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Disclosery

Heritage Wealth Advisors: MCD position timeline

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

Heritage Wealth Advisors held 94,452 MCD shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 94,452 shares
    Change vs previous 13F -2,635 shares

    0.88% of the 13F portfolio, value $25,531,301.

    13F-HR 0001591122-26-000008 filed by Heritage Wealth Advisors
    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 97,087 shares
    Change vs previous 13F -22,451 shares

    1.18% of the 13F portfolio, value $30,173,777.

    13F-HR 0001591122-26-000003 filed by Heritage Wealth Advisors
    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 119,538 shares
    Change vs previous 13F +1,947 shares

    1.4% of the 13F portfolio, value $36,534,390.

    13F-HR 0001591122-26-000002 filed by Heritage Wealth Advisors
    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 117,591 shares
    Change vs previous 13F +2,633 shares

    1.56% of the 13F portfolio, value $35,734,676.

    13F-HR 0001591122-25-000010 filed by Heritage Wealth Advisors
    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 114,958 shares
    Change vs previous 13F +234 shares

    1.6% of the 13F portfolio, value $33,587,408.

    13F-HR 0001591122-25-000007 filed by Heritage Wealth Advisors
    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 114,724 shares
    Change vs previous 13F +4,493 shares

    1.82% of the 13F portfolio, value $35,836,367.

    13F-HR 0001591122-25-000004 filed by Heritage Wealth Advisors
    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 110,231 shares
    Change vs previous 13F -2,926 shares

    1.58% of the 13F portfolio, value $31,954,938.

    13F-HR 0001591122-25-000002 filed by Heritage Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 113,157 shares
    Change vs previous 13F not available

    1.62% of the 13F portfolio, value $34,457,313.

    13F-HR 0001591122-24-000007 filed by Heritage Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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