McKinley Carter Wealth Services’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
Q2 | $3.45M | Buy |
12,776
+125
| +1% | +$35.8K | 0.18% | 95 |
|
|
2026
Q1 | $3.93M | Sell |
12,651
-303
| -2% | -$96.5K | 0.23% | 90 |
|
|
2025
Q4 | $3.96M | Buy |
12,954
+190
| +1% | +$58.2K | 0.22% | 85 |
|
|
2025
Q3 | $3.88M | Sell |
12,764
-20
| -0.2% | -$6.09K | 0.2% | 85 |
|
|
2025
Q2 | $3.74M | Sell |
12,784
-114
| -0.9% | -$35.1K | 0.21% | 82 |
|
|
2025
Q1 | $4.03M | Buy |
12,898
+458
| +4% | +$137K | 0.25% | 73 |
|
|
2024
Q4 | $3.61M | Sell |
12,440
-69
| -0.6% | -$20.6K | 0.22% | 78 |
|
|
2024
Q3 | $3.81M | Buy |
12,509
+100
| +0.8% | +$27.6K | 0.23% | 79 |
|
|
2024
Q2 | $3.16M | Buy |
12,409
+405
| +3% | +$107K | 0.2% | 85 |
|
|
2024
Q1 | $3.38M | Sell |
12,004
-57
| -0.5% | -$16.6K | 0.23% | 81 |
|
|
2023
Q4 | $3.58M | Buy |
12,061
+453
| +4% | +$123K | 0.26% | 76 |
|
|
2023
Q3 | $3.06M | Buy |
11,608
+3,327
| +40% | +$949K | 0.24% | 79 |
|
|
2023
Q2 | $2.47M | Sell |
8,281
-520
| -6% | -$151K | 0.19% | 91 |
|
|
2023
Q1 | $2.46M | Sell |
8,801
-2
| -0% | -$536 | 0.19% | 90 |
|
|
2022
Q4 | $2.32M | Sell |
8,803
-208
| -2% | -$54.9K | 0.2% | 91 |
|
|
2022
Q3 | $2.08M | Sell |
9,011
-797
| -8% | -$204K | 0.19% | 84 |
|
|
2022
Q2 | $2.42M | Sell |
9,808
-236
| -2% | -$58.1K | 0.21% | 82 |
|
|
2022
Q1 | $2.48M | Sell |
10,044
-2,350
| -19% | -$585K | 0.19% | 87 |
|
|
2021
Q4 | $3.32M | Sell |
12,394
-1,571
| -11% | -$397K | 0.25% | 76 |
|
|
2021
Q3 | $3.37M | Buy |
13,965
+438
| +3% | +$105K | 0.28% | 73 |
|
|
2021
Q2 | $3.12M | Buy |
13,527
+245
| +2% | +$57K | 0.26% | 79 |
|
|
2021
Q1 | $2.98M | Buy |
13,282
+1,121
| +9% | +$240K | 0.25% | 87 |
|
|
2020
Q4 | $2.61M | Buy |
12,161
+1,594
| +15% | +$347K | 0.34% | 79 |
|
|
2020
Q3 | $2.32M | Buy |
10,567
+352
| +3% | +$72.3K | 0.52% | 48 |
|
|
2020
Q2 | $1.88M | Buy |
10,215
+326
| +3% | +$59.8K | 0.46% | 46 |
|
|
2020
Q1 | $1.64M | Sell |
9,889
-912
| -8% | -$180K | 0.49% | 46 |
|
|
2019
Q4 | $2.13M | Buy |
10,801
+318
| +3% | +$63.1K | 0.5% | 47 |
|
|
2019
Q3 | $2.25M | Buy |
10,483
+614
| +6% | +$132K | 0.58% | 44 |
|
|
2019
Q2 | $2.05M | Buy |
9,869
+7
| +0.1% | +$1.39K | 0.55% | 47 |
|
|
2019
Q1 | $1.87M | Buy |
9,862
+394
| +4% | +$71.5K | 0.53% | 48 |
|
|
2018
Q4 | $1.68M | Sell |
9,468
-1,069
| -10% | -$190K | 0.56% | 50 |
|
|
2018
Q3 | $1.76M | Buy |
10,537
+172
| +2% | +$27.6K | 0.52% | 53 |
|
|
2018
Q2 | $1.62M | Buy |
10,365
+923
| +10% | +$150K | 0.52% | 51 |
|
|
2018
Q1 | $1.48M | Buy |
9,442
+636
| +7% | +$105K | 0.48% | 52 |
|
