.44M in Q4 2025.
  • 3,565 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Retirement Guys Formula's 13F filing for Q1 2026, filed 22 Apr 2026.