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Eads & Heald Wealth Management’s McDonald's MCD Stock Holding History

Eads & Heald Wealth Management’s Portfolio MCD Stock Details MCD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.19M Sell
7,053
-83
-1% -$26.4K 1.09% 32
2025
Q4 		$2.18M Sell
7,136
-52
-0.7% -$15.9K 1.06% 31
2025
Q3 		$2.18M Sell
7,188
-62
-0.9% -$18.9K 1.04% 30
2025
Q2 		$2.12M Sell
7,250
-91
-1% -$28.1K 1.05% 33
2025
Q1 		$2.29M Sell
7,341
-125
-2% -$37.4K 1.16% 26
2024
Q4 		$2.16M Sell
7,466
-35
-0.5% -$10.4K 1.06% 33
2024
Q3 		$2.28M Sell
7,501
-406
-5% -$112K 1.08% 33
2024
Q2 		$2.02M Sell
7,907
-156
-2% -$41.4K 0.97% 44
2024
Q1 		$2.27M Sell
8,063
-566
-7% -$165K 1.06% 35
2023
Q4 		$2.56M Sell
8,629
-2
-0% -$544 1.23% 25
2023
Q3 		$2.27M Sell
8,631
-114
-1% -$32.5K 1.19% 29
2023
Q2 		$2.61M Sell
8,745
-634
-7% -$184K 1.28% 20
2023
Q1 		$2.62M Sell
9,379
-123
-1% -$33K 1.3% 19
2022
Q4 		$2.5M Sell
9,502
-161
-2% -$42.5K 1.27% 24
2022
Q3 		$2.23M Sell
9,663
-96
-1% -$24.5K 1.26% 23
2022
Q2 		$2.41M Sell
9,759
-57
-0.6% -$14K 1.3% 13
2022
Q1 		$2.43M Sell
9,816
-89
-0.9% -$22.2K 1.12% 31
2021
Q4 		$2.65M Sell
9,905
-34
-0.3% -$8.58K 1.15% 27
2021
Q3 		$2.4M Buy
9,939
+20
+0.2% +$4.77K 1.16% 28
2021
Q2 		$2.29M Sell
9,919
-20
-0.2% -$4.65K 1.12% 32
2021
Q1 		$2.23M Buy
9,939
+103
+1% +$22K 1.14% 30
2020
Q4 		$2.11M Buy
9,836
+71
+0.7% +$15.4K 1.14% 35
2020
Q3 		$2.14M Sell
9,765
-1,152
-11% -$237K 1.28% 24
2020
Q2 		$2.01M Buy
10,917
+310
+3% +$56.8K 1.22% 28
2020
Q1 		$1.75M Sell
10,607
-589
-5% -$116K 1.24% 30
2019
Q4 		$2.21M Buy
11,196
+55
+0.5% +$10.9K 1.17% 30
2019
Q3 		$2.39M Sell
11,141
-173
-2% -$37.1K 1.34% 20
2019
Q2 		$2.35M Sell
11,314
-270
-2% -$53.5K 1.33% 19
2019
Q1 		$2.2M Sell
11,584
-61
-0.5% -$11.1K 1.27% 25
2018
Q4 		$2.07M Sell
11,645
-431
-4% -$76.4K 1.38% 17
2018
Q3 		$2.02M Buy
12,076
+1,740
+17% +$279K 1.16% 36
2018
Q2 		$1.62M Buy
10,336
+2,533
+32% +$411K 1% 45
2018
Q1 		$1.22M Sell
7,803
-352
-4% -$57.9K 0.77% 65
2017
Q4 		$1.4M Sell
8,155
-146
-2% -$24.5K 0.83% 57
2017
Q3 		$1.3M Sell
8,301
-89
-1% -$13.9K 0.81% 62
2017
Q2 		$1.28M Sell
8,390
-908
-10% -$131K 0.82% 60
2017
Q1 		$1.21M Sell
9,298
-126
-1% -$15.8K 0.78% 67
2016
Q4 		$1.15M Sell
9,424
-25
-0.3% -$2.93K 0.78% 66
2016
Q3 		$1.09M Sell
9,449
-219
-2% -$26K 0.75% 67
2016
Q2 		$1.16M Sell
9,668
-405
-4% -$50.7K 0.8% 61
2016
Q1 		$1.27M Sell
10,073
-451
-4% -$53.9K 0.88% 58
2015
Q4 		$1.24M Sell
10,524
-514
-5% -$57.5K 0.86% 60
2015
Q3 		$1.09M Sell
11,038
-260
-2% -$25.3K 0.78% 64
2015
Q2 		$1.07M Sell
11,298
-241
-2% -$23.3K 0.71% 66
2015
Q1 		$1.12M Sell
11,539
-243
-2% -$23.1K 0.72% 64
2014
Q4 		$1.1M Sell
11,782
-302
-2% -$28.3K 0.7% 70
2014
Q3 		$1.15M Sell
12,084
-6,550
-35% -$625K 0.78% 63
2014
Q2 		$1.88M Sell
18,634
-947
-5% -$95.6K 1.25% 32
2014
Q1 		$1.92M Sell
19,581
-25
-0.1% -$2.39K 1.26% 34
2013
Q4 		$1.9M Buy
19,606
+218
+1% +$20.9K 1.26% 36
2013
Q3 		$1.86M Sell
19,388
-931
-5% -$90.9K 1.33% 29
2013
Q2 		$2.01M Buy
+20,319
New +$2.03M 1.42% 22

Other funds holding MCD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return

Eads & Heald Wealth Management's MCD Position: Q1 2026 in Review

Eads & Heald Wealth Management reduced its McDonald's (MCD) stake by 1.2% in Q1 2026, selling an estimated $26.4K and leaving 7,053 shares worth $2.19M. The position accounts for 1.09% of the portfolio, ranked #32.

Eads & Heald Wealth Management first reported a position in MCD in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.65M in Q4 2021. 3,564 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Eads & Heald Wealth Management held 7,053 shares of McDonald's worth $2.19M as of Q1 2026.
  • Eads & Heald Wealth Management sold 83 McDonald's shares in Q1 2026, an estimated $26.4K.
  • McDonald's made up 1.09% of Eads & Heald Wealth Management's portfolio in Q1 2026, its #32 holding.
  • Eads & Heald Wealth Management first reported a position in McDonald's in Q2 2013 and has held it in 52 quarters since.
  • Eads & Heald Wealth Management's McDonald's position peaked at $2.65M in Q4 2021.
  • 3,564 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Eads & Heald Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.