|
2017
Q4 | $1.52M | Sell |
8,806
-523
| -6% | -$87.8K | 0.52% | 51 |
|
|
2017
Q3 | $1.46M | Buy |
9,329
+1,781
| +24% | +$279K | 0.56% | 47 |
|
|
2017
Q2 | $1.16M | Sell |
7,548
-56
| -0.7% | -$8.09K | 0.51% | 51 |
|
|
2017
Q1 | $986K | Sell |
7,604
-103
| -1% | -$12.9K | 0.46% | 52 |
|
|
2016
Q4 | $938K | Sell |
7,707
-257
| -3% | -$30.1K | 0.47% | 53 |
|
|
2016
Q3 | $919K | Sell |
7,964
-101
| -1% | -$12K | 0.47% | 52 |
|
|
2016
Q2 | $971K | Sell |
8,065
-113
| -1% | -$14.2K | 0.51% | 52 |
|
|
2016
Q1 | $1.03M | Buy |
8,178
+195
| +2% | +$23.3K | 0.57% | 46 |
|
|
2015
Q4 | $943K | Sell |
7,983
-47
| -0.6% | -$5.25K | 0.54% | 51 |
|
|
2015
Q3 | $791K | Sell |
8,030
-441
| -5% | -$43K | 0.49% | 55 |
|
|
2015
Q2 | $805K | Sell |
8,471
-261
| -3% | -$25.2K | 0.44% | 62 |
|
|
2015
Q1 | $851K | Sell |
8,732
-733
| -8% | -$69.5K | 0.55% | 53 |
|
|
2014
Q4 | $887K | Buy |
9,465
+228
| +2% | +$21.3K | 0.69% | 49 |
|
|
2014
Q3 | $876K | Sell |
9,237
-667
| -7% | -$63.6K | 0.83% | 41 |
|
|
2014
Q2 | $998K | Sell |
9,904
-854
| -8% | -$86.2K | 1.05% | 37 |
|
|
2014
Q1 | $1.05M | Sell |
10,758
-8,281
| -43% | -$792K | 1.15% | 38 |
|
|
2013
Q4 | $1.85M | Sell |
19,039
-6,657
| -26% | -$640K | 1.8% | 13 |
|
|
2013
Q3 | $2.47M | Sell |
25,696
-146
| -0.6% | -$14.3K | 2.93% | 9 |
|
|
2013
Q2 | $2.56M | Buy |
+25,842
| New | +$2.59M | 3.87% | 4 |
|
Other funds holding MCD
McKinley Carter Wealth Services's MCD Position: Q2 2026 in Review
McKinley Carter Wealth Services increased its McDonald's (MCD) stake by 0.99% in Q2 2026, buying an estimated $35.8K and bringing the position to 12,776 shares worth $3.45M. The position accounts for 0.18% of the portfolio, ranked #95.
McKinley Carter Wealth Services first reported a position in MCD in Q2 2013 and has held it in 53 quarters since. The position peaked at $4.03M in Q1 2025. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.
- McKinley Carter Wealth Services held 12,776 shares of McDonald's worth $3.45M as of Q2 2026.
- McKinley Carter Wealth Services bought 125 McDonald's shares in Q2 2026, an estimated $35.8K.
- McDonald's made up 0.18% of McKinley Carter Wealth Services's portfolio in Q2 2026, its #95 holding.
- McKinley Carter Wealth Services first reported a position in McDonald's in Q2 2013 and has held it in 53 quarters since.
- McKinley Carter Wealth Services's McDonald's position peaked at $4.03M in Q1 2025.
- 3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.
Based on McKinley Carter Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.