Sterling Investment Advisors (Pennsylvania)’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 | $1.82M | Buy |
5,844
+45
| +0.8% | +$14.3K | 0.33% | 76 |
|
|
2025
Q4 | $1.77M | Buy |
5,799
+35
| +0.6% | +$10.7K | 0.33% | 76 |
|
|
2025
Q3 | $1.75M | Buy |
5,764
+300
| +5% | +$91.3K | 0.34% | 74 |
|
|
2025
Q2 | $1.6M | Buy |
5,464
+22
| +0.4% | +$6.78K | 0.35% | 76 |
|
|
2025
Q1 | $1.7M | Sell |
5,442
-133
| -2% | -$39.8K | 0.41% | 67 |
|
|
2024
Q4 | $1.62M | Sell |
5,575
-41
| -0.7% | -$12.2K | 0.39% | 68 |
|
|
2024
Q3 | $1.71M | Hold |
5,616
| – | – | 0.43% | 66 |
|
|
2024
Q2 | $1.43M | Buy |
5,616
+400
| +8% | +$106K | 0.39% | 67 |
|
|
2024
Q1 | $1.47M | Buy |
5,216
+1,664
| +47% | +$484K | 0.41% | 65 |
|
|
2023
Q4 | $1.05M | Buy |
3,552
+239
| +7% | +$65K | 0.33% | 71 |
|
|
2023
Q3 | $873K | Sell |
3,313
-25
| -0.7% | -$7.13K | 0.3% | 75 |
|
|
2023
Q2 | $996K | Buy |
3,338
+34
| +1% | +$9.88K | 0.33% | 76 |
|
|
2023
Q1 | $924K | Sell |
3,304
-12
| -0.4% | -$3.21K | 0.31% | 81 |
|
|
2022
Q4 | $874K | Sell |
3,316
-243
| -7% | -$64.1K | 0.31% | 81 |
|
|
2022
Q3 | $821K | Hold |
3,559
| – | – | 0.31% | 80 |
|
|
2022
Q2 | $879K | Sell |
3,559
-25
| -0.7% | -$6.16K | 0.3% | 78 |
|
|
2022
Q1 | $886K | Buy |
3,584
+1
| +0% | +$249 | 0.25% | 92 |
|
|
2021
Q4 | $961K | Sell |
3,583
-10
| -0.3% | -$2.52K | 0.27% | 85 |
|
|
2021
Q3 | $866K | Sell |
3,593
-172
| -5% | -$41.1K | 0.26% | 92 |
|
|
2021
Q2 | $870K | Buy |
3,765
+68
| +2% | +$15.8K | 0.25% | 92 |
|
|
2021
Q1 | $829K | Buy |
3,697
+1
| +0% | +$214 | 0.27% | 90 |
|
|
2020
Q4 | $793K | Buy |
3,696
+58
| +2% | +$12.6K | 0.27% | 84 |
|
|
2020
Q3 | $798K | Sell |
3,638
-199
| -5% | -$40.9K | 0.31% | 76 |
|
|
2020
Q2 | $707K | Sell |
3,837
-50
| -1% | -$9.17K | 0.29% | 82 |
|
|
2020
Q1 | $642K | Buy |
3,887
+178
| +5% | +$35.1K | 0.34% | 74 |
|
|
2019
Q4 | $732K | Buy |
3,709
+250
| +7% | +$49.6K | 0.34% | 73 |
|
|
2019
Q3 | $743K | Hold |
3,459
| – | – | 0.38% | 69 |
|
|
2019
Q2 | $718K | Sell |
3,459
-600
| -15% | -$119K | 0.37% | 72 |
|
|
2019
Q1 | $771K | Hold |
4,059
| – | – | 0.39% | 65 |
|
|
2018
Q4 | $720K | Hold |
4,059
| – | – | 0.42% | 61 |
|
|
2018
Q3 | $679K | Buy |
4,059
+35
| +0.9% | +$5.61K | 0.36% | 70 |
|
|
2018
Q2 | $630K | Hold |
4,024
| – | – | 0.37% | 72 |
|
|
2018
Q1 | $629K | Hold |
4,024
| – | – | 0.39% | 69 |
|
|
2017
Q4 | $693K | Hold |
4,024
| – | – | 0.43% | 66 |
|
|
2017
Q3 | $630K | Sell |
4,024
-266
| -6% | -$41.7K | 0.42% | 70 |
|
|
2017
Q2 | $657K | Hold |
4,290
| – | – | 0.44% | 68 |
|
|
2017
Q1 | $556K | Buy |
4,290
+370
| +9% | +$46.4K | 0.4% | 67 |
|
|
2016
Q4 | $477K | Buy |
+3,920
| New | +$460K | 0.38% | 65 |
|
Other funds holding MCD
VCM
VPM
DAM
Sterling Investment Advisors (Pennsylvania)'s MCD Position: Q1 2026 in Review
Sterling Investment Advisors (Pennsylvania) increased its McDonald's (MCD) stake by 0.78% in Q1 2026, buying an estimated $14.3K and bringing the position to 5,844 shares worth $1.82M. The position accounts for 0.33% of the portfolio, ranked #76.
Sterling Investment Advisors (Pennsylvania) first reported a position in MCD in Q4 2016 and has held it in 38 quarters since. 3,566 funds tracked by Wall St. Rank hold MCD as of Q1 2026.
- Sterling Investment Advisors (Pennsylvania) held 5,844 shares of McDonald's worth $1.82M as of Q1 2026.
- Sterling Investment Advisors (Pennsylvania) bought 45 McDonald's shares in Q1 2026, an estimated $14.3K.
- McDonald's made up 0.33% of Sterling Investment Advisors (Pennsylvania)'s portfolio in Q1 2026, its #76 holding.
- Sterling Investment Advisors (Pennsylvania) first reported a position in McDonald's in Q4 2016 and has held it in 38 quarters since.
- 3,566 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.
Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q1 2026, filed 4 May 2026.