HERITAGE INVESTORS MANAGEMENT CORP

Position in MCD — Mcdonalds Corp

CIK 937589 BETHESDA, MD

Position in MCD

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$28,895,328

-$3,592,172 QoQ

Shares Held

106,897

+2.3% QoQ

Ownership

0.015%

of shares outstanding

% of Portfolio

0.82%

of 13F equity value

Holder Rank

#316

of 3,463 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

HERITAGE INVESTORS MANAGEMENT CORP holds $81,090,425 across 5 Restaurants names. MCD ranks #1 (35.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MCD	Mcdonalds Corp This page	106,897	$28,895,328
2	CMG	Chipotle Mexican Grill Inc	548,413	$18,646,042
3	YUM	Yum Brands Inc	107,515	$17,187,347
4	YUMC	Yum China Holdings, Inc.	390,649	$15,965,824
5	SBUX	Starbucks Corp	3,874	$395,884

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$28,895,328	106,897	+2.3%	Shares	Sole	2026-08-04
2026-03-31	$32,487,500	104,532	+0.3%	Shares	Sole	2026-04-24
2025-12-31	$31,850,007	104,211	-0.7%	Shares	Sole	2026-02-06
2025-09-30	$31,893,863	104,952	+0.0%	Shares	Sole	2025-11-04
2025-06-30	$30,654,768	104,921	-1.2%	Shares	Sole	2025-08-04
2025-03-31	$33,181,190	106,224	-1.2%	Shares	Sole	2025-05-05
2024-12-31	$31,151,579	107,460	-0.0%	Shares	Sole	2025-02-05
2024-09-30	$32,734,825	107,500	+0.6%	Shares	Sole	2024-10-30
2024-06-30	$27,235,005	106,871	+1.5%	Shares	Sole	2024-07-30
2024-03-31	$29,672,981	105,242	+0.1%	Shares	Sole	2024-04-29
2023-12-31	$31,160,532	105,091	-0.4%	Shares	Sole	2024-02-07
2023-09-30	$27,786,597	105,476	-1.6%	Shares	Sole	2023-11-09
2023-06-30	$31,985,374	107,186	-4.2%	Shares	Sole	2023-08-01
2023-03-31	$31,284,164	111,885	-3.5%	Shares	Sole	2023-05-01
2022-12-31	$30,553,404	115,939	-2.2%	Shares	Sole	2023-02-06
2022-09-30	$27,350,073	118,532	-5.6%	Shares	Sole	2022-10-27
2022-06-30	$30,994,549	125,545	-1.3%	Shares	Sole	2022-08-01
2022-03-31	$31,466,380	127,250	+0.7%	Shares	Sole	2022-05-02
2021-12-31	$33,882,975	126,396	-0.9%	Shares	Sole	2022-01-28
2021-09-30	$30,739,596	127,492	-1.1%	Shares	Sole	2021-10-28
2021-06-30	$29,785,929	128,949	-2.3%	Shares	Sole	2021-07-29
2021-03-31	$29,581,997	131,980	+2.4%	Shares	Sole	2021-04-23
2020-12-31	$27,647,774	128,846	-1.4%	Shares	Sole	2021-01-28
2020-09-30	$28,687,343	130,700	-2.4%	Shares	Sole	2020-10-29
2020-06-30	$24,713,814	133,972	-0.5%	Shares	Sole	2020-07-24
2020-03-31	$22,268,180	134,673	—	Shares	Sole	2020-05-06
No filing history on record for this holder in this stock.