Palisades Hudson Asset Management’s McDonald's MCD Stock Holding History

Palisades Hudson Asset Management’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	–	Sell	-700	Closed	-$217K	–	111
2026 Q1	$217K	Sell	700 -481	-41%	-$153K	0.08%	101
2025 Q4	$361K	Hold	1,181	–	–	0.14%	70
2025 Q3	$359K	Hold	1,181	–	–	0.13%	74
2025 Q2	$345K	Buy	1,181 +5	+0.4%	+$1.54K	0.14%	74
2025 Q1	$368K	Sell	1,176 -612	-34%	-$183K	0.17%	62
2024 Q4	$518K	Sell	1,788 -8	-0.4%	-$2.39K	0.22%	56
2024 Q3	$547K	Buy	1,796 +5	+0.3%	+$1.38K	0.23%	57
2024 Q2	$456K	Buy	1,791 +6	+0.3%	+$1.59K	0.21%	60
2024 Q1	$503K	Buy	1,785 +5	+0.3%	+$1.45K	0.23%	56
2023 Q4	$527K	Buy	1,780 +5	+0.3%	+$1.36K	0.26%	52
2023 Q3	$467K	Buy	1,775 +5	+0.3%	+$1.43K	0.26%	51
2023 Q2	$528K	Buy	1,770 +4	+0.2%	+$1.16K	0.27%	48
2023 Q1	$494K	Buy	1,766 +5	+0.3%	+$1.34K	0.26%	51
2022 Q4	$464K	Buy	1,761 +5	+0.3%	+$1.32K	0.26%	54
2022 Q3	$406K	Sell	1,756 -300	-15%	-$76.7K	0.25%	56
2022 Q2	$507K	Buy	2,056 +1,128	+122%	+$278K	0.28%	51
2022 Q1	$229K	Hold	928	–	–	0.11%	103
2021 Q4	$249K	Hold	928	–	–	0.11%	105
2021 Q3	$224K	Hold	928	–	–	0.1%	105
2021 Q2	$214K	Hold	928	–	–	0.1%	108
2021 Q1	$208K	Sell	928 -472	-34%	-$101K	0.1%	108
2020 Q4	$300K	Hold	1,400	–	–	0.16%	76
2020 Q3	$307K	Hold	1,400	–	–	0.2%	71
2020 Q2	$258K	Hold	1,400	–	–	0.18%	73
2020 Q1	$231K	Hold	1,400	–	–	0.2%	72
2019 Q4	$277K	Hold	1,400	–	–	0.18%	81
2019 Q3	$301K	Hold	1,400	–	–	0.21%	65
2019 Q2	$291K	Hold	1,400	–	–	0.2%	68
2019 Q1	$266K	Sell	1,400 -430	-23%	-$78K	0.17%	77
2018 Q4	$325K	Hold	1,830	–	–	0.19%	72
2018 Q3	$306K	Hold	1,830	–	–	0.16%	87
2018 Q2	$287K	Hold	1,830	–	–	0.15%	87
2018 Q1	$286K	Hold	1,830	–	–	0.16%	89
2017 Q4	$315K	Hold	1,830	–	–	0.17%	80
2017 Q3	$287K	Hold	1,830	–	–	0.16%	84
2017 Q2	$280K	Hold	1,830	–	–	0.16%	87
2017 Q1	$237K	Hold	1,830	–	–	0.15%	88
2016 Q4	$223K	Hold	1,830	–	–	0.14%	89
2016 Q3	$211K	Hold	1,830	–	–	0.16%	88
2016 Q2	$220K	Hold	1,830	–	–	0.18%	84
2016 Q1	$230K	Hold	1,830	–	–	0.18%	83
2015 Q4	$216K	Buy	+1,830	New	+$205K	0.18%	87

Other funds holding MCD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Palisades Hudson Asset Management's MCD Position: Q2 2026 in Review

Palisades Hudson Asset Management sold out of McDonald's (MCD) in Q2 2026, closing a stake of 700 shares — an estimated $217K sold.

Palisades Hudson Asset Management first reported a position in MCD in Q4 2015 and held it in 42 quarters. The position peaked at $547K in Q3 2024. 3,444 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Palisades Hudson Asset Management reported no remaining McDonald's position as of Q2 2026 after selling out during the quarter.
Palisades Hudson Asset Management sold 700 McDonald's shares in Q2 2026, an estimated $217K.
Palisades Hudson Asset Management first reported a position in McDonald's in Q4 2015 and held it in 42 quarters.
Palisades Hudson Asset Management's McDonald's position peaked at $547K in Q3 2024.
3,444 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Palisades Hudson Asset Management's 13F filing for Q2 2026, filed 7 Aug 2026.