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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
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

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

Heartwood Wealth Advisors's MCD Position: Q2 2026 in Review

Heartwood Wealth Advisors increased its McDonald's (MCD) stake by 3.6% in Q2 2026, buying an estimated $77.7K and bringing the position to 7,875 shares worth $2.13M. The position accounts for 0.17% of the portfolio, ranked #63.

Heartwood Wealth Advisors first reported a position in MCD in Q1 2021 and has held it in 22 quarters since. The position peaked at $2.36M in Q1 2026. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Heartwood Wealth Advisors held 7,875 shares of McDonald's worth $2.13M as of Q2 2026.
  • Heartwood Wealth Advisors bought 271 McDonald's shares in Q2 2026, an estimated $77.7K.
  • McDonald's made up 0.17% of Heartwood Wealth Advisors's portfolio in Q2 2026, its #63 holding.
  • Heartwood Wealth Advisors first reported a position in McDonald's in Q1 2021 and has held it in 22 quarters since.
  • Heartwood Wealth Advisors's McDonald's position peaked at $2.36M in Q1 2026.
  • 3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.