First Heartland Consultants’s McDonald's MCD Stock Holding History

First Heartland Consultants’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 Q2	$378K	Buy	1,399 +158	+13%	+$45.3K	0.02%	393
2026 Q1	$386K	Buy	1,241 +23	+2%	+$7.33K	0.03%	339
2025 Q4	$372K	Sell	1,218 -14	-1%	-$4.29K	0.03%	357
2025 Q3	$374K	Sell	1,232 -7	-0.6%	-$2.13K	0.03%	353
2025 Q2	$362K	Buy	1,239 +146	+13%	+$45K	0.03%	340
2025 Q1	$341K	Sell	1,093 -169	-13%	-$50.5K	0.04%	318
2024 Q4	$366K	Sell	1,262 -18	-1%	-$5.37K	0.04%	301
2024 Q3	$390K	Sell	1,280 -250	-16%	-$68.9K	0.04%	285
2024 Q2	$390	Sell	1,530 -56	-4%	-$14.9K	0.03%	300
2024 Q1	$447K	Buy	1,586 +141	+10%	+$41K	0.05%	263
2023 Q4	$428K	Sell	1,445 -169	-10%	-$46K	0.05%	232
2023 Q3	$425K	Sell	1,614 -1	-0.1%	-$285	0.05%	236
2023 Q2	$482K	Buy	1,615 +1	+0.1%	+$291	0.06%	218
2023 Q1	$451K	Sell	1,614 -75	-4%	-$20.1K	0.07%	218
2022 Q4	$445K	Sell	1,689 -60	-3%	-$15.8K	0.07%	214
2022 Q3	$403	Buy	1,749 +8	+0.5%	+$2.04K	0.03%	213
2022 Q2	$429K	Buy	1,741 +103	+6%	+$25.4K	0.07%	203
2022 Q1	$405K	Buy	1,638 +2	+0.1%	+$498	0.06%	209
2021 Q4	$438	Sell	1,636 -91	-5%	-$23K	0.02%	218
2021 Q3	$417K	Sell	1,727 -683	-28%	-$163K	0.06%	230
2021 Q2	$557K	Buy	2,410 +147	+6%	+$34.2K	0.08%	197
2021 Q1	$507K	Sell	2,263 -113	-5%	-$24.2K	0.08%	201
2020 Q4	$510K	Sell	2,376 -15	-0.6%	-$3.26K	0.08%	165
2020 Q3	$525K	Buy	2,391 +94	+4%	+$19.3K	0.1%	148
2020 Q2	$424K	Buy	2,297 +61	+3%	+$11.2K	0.08%	173
2020 Q1	$370K	Sell	2,236 -275	-11%	-$54.2K	0.1%	157
2019 Q4	$496K	Sell	2,511 -76	-3%	-$15.1K	0.1%	176
2019 Q3	$556K	Buy	2,587 +57	+2%	+$12.2K	0.12%	145
2019 Q2	$525K	Buy	2,530 +117	+5%	+$23.2K	0.13%	145
2019 Q1	$458K	Sell	2,413 -442	-15%	-$80.2K	0.13%	154
2018 Q4	$507K	Sell	2,855 -1,548	-35%	-$275K	0.19%	121
2018 Q3	$737K	Sell	4,403 -61	-1%	-$9.78K	0.23%	97
2018 Q2	$700K	Sell	4,464 -752	-14%	-$122K	0.25%	106
2018 Q1	$816K	Buy	5,216 +760	+17%	+$125K	0.24%	101
2017 Q4	$767K	Sell	4,456 -2,249	-34%	-$378K	0.23%	110
2017 Q3	$1.05M	Sell	6,705 -56	-0.8%	-$8.78K	0.26%	114
2017 Q2	$1.04M	Buy	6,761 +159	+2%	+$23K	0.27%	105
2017 Q1	$856K	Sell	6,602 -506	-7%	-$63.5K	0.24%	121
2016 Q4	$865K	Sell	7,108 -93	-1%	-$10.9K	0.26%	107
2016 Q3	$831K	Sell	7,201 -72	-1%	-$8.53K	0.24%	115
2016 Q2	$875	Buy	7,273 +1,569	+28%	+$197K	0.1%	96
2016 Q1	$717K	Buy	5,704 +27	+0.5%	+$3.23K	0.27%	98
2015 Q4	$671K	Buy	5,677 +149	+3%	+$16.7K	0.25%	104
2015 Q3	$545K	Sell	5,528 -53	-0.9%	-$5.16K	0.23%	122
2015 Q2	$531	Sell	5,581 -330	-6%	-$31.9K	0.14%	135
2015 Q1	$576K	Sell	5,911 -101	-2%	-$9.58K	0.22%	127
2014 Q4	$563K	Sell	6,012 -671	-10%	-$62.8K	0.23%	122
2014 Q3	$634K	Sell	6,683 -963	-13%	-$91.8K	0.28%	107
2014 Q2	$770K	Buy	7,646 +482	+7%	+$48.7K	0.35%	86
2014 Q1	$702K	Buy	7,164 +860	+14%	+$82.2K	0.35%	88
2013 Q4	$612K	Sell	6,304 -3,198	-34%	-$307K	0.34%	87
2013 Q3	$913K	Sell	9,502 -315	-3%	-$30.8K	0.55%	52
2013 Q2	$972K	Buy	+9,817	New	+$983K	0.56%	47

Other funds holding MCD

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

BPC

Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

First Heartland Consultants's MCD Position: Q2 2026 in Review

First Heartland Consultants increased its McDonald's (MCD) stake by 13% in Q2 2026, buying an estimated $45.3K and bringing the position to 1,399 shares worth $378K. The position accounts for 0.02% of the portfolio, ranked #393.

First Heartland Consultants first reported a position in MCD in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.05M in Q3 2017. 1,157 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

First Heartland Consultants held 1,399 shares of McDonald's worth $378K as of Q2 2026.
First Heartland Consultants bought 158 McDonald's shares in Q2 2026, an estimated $45.3K.
McDonald's made up 0.02% of First Heartland Consultants's portfolio in Q2 2026, its #393 holding.
First Heartland Consultants first reported a position in McDonald's in Q2 2013 and has held it in 53 quarters since.
First Heartland Consultants's McDonald's position peaked at $1.05M in Q3 2017.
1,157 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.