Atwood & Palmer’s McDonald's MCD Stock Holding History

Atwood & Palmer’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	$878K	Buy	3,248 +60	+2%	+$17.2K	0.05%	97
2026 Q1	$991K	Hold	3,188	–	–	0.06%	91
2025 Q4	$974K	Hold	3,188	–	–	0.06%	90
2025 Q3	$969K	Hold	3,188	–	–	0.06%	87
2025 Q2	$931K	Hold	3,188	–	–	0.06%	90
2025 Q1	$996K	Sell	3,188 -26	-0.8%	-$7.78K	0.07%	85
2024 Q4	$932K	Buy	3,214 +10	+0.3%	+$2.98K	0.06%	86
2024 Q3	$976K	Buy	3,204 +1	+0%	+$276	0.07%	84
2024 Q2	$816K	Hold	3,203	–	–	0.06%	85
2024 Q1	$903K	Buy	3,203 +63	+2%	+$18.3K	0.07%	82
2023 Q4	$931K	Sell	3,140 -125	-4%	-$34K	0.08%	83
2023 Q3	$860K	Hold	3,265	–	–	0.08%	86
2023 Q2	$974K	Buy	3,265 +255	+8%	+$74.1K	0.09%	88
2023 Q1	$842K	Hold	3,010	–	–	0.08%	84
2022 Q4	$793K	Hold	3,010	–	–	0.07%	98
2022 Q3	$695K	Hold	3,010	–	–	0.07%	94
2022 Q2	$743K	Sell	3,010 -123	-4%	-$30.3K	0.07%	89
2022 Q1	$775K	Sell	3,133 -88	-3%	-$21.9K	0.07%	88
2021 Q4	$863K	Buy	3,221 +118	+4%	+$29.8K	0.07%	89
2021 Q3	$748K	Hold	3,103	–	–	0.07%	89
2021 Q2	$717K	Hold	3,103	–	–	0.06%	89
2021 Q1	$696K	Buy	3,103 +95	+3%	+$20.3K	0.07%	89
2020 Q4	$645K	Buy	3,008 +300	+11%	+$65.2K	0.07%	89
2020 Q3	$594K	Buy	2,708 +120	+5%	+$24.6K	0.07%	82
2020 Q2	$477K	Hold	2,588	–	–	0.06%	84
2020 Q1	$428K	Buy	2,588 +88	+4%	+$17.3K	0.07%	87
2019 Q4	$494K	Hold	2,500	–	–	0.06%	86
2019 Q3	$537K	Hold	2,500	–	–	0.07%	85
2019 Q2	$519K	Hold	2,500	–	–	0.07%	89
2019 Q1	$475K	Hold	2,500	–	–	0.07%	84
2018 Q4	$444K	Hold	2,500	–	–	0.07%	83
2018 Q3	$418K	Sell	2,500 -229	-8%	-$36.7K	0.05%	87
2018 Q2	$428K	Hold	2,729	–	–	0.06%	88
2018 Q1	$427K	Hold	2,729	–	–	0.06%	85
2017 Q4	$470K	Hold	2,729	–	–	0.07%	86
2017 Q3	$428K	Hold	2,729	–	–	0.06%	87
2017 Q2	$418K	Hold	2,729	–	–	0.07%	90
2017 Q1	$354K	Sell	2,729 -54	-2%	-$6.78K	0.06%	93
2016 Q4	$339K	Hold	2,783	–	–	0.06%	88
2016 Q3	$321K	Buy	2,783 +54	+2%	+$6.4K	0.06%	89
2016 Q2	$328K	Sell	2,729 -50	-2%	-$6.26K	0.06%	89
2016 Q1	$349K	Sell	2,779 -255	-8%	-$30.5K	0.06%	89
2015 Q4	$358K	Hold	3,034	–	–	0.07%	102
2015 Q3	$299K	Sell	3,034 -323	-10%	-$31.5K	0.06%	105
2015 Q2	$319K	Hold	3,357	–	–	0.06%	106
2015 Q1	$327K	Sell	3,357 -600	-15%	-$56.9K	0.06%	106
2014 Q4	$371K	Sell	3,957 -1,742	-31%	-$163K	0.07%	100
2014 Q3	$540K	Buy	5,699 +3,100	+119%	+$296K	0.1%	89
2014 Q2	$262K	Sell	2,599 -3,077	-54%	-$311K	0.07%	103
2014 Q1	$556K	Sell	5,676 -440	-7%	-$42.1K	0.13%	73
2013 Q4	$593K	Sell	6,116 -57	-0.9%	-$5.48K	0.15%	60
2013 Q3	$594K	Hold	6,173	–	–	0.16%	60
2013 Q2	$611K	Buy	+6,173	New	+$618K	0.17%	65

Other funds holding MCD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Atwood & Palmer's MCD Position: Q2 2026 in Review

Atwood & Palmer increased its McDonald's (MCD) stake by 1.9% in Q2 2026, buying an estimated $17.2K and bringing the position to 3,248 shares worth $878K. The position accounts for 0.05% of the portfolio, ranked #97.

Atwood & Palmer first reported a position in MCD in Q2 2013 and has held it in 53 quarters since. The position peaked at $996K in Q1 2025. 2,290 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Atwood & Palmer held 3,248 shares of McDonald's worth $878K as of Q2 2026.
Atwood & Palmer bought 60 McDonald's shares in Q2 2026, an estimated $17.2K.
McDonald's made up 0.05% of Atwood & Palmer's portfolio in Q2 2026, its #97 holding.
Atwood & Palmer first reported a position in McDonald's in Q2 2013 and has held it in 53 quarters since.
Atwood & Palmer's McDonald's position peaked at $996K in Q1 2025.
2,290 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Atwood & Palmer's 13F filing for Q2 2026, filed 8 Jul 2026.