LFIA
MCD icon

Legacy Financial Independent Advisors’s McDonald's MCD Stock Holding History

Legacy Financial Independent 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
2026
Q2 		$280K Sell
1,035
-2
-0.2% -$573 0.13% 95
2026
Q1 		$322K Buy
+1,037
New +$330K 0.17% 88

Other funds holding MCD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Legacy Financial Independent Advisors's MCD Position: Q2 2026 in Review

Legacy Financial Independent Advisors reduced its McDonald's (MCD) stake by 0.19% in Q2 2026, selling an estimated $573 and leaving 1,035 shares worth $280K. The position accounts for 0.13% of the portfolio, ranked #95.

Legacy Financial Independent Advisors first reported a position in MCD in Q1 2026 and has held it in 2 quarters since. The position peaked at $322K in Q1 2026. 3,444 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Legacy Financial Independent Advisors held 1,035 shares of McDonald's worth $280K as of Q2 2026.
  • Legacy Financial Independent Advisors sold 2 McDonald's shares in Q2 2026, an estimated $573.
  • McDonald's made up 0.13% of Legacy Financial Independent Advisors's portfolio in Q2 2026, its #95 holding.
  • Legacy Financial Independent Advisors first reported a position in McDonald's in Q1 2026 and has held it in 2 quarters since.
  • Legacy Financial Independent Advisors's McDonald's position peaked at $322K in Q1 2026.
  • 3,444 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Legacy Financial Independent Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.