Ownership history in HAMEL ASSOCIATES, INC. Β· 49 quarters on record
This page tracks every 13F SEC filing in which HAMEL ASSOCIATES, INC. reported a position in MCDONALDS CORP (MCD). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π HAMEL ASSOCIATES, INC. underperformed the S&P 500 by β0.2% annually on this MCD position. Timing score: 45% (20/44 decisions correct). Average cost basis: $101.45. Maximum drawdown during holding period: β22.0%.
β‘οΈ Roughly in line with S&P 500 (Β±1% alpha range).
48 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
20 of 44 add/trim decisions correct
Best entry: $70.68 (2013 Q4) Β· Worst: $303.93 (2025 Q4)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
12 adds Β· 33 trims. Bought during 3 of 16 down-price quarters. π Predominantly trimming β distribution phase.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 1.96% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size