McDonald Capital Investors’s Amazon AMZN Stock Holding History

McDonald Capital Investors’s Portfolio AMZN Stock Details AMZN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$110M	Sell	462,374 -40,746	-8%	-$10.2M	8.05%	4
2026 Q1	$105M	Sell	503,120 -8,600	-2%	-$1.89M	7.17%	5
2025 Q4	$118M	Sell	511,720 -19,544	-4%	-$4.47M	7.24%	5
2025 Q3	$117M	Sell	531,264 -14,071	-3%	-$3.18M	7.25%	6
2025 Q2	$120M	Sell	545,335 -23,825	-4%	-$4.71M	7.51%	6
2025 Q1	$108M	Buy	569,160 +337	+0.1%	+$73.1K	6.83%	6
2024 Q4	$125M	Sell	568,823 -6,083	-1%	-$1.24M	7.84%	5
2024 Q3	$107M	Sell	574,906 -13,654	-2%	-$2.49M	6.57%	7
2024 Q2	$114M	Sell	588,560 -7,675	-1%	-$1.41M	7.11%	5
2024 Q1	$108M	Sell	596,235 -2,875	-0.5%	-$480K	6.73%	6
2023 Q4	$91M	Sell	599,110 -13,620	-2%	-$1.91M	6.35%	6
2023 Q3	$77.9M	Sell	612,730 -10,400	-2%	-$1.39M	6.08%	6
2023 Q2	$81.2M	Sell	623,130 -16,910	-3%	-$1.93M	6.06%	7
2023 Q1	$66.1M	Buy	+640,040	New	+$61.8M	5.04%	9

Other funds holding AMZN

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

McDonald Capital Investors's AMZN Position: Q2 2026 in Review

McDonald Capital Investors reduced its Amazon (AMZN) stake by 8.1% in Q2 2026, selling an estimated $10.2M and leaving 462,374 shares worth $110M. The position accounts for 8.05% of the portfolio, ranked #4.

McDonald Capital Investors first reported a position in AMZN in Q1 2023 and has held it in 14 quarters since. The position peaked at $125M in Q4 2024. 2,980 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

McDonald Capital Investors held 462,374 shares of Amazon worth $110M as of Q2 2026.
McDonald Capital Investors sold 40,746 Amazon shares in Q2 2026, an estimated $10.2M.
Amazon made up 8.05% of McDonald Capital Investors's portfolio in Q2 2026, its #4 holding.
McDonald Capital Investors first reported a position in Amazon in Q1 2023 and has held it in 14 quarters since.
McDonald Capital Investors's Amazon position peaked at $125M in Q4 2024.
2,980 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on McDonald Capital Investors's 13F filing for Q2 2026, filed 29 Jul 2026.