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McDonald Partners’s Citigroup C Stock Holding History

McDonald Partners’s Portfolio C Stock Details C Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.54M Sell
25,305
-40,175
-61% -$5.23M 0.86% 30
2026
Q1 		$7.43M Buy
65,480
+39,445
+152% +$4.49M 1.75% 11
2025
Q4 		$3.04M Buy
26,035
+775
+3% +$80.5K 0.96% 30
2025
Q3 		$2.56M Buy
25,260
+2,101
+9% +$199K 0.77% 37
2025
Q2 		$1.97M Sell
23,159
-1,850
-7% -$134K 0.47% 60
2025
Q1 		$1.78M Hold
25,009
– – 0.46% 64
2024
Q4 		$1.76M Buy
25,009
+3,640
+17% +$245K 0.45% 67
2024
Q3 		$1.34M Buy
21,369
+1,340
+7% +$82.9K 0.33% 94
2024
Q2 		$1.27M Buy
20,029
+1,400
+8% +$86.3K 0.34% 84
2024
Q1 		$1.18M Buy
18,629
+3,930
+27% +$219K 0.32% 91
2023
Q4 		$756K Buy
14,699
+4,350
+42% +$193K 0.22% 120
2023
Q3 		$426K Sell
10,349
-5,900
-36% -$259K 0.14% 165
2023
Q2 		$748K Buy
16,249
+225
+1% +$10.5K 0.23% 118
2023
Q1 		$751K Sell
16,024
-1,800
-10% -$88.3K 0.24% 115
2022
Q4 		$806K Buy
17,824
+2,794
+19% +$127K 0.28% 106
2022
Q3 		$626K Sell
15,030
-6,195
-29% -$306K 0.24% 117
2022
Q2 		$976K Buy
21,225
+4,535
+27% +$227K 0.25% 115
2022
Q1 		$891K Buy
+16,690
New +$1.03M 0.19% 140
2021
Q4 		– Sell
-18,757
Closed -$1.32M – 571
2021
Q3 		$1.32M Sell
18,757
-720
-4% -$50.3K 0.31% 89
2021
Q2 		$1.38M Buy
19,477
+1,491
+8% +$110K 0.33% 90
2021
Q1 		$1.31M Buy
17,986
+4,085
+29% +$273K 0.34% 88
2020
Q4 		$857K Buy
+13,901
New +$707K 0.24% 113

Other funds holding C

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

McDonald Partners's C Position: Q2 2026 in Review

McDonald Partners reduced its Citigroup (C) stake by 61% in Q2 2026, selling an estimated $5.23M and leaving 25,305 shares worth $3.54M. The position accounts for 0.86% of the portfolio, ranked #30.

McDonald Partners first reported a position in C in Q4 2020 and has held it in 22 quarters since. The position peaked at $7.43M in Q1 2026. 2,625 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • McDonald Partners held 25,305 shares of Citigroup worth $3.54M as of Q2 2026.
  • McDonald Partners sold 40,175 Citigroup shares in Q2 2026, an estimated $5.23M.
  • Citigroup made up 0.86% of McDonald Partners's portfolio in Q2 2026, its #30 holding.
  • McDonald Partners first reported a position in Citigroup in Q4 2020 and has held it in 22 quarters since.
  • McDonald Partners's Citigroup position peaked at $7.43M in Q1 2026.
  • 2,625 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

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