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Paladin Wealth’s McDonald's MCD Stock Holding History

Paladin Wealth’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 		$677K Sell
2,504
-86
-3% -$24.7K 0.39% 77
2026
Q1 		$805K Sell
2,590
-156
-6% -$49.7K 0.55% 60
2025
Q4 		$839K Sell
2,746
-185
-6% -$56.7K 0.57% 57
2025
Q3 		$891K Sell
2,931
-94
-3% -$28.6K 0.65% 56
2025
Q2 		$884K Buy
3,025
+171
+6% +$52.7K 0.69% 54
2025
Q1 		$892K Buy
2,854
+85
+3% +$25.4K 0.8% 49
2024
Q4 		$803K Buy
2,769
+94
+4% +$28K 0.69% 48
2024
Q3 		$815K Buy
+2,675
New +$737K 0.71% 50

Other funds holding MCD

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Paladin Wealth's MCD Position: Q2 2026 in Review

Paladin Wealth reduced its McDonald's (MCD) stake by 3.3% in Q2 2026, selling an estimated $24.7K and leaving 2,504 shares worth $677K. The position accounts for 0.39% of the portfolio, ranked #77.

Paladin Wealth first reported a position in MCD in Q3 2024 and has held it in 8 quarters since. The position peaked at $892K in Q1 2025. 621 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Paladin Wealth held 2,504 shares of McDonald's worth $677K as of Q2 2026.
  • Paladin Wealth sold 86 McDonald's shares in Q2 2026, an estimated $24.7K.
  • McDonald's made up 0.39% of Paladin Wealth's portfolio in Q2 2026, its #77 holding.
  • Paladin Wealth first reported a position in McDonald's in Q3 2024 and has held it in 8 quarters since.
  • Paladin Wealth's McDonald's position peaked at $892K in Q1 2025.
  • 621 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Paladin Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.