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Heartland Bank & Trust’s McDonald's MCD Stock Holding History

Heartland Bank & Trust’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 		$1.32M Buy
4,893
+113
+2% +$32.4K 0.27% 58
2026
Q1 		$1.49M Buy
4,780
+1,737
+57% +$553K 0.34% 48
2025
Q4 		$930K Sell
3,043
-48
-2% -$14.7K 0.39% 51
2025
Q3 		$939K Buy
3,091
+1,039
+51% +$316K 0.39% 57
2025
Q2 		$600K Sell
2,052
-25
-1% -$7.71K 0.28% 83
2025
Q1 		$649K Buy
2,077
+303
+17% +$90.6K 0.33% 76
2024
Q4 		$514K Sell
1,774
-211
-11% -$62.9K 0.28% 77
2024
Q3 		$604K Sell
1,985
-152
-7% -$41.9K 0.33% 74
2024
Q2 		$545K Sell
2,137
-26
-1% -$6.9K 0.31% 77
2024
Q1 		$610K Buy
2,163
+3
+0.1% +$872 0.35% 74
2023
Q4 		$640K Sell
2,160
-14
-0.6% -$3.81K 0.44% 59
2023
Q3 		$573K Sell
2,174
-2
-0.1% -$570 0.45% 62
2023
Q2 		$649K Sell
2,176
-91
-4% -$26.4K 0.51% 52
2023
Q1 		$634K Buy
+2,267
New +$607K 0.48% 56

Other funds holding MCD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Heartland Bank & Trust's MCD Position: Q2 2026 in Review

Heartland Bank & Trust increased its McDonald's (MCD) stake by 2.4% in Q2 2026, buying an estimated $32.4K and bringing the position to 4,893 shares worth $1.32M. The position accounts for 0.27% of the portfolio, ranked #58.

Heartland Bank & Trust first reported a position in MCD in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.49M in Q1 2026. 3,476 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Heartland Bank & Trust held 4,893 shares of McDonald's worth $1.32M as of Q2 2026.
  • Heartland Bank & Trust bought 113 McDonald's shares in Q2 2026, an estimated $32.4K.
  • McDonald's made up 0.27% of Heartland Bank & Trust's portfolio in Q2 2026, its #58 holding.
  • Heartland Bank & Trust first reported a position in McDonald's in Q1 2023 and has held it in 14 quarters since.
  • Heartland Bank & Trust's McDonald's position peaked at $1.49M in Q1 2026.
  • 3,476 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Heartland Bank & Trust's 13F filing for Q2 2026, filed 12 Aug 2026.