SEC 13F Intelligence

Eads & Heald Wealth Management / MCD

Eads & Heald Wealth Management’s Mcdonalds Corp Position

Does Eads & Heald Wealth Management own Mcdonalds Corp (MCD)? Yes7.1K shares worth $2M (+1.09% of its 13F portfolio) as of Q1 2026, down from 7.1K shares the prior filed quarter.

Position Value
$2M
Q1 2026
Shares
7.1K
% of Portfolio
+1.09%
Quarters Held
30
currently held

Position History MCD

Reported value by quarter
Q4 ’18: $2MQ4 ’18Q1 ’19: $2MQ2 ’19: $2MQ3 ’19: $2MQ4 ’19: $2MQ4 ’19Q1 ’20: $2MQ2 ’20: $2MQ3 ’20: $2MQ4 ’20: $2MQ4 ’20Q1 ’21: $2MQ2 ’21: $2MQ3 ’21: $2MQ4 ’21: $3MQ4 ’21Q1 ’22: $2MQ2 ’22: $2MQ3 ’22: $2MQ4 ’22: $2,504Q4 ’22Q1 ’23: $2,622Q2 ’23: $2,610Q3 ’23: $2,274Q4 ’23: $2,559Q4 ’23Q1 ’24: $2,273Q2 ’24: $2,015Q3 ’24: $2,284Q4 ’24: $2,164Q4 ’24Q1 ’25: $2,293Q2 ’25: $2,118Q3 ’25: $2,184Q4 ’25: $2MQ4 ’25Q1 ’26: $2Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20267.1K$2M+1.09%
Q4 20257.1K$2M+1.06%
Q3 20257.2K$2,184+1.04%
Q2 20257.3K$2,118+1.05%
Q1 20257.3K$2,293+1.16%
Q4 20247.5K$2,164+1.06%
Q3 20247.5K$2,284+1.08%
Q2 20247.9K$2,015+0.97%
Q1 20248.1K$2,273+1.06%
Q4 20238.6K$2,559+1.23%
Q3 20238.6K$2,274+1.19%
Q2 20238.7K$2,610+1.28%
Q1 20239.4K$2,622+1.30%
Q4 20229.5K$2,504+1.27%
Q3 20229.7K$2M+1.26%
Q2 20229.8K$2M+1.30%
Q1 20229.8K$2M+1.12%
Q4 20219.9K$3M+1.15%
Q3 20219.9K$2M+1.16%
Q2 20219.9K$2M+1.12%
Q1 20219.9K$2M+1.14%
Q4 20209.8K$2M+1.14%
Q3 20209.8K$2M+1.28%
Q2 202010.9K$2M+1.22%
Q1 202010.6K$2M+1.24%
Q4 201911.2K$2M+1.17%
Q3 201911.1K$2M+1.34%
Q2 201911.3K$2M+1.33%
Q1 201911.6K$2M+1.27%
Q4 201811.6K$2M+1.38%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Eads & Heald Wealth Management’s full portfolio or all institutional holders of MCD.