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 Q2	$356K	Hold	1,316	–	–	0.08%	67
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Legacy Financial Group (Oklahoma)'s MCD Position: Q2 2026 in Review

Legacy Financial Group (Oklahoma) held its McDonald's (MCD) position steady in Q2 2026 at 1,316 shares worth $356K. The position accounts for 0.08% of the portfolio, ranked #67.

Legacy Financial Group (Oklahoma) first reported a position in MCD in Q1 2023 and has held it in 11 quarters since. The position peaked at $409K in Q1 2026. 3,473 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Legacy Financial Group (Oklahoma) held 1,316 shares of McDonald's worth $356K as of Q2 2026.
Legacy Financial Group (Oklahoma) left its McDonald's share count unchanged in Q2 2026.
McDonald's made up 0.08% of Legacy Financial Group (Oklahoma)'s portfolio in Q2 2026, its #67 holding.
Legacy Financial Group (Oklahoma) first reported a position in McDonald's in Q1 2023 and has held it in 11 quarters since.
Legacy Financial Group (Oklahoma)'s McDonald's position peaked at $409K in Q1 2026.
3,473 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Legacy Financial Group (Oklahoma)'s 13F filing for Q2 2026, filed 30 Jul 2026.