Legacy Private Trust’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.96M | Buy |
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|
2025
Q2 | $2.52M | Buy |
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|
2025
Q1 | $2.68M | Sell |
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|
2024
Q4 | $3.31M | Sell |
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|
2024
Q3 | $3.62M | Sell |
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|
2024
Q2 | $5.91M | Buy |
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|
2024
Q1 | $6.23M | Sell |
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|
2023
Q4 | $6.84M | Buy |
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|
2023
Q3 | $5.99M | Sell |
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|
2023
Q2 | $6.95M | Buy |
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|
2023
Q1 | $6.27M | Buy |
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|
2022
Q4 | $5.91M | Sell |
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|
2022
Q3 | $5.71M | Buy |
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|
2022
Q2 | $5.78M | Buy |
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|
2022
Q1 | $969K | Buy |
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|
2021
Q4 | $1.01M | Sell |
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|
2021
Q3 | $938K | Hold |
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|
2021
Q2 | $899K | Sell |
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|
2021
Q1 | $893K | Sell |
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|
2020
Q4 | $950K | Hold |
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|
2020
Q3 | $972K | Sell |
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|
2020
Q2 | $843K | Sell |
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|
2020
Q1 | $789K | Sell |
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|
2019
Q4 | $955K | Buy |
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|
2019
Q3 | $1M | Hold |
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|
2019
Q2 | $971K | Buy |
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|
2019
Q1 | $878K | Sell |
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|
2018
Q4 | $856K | Sell |
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|
2018
Q3 | $822K | Sell |
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|
2018
Q2 | $886K | Sell |
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|
2018
Q1 | $953K | Sell |
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|
2017
Q4 | $1.06M | Hold |
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|
2017
Q3 | $967K | Sell |
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|
2017
Q2 | $1.05M | Hold |
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|
2017
Q1 | $885K | Sell |
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|
2016
Q4 | $931K | Sell |
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|
2016
Q3 | $976K | Sell |
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|
2016
Q2 | $2.48M | Sell |
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|
2016
Q1 | $2.77M | Buy |
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|
2015
Q4 | $2.44M | Buy |
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|
2015
Q3 | $1.48M | Sell |
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|
2015
Q2 | $1.45M | Sell |
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|
2015
Q1 | $1.6M | Sell |
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|
2014
Q4 | $1.54M | Sell |
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|
2014
Q3 | $1.71M | Sell |
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|
2014
Q2 | $1.98M | Buy |
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|
2014
Q1 | $1.14M | Buy |
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|
2013
Q4 | $1.11M | Hold |
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|
2013
Q3 | $1.1M | Sell |
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|
2013
Q2 | $1.19M | Buy |
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