Retirement Investment Advisors’s McDonald's MCD Stock Holding History

Retirement Investment Advisors’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	$275K	Buy	1,008 +5	+0.5%	+$1.43K	0.02%	55
2026 Q1	$307K	Hold	1,003	–	–	0.02%	48
2025 Q4	$307K	Sell	1,003 -47	-4%	-$14.4K	0.02%	48
2025 Q3	$319K	Buy	1,050 +76	+8%	+$23.1K	0.03%	46
2025 Q2	$285K	Hold	974	–	–	0.03%	46
2025 Q1	$304K	Hold	974	–	–	0.03%	45
2024 Q4	$282K	Hold	974	–	–	0.03%	45
2024 Q3	$297K	Hold	974	–	–	0.03%	42
2024 Q2	$248K	Buy	+974	New	+$258K	0.03%	47
2023 Q4	$205K	Buy	+693	New	+$189K	0.03%	49

Other funds holding MCD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Retirement Investment Advisors's MCD Position: Q2 2026 in Review

Retirement Investment Advisors increased its McDonald's (MCD) stake by 0.5% in Q2 2026, buying an estimated $1.43K and bringing the position to 1,008 shares worth $275K. The position accounts for 0.02% of the portfolio, ranked #55.

Retirement Investment Advisors first reported a position in MCD in Q4 2023 and has held it in 10 quarters since. The position peaked at $319K in Q3 2025. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Retirement Investment Advisors held 1,008 shares of McDonald's worth $275K as of Q2 2026.
Retirement Investment Advisors bought 5 McDonald's shares in Q2 2026, an estimated $1.43K.
McDonald's made up 0.02% of Retirement Investment Advisors's portfolio in Q2 2026, its #55 holding.
Retirement Investment Advisors first reported a position in McDonald's in Q4 2023 and has held it in 10 quarters since.
Retirement Investment Advisors's McDonald's position peaked at $319K in Q3 2025.
3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Retirement Investment Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.