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Atlas Legacy Advisors’s McDonald's MCD Stock Holding History

Atlas Legacy Advisors’s Portfolio MCD Stock Details MCD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$761K Buy
2,791
+92
+3% +$26.4K 0.11% 116
2026
Q1 		$839K Sell
2,699
-155
-5% -$49.4K 0.15% 100
2025
Q4 		$872K Buy
2,854
+64
+2% +$19.6K 0.15% 100
2025
Q3 		$848K Buy
2,790
+242
+9% +$73.7K 0.16% 93
2025
Q2 		$744K Buy
2,548
+53
+2% +$16.3K 0.16% 94
2025
Q1 		$779K Buy
2,495
+100
+4% +$29.9K 0.2% 77
2024
Q4 		$694K Buy
+2,395
New +$714K 0.17% 83

Other funds holding MCD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Atlas Legacy Advisors's MCD Position: Q2 2026 in Review

Atlas Legacy Advisors increased its McDonald's (MCD) stake by 3.4% in Q2 2026, buying an estimated $26.4K and bringing the position to 2,791 shares worth $761K. The position accounts for 0.11% of the portfolio, ranked #116.

Atlas Legacy Advisors first reported a position in MCD in Q4 2024 and has held it in 7 quarters since. The position peaked at $872K in Q4 2025. 3,451 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Atlas Legacy Advisors held 2,791 shares of McDonald's worth $761K as of Q2 2026.
  • Atlas Legacy Advisors bought 92 McDonald's shares in Q2 2026, an estimated $26.4K.
  • McDonald's made up 0.11% of Atlas Legacy Advisors's portfolio in Q2 2026, its #116 holding.
  • Atlas Legacy Advisors first reported a position in McDonald's in Q4 2024 and has held it in 7 quarters since.
  • Atlas Legacy Advisors's McDonald's position peaked at $872K in Q4 2025.
  • 3,451 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Atlas Legacy Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.