Providence 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 | $312K | Sell |
1,014
-72
| -7% | -$22.9K | 0.2% | 62 |
|
|
2025
Q4 | $327K | Buy |
1,086
+13
| +1% | +$3.98K | 0.2% | 64 |
|
|
2025
Q3 | $329K | Sell |
1,073
-86
| -7% | -$26.2K | 0.21% | 63 |
|
|
2025
Q2 | $356K | Sell |
1,159
-90
| -7% | -$27.7K | 0.24% | 60 |
|
|
2025
Q1 | $391K | Buy |
1,249
+5
| +0.4% | +$1.5K | 0.3% | 61 |
|
|
2024
Q4 | $366K | Hold |
1,244
| – | – | 0.28% | 59 |
|
|
2024
Q3 | $373K | Sell |
1,244
-248
| -17% | -$68.4K | 0.28% | 57 |
|
|
2024
Q2 | $375K | Hold |
1,492
| – | – | 0.3% | 58 |
|
|
2024
Q1 | $415K | Sell |
1,492
-39,508
| -96% | -$11.5M | 0.35% | 56 |
|
|
2023
Q4 | $43K | Buy |
41,000
+39,508
| +2,648% | +$10.8M | 0.04% | 77 |
|
|
2023
Q3 | $385K | Hold |
1,492
| – | – | 0.43% | 54 |
|
|
2023
Q2 | $443K | Hold |
1,492
| – | – | 0.49% | 52 |
|
|
2023
Q1 | $434K | Buy |
1,492
+35
| +2% | +$9.38K | 0.32% | 68 |
|
|
2022
Q4 | $382K | Buy |
1,457
+10
| +0.7% | +$2.64K | 0.28% | 70 |
|
|
2022
Q3 | $404K | Sell |
1,447
-1,160
| -44% | -$296K | 0.3% | 67 |
|
|
2022
Q2 | $651K | Sell |
2,607
-233
| -8% | -$57.4K | 0.47% | 63 |
|
|
2022
Q1 | $708K | Hold |
2,840
| – | – | 0.46% | 63 |
|
|
2021
Q4 | $751K | Sell |
2,840
-164
| -5% | -$41.4K | 0.47% | 59 |
|
|
2021
Q3 | $727K | Sell |
3,004
-100
| -3% | -$23.9K | 0.51% | 57 |
|
|
2021
Q2 | $724K | Sell |
3,104
-250
| -7% | -$58.2K | 0.49% | 60 |
|
|
2021
Q1 | $752K | Buy |
3,354
+26
| +0.8% | +$5.56K | 0.55% | 53 |
|
|
2020
Q4 | $704K | Buy |
3,328
+398
| +14% | +$86.5K | 0.58% | 52 |
|
|
2020
Q3 | $643K | Hold |
2,930
| – | – | 0.64% | 50 |
|
|
2020
Q2 | $540K | Sell |
2,930
-150
| -5% | -$27.5K | 0.55% | 56 |
|
|
2020
Q1 | $493K | Sell |
3,080
-860
| -22% | -$169K | 0.59% | 51 |
|
|
2019
Q4 | $776K | Sell |
3,940
-200
| -5% | -$39.7K | 0.71% | 51 |
|
|
2019
Q3 | $889K | Buy |
4,140
+475
| +13% | +$102K | 0.79% | 45 |
|
|
2019
Q2 | $760K | Buy |
3,665
+35
| +1% | +$6.93K | 0.71% | 51 |
|
|
2019
Q1 | $690K | Buy |
3,630
+4
| +0.1% | +$726 | 0.65% | 53 |
|
|
2018
Q4 | $637K | Sell |
3,626
-27
| -0.7% | -$4.79K | 0.71% | 51 |
|
|
2018
Q3 | $611K | Hold |
3,653
| – | – | 0.56% | 58 |
|
|
2018
Q2 | $572K | Hold |
3,653
| – | – | 0.56% | 59 |
|
|
2018
Q1 | $576K | Buy |
+3,653
| New | +$601K | 0.85% | 46 |
|
Other funds holding MCD
VCM
VPM
DAM
Providence Wealth Advisors's MCD Position: Q1 2026 in Review
Providence Wealth Advisors reduced its McDonald's (MCD) stake by 6.6% in Q1 2026, selling an estimated $22.9K and leaving 1,014 shares worth $312K. The position accounts for 0.2% of the portfolio, ranked #62.
Providence Wealth Advisors first reported a position in MCD in Q1 2018 and has held it in 33 quarters since. The position peaked at $889K in Q3 2019. 3,564 funds tracked by Wall St. Rank hold MCD as of Q1 2026.
- Providence Wealth Advisors held 1,014 shares of McDonald's worth $312K as of Q1 2026.
- Providence Wealth Advisors sold 72 McDonald's shares in Q1 2026, an estimated $22.9K.
- McDonald's made up 0.2% of Providence Wealth Advisors's portfolio in Q1 2026, its #62 holding.
- Providence Wealth Advisors first reported a position in McDonald's in Q1 2018 and has held it in 33 quarters since.
- Providence Wealth Advisors's McDonald's position peaked at $889K in Q3 2019.
- 3,564 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.
Based on Providence Wealth Advisors's 13F filing for Q1 2026, filed 5 May 2026.