Heirloom Wealth Management
- SEC CIK
- 0001882903
- Latest filing
- Aug 3, 2026
MCD holding history
McDonalds Corp in every 13F filed by Heirloom Wealth Management, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
MCD overviewAll 13F holders of MCDFull Q2 2026 holdings
- Shares (Q1 2025)
- 0
- Sold out in Q1 2025
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 9
- Since Q4 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q1 2025 | 0 | $0 | 0.0% | −29,896−100.0% | Sold out | Holders |
| Q4 2024 | 29,896 | $8.67M | 2.6% | +1,966+7.0% | Added | Holders |
| Q3 2024 | 27,930 | $8.51M | 2.7% | +698+2.6% | Added | Holders |
| Q2 2024 | 27,232 | $6.94M | 2.2% | −76−0.3% | Reduced | Holders |
| Q1 2024 | 27,308 | $7.70M | 2.6% | −639−2.3% | Reduced | Holders |
| Q4 2023 | 27,947 | $8.29M | 3.2% | +561+2.0% | Added | Holders |
| Q3 2023 | 27,386 | $7.21M | 3.2% | −568−2.0% | Reduced | Holders |
| Q2 2023 | 27,954 | $8.34M | 3.6% | +1,263+4.7% | Added | Holders |
| Q1 2023 | 26,691 | $7.46M | 3.6% | +11,554+76.3% | Added | Holders |
| Q4 2022 | 15,137 | $3.99M | 2.5% | – | No prior filing | Holders |