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American Investment Services’s McDonald's MCD Stock Holding History

American Investment Services’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
2025
Q2 		– Sell
-3,960
Closed -$1.24M – 148
2025
Q1 		$1.24M Hold
3,960
– – 0.22% 76
2024
Q4 		$1.15M Buy
3,960
+176
+5% +$52.5K 0.2% 75
2024
Q3 		$1.15M Buy
3,784
+21
+0.6% +$5.79K 0.19% 76
2024
Q2 		$959K Buy
3,763
+24
+0.6% +$6.37K 0.17% 78
2024
Q1 		$1.05M Buy
3,739
+22
+0.6% +$6.4K 0.19% 75
2023
Q4 		$1.1M Buy
3,717
+21
+0.6% +$5.72K 0.21% 74
2023
Q3 		$974K Buy
3,696
+20
+0.5% +$5.7K 0.21% 72
2023
Q2 		$1.1M Buy
3,676
+1
+0% +$291 0.22% 70
2023
Q1 		$968K Hold
3,675
– – 0.2% 73
2022
Q4 		$968K Buy
3,675
+21
+0.6% +$5.54K 0.2% 73
2022
Q3 		$843K Sell
3,654
-12
-0.3% -$3.07K 0.2% 66
2022
Q2 		$905K Buy
3,666
+51
+1% +$12.6K 0.21% 65
2022
Q1 		$894K Buy
3,615
+21
+0.6% +$5.23K 0.2% 63
2021
Q4 		$963K Buy
3,594
+18
+0.5% +$4.54K 0.21% 64
2021
Q3 		$862K Buy
3,576
+44
+1% +$10.5K 0.19% 67
2021
Q2 		$816K Buy
3,532
+44
+1% +$10.2K 0.19% 67
2021
Q1 		$782K Buy
3,488
+20
+0.6% +$4.28K 0.21% 64
2020
Q4 		$744K Buy
3,468
+21
+0.6% +$4.57K 0.23% 63
2020
Q3 		$757K Buy
3,447
+19
+0.6% +$3.9K 0.25% 66
2020
Q2 		$632K Buy
3,428
+22
+0.6% +$4.03K 0.22% 78
2020
Q1 		$563K Sell
3,406
-156
-4% -$30.7K 0.22% 79
2019
Q4 		$704K Buy
3,562
+137
+4% +$27.2K 0.21% 82
2019
Q3 		$735K Buy
3,425
+89
+3% +$19.1K 0.23% 75
2019
Q2 		$693K Buy
3,336
+19
+0.6% +$3.76K 0.22% 75
2019
Q1 		$630K Buy
3,317
+20
+0.6% +$3.63K 0.2% 73
2018
Q4 		$585K Sell
3,297
-170
-5% -$30.1K 0.21% 68
2018
Q3 		$580K Buy
3,467
+92
+3% +$14.7K 0.2% 69
2018
Q2 		$529K Sell
3,375
-329
-9% -$53.3K 0.18% 72
2018
Q1 		$579K Sell
3,704
-314
-8% -$51.7K 0.2% 69
2017
Q4 		$692K Sell
4,018
-163
-4% -$27.4K 0.25% 61
2017
Q3 		$655K Sell
4,181
-104
-2% -$16.3K 0.25% 64
2017
Q2 		$656K Sell
4,285
-111
-3% -$16K 0.26% 63
2017
Q1 		$570K Sell
4,396
-1,569
-26% -$197K 0.23% 67
2016
Q4 		$706K Sell
5,965
-29,627
-83% -$3.47M 0.29% 65
2016
Q3 		$4.11M Sell
35,592
-5,778
-14% -$685K 1.71% 12
2016
Q2 		$4.98M Sell
41,370
-25,214
-38% -$3.16M 2.15% 12
2016
Q1 		$8.37M Sell
66,584
-25,045
-27% -$2.99M 4.1% 6
2015
Q4 		$10.8M Sell
91,629
-5,365
-6% -$600K 5.89% 5
2015
Q3 		$9.56M Sell
96,994
-474
-0.5% -$46.2K 5.32% 6
2015
Q2 		$9.27M Buy
97,468
+26,897
+38% +$2.6M 4.94% 6
2015
Q1 		$6.88M Buy
70,571
+6,894
+11% +$654K 3.73% 8
2014
Q4 		$5.97M Buy
63,677
+29,196
+85% +$2.73M 3.25% 9
2014
Q3 		$3.27M Buy
34,481
+23,324
+209% +$2.22M 1.81% 11
2014
Q2 		$1.12M Buy
11,157
+581
+5% +$58.7K 0.61% 31
2014
Q1 		$1.04M Buy
+10,576
New +$1.01M 0.6% 26

Other funds holding MCD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BC
Broadwater Capital Boston, Massachusetts $134M AUM 21.11% 1-Year Est. Return
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

American Investment Services's MCD Position: Q2 2025 in Review

American Investment Services sold out of McDonald's (MCD) in Q2 2025, closing a stake of 3,960 shares — an estimated $1.24M sold.

American Investment Services first reported a position in MCD in Q1 2014 and held it in 45 quarters. The position peaked at $10.8M in Q4 2015. 3,415 funds tracked by Wall St. Rank hold MCD as of Q2 2025.

  • American Investment Services reported no remaining McDonald's position as of Q2 2025 after selling out during the quarter.
  • American Investment Services sold 3,960 McDonald's shares in Q2 2025, an estimated $1.24M.
  • American Investment Services first reported a position in McDonald's in Q1 2014 and held it in 45 quarters.
  • American Investment Services's McDonald's position peaked at $10.8M in Q4 2015.
  • 3,415 funds tracked by Wall St. Rank held McDonald's as of Q2 2025.

Based on American Investment Services's 13F filing for Q2 2025, filed 13 Aug 2025.