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

Heritage Wealth Management (Ohio)’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	$2.61M	Buy	+9,672	New	+$2.77M	0.65%	40
2026 Q1	–	Sell	-9,998	Closed	-$3.06M	–	206
2025 Q4	$3.06M	Sell	9,998 -206	-2%	-$63.1K	0.85%	22
2025 Q3	$3.1M	Hold	10,204	–	–	0.91%	19
2025 Q2	$2.98M	Sell	10,204 -97	-0.9%	-$29.9K	0.96%	19
2025 Q1	$3.22M	Sell	10,301 -424	-4%	-$127K	1.1%	16
2024 Q4	$3.11M	Sell	10,725 -12	-0.1%	-$3.58K	1.03%	17
2024 Q3	$3.27M	Sell	10,737 -263	-2%	-$72.5K	1.07%	15
2024 Q2	$2.76M	Buy	+11,000	New	+$2.92M	0.93%	21

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

Heritage Wealth Management (Ohio) opened a new position in McDonald's (MCD) in Q2 2026: 9,672 shares worth $2.61M. The stake represents 0.65% of the portfolio and ranks #40 among its holdings. This is a return to the name: Heritage Wealth Management (Ohio) previously reported a position in MCD as recently as Q4 2025.

Heritage Wealth Management (Ohio) first reported a position in MCD in Q2 2024 and has held it in 8 quarters since. The position peaked at $3.27M in Q3 2024. 3,462 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Heritage Wealth Management (Ohio) held 9,672 shares of McDonald's worth $2.61M as of Q2 2026.
McDonald's was a new Heritage Wealth Management (Ohio) position in Q2 2026.
McDonald's made up 0.65% of Heritage Wealth Management (Ohio)'s portfolio in Q2 2026, its #40 holding.
Heritage Wealth Management (Ohio) first reported a position in McDonald's in Q2 2024 and has held it in 8 quarters since.
Heritage Wealth Management (Ohio)'s McDonald's position peaked at $3.27M in Q3 2024.
3,462 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q2 2026, filed 28 Jul 2026.