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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
Q2 		$1.75M Sell
6,482
-481
-7% -$138K 0.04% 170
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 $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 Group (Kansas)'s MCD Position: Q2 2026 in Review

Retirement Planning Group (Kansas) reduced its McDonald's (MCD) stake by 6.9% in Q2 2026, selling an estimated $138K and leaving 6,482 shares worth $1.75M. The position accounts for 0.04% of the portfolio, ranked #170.

Retirement Planning Group (Kansas) first reported a position in MCD in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.16M in Q1 2026. 3,472 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Retirement Planning Group (Kansas) held 6,482 shares of McDonald's worth $1.75M as of Q2 2026.
  • Retirement Planning Group (Kansas) sold 481 McDonald's shares in Q2 2026, an estimated $138K.
  • McDonald's made up 0.04% of Retirement Planning Group (Kansas)'s portfolio in Q2 2026, its #170 holding.
  • Retirement Planning Group (Kansas) first reported a position in McDonald's in Q3 2025 and has held it in 4 quarters since.
  • Retirement Planning Group (Kansas)'s McDonald's position peaked at $2.16M in Q1 2026.
  • 3,472 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q2 2026, filed 5 Aug 2026.