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Heartwood Wealth Advisors’s McDonald's MCD Stock Holding History

Heartwood Wealth Advisors’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
Q3 		$1.86M Buy
8,052
+177
+2% +$46.6K 0.15% 72
2026
Q2 		$2.13M Buy
7,875
+271
+4% +$77.7K 0.17% 63
2026
Q1 		$2.36M Sell
7,604
-31
-0.4% -$9.88K 0.21% 56
2025
Q4 		$2.33M Buy
7,635
+306
+4% +$93.7K 0.22% 52
2025
Q3 		$2.23M Buy
7,329
+239
+3% +$72.7K 0.21% 50
2025
Q2 		$2.07M Buy
7,090
+492
+7% +$152K 0.22% 47
2025
Q1 		$2.06M Buy
6,598
+2,846
+76% +$851K 0.24% 47
2024
Q4 		$1.09M Buy
3,752
+14
+0.4% +$4.17K 0.12% 61
2024
Q3 		$1.14M Hold
3,738
– – 0.13% 61
2024
Q2 		$953K Buy
3,738
+155
+4% +$41.1K 0.11% 65
2024
Q1 		$1.01M Hold
3,583
– – 0.12% 55
2023
Q4 		$1.06M Hold
3,583
– – 0.14% 46
2023
Q3 		$944K Sell
3,583
-26
-0.7% -$7.42K 0.14% 50
2023
Q2 		$1.08M Buy
3,609
+10
+0.3% +$2.9K 0.15% 47
2023
Q1 		$1.01M Buy
3,599
+312
+9% +$83.6K 0.15% 48
2022
Q4 		$866K Buy
3,287
+727
+28% +$192K 0.14% 51
2022
Q3 		$591K Sell
2,560
-15
-0.6% -$3.83K 0.1% 57
2022
Q2 		$636K Sell
2,575
-152
-6% -$37.4K 0.1% 56
2022
Q1 		$674K Buy
2,727
+1,212
+80% +$302K 0.1% 57
2021
Q4 		$406K Buy
1,515
+502
+50% +$127K 0.06% 72
2021
Q3 		$244K Hold
1,013
– – 0.04% 90
2021
Q2 		$234K Hold
1,013
– – 0.04% 89
2021
Q1 		$227K Buy
+1,013
New +$217K 0.04% 79

Other funds holding MCD

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Heartwood Wealth Advisors's MCD Position: Q3 2026 in Review

Heartwood Wealth Advisors increased its McDonald's (MCD) stake by 2.2% in Q3 2026, buying an estimated $46.6K and bringing the position to 8,052 shares worth $1.86M. The position accounts for 0.15% of the portfolio, ranked #72.

Heartwood Wealth Advisors first reported a position in MCD in Q1 2021 and has held it in 23 quarters since. The position peaked at $2.36M in Q1 2026. 179 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

  • Heartwood Wealth Advisors held 8,052 shares of McDonald's worth $1.86M as of Q3 2026.
  • Heartwood Wealth Advisors bought 177 McDonald's shares in Q3 2026, an estimated $46.6K.
  • McDonald's made up 0.15% of Heartwood Wealth Advisors's portfolio in Q3 2026, its #72 holding.
  • Heartwood Wealth Advisors first reported a position in McDonald's in Q1 2021 and has held it in 23 quarters since.
  • Heartwood Wealth Advisors's McDonald's position peaked at $2.36M in Q1 2026.
  • 179 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q3 2026, filed 5 Oct 2026.