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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
DAM
Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return

Heritage Wealth Management (Ohio)'s MCD Position: Q1 2026 in Review

Heritage Wealth Management (Ohio) sold out of McDonald's (MCD) in Q1 2026, closing a stake of 9,998 shares — an estimated $3.06M sold.

Heritage Wealth Management (Ohio) first reported a position in MCD in Q2 2024 and held it in 7 quarters. The position peaked at $3.27M in Q3 2024. 3,563 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Heritage Wealth Management (Ohio) reported no remaining McDonald's position as of Q1 2026 after selling out during the quarter.
  • Heritage Wealth Management (Ohio) sold 9,998 McDonald's shares in Q1 2026, an estimated $3.06M.
  • Heritage Wealth Management (Ohio) first reported a position in McDonald's in Q2 2024 and held it in 7 quarters.
  • Heritage Wealth Management (Ohio)'s McDonald's position peaked at $3.27M in Q3 2024.
  • 3,563 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q1 2026, filed 20 Apr 2026.