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Heritage Financial Services’s McDonald's MCD Stock Holding History

Heritage Financial Services’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
Q4 		$1.2M Sell
3,913
-1,838
-32% -$563K 0.1% 42
2025
Q3 		$1.75M Buy
5,751
+66
+1% +$20.1K 0.16% 32
2025
Q2 		$1.66M Buy
5,685
+29
+0.5% +$8.94K 0.16% 30
2025
Q1 		$1.77M Sell
5,656
-41
-0.7% -$12.3K 0.17% 25
2024
Q4 		$1.65M Buy
5,697
+323
+6% +$96.3K 0.22% 27
2024
Q3 		$1.64M Buy
5,374
+2,498
+87% +$689K 0.22% 28
2024
Q2 		$733K Sell
2,876
-9
-0.3% -$2.39K 0.11% 46
2024
Q1 		$813K Sell
2,885
-36
-1% -$10.5K 0.12% 43
2023
Q4 		$866K Buy
2,921
+136
+5% +$37K 0.15% 41
2023
Q3 		$734K Sell
2,785
-100
-3% -$28.5K 0.14% 33
2023
Q2 		$861K Hold
2,885
– – 0.17% 31
2023
Q1 		$807K Buy
2,885
+80
+3% +$21.4K 0.18% 32
2022
Q4 		$739K Buy
2,805
+81
+3% +$21.4K 0.19% 32
2022
Q3 		$628K Sell
2,724
-181
-6% -$46.3K 0.38% 30
2022
Q2 		$717K Sell
2,905
-24
-0.8% -$5.91K 0.4% 27
2022
Q1 		$724K Buy
2,929
+58
+2% +$14.4K 0.47% 30
2021
Q4 		$769K Buy
+2,871
New +$725K 0.6% 26

Other funds holding MCD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
JSC
J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return

Heritage Financial Services's MCD Position: Q4 2025 in Review

Heritage Financial Services reduced its McDonald's (MCD) stake by 32% in Q4 2025, selling an estimated $563K and leaving 3,913 shares worth $1.2M. The position accounts for 0.1% of the portfolio, ranked #42.

Heritage Financial Services first reported a position in MCD in Q4 2021 and has held it in 17 quarters since. The position peaked at $1.77M in Q1 2025. 3,567 funds tracked by Wall St. Rank hold MCD as of Q4 2025.

  • Heritage Financial Services held 3,913 shares of McDonald's worth $1.2M as of Q4 2025.
  • Heritage Financial Services sold 1,838 McDonald's shares in Q4 2025, an estimated $563K.
  • McDonald's made up 0.1% of Heritage Financial Services's portfolio in Q4 2025, its #42 holding.
  • Heritage Financial Services first reported a position in McDonald's in Q4 2021 and has held it in 17 quarters since.
  • Heritage Financial Services's McDonald's position peaked at $1.77M in Q1 2025.
  • 3,567 funds tracked by Wall St. Rank held McDonald's as of Q4 2025.

Based on Heritage Financial Services's 13F filing for Q4 2025, filed 2 Feb 2026.