AmeriServ Wealth Advisors’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $265K | Sell |
853
-90
| -10% | -$28.7K | 0.17% | 51 |
|
|
2025
Q4 | $288K | Sell |
943
-297
| -24% | -$91K | 0.17% | 50 |
|
|
2025
Q3 | $377K | Sell |
1,240
-97
| -7% | -$29.5K | 0.19% | 46 |
|
|
2025
Q2 | $391K | Sell |
1,337
-9
| -0.7% | -$2.77K | 0.19% | 42 |
|
|
2025
Q1 | $420K | Sell |
1,346
-13
| -1% | -$3.89K | 0.24% | 39 |
|
|
2024
Q4 | $394K | Buy |
+1,359
| New | +$405K | 0.21% | 43 |
|
|
2023
Q3 | $600K | Sell |
2,277
-99
| -4% | -$28.2K | 1.11% | 19 |
|
|
2023
Q2 | $709K | Sell |
2,376
-100
| -4% | -$29.1K | 1.34% | 17 |
|
|
2023
Q1 | $692K | Hold |
2,476
| – | – | 1.59% | 16 |
|
|
2022
Q4 | $653K | Sell |
2,476
-30
| -1% | -$7.92K | 1.3% | 22 |
|
|
2022
Q3 | $578K | Hold |
2,506
| – | – | 1.27% | 24 |
|
|
2022
Q2 | $619K | Buy |
2,506
+55
| +2% | +$13.5K | 1.46% | 24 |
|
|
2022
Q1 | $606K | Hold |
2,451
| – | – | 0.44% | 42 |
|
|
2021
Q4 | $657K | Sell |
2,451
-25
| -1% | -$6.31K | 0.45% | 36 |
|
|
2021
Q3 | $597K | Sell |
2,476
-98
| -4% | -$23.4K | 0.46% | 36 |
|
|
2021
Q2 | $595K | Sell |
2,574
-641
| -20% | -$149K | 0.46% | 38 |
|
|
2021
Q1 | $721K | Sell |
3,215
-163
| -5% | -$34.9K | 0.62% | 32 |
|
|
2020
Q4 | $725K | Buy |
+3,378
| New | +$735K | 0.71% | 29 |
|
|
2019
Q3 | $800K | Buy |
3,728
+50
| +1% | +$10.7K | 1.09% | 18 |
|
|
2019
Q2 | $764K | Buy |
3,678
+100
| +3% | +$19.8K | 1% | 22 |
|
|
2019
Q1 | $679K | Sell |
3,578
-119
| -3% | -$21.6K | 1.42% | 25 |
|
|
2018
Q4 | $656K | Buy |
3,697
+94
| +3% | +$16.7K | 1.66% | 24 |
|
|
2018
Q3 | $603K | Hold |
3,603
| – | – | 0.75% | 29 |
|
|
2018
Q2 | $565K | Sell |
3,603
-15
| -0.4% | -$2.43K | 0.76% | 31 |
|
|
2018
Q1 | $566K | Sell |
3,618
-25
| -0.7% | -$4.11K | 0.64% | 33 |
|
|
2017
Q4 | $626K | Buy |
+3,643
| New | +$612K | 0.6% | 32 |
|
|
2016
Q4 | – | Sell |
-3,699
| Closed | -$427K | – | 60 |
|
|
2016
Q3 | $427K | Buy |
+3,699
| New | +$438K | 0.54% | 42 |
|
|
2015
Q4 | – | Sell |
-3,974
| Closed | -$392K | – | 47 |
|
|
2015
Q3 | $392K | Sell |
3,974
-527
| -12% | -$51.3K | 0.75% | 32 |
|
|
2015
Q2 | $428K | Sell |
4,501
-4,158
| -48% | -$402K | 0.5% | 44 |
|
|
2015
Q1 | $843K | Sell |
8,659
-916
| -10% | -$86.9K | 0.97% | 23 |
|
|
2014
Q4 | $897K | Buy |
9,575
+1,199
| +14% | +$112K | 0.87% | 22 |
|
|
2014
Q3 | $794K | Sell |
8,376
-30
| -0.4% | -$2.86K | 1.37% | 16 |
|
|
2014
Q2 | $847K | Buy |
8,406
+25
| +0.3% | +$2.52K | 0.91% | 24 |
|
|
2014
Q1 | $821K | Sell |
8,381
-3,478
| -29% | -$333K | 0.82% | 32 |
|
|
2013
Q4 | $1.15M | Sell |
11,859
-10
| -0.1% | -$961 | 0.69% | 39 |
|
|
2013
Q3 | $1.14M | Buy |
11,869
+6
| +0.1% | +$586 | 0.73% | 37 |
|
|
2013
Q2 | $1.17M | Buy |
+11,863
| New | +$1.19M | 0.76% | 36 |
|
Other funds holding MCD
VCM
VPM
DAM
AmeriServ Wealth Advisors's MCD Position: Q1 2026 in Review
AmeriServ Wealth Advisors reduced its McDonald's (MCD) stake by 9.5% in Q1 2026, selling an estimated $28.7K and leaving 853 shares worth $265K. The position accounts for 0.17% of the portfolio, ranked #51.
AmeriServ Wealth Advisors first reported a position in MCD in Q2 2013 and has held it in 37 quarters since. The position peaked at $1.17M in Q2 2013. 3,565 funds tracked by Wall St. Rank hold MCD as of Q1 2026.
- AmeriServ Wealth Advisors held 853 shares of McDonald's worth $265K as of Q1 2026.
- AmeriServ Wealth Advisors sold 90 McDonald's shares in Q1 2026, an estimated $28.7K.
- McDonald's made up 0.17% of AmeriServ Wealth Advisors's portfolio in Q1 2026, its #51 holding.
- AmeriServ Wealth Advisors first reported a position in McDonald's in Q2 2013 and has held it in 37 quarters since.
- AmeriServ Wealth Advisors's McDonald's position peaked at $1.17M in Q2 2013.
- 3,565 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.
Based on AmeriServ Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.