Heirloom Wealth Management’s McDonald's MCD Stock Holding History

Heirloom 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
2025 Q1	–	Sell	-29,896	Closed	-$8.67M	–	44
2024 Q4	$8.67M	Buy	29,896 +1,966	+7%	+$586K	2.6%	14
2024 Q3	$8.51M	Buy	27,930 +698	+3%	+$192K	2.65%	14
2024 Q2	$6.94M	Sell	27,232 -76	-0.3%	-$20.2K	2.25%	16
2024 Q1	$7.7M	Sell	27,308 -639	-2%	-$186K	2.62%	13
2023 Q4	$8.29M	Buy	27,947 +561	+2%	+$153K	3.18%	10
2023 Q3	$7.21M	Sell	27,386 -568	-2%	-$162K	3.21%	10
2023 Q2	$8.34M	Buy	27,954 +1,263	+5%	+$367K	3.62%	11
2023 Q1	$7.46M	Buy	26,691 +11,554	+76%	+$3.1M	3.56%	12
2022 Q4	$3.99M	Buy	+15,137	New	+$3.99M	2.48%	15

Other funds holding MCD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Heirloom Wealth Management's MCD Position: Q1 2025 in Review

Heirloom Wealth Management sold out of McDonald's (MCD) in Q1 2025, closing a stake of 29,896 shares — an estimated $8.67M sold.

Heirloom Wealth Management first reported a position in MCD in Q4 2022 and held it in 9 quarters. The position peaked at $8.67M in Q4 2024. 3,413 funds tracked by Wall St. Rank hold MCD as of Q1 2025.

Heirloom Wealth Management reported no remaining McDonald's position as of Q1 2025 after selling out during the quarter.
Heirloom Wealth Management sold 29,896 McDonald's shares in Q1 2025, an estimated $8.67M.
Heirloom Wealth Management first reported a position in McDonald's in Q4 2022 and held it in 9 quarters.
Heirloom Wealth Management's McDonald's position peaked at $8.67M in Q4 2024.
3,413 funds tracked by Wall St. Rank held McDonald's as of Q1 2025.

Based on Heirloom Wealth Management's 13F filing for Q1 2025, filed 24 Apr 2025.