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McDonald Partners’s Broadcom AVGO Stock Holding History

McDonald Partners’s Portfolio AVGO Stock Details AVGO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.17M Sell
16,339
-410
-2% -$164K 1.5% 10
2026
Q1 		$5.18M Buy
16,749
+1,812
+12% +$596K 1.22% 22
2025
Q4 		$5.17M Sell
14,937
-1,619
-10% -$579K 1.63% 15
2025
Q3 		$5.46M Sell
16,556
-7,959
-32% -$2.44M 1.63% 11
2025
Q2 		$6.76M Buy
24,515
+2,829
+13% +$614K 1.62% 10
2025
Q1 		$3.63M Buy
21,686
+606
+3% +$128K 0.95% 27
2024
Q4 		$4.89M Sell
21,080
-765
-4% -$141K 1.25% 16
2024
Q3 		$3.77M Sell
21,845
-3,135
-13% -$503K 0.94% 29
2024
Q2 		$4.01M Sell
24,980
-1,600
-6% -$224K 1.07% 24
2024
Q1 		$3.52M Buy
26,580
+230
+0.9% +$28.5K 0.97% 28
2023
Q4 		$2.94M Sell
26,350
-650
-2% -$61.5K 0.87% 33
2023
Q3 		$2.24M Sell
27,000
-2,360
-8% -$205K 0.73% 39
2023
Q2 		$2.55M Buy
29,360
+1,250
+4% +$89.1K 0.78% 37
2023
Q1 		$1.8M Sell
28,110
-1,400
-5% -$84.2K 0.58% 51
2022
Q4 		$1.65M Buy
29,510
+12,550
+74% +$629K 0.56% 50
2022
Q3 		$753K Buy
16,960
+2,460
+17% +$126K 0.29% 106
2022
Q2 		$704K Buy
14,500
+840
+6% +$47.1K 0.18% 150
2022
Q1 		$860K Buy
+13,660
New +$811K 0.19% 144
2021
Q4 		– Sell
-10,760
Closed -$522K – 557
2021
Q3 		$522K Sell
10,760
-6,100
-36% -$297K 0.12% 186
2021
Q2 		$803K Buy
16,860
+1,000
+6% +$46.3K 0.19% 136
2021
Q1 		$735K Buy
15,860
+1,980
+14% +$91.6K 0.19% 139
2020
Q4 		$608K Buy
+13,880
New +$541K 0.17% 149

Other funds holding AVGO

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

McDonald Partners's AVGO Position: Q2 2026 in Review

McDonald Partners reduced its Broadcom (AVGO) stake by 2.4% in Q2 2026, selling an estimated $164K and leaving 16,339 shares worth $6.17M. The position accounts for 1.5% of the portfolio, ranked #10.

McDonald Partners first reported a position in AVGO in Q4 2020 and has held it in 22 quarters since. The position peaked at $6.76M in Q2 2025. 4,834 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • McDonald Partners held 16,339 shares of Broadcom worth $6.17M as of Q2 2026.
  • McDonald Partners sold 410 Broadcom shares in Q2 2026, an estimated $164K.
  • Broadcom made up 1.5% of McDonald Partners's portfolio in Q2 2026, its #10 holding.
  • McDonald Partners first reported a position in Broadcom in Q4 2020 and has held it in 22 quarters since.
  • McDonald Partners's Broadcom position peaked at $6.76M in Q2 2025.
  • 4,834 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on McDonald Partners's 13F filing for Q2 2026, filed 28 Jul 2026.