SEC 13F Intelligence

Heritage Wealth Advisors / MCD

Heritage Wealth Advisors’s Mcdonalds Corp Position

Does Heritage Wealth Advisors own Mcdonalds Corp (MCD)? Yes — 97.1K shares worth $30M (+1.18% of its 13F portfolio) as of Q1 2026, down from 119.5K shares the prior filed quarter.

Position Value
$30M
Q1 2026
Shares
97.1K
% of Portfolio
+1.18%
Quarters Held
30
currently held

Position History MCD

Reported value by quarter
Q4 ’18: $636,000Q4 ’18Q1 ’19: $758MQ2 ’19: $1.2BQ3 ’19: $2MQ4 ’19: $1.6BQ4 ’19Q1 ’20: $1.4BQ2 ’20: $1.7BQ3 ’20: $2.0BQ4 ’20: $2MQ4 ’20Q1 ’21: $2.5BQ2 ’21: $2.7BQ3 ’21: $2.9BQ4 ’21: $3.2BQ4 ’21Q1 ’22: $3MQ2 ’22: $3MQ3 ’22: $3MQ4 ’22: $3MQ4 ’22Q1 ’23: $3MQ2 ’23: $4MQ3 ’23: $21MQ4 ’23: $26MQ4 ’23Q1 ’24: $27MQ2 ’24: $27MQ3 ’24: $34MQ4 ’24: $32MQ4 ’24Q1 ’25: $36MQ2 ’25: $34MQ3 ’25: $36MQ4 ’25: $37MQ4 ’25Q1 ’26: $30Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202697.1K$30M+1.18%
Q4 2025119.5K$37M+1.40%
Q3 2025117.6K$36M+1.56%
Q2 2025115.0K$34M+1.60%
Q1 2025114.7K$36M+1.82%
Q4 2024110.2K$32M+1.58%
Q3 2024113.2K$34M+1.62%
Q2 2024104.0K$27M+1.20%
Q1 202496.2K$27M+1.24%
Q4 202387.3K$26M+1.29%
Q3 202378.9K$21M+1.13%
Q2 202311.8K$4M+0.19%
Q1 202312.2K$3M+0.19%
Q4 202211.5K$3M+0.18%
Q3 202212.4K$3M+0.21%
Q2 202212.0K$3M+0.21%
Q1 202212.0K$3M+0.16%
Q4 202112.0K$3.2B+0.18%
Q3 202111.9K$2.9B+0.18%
Q2 202111.8K$2.7B+0.17%
Q1 202111.2K$2.5B+0.15%
Q4 202010.4K$2M+0.14%
Q3 20209.2K$2.0B+0.26%
Q2 20209.0K$1.7B+0.23%
Q1 20208.6K$1.4B+0.25%
Q4 20198.2K$1.6B+0.21%
Q3 20197.3K$2M+0.23%
Q2 20195.7K$1.2B+0.18%
Q1 20194.0K$758M+0.12%
Q4 20183.6K$636,000+0.12%

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