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Paladin Advisory Group’s McDonald's MCD Stock Holding History

Paladin Advisory Group’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
2023
Q1 		– Sell
-304
Closed -$80.1K – 402
2022
Q4 		$80.1K Hold
304
– – 0.07% 133
2022
Q3 		$70K Hold
304
– – 0.06% 137
2022
Q2 		$75K Buy
+304
New +$74.9K 0.06% 138
2022
Q1 		– Sell
-343
Closed -$91K – 416
2021
Q4 		$91K Buy
+343
New +$86.6K 0.07% 141

Other funds holding MCD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return

Paladin Advisory Group's MCD Position: Q1 2026 in Review

Paladin Advisory Group held its McDonald's (MCD) position steady in Q1 2026 at 418 shares worth $130K. The position accounts for 0.1% of the portfolio, ranked #104.

Paladin Advisory Group first reported a position in MCD in Q1 2022 and has held it in 14 quarters since. 3,565 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Paladin Advisory Group held 418 shares of McDonald's worth $130K as of Q1 2026.
  • Paladin Advisory Group left its McDonald's share count unchanged in Q1 2026.
  • McDonald's made up 0.1% of Paladin Advisory Group's portfolio in Q1 2026, its #104 holding.
  • Paladin Advisory Group first reported a position in McDonald's in Q1 2022 and has held it in 14 quarters since.
  • 3,565 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Paladin Advisory Group's 13F filing for Q1 2026, filed 30 Apr 2026.