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

Legacy Financial Group (Oklahoma)’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 		$409K Sell
1,316
-6
-0.5% -$1.91K 0.11% 58
2025
Q4 		$404K Buy
+1,322
New +$405K 0.11% 58
2025
Q2 		– Sell
-801
Closed -$250K – 91
2025
Q1 		$250K Hold
801
– – 0.08% 70
2024
Q4 		$232K Buy
801
+1
+0.1% +$298 0.07% 77
2024
Q3 		$234K Buy
+800
New +$220K 0.08% 71
2024
Q2 		– Sell
-777
Closed -$219K – 75
2024
Q1 		$219K Buy
777
+92
+13% +$26.8K 0.09% 69
2023
Q4 		$203K Sell
685
-227
-25% -$61.8K 0.09% 69
2023
Q3 		$240K Sell
912
-21
-2% -$5.99K 0.12% 59
2023
Q2 		$278K Buy
933
+203
+28% +$59K 0.14% 56
2023
Q1 		$204K Buy
+730
New +$196K 0.11% 63

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 Financial Group (Oklahoma)'s MCD Position: Q1 2026 in Review

Legacy Financial Group (Oklahoma) reduced its McDonald's (MCD) stake by 0.45% in Q1 2026, selling an estimated $1.91K and leaving 1,316 shares worth $409K. The position accounts for 0.11% of the portfolio, ranked #58.

Legacy Financial Group (Oklahoma) first reported a position in MCD in Q1 2023 and has held it in 10 quarters since. 3,566 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Legacy Financial Group (Oklahoma) held 1,316 shares of McDonald's worth $409K as of Q1 2026.
  • Legacy Financial Group (Oklahoma) sold 6 McDonald's shares in Q1 2026, an estimated $1.91K.
  • McDonald's made up 0.11% of Legacy Financial Group (Oklahoma)'s portfolio in Q1 2026, its #58 holding.
  • Legacy Financial Group (Oklahoma) first reported a position in McDonald's in Q1 2023 and has held it in 10 quarters since.
  • 3,566 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Legacy Financial Group (Oklahoma)'s 13F filing for Q1 2026, filed 27 Apr 2026.