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Virginia Estate & Retirement Planning Advisors’s McDonald's MCD Stock Holding History

Virginia Estate & Retirement Planning Advisors’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 		$17K Hold
63
– – 0.02% 94
2026
Q1 		$19.6K Buy
+63
New +$20.1K 0.03% 67

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

Virginia Estate & Retirement Planning Advisors's MCD Position: Q2 2026 in Review

Virginia Estate & Retirement Planning Advisors held its McDonald's (MCD) position steady in Q2 2026 at 63 shares worth $17K. The position accounts for 0.02% of the portfolio, ranked #94.

Virginia Estate & Retirement Planning Advisors first reported a position in MCD in Q1 2026 and has held it in 2 quarters since. The position peaked at $19.6K in Q1 2026. 3,424 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Virginia Estate & Retirement Planning Advisors held 63 shares of McDonald's worth $17K as of Q2 2026.
  • Virginia Estate & Retirement Planning Advisors left its McDonald's share count unchanged in Q2 2026.
  • McDonald's made up 0.02% of Virginia Estate & Retirement Planning Advisors's portfolio in Q2 2026, its #94 holding.
  • Virginia Estate & Retirement Planning Advisors first reported a position in McDonald's in Q1 2026 and has held it in 2 quarters since.
  • Virginia Estate & Retirement Planning Advisors's McDonald's position peaked at $19.6K in Q1 2026.
  • 3,424 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Virginia Estate & Retirement Planning Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.