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Palumbo Wealth Management’s McDonald's MCD Stock Holding History

Palumbo Wealth 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 		$2.55M Sell
9,429
-376
-4% -$108K 0.53% 40
2026
Q1 		$3.05M Sell
9,805
-1,325
-12% -$422K 0.74% 29
2025
Q4 		$3.4M Sell
11,130
-787
-7% -$241K 0.84% 28
2025
Q3 		$3.53M Buy
11,917
+113
+1% +$34.4K 1.13% 24
2025
Q2 		$3.45M Buy
11,804
+182
+2% +$56.1K 1.07% 21
2025
Q1 		$3.63M Buy
11,622
+2,361
+25% +$706K 1.21% 21
2024
Q4 		$2.68M Buy
9,261
+1,187
+15% +$354K 1% 26
2024
Q3 		$2.46M Buy
8,074
+145
+2% +$40K 0.96% 30
2024
Q2 		$2.02M Buy
7,929
+1,238
+19% +$328K 0.85% 34
2024
Q1 		$1.89M Buy
6,691
+624
+10% +$181K 0.84% 33
2023
Q4 		$1.8M Buy
6,067
+49
+0.8% +$13.3K 0.92% 26
2023
Q3 		$1.59M Buy
6,018
+1,124
+23% +$321K 0.87% 26
2023
Q2 		$1.46M Buy
4,894
+286
+6% +$83.1K 0.89% 21
2023
Q1 		$1.29M Sell
4,608
-70
-1% -$18.8K 0.86% 25
2022
Q4 		$1.23M Buy
4,678
+89
+2% +$23.5K 0.98% 20
2022
Q3 		$1.06M Buy
4,589
+83
+2% +$21.2K 0.9% 25
2022
Q2 		$1.11M Buy
4,506
+183
+4% +$45.1K 0.88% 22
2022
Q1 		$1.07M Buy
4,323
+60
+1% +$14.9K 0.69% 33
2021
Q4 		$1.14M Buy
4,263
+281
+7% +$70.9K 0.72% 27
2021
Q3 		$960K Sell
3,982
-337
-8% -$80.4K 0.63% 29
2021
Q2 		$998K Buy
4,319
+21
+0.5% +$4.89K 0.67% 34
2021
Q1 		$963K Buy
4,298
+226
+6% +$48.3K 0.73% 29
2020
Q4 		$874K Buy
+4,072
New +$885K 0.71% 25

Other funds holding MCD

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Palumbo Wealth Management's MCD Position: Q2 2026 in Review

Palumbo Wealth Management reduced its McDonald's (MCD) stake by 3.8% in Q2 2026, selling an estimated $108K and leaving 9,429 shares worth $2.55M. The position accounts for 0.53% of the portfolio, ranked #40.

Palumbo Wealth Management first reported a position in MCD in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.63M in Q1 2025. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Palumbo Wealth Management held 9,429 shares of McDonald's worth $2.55M as of Q2 2026.
  • Palumbo Wealth Management sold 376 McDonald's shares in Q2 2026, an estimated $108K.
  • McDonald's made up 0.53% of Palumbo Wealth Management's portfolio in Q2 2026, its #40 holding.
  • Palumbo Wealth Management first reported a position in McDonald's in Q4 2020 and has held it in 23 quarters since.
  • Palumbo Wealth Management's McDonald's position peaked at $3.63M in Q1 2025.
  • 3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Palumbo Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.