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Legacy Capital Group California’s McDonald's MCD Stock Holding History

Legacy Capital Group California’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
2024
Q2 		– Sell
-1,548
Closed -$436K – 327
2024
Q1 		$436K Sell
1,548
-30
-2% -$8.72K 0.16% 181
2023
Q4 		$468K Buy
1,578
+51
+3% +$13.9K 0.18% 170
2023
Q3 		$402K Buy
1,527
+4
+0.3% +$1.14K 0.17% 171
2023
Q2 		$454K Buy
+1,523
New +$442K 0.19% 165

Other funds holding MCD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Legacy Capital Group California's MCD Position: Q2 2024 in Review

Legacy Capital Group California sold out of McDonald's (MCD) in Q2 2024, closing a stake of 1,548 shares — an estimated $436K sold.

Legacy Capital Group California first reported a position in MCD in Q2 2023 and held it in 4 quarters. The position peaked at $468K in Q4 2023. 3,079 funds tracked by Wall St. Rank hold MCD as of Q2 2024.

  • Legacy Capital Group California reported no remaining McDonald's position as of Q2 2024 after selling out during the quarter.
  • Legacy Capital Group California sold 1,548 McDonald's shares in Q2 2024, an estimated $436K.
  • Legacy Capital Group California first reported a position in McDonald's in Q2 2023 and held it in 4 quarters.
  • Legacy Capital Group California's McDonald's position peaked at $468K in Q4 2023.
  • 3,079 funds tracked by Wall St. Rank held McDonald's as of Q2 2024.

Based on Legacy Capital Group California's 13F filing for Q2 2024, filed 22 Jul 2024.