MCDONALDS CORP

Ticker: MCD CUSIP: 580135101 Class: Common Stock

Heartwood Wealth Advisors LLC's Holding History (CIK: 0001794935)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025

Shares 7,635 Value ($000) $2,333 Avg Close $305.09 Range $290.30 - $321.79

Q3 2025

Shares 7,329 Value ($000) $2,227 Avg Close $301.40 Range $286.90 - $317.52

Q2 2025

Shares 7,090 Value ($000) $2,071 Avg Close $303.54 Range $280.19 - $316.26

Q1 2025

Shares 6,598 Value ($000) $2,061 Avg Close $292.89 Range $270.23 - $320.72

Q4 2024

Shares 3,752 Value ($000) $1,088 Avg Close $290.22 Range $275.34 - $308.80

Q3 2024

Shares 3,738 Value ($000) $1,138 Avg Close $266.70 Range $235.19 - $298.17

Q2 2024

Shares 3,738 Value ($000) $953 Avg Close $255.04 Range $239.07 - $270.15

Q1 2024

Shares 3,583 Value ($000) $1,010 Avg Close $278.01 Range $265.95 - $288.51

Q4 2023

Shares 3,583 Value ($000) $1,062 Avg Close $258.68 Range $233.05 - $283.22

Q3 2023

Shares 3,583 Value ($000) $944 Avg Close $269.51 Range $248.24 - $282.39

Q2 2023

Shares 3,609 Value ($000) $1,077 Avg Close $273.09 Range $262.44 - $282.15

Q1 2023

Shares 3,599 Value ($000) $1,006 Avg Close $250.51 Range $242.11 - $263.34

Q4 2022

Shares 3,287 Value ($000) $866 Avg Close $245.25 Range $214.97 - $261.32

Q3 2022

Shares 2,560 Value ($000) $591 Avg Close $236.27 Range $213.92 - $247.25

Q2 2022

Shares 2,575 Value ($000) $636 Avg Close $226.36 Range $209.53 - $238.22

Q1 2022

Shares 2,727 Value ($000) $674 Avg Close $227.78 Range $199.74 - $247.43

Q4 2021

Shares 1,515 Value ($000) $406 Avg Close $229.60 Range $214.30 - $246.13

Q3 2021

Shares 1,013 Value ($000) $244 Avg Close $215.84 Range $204.35 - $225.88

Q2 2021

Shares 1,013 Value ($000) $234 Avg Close $209.30 Range $200.41 - $214.63

Q1 2021

Shares 1,013 Value ($000) $227 Avg Close $191.26 Range $181.19 - $204.54

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	7,635	$2,333	$305.09	$290.30 - $321.79
Q3 2025	7,329	$2,227	$301.40	$286.90 - $317.52
Q2 2025	7,090	$2,071	$303.54	$280.19 - $316.26
Q1 2025	6,598	$2,061	$292.89	$270.23 - $320.72
Q4 2024	3,752	$1,088	$290.22	$275.34 - $308.80
Q3 2024	3,738	$1,138	$266.70	$235.19 - $298.17
Q2 2024	3,738	$953	$255.04	$239.07 - $270.15
Q1 2024	3,583	$1,010	$278.01	$265.95 - $288.51
Q4 2023	3,583	$1,062	$258.68	$233.05 - $283.22
Q3 2023	3,583	$944	$269.51	$248.24 - $282.39
Q2 2023	3,609	$1,077	$273.09	$262.44 - $282.15
Q1 2023	3,599	$1,006	$250.51	$242.11 - $263.34
Q4 2022	3,287	$866	$245.25	$214.97 - $261.32
Q3 2022	2,560	$591	$236.27	$213.92 - $247.25
Q2 2022	2,575	$636	$226.36	$209.53 - $238.22
Q1 2022	2,727	$674	$227.78	$199.74 - $247.43
Q4 2021	1,515	$406	$229.60	$214.30 - $246.13
Q3 2021	1,013	$244	$215.84	$204.35 - $225.88
Q2 2021	1,013	$234	$209.30	$200.41 - $214.63
Q1 2021	1,013	$227	$191.26	$181.19 - $204.54