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

Legacy Edge 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
2025 Q2	–	Sell	-657	Closed	-$205K	–	203
2025 Q1	$205K	Buy	+657	New	+$197K	0.03%	178

Other funds holding MCD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Broadwater Capital Boston, Massachusetts $138M AUM 28.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Legacy Edge Advisors's MCD Position: Q2 2025 in Review

Legacy Edge Advisors sold out of McDonald's (MCD) in Q2 2025, closing a stake of 657 shares — an estimated $205K sold.

Legacy Edge Advisors first reported a position in MCD in Q1 2025 and held it in 1 quarter. The position peaked at $205K in Q1 2025. 3,420 funds tracked by Wall St. Rank hold MCD as of Q2 2025.

Legacy Edge Advisors reported no remaining McDonald's position as of Q2 2025 after selling out during the quarter.
Legacy Edge Advisors sold 657 McDonald's shares in Q2 2025, an estimated $205K.
Legacy Edge Advisors first reported a position in McDonald's in Q1 2025 and held it in 1 quarter.
Legacy Edge Advisors's McDonald's position peaked at $205K in Q1 2025.
3,420 funds tracked by Wall St. Rank held McDonald's as of Q2 2025.

Based on Legacy Edge Advisors's 13F filing for Q2 2025, filed 17 Aug 2026.