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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
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 $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 $137B AUM 18.02% 1-Year Est. Return

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

Retirement Planning Group (New York) increased its McDonald's (MCD) stake by 14% in Q1 2026, buying an estimated $32.2K and bringing the position to 817 shares worth $254K. The position accounts for 0.16% of the portfolio, ranked #81.

Retirement Planning Group (New York) first reported a position in MCD in Q4 2024 and has held it in 6 quarters since. 3,566 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Retirement Planning Group (New York) held 817 shares of McDonald's worth $254K as of Q1 2026.
  • Retirement Planning Group (New York) bought 101 McDonald's shares in Q1 2026, an estimated $32.2K.
  • McDonald's made up 0.16% of Retirement Planning Group (New York)'s portfolio in Q1 2026, its #81 holding.
  • Retirement Planning Group (New York) first reported a position in McDonald's in Q4 2024 and has held it in 6 quarters since.
  • 3,566 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Retirement Planning Group (New York)'s 13F filing for Q1 2026, filed 21 Apr 2026.