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Legacy Advisors’s McDonald's MCD Stock Holding History

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 		$3.88M Buy
14,357
+1,068
+8% +$306K 0.36% 44
2026
Q1 		$4.13M Sell
13,289
-106
-0.8% -$33.8K 0.49% 39
2025
Q4 		$4.09M Buy
13,395
+436
+3% +$134K 0.44% 38
2025
Q3 		$3.94M Buy
+12,959
New +$3.94M 0.49% 37
2025
Q2 		– Sell
-19,304
Closed -$6.03M – 241
2025
Q1 		$6.03M Buy
19,304
+394
+2% +$118K 0.62% 27
2024
Q4 		$5.48M Sell
18,910
-86
-0.5% -$25.6K 0.53% 32
2024
Q3 		$5.78M Buy
18,996
+794
+4% +$219K 0.63% 28
2024
Q2 		$4.64M Buy
18,202
+1,288
+8% +$342K 0.56% 31
2024
Q1 		$4.77M Buy
16,914
+1,936
+13% +$563K 0.6% 30
2023
Q4 		$4.44M Buy
14,978
+507
+4% +$138K 0.57% 31
2023
Q3 		$3.81M Buy
14,471
+5,092
+54% +$1.45M 0.61% 33
2023
Q2 		$2.8M Buy
9,379
+8,051
+606% +$2.34M 0.42% 53
2023
Q1 		$371K Buy
1,328
+170
+15% +$45.5K 0.07% 177
2022
Q4 		$305K Buy
1,158
+192
+20% +$50.7K 0.06% 188
2022
Q3 		$223K Buy
966
+15
+2% +$3.83K 0.05% 205
2022
Q2 		$235K Sell
951
-28
-3% -$6.9K 0.05% 195
2022
Q1 		$242K Buy
+979
New +$244K 0.05% 182
2021
Q2 		– Sell
-1,077
Closed -$241K – 130
2021
Q1 		$241K Sell
1,077
-2,050
-66% -$438K 0.11% 102
2020
Q4 		$671K Hold
3,127
– – 0.38% 48
2020
Q3 		$686K Sell
3,127
-45
-1% -$9.24K 0.45% 42
2020
Q2 		$585K Buy
3,172
+116
+4% +$21.3K 0.46% 52
2020
Q1 		$505K Sell
3,056
-210
-6% -$41.4K 0.51% 52
2019
Q4 		$645K Buy
3,266
+165
+5% +$32.7K 0.41% 55
2019
Q3 		$666K Buy
3,101
+90
+3% +$19.3K 0.5% 46
2019
Q2 		$625K Sell
3,011
-3,011
-50% -$596K 0.42% 47
2019
Q1 		$1.14M Buy
6,022
+2,806
+87% +$509K 0.37% 62
2018
Q4 		$571K Buy
3,216
+600
+23% +$106K 0.43% 56
2018
Q3 		$438K Buy
2,616
+10
+0.4% +$1.6K 0.22% 95
2018
Q2 		$408K Buy
2,606
+380
+17% +$61.6K 0.3% 59
2018
Q1 		$360K Sell
2,226
-130
-6% -$21.4K 0.27% 54
2017
Q4 		$405K Buy
2,356
+3
+0.1% +$504 0.39% 39
2017
Q3 		$368K Buy
2,353
+152
+7% +$23.8K 0.41% 36
2017
Q2 		$337K Hold
2,201
– – 0.43% 33
2017
Q1 		$285K Hold
2,201
– – 0.39% 29
2016
Q4 		$267K Buy
+2,201
New +$258K 0.36% 33

Other funds holding MCD

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Legacy Advisors's MCD Position: Q2 2026 in Review

Legacy Advisors increased its McDonald's (MCD) stake by 8% in Q2 2026, buying an estimated $306K and bringing the position to 14,357 shares worth $3.88M. The position accounts for 0.36% of the portfolio, ranked #44.

Legacy Advisors first reported a position in MCD in Q4 2016 and has held it in 35 quarters since. The position peaked at $6.03M in Q1 2025. 1,157 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Legacy Advisors held 14,357 shares of McDonald's worth $3.88M as of Q2 2026.
  • Legacy Advisors bought 1,068 McDonald's shares in Q2 2026, an estimated $306K.
  • McDonald's made up 0.36% of Legacy Advisors's portfolio in Q2 2026, its #44 holding.
  • Legacy Advisors first reported a position in McDonald's in Q4 2016 and has held it in 35 quarters since.
  • Legacy Advisors's McDonald's position peaked at $6.03M in Q1 2025.
  • 1,157 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Legacy Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.