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Retirement Planning Group (Kansas)’s McDonald's MCD Stock Holding History

Retirement Planning Group (Kansas)’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 		$2.16M Buy
6,963
+764
+12% +$243K 0.07% 127
2025
Q4 		$1.89M Buy
6,199
+625
+11% +$191K 0.06% 125
2025
Q3 		$1.69M Buy
+5,574
New +$1.7M 0.06% 129

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 $147M AUM 25.76% 1-Year Est. Return

Retirement Planning Group (Kansas)'s MCD Position: Q1 2026 in Review

Retirement Planning Group (Kansas) increased its McDonald's (MCD) stake by 12% in Q1 2026, buying an estimated $243K and bringing the position to 6,963 shares worth $2.16M. The position accounts for 0.07% of the portfolio, ranked #127.

Retirement Planning Group (Kansas) first reported a position in MCD in Q3 2025 and has held it in 3 quarters since. 3,567 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Retirement Planning Group (Kansas) held 6,963 shares of McDonald's worth $2.16M as of Q1 2026.
  • Retirement Planning Group (Kansas) bought 764 McDonald's shares in Q1 2026, an estimated $243K.
  • McDonald's made up 0.07% of Retirement Planning Group (Kansas)'s portfolio in Q1 2026, its #127 holding.
  • Retirement Planning Group (Kansas) first reported a position in McDonald's in Q3 2025 and has held it in 3 quarters since.
  • 3,567 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q1 2026, filed 4 May 2026.