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Legacy Bridge’s McDonald's MCD Stock Holding History

Legacy Bridge’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
Q1 		$491K Sell
1,581
-271
-15% -$86.3K 0.19% 116
2025
Q4 		$566K Buy
1,852
+31
+2% +$9.49K 0.23% 109
2025
Q3 		$553K Sell
1,821
-50
-3% -$15.2K 0.23% 108
2025
Q2 		$547K Sell
1,871
-1
-0.1% -$308 0.26% 104
2025
Q1 		$585K Sell
1,872
-556
-23% -$166K 0.33% 100
2024
Q4 		$704K Hold
2,428
– – 0.37% 90
2024
Q3 		$739K Hold
2,428
– – 0.4% 92
2024
Q2 		$619K Hold
2,428
– – 0.36% 88
2024
Q1 		$685K Hold
2,428
– – 0.4% 86
2023
Q4 		$720K Hold
2,428
– – 0.47% 83
2023
Q3 		$640K Hold
2,428
– – 0.46% 88
2023
Q2 		$725K Hold
2,428
– – 0.48% 81
2023
Q1 		$679K Buy
2,428
+100
+4% +$26.8K 0.47% 88
2022
Q4 		$613K Buy
2,328
+127
+6% +$33.5K 0.44% 87
2022
Q3 		$508K Hold
2,201
– – 0.41% 91
2022
Q2 		$543K Hold
2,201
– – 0.4% 96
2022
Q1 		$544K Hold
2,201
– – 0.32% 108
2021
Q4 		$590K Buy
2,201
+8
+0.4% +$2.02K 0.31% 111
2021
Q3 		$529K Hold
2,193
– – 0.31% 108
2021
Q2 		$507K Hold
2,193
– – 0.29% 113
2021
Q1 		$492K Buy
2,193
+148
+7% +$31.7K 0.32% 105
2020
Q4 		$439K Buy
2,045
+400
+24% +$87K 0.32% 101
2020
Q3 		$361K Sell
1,645
-47
-3% -$9.65K 0.33% 99
2020
Q2 		$312K Buy
1,692
+47
+3% +$8.62K 0.34% 101
2020
Q1 		$272K Buy
1,645
+47
+3% +$9.26K 0.34% 103
2019
Q4 		$316K Buy
1,598
+78
+5% +$15.5K 0.26% 114
2019
Q3 		$326K Sell
1,520
-125
-8% -$26.8K 0.31% 104
2019
Q2 		$342K Hold
1,645
– – 0.33% 101
2019
Q1 		$312K Hold
1,645
– – 0.32% 102
2018
Q4 		$292K Buy
+1,645
New +$292K 0.36% 97

Other funds holding MCD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return

Legacy Bridge's MCD Position: Q1 2026 in Review

Legacy Bridge reduced its McDonald's (MCD) stake by 15% in Q1 2026, selling an estimated $86.3K and leaving 1,581 shares worth $491K. The position accounts for 0.19% of the portfolio, ranked #116.

Legacy Bridge first reported a position in MCD in Q4 2018 and has held it in 30 quarters since. The position peaked at $739K in Q3 2024. 3,565 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Legacy Bridge held 1,581 shares of McDonald's worth $491K as of Q1 2026.
  • Legacy Bridge sold 271 McDonald's shares in Q1 2026, an estimated $86.3K.
  • McDonald's made up 0.19% of Legacy Bridge's portfolio in Q1 2026, its #116 holding.
  • Legacy Bridge first reported a position in McDonald's in Q4 2018 and has held it in 30 quarters since.
  • Legacy Bridge's McDonald's position peaked at $739K in Q3 2024.
  • 3,565 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Legacy Bridge's 13F filing for Q1 2026, filed 14 May 2026.