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

Retirement Planning Group (New York)’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 		$220K Sell
815
-2
-0.2% -$573 0.12% 102
2026
Q1 		$254K Buy
817
+101
+14% +$32.2K 0.16% 81
2025
Q4 		$219K Hold
716
– – 0.15% 81
2025
Q3 		$218K Hold
716
– – 0.16% 83
2025
Q2 		$209K Hold
716
– – 0.18% 75
2025
Q1 		$224K Hold
716
– – 0.23% 66
2024
Q4 		$208K Buy
+716
New +$214K 0.23% 63

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 (New York)'s MCD Position: Q2 2026 in Review

Retirement Planning Group (New York) reduced its McDonald's (MCD) stake by 0.24% in Q2 2026, selling an estimated $573 and leaving 815 shares worth $220K. The position accounts for 0.12% of the portfolio, ranked #102.

Retirement Planning Group (New York) first reported a position in MCD in Q4 2024 and has held it in 7 quarters since. The position peaked at $254K in Q1 2026. 3,467 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Retirement Planning Group (New York) held 815 shares of McDonald's worth $220K as of Q2 2026.
  • Retirement Planning Group (New York) sold 2 McDonald's shares in Q2 2026, an estimated $573.
  • McDonald's made up 0.12% of Retirement Planning Group (New York)'s portfolio in Q2 2026, its #102 holding.
  • Retirement Planning Group (New York) first reported a position in McDonald's in Q4 2024 and has held it in 7 quarters since.
  • Retirement Planning Group (New York)'s McDonald's position peaked at $254K in Q1 2026.
  • 3,467 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Retirement Planning Group (New York)'s 13F filing for Q2 2026, filed 7 Aug 2026.