US Asset Management LLC’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
$775K Hold
2,866
0.59% 42
2026
Q1
$891K Sell
2,866
-25
-0.9% -$7.96K 0.77% 33
2025
Q4
$884K Sell
2,891
-28
-1% -$8.58K 0.72% 35
2025
Q3
$887K Hold
2,919
0.73% 36
2025
Q2
$853K Hold
2,919
0.74% 37
2025
Q1
$912K Sell
2,919
-16
-0.5% -$4.79K 0.87% 31
2024
Q4
$851K Sell
2,935
-134
-4% -$40K 0.76% 35
2024
Q3
$913K Sell
3,069
-7
-0.2% -$1.93K 0.81% 31
2024
Q2
$784K Sell
3,076
-94
-3% -$24.9K 0.71% 36
2024
Q1
$894K Sell
3,170
-42
-1% -$12.2K 0.81% 33
2023
Q4
$952K Buy
+3,212
New +$874K 0.94% 27
2023
Q2
$963K Sell
3,227
-4
-0.1% -$1.16K 1.02% 26
2023
Q1
$903K Sell
3,231
-12
-0.4% -$3.21K 0.92% 27
2022
Q4
$855K Buy
+3,243
New +$856K 0.92% 26
2022
Q2
$801K Hold
3,243
0.88% 28
2022
Q1
$802K Hold
3,243
0.74% 35
2021
Q4
$869K Sell
3,243
-4
-0.1% -$1.01K 0.83% 33
2021
Q3
$783K Buy
+3,247
New +$775K 0.76% 36

Other funds holding MCD

US Asset Management LLC's MCD Position: Q2 2026 in Review

US Asset Management LLC held its McDonald's (MCD) position steady in Q2 2026 at 2,866 shares worth $775K. The position accounts for 0.59% of the portfolio, ranked #42.

US Asset Management LLC first reported a position in MCD in Q3 2021 and has held it in 18 quarters since. The position peaked at $963K in Q2 2023. 3,462 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • US Asset Management LLC held 2,866 shares of McDonald's worth $775K as of Q2 2026.
  • US Asset Management LLC left its McDonald's share count unchanged in Q2 2026.
  • McDonald's made up 0.59% of US Asset Management LLC's portfolio in Q2 2026, its #42 holding.
  • US Asset Management LLC first reported a position in McDonald's in Q3 2021 and has held it in 18 quarters since.
  • US Asset Management LLC's McDonald's position peaked at $963K in Q2 2023.
  • 3,462 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on US Asset Management LLC's 13F filing for Q2 2026, filed 12 Aug 2026.