Legacy Financial Group (Iowa)’s McDonald's MCD Stock Holding History

Legacy Financial Group (Iowa)’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
2023 Q4	–	Sell	-459	Closed	-$121K	–	312
2023 Q3	$121K	Buy	+459	New	+$131K	0.03%	117

Other funds holding MCD

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Legacy Financial Group (Iowa)'s MCD Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of McDonald's (MCD) in Q4 2023, closing a stake of 459 shares — an estimated $121K sold.

Legacy Financial Group (Iowa) first reported a position in MCD in Q3 2023 and held it in 1 quarter. The position peaked at $121K in Q3 2023. 3,185 funds tracked by Wall St. Rank hold MCD as of Q4 2023.

Legacy Financial Group (Iowa) reported no remaining McDonald's position as of Q4 2023 after selling out during the quarter.
Legacy Financial Group (Iowa) sold 459 McDonald's shares in Q4 2023, an estimated $121K.
Legacy Financial Group (Iowa) first reported a position in McDonald's in Q3 2023 and held it in 1 quarter.
Legacy Financial Group (Iowa)'s McDonald's position peaked at $121K in Q3 2023.
3,185 funds tracked by Wall St. Rank held McDonald's as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.