Heritage Wealth Management (California)’s McDonald's MCD Stock Holding History

Heritage Wealth Management (California)’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	$261K	Sell	965 -56	-5%	-$16.1K	0.1%	87
2026 Q1	$317K	Sell	1,021 -2	-0.2%	-$637	0.18%	72
2025 Q4	$313K	Buy	1,023 +49	+5%	+$15K	0.2%	69
2025 Q3	$296K	Buy	974 +2	+0.2%	+$609	0.2%	70
2025 Q2	$284K	Sell	972 -2	-0.2%	-$617	0.19%	68
2025 Q1	$304K	Buy	974 +3	+0.3%	+$897	0.23%	64
2024 Q4	$281K	Buy	971 +5	+0.5%	+$1.49K	0.2%	66
2024 Q3	$294K	Sell	966 -7	-0.7%	-$1.93K	0.21%	71
2024 Q2	$248K	Sell	973 -2	-0.2%	-$531	0.18%	72
2024 Q1	$275K	Buy	975 +5	+0.5%	+$1.45K	0.21%	70
2023 Q4	$288K	Buy	+970	New	+$264K	0.23%	63

Other funds holding MCD

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

BPC

Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Heritage Wealth Management (California)'s MCD Position: Q2 2026 in Review

Heritage Wealth Management (California) reduced its McDonald's (MCD) stake by 5.5% in Q2 2026, selling an estimated $16.1K and leaving 965 shares worth $261K. The position accounts for 0.1% of the portfolio, ranked #87.

Heritage Wealth Management (California) first reported a position in MCD in Q4 2023 and has held it in 11 quarters since. The position peaked at $317K in Q1 2026. 1,684 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Heritage Wealth Management (California) held 965 shares of McDonald's worth $261K as of Q2 2026.
Heritage Wealth Management (California) sold 56 McDonald's shares in Q2 2026, an estimated $16.1K.
McDonald's made up 0.1% of Heritage Wealth Management (California)'s portfolio in Q2 2026, its #87 holding.
Heritage Wealth Management (California) first reported a position in McDonald's in Q4 2023 and has held it in 11 quarters since.
Heritage Wealth Management (California)'s McDonald's position peaked at $317K in Q1 2026.
1,684 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Heritage Wealth Management (California)'s 13F filing for Q2 2026, filed 22 Jul 2026.