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Retirement Planning Company of New England’s McDonald's MCD Stock Holding History

Retirement Planning Company of New England’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 		$1.33M Buy
4,922
+159
+3% +$45.6K 0.48% 58
2026
Q1 		$1.48M Sell
4,763
-5
-0.1% -$1.59K 0.6% 40
2025
Q4 		$1.46M Sell
4,768
-121
-2% -$37.1K 0.58% 43
2025
Q3 		$1.49M Sell
4,889
-6
-0.1% -$1.83K 0.6% 42
2025
Q2 		$1.43M Sell
4,895
-62
-1% -$19.1K 0.64% 38
2025
Q1 		$1.55M Sell
4,957
-34
-0.7% -$10.2K 0.77% 33
2024
Q4 		$1.45M Buy
4,991
+6
+0.1% +$1.79K 0.7% 34
2024
Q3 		$1.52M Sell
4,985
-238
-5% -$65.6K 0.76% 33
2024
Q2 		$1.33M Buy
5,223
+3
+0.1% +$796 0.72% 35
2024
Q1 		$1.47M Sell
5,220
-144
-3% -$41.9K 0.81% 31
2023
Q4 		$1.59M Buy
5,364
+203
+4% +$55.3K 0.72% 34
2023
Q3 		$1.36M Sell
5,161
-665
-11% -$190K 0.76% 34
2023
Q2 		$1.74M Buy
5,826
+3
+0.1% +$872 1% 21
2023
Q1 		$1.63M Sell
5,823
-89
-2% -$23.8K 0.99% 23
2022
Q4 		$1.56M Sell
5,912
-104
-2% -$27.4K 1.02% 20
2022
Q3 		$1.39M Sell
6,016
-13
-0.2% -$3.32K 1% 19
2022
Q2 		$1.49M Sell
6,029
-34
-0.6% -$8.37K 1.01% 18
2022
Q1 		$1.5M Sell
6,063
-85
-1% -$21.2K 0.85% 29
2021
Q4 		$1.65M Buy
+6,148
New +$1.55M 0.8% 25

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 Planning Company of New England's MCD Position: Q2 2026 in Review

Retirement Planning Company of New England increased its McDonald's (MCD) stake by 3.3% in Q2 2026, buying an estimated $45.6K and bringing the position to 4,922 shares worth $1.33M. The position accounts for 0.48% of the portfolio, ranked #58.

Retirement Planning Company of New England first reported a position in MCD in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.74M in Q2 2023. 3,451 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Retirement Planning Company of New England held 4,922 shares of McDonald's worth $1.33M as of Q2 2026.
  • Retirement Planning Company of New England bought 159 McDonald's shares in Q2 2026, an estimated $45.6K.
  • McDonald's made up 0.48% of Retirement Planning Company of New England's portfolio in Q2 2026, its #58 holding.
  • Retirement Planning Company of New England first reported a position in McDonald's in Q4 2021 and has held it in 19 quarters since.
  • Retirement Planning Company of New England's McDonald's position peaked at $1.74M in Q2 2023.
  • 3,451 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Retirement Planning Company of New England's 13F filing for Q2 2026, filed 30 Jul 2026.