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Legacy Financial Strategies’s McDonald's MCD Stock Holding History

Legacy Financial Strategies’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 		$2.12M Sell
7,847
-465
-6% -$133K 0.33% 43
2026
Q1 		$2.58M Buy
8,312
+6,900
+489% +$2.2M 0.47% 35
2025
Q4 		$431K Buy
1,412
+722
+105% +$221K 0.08% 85
2025
Q3 		$210K Sell
690
-42
-6% -$12.8K 0.04% 129
2025
Q2 		$214K Buy
+732
New +$226K 0.04% 121
2024
Q2 		– Sell
-9,550
Closed -$2.69M – 103
2024
Q1 		$2.69M Buy
9,550
+87
+0.9% +$25.3K 0.69% 32
2023
Q4 		$2.81M Sell
9,463
-66
-0.7% -$18K 0.8% 25
2023
Q3 		$2.55M Sell
9,529
-90
-0.9% -$25.7K 0.82% 24
2023
Q2 		$2.87M Buy
9,619
+865
+10% +$251K 0.96% 13
2023
Q1 		$2.45M Buy
+8,754
New +$2.35M 0.91% 15
2022
Q3 		– Sell
-6,919
Closed -$1.71M – 65
2022
Q2 		$1.71M Buy
6,919
+278
+4% +$68.5K 0.84% 22
2022
Q1 		$1.64M Buy
6,641
+511
+8% +$127K 0.7% 29
2021
Q4 		$1.64M Buy
+6,130
New +$1.55M 0.71% 30
2021
Q2 		– Sell
-6,108
Closed -$1.37M – 63
2021
Q1 		$1.37M Buy
6,108
+245
+4% +$52.4K 0.72% 22
2020
Q4 		$1.26M Buy
5,863
+29
+0.5% +$6.31K 0.64% 22
2020
Q3 		$1.28M Buy
+5,834
New +$1.2M 0.74% 17

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 Strategies's MCD Position: Q2 2026 in Review

Legacy Financial Strategies reduced its McDonald's (MCD) stake by 5.6% in Q2 2026, selling an estimated $133K and leaving 7,847 shares worth $2.12M. The position accounts for 0.33% of the portfolio, ranked #43.

Legacy Financial Strategies first reported a position in MCD in Q3 2020 and has held it in 16 quarters since. The position peaked at $2.87M in Q2 2023. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Legacy Financial Strategies held 7,847 shares of McDonald's worth $2.12M as of Q2 2026.
  • Legacy Financial Strategies sold 465 McDonald's shares in Q2 2026, an estimated $133K.
  • McDonald's made up 0.33% of Legacy Financial Strategies's portfolio in Q2 2026, its #43 holding.
  • Legacy Financial Strategies first reported a position in McDonald's in Q3 2020 and has held it in 16 quarters since.
  • Legacy Financial Strategies's McDonald's position peaked at $2.87M in Q2 2023.
  • 3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Legacy Financial Strategies's 13F filing for Q2 2026, filed 21 Jul 2026.