Skip to content
Disclosery

Heritage Trust Co: MCD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Heritage Trust Co on MCD, newest first. How the timeline and the estimate are built.

Heritage Trust Co held 11,965 MCD shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,965 shares
    Change vs previous 13F -28 shares

    0.28% of the 13F portfolio, value $3,234,261.

    13F-HR 0001706028-26-000006 filed by Heritage Trust Co
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 11,993 shares
    Change vs previous 13F -86 shares

    0.37% of the 13F portfolio, value $3,727,311.

    13F-HR 0001706028-26-000004 filed by Heritage Trust Co
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 12,079 shares
    Change vs previous 13F -307 shares

    0.38% of the 13F portfolio, value $3,691,706.

    13F-HR 0001706028-26-000002 filed by Heritage Trust Co
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 12,386 shares
    Change vs previous 13F -170 shares

    0.4% of the 13F portfolio, value $3,763,987.

    13F-HR 0001706028-25-000005 filed by Heritage Trust Co
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 12,556 shares
    Change vs previous 13F -1,109 shares

    0.42% of the 13F portfolio, value $3,668,492.

    13F-HR 0001625292-25-000011 filed by Heritage Trust Co
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 13,665 shares
    Change vs previous 13F -447 shares

    0.52% of the 13F portfolio, value $4,268,543.

    13F-HR 0001625292-25-000007 filed by Heritage Trust Co
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 14,112 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $4,090,933.

    13F-HR 0001706028-25-000002 filed by Heritage Trust Co
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).