Legacy Financial Advisors’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.8M | Buy |
5,789
+289
| +5% | +$92.1K | 0.25% | 70 |
|
|
2025
Q4 | $1.68M | Sell |
5,500
-152
| -3% | -$46.6K | 0.23% | 68 |
|
|
2025
Q3 | $1.72M | Buy |
5,652
+390
| +7% | +$119K | 0.24% | 67 |
|
|
2025
Q2 | $1.54M | Sell |
5,262
-171
| -3% | -$52.7K | 0.24% | 69 |
|
|
2025
Q1 | $1.7M | Buy |
5,433
+453
| +9% | +$135K | 0.28% | 60 |
|
|
2024
Q4 | $1.44M | Buy |
4,980
+468
| +10% | +$140K | 0.24% | 71 |
|
|
2024
Q3 | $1.37M | Buy |
4,512
+270
| +6% | +$74.4K | 0.23% | 72 |
|
|
2024
Q2 | $1.08M | Sell |
4,242
-435
| -9% | -$115K | 0.19% | 84 |
|
|
2024
Q1 | $1.32M | Buy |
4,677
+51
| +1% | +$14.8K | 0.24% | 73 |
|
|
2023
Q4 | $1.37M | Buy |
4,626
+207
| +5% | +$56.3K | 0.26% | 65 |
|
|
2023
Q3 | $1.16M | Sell |
4,419
-39
| -0.9% | -$11.1K | 0.23% | 60 |
|
|
2023
Q2 | $1.33M | Sell |
4,458
-58
| -1% | -$16.9K | 0.25% | 51 |
|
|
2023
Q1 | $1.26M | Sell |
4,516
-365
| -7% | -$97.8K | 0.26% | 46 |
|
|
2022
Q4 | $1.29M | Buy |
4,881
+822
| +20% | +$217K | 0.28% | 40 |
|
|
2022
Q3 | $937K | Buy |
4,059
+170
| +4% | +$43.5K | 0.22% | 51 |
|
|
2022
Q2 | $960K | Buy |
3,889
+512
| +15% | +$126K | 0.24% | 45 |
|
|
2022
Q1 | $835K | Sell |
3,377
-83
| -2% | -$20.7K | 0.19% | 61 |
|
|
2021
Q4 | $928K | Buy |
3,460
+141
| +4% | +$35.6K | 0.21% | 50 |
|
|
2021
Q3 | $800K | Buy |
3,319
+524
| +19% | +$125K | 0.2% | 48 |
|
|
2021
Q2 | $646K | Buy |
2,795
+157
| +6% | +$36.5K | 0.16% | 58 |
|
|
2021
Q1 | $591K | Buy |
2,638
+124
| +5% | +$26.5K | 0.16% | 55 |
|
|
2020
Q4 | $540K | Buy |
2,514
+128
| +5% | +$27.8K | 0.15% | 57 |
|
|
2020
Q3 | $524K | Buy |
+2,386
| New | +$490K | 0.16% | 57 |
|
|
2020
Q1 | – | Sell |
-2,140
| Closed | -$423K | – | 97 |
|
|
2019
Q4 | $423K | Sell |
2,140
-43
| -2% | -$8.53K | 0.13% | 70 |
|
|
2019
Q3 | $469K | Buy |
2,183
+62
| +3% | +$13.3K | 0.16% | 67 |
|
|
2019
Q2 | $440K | Buy |
2,121
+8
| +0.4% | +$1.58K | 0.16% | 70 |
|
|
2019
Q1 | $401K | Buy |
2,113
+147
| +7% | +$26.7K | 0.14% | 71 |
|
|
2018
Q4 | $349K | Buy |
1,966
+90
| +5% | +$16K | 0.14% | 68 |
|
|
2018
Q3 | $313K | Sell |
1,876
-100
| -5% | -$16K | 0.11% | 75 |
|
|
2018
Q2 | $313K | Buy |
1,976
+69
| +4% | +$11.2K | 0.12% | 74 |
|
|
2018
Q1 | $310K | Buy |
1,907
+13
| +0.7% | +$2.14K | 0.12% | 77 |
|
|
2017
Q4 | $325K | Buy |
+1,894
| New | +$318K | 0.13% | 69 |
|
Other funds holding MCD
VCM
VPM
DAM
Legacy Financial Advisors's MCD Position: Q1 2026 in Review
Legacy Financial Advisors increased its McDonald's (MCD) stake by 5.3% in Q1 2026, buying an estimated $92.1K and bringing the position to 5,789 shares worth $1.8M. The position accounts for 0.25% of the portfolio, ranked #70.
Legacy Financial Advisors first reported a position in MCD in Q4 2017 and has held it in 32 quarters since. 3,567 funds tracked by Wall St. Rank hold MCD as of Q1 2026.
- Legacy Financial Advisors held 5,789 shares of McDonald's worth $1.8M as of Q1 2026.
- Legacy Financial Advisors bought 289 McDonald's shares in Q1 2026, an estimated $92.1K.
- McDonald's made up 0.25% of Legacy Financial Advisors's portfolio in Q1 2026, its #70 holding.
- Legacy Financial Advisors first reported a position in McDonald's in Q4 2017 and has held it in 32 quarters since.
- 3,567 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.
Based on Legacy Financial Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.