Heritage Trust’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.73M | Sell |
11,993
-86
| -0.7% | -$27.4K | 0.37% | 71 |
|
|
2025
Q4 | $3.69M | Sell |
12,079
-307
| -2% | -$94K | 0.38% | 69 |
|
|
2025
Q3 | $3.76M | Sell |
12,386
-170
| -1% | -$51.7K | 0.4% | 68 |
|
|
2025
Q2 | $3.67M | Sell |
12,556
-1,109
| -8% | -$342K | 0.42% | 65 |
|
|
2025
Q1 | $4.27M | Sell |
13,665
-447
| -3% | -$134K | 0.52% | 53 |
|
|
2024
Q4 | $4.09M | Buy |
+14,112
| New | +$4.21M | 0.48% | 55 |
|
|
2024
Q2 | $3.39M | Sell |
13,301
-24
| -0.2% | -$6.37K | 0.45% | 62 |
|
|
2024
Q1 | $3.76M | Sell |
13,325
-89
| -0.7% | -$25.9K | 0.5% | 58 |
|
|
2023
Q4 | $3.98M | Sell |
13,414
-59
| -0.4% | -$16.1K | 0.56% | 51 |
|
|
2023
Q3 | $3.55M | Sell |
13,473
-127
| -0.9% | -$36.2K | 0.55% | 52 |
|
|
2023
Q2 | $4.06M | Buy |
13,600
+312
| +2% | +$90.6K | 0.59% | 48 |
|
|
2023
Q1 | $3.72M | Hold |
13,288
| – | – | 0.58% | 52 |
|
|
2022
Q4 | $3.5M | Buy |
13,288
+454
| +4% | +$120K | 0.57% | 54 |
|
|
2022
Q3 | $2.96M | Sell |
12,834
-134
| -1% | -$34.3K | 0.52% | 58 |
|
|
2022
Q2 | $3.2M | Sell |
12,968
-341
| -3% | -$84K | 0.52% | 53 |
|
|
2022
Q1 | $3.29M | Sell |
13,309
-13,096
| -50% | -$3.26M | 0.47% | 60 |
|
|
2021
Q4 | $7.08M | Sell |
26,405
-3,038
| -10% | -$767K | 0.91% | 34 |
|
|
2021
Q3 | $7.1M | Sell |
29,443
-942
| -3% | -$225K | 1% | 31 |
|
|
2021
Q2 | $7.02M | Sell |
30,385
-3,152
| -9% | -$733K | 1% | 31 |
|
|
2021
Q1 | $7.52M | Sell |
33,537
-500
| -1% | -$107K | 1.15% | 22 |
|
|
2020
Q4 | $7.3M | Sell |
34,037
-319
| -0.9% | -$69.4K | 1.18% | 22 |
|
|
2020
Q3 | $7.54M | Sell |
34,356
-187
| -0.5% | -$38.4K | 1.41% | 16 |
|
|
2020
Q2 | $6.37M | Sell |
34,543
-996
| -3% | -$183K | 1.25% | 22 |
|
|
2020
Q1 | $5.88M | Sell |
35,539
-523
| -1% | -$103K | 1.47% | 15 |
|
|
2019
Q4 | $7.13M | Sell |
36,062
-273
| -0.8% | -$54.2K | 1.42% | 14 |
|
|
2019
Q3 | $7.8M | Buy |
36,335
+314
| +0.9% | +$67.3K | 1.69% | 9 |
|
|
2019
Q2 | $7.48M | Sell |
36,021
-244
| -0.7% | -$48.3K | 1.66% | 9 |
|
|
2019
Q1 | $6.89M | Buy |
36,265
+15,000
| +71% | +$2.72M | 1.59% | 13 |
|
|
2018
Q4 | $3.77M | Buy |
21,265
+15
| +0.1% | +$2.66K | 1.56% | 12 |
|
|
2018
Q3 | $3.56M | Sell |
21,250
-135
| -0.6% | -$21.6K | 1.28% | 18 |
|
|
2018
Q2 | $3.35M | Sell |
21,385
-380
| -2% | -$61.6K | 1.26% | 20 |
|
|
2018
Q1 | $3.4M | Sell |
21,765
-941
| -4% | -$155K | 1.27% | 18 |
|
|
2017
Q4 | $3.91M | Sell |
22,706
-625
| -3% | -$105K | 1.4% | 15 |
|
|
2017
Q3 | $3.65M | Sell |
23,331
-1,382
| -6% | -$217K | 1.34% | 19 |
|
|
2017
Q2 | $3.79M | Sell |
24,713
-6,528
| -21% | -$943K | 1.46% | 17 |
|
|
2017
Q1 | $4.05M | Buy |
+31,241
| New | +$3.92M | 1.54% | 15 |
|
Other funds holding MCD
VCM
VPM
DAM
Heritage Trust's MCD Position: Q1 2026 in Review
Heritage Trust reduced its McDonald's (MCD) stake by 0.71% in Q1 2026, selling an estimated $27.4K and leaving 11,993 shares worth $3.73M. The position accounts for 0.37% of the portfolio, ranked #71.
Heritage Trust first reported a position in MCD in Q1 2017 and has held it in 36 quarters since. The position peaked at $7.8M in Q3 2019. 3,566 funds tracked by Wall St. Rank hold MCD as of Q1 2026.
- Heritage Trust held 11,993 shares of McDonald's worth $3.73M as of Q1 2026.
- Heritage Trust sold 86 McDonald's shares in Q1 2026, an estimated $27.4K.
- McDonald's made up 0.37% of Heritage Trust's portfolio in Q1 2026, its #71 holding.
- Heritage Trust first reported a position in McDonald's in Q1 2017 and has held it in 36 quarters since.
- Heritage Trust's McDonald's position peaked at $7.8M in Q3 2019.
- 3,566 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.
Based on Heritage Trust's 13F filing for Q1 2026, filed 13 May 2026.