Heritage Investment Group’s McDonald's MCD Stock Holding History

Heritage Investment Group’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	$276K	Sell	1,021 -47	-4%	-$13.5K	0.04%	109
2026 Q1	$332K	Sell	1,068 -139	-12%	-$44.3K	0.05%	93
2025 Q4	$369K	Buy	+1,207	New	+$370K	0.06%	89
2024 Q4	–	Sell	-1,651	Closed	-$503K	–	112
2024 Q3	$503K	Buy	+1,651	New	+$455K	0.1%	56
2024 Q2	–	Sell	-830	Closed	-$234K	–	103
2024 Q1	$234K	Sell	830 -103	-11%	-$30K	0.05%	94
2023 Q4	$277K	Hold	933	–	–	0.06%	80
2023 Q3	$246K	Sell	933 -954	-51%	-$272K	0.07%	81
2023 Q2	$563K	Buy	1,887 +947	+101%	+$275K	0.16%	42
2023 Q1	$263K	Hold	940	–	–	0.08%	66
2022 Q4	$248K	Sell	940 -100	-10%	-$26.4K	0.08%	64
2022 Q3	$240K	Hold	1,040	–	–	0.15%	65
2022 Q2	$257K	Hold	1,040	–	–	0.15%	64
2022 Q1	$257K	Hold	1,040	–	–	0.19%	71
2021 Q4	$279K	Buy	+1,040	New	+$263K	0.22%	64

Other funds holding MCD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Heritage Investment Group's MCD Position: Q2 2026 in Review

Heritage Investment Group reduced its McDonald's (MCD) stake by 4.4% in Q2 2026, selling an estimated $13.5K and leaving 1,021 shares worth $276K. The position accounts for 0.04% of the portfolio, ranked #109.

Heritage Investment Group first reported a position in MCD in Q4 2021 and has held it in 14 quarters since. The position peaked at $563K in Q2 2023. 3,475 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Heritage Investment Group held 1,021 shares of McDonald's worth $276K as of Q2 2026.
Heritage Investment Group sold 47 McDonald's shares in Q2 2026, an estimated $13.5K.
McDonald's made up 0.04% of Heritage Investment Group's portfolio in Q2 2026, its #109 holding.
Heritage Investment Group first reported a position in McDonald's in Q4 2021 and has held it in 14 quarters since.
Heritage Investment Group's McDonald's position peaked at $563K in Q2 2023.
3,475 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Heritage Investment Group's 13F filing for Q2 2026, filed 29 Jul 2026.