LPT
MCD icon

Legacy Private Trust’s McDonald's MCD Stock Holding History

Legacy Private Trust’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 		$2.89M Sell
10,684
-658
-6% -$189K 0.16% 104
2026
Q1 		$3.52M Sell
11,342
-295
-3% -$94K 0.22% 85
2025
Q4 		$3.56M Buy
11,637
+1,885
+19% +$577K 0.21% 88
2025
Q3 		$2.96M Buy
9,752
+1,117
+13% +$340K 0.18% 96
2025
Q2 		$2.52M Buy
8,635
+47
+0.5% +$14.5K 0.16% 98
2025
Q1 		$2.68M Sell
8,588
-2,844
-25% -$851K 0.18% 91
2024
Q4 		$3.31M Sell
11,432
-457
-4% -$136K 0.22% 90
2024
Q3 		$3.62M Sell
11,889
-11,321
-49% -$3.12M 0.24% 82
2024
Q2 		$5.91M Buy
23,210
+1,101
+5% +$292K 0.42% 56
2024
Q1 		$6.23M Sell
22,109
-968
-4% -$282K 0.46% 53
2023
Q4 		$6.84M Buy
23,077
+339
+1% +$92.3K 0.54% 46
2023
Q3 		$5.99M Sell
22,738
-538
-2% -$153K 0.52% 50
2023
Q2 		$6.95M Buy
23,276
+838
+4% +$243K 0.57% 45
2023
Q1 		$6.27M Buy
22,438
+8
+0% +$2.14K 0.53% 52
2022
Q4 		$5.91M Sell
22,430
-2,301
-9% -$607K 0.53% 53
2022
Q3 		$5.71M Buy
24,731
+1,328
+6% +$339K 0.54% 54
2022
Q2 		$5.78M Buy
23,403
+19,485
+497% +$4.8M 0.52% 54
2022
Q1 		$969K Buy
3,918
+156
+4% +$38.9K 0.08% 147
2021
Q4 		$1.01M Sell
3,762
-130
-3% -$32.8K 0.08% 148
2021
Q3 		$938K Hold
3,892
– – 0.08% 147
2021
Q2 		$899K Sell
3,892
-91
-2% -$21.2K 0.08% 155
2021
Q1 		$893K Sell
3,983
-445
-10% -$95.2K 0.08% 143
2020
Q4 		$950K Hold
4,428
– – 0.09% 132
2020
Q3 		$972K Sell
4,428
-142
-3% -$29.2K 0.1% 128
2020
Q2 		$843K Sell
4,570
-204
-4% -$37.4K 0.09% 131
2020
Q1 		$789K Sell
4,774
-58
-1% -$11.4K 0.1% 131
2019
Q4 		$955K Buy
4,832
+154
+3% +$30.5K 0.1% 142
2019
Q3 		$1M Hold
4,678
– – 0.11% 135
2019
Q2 		$971K Buy
4,678
+52
+1% +$10.3K 0.11% 142
2019
Q1 		$878K Sell
4,626
-192
-4% -$34.8K 0.1% 137
2018
Q4 		$856K Sell
4,818
-95
-2% -$16.8K 0.11% 137
2018
Q3 		$822K Sell
4,913
-740
-13% -$119K 0.09% 138
2018
Q2 		$886K Sell
5,653
-440
-7% -$71.3K 0.11% 142
2018
Q1 		$953K Sell
6,093
-80
-1% -$13.2K 0.11% 140
2017
Q4 		$1.06M Hold
6,173
– – 0.12% 127
2017
Q3 		$967K Sell
6,173
-655
-10% -$103K 0.12% 133
2017
Q2 		$1.05M Hold
6,828
– – 0.13% 125
2017
Q1 		$885K Sell
6,828
-820
-11% -$103K 0.11% 146
2016
Q4 		$931K Sell
7,648
-816
-10% -$95.7K 0.13% 143
2016
Q3 		$976K Sell
8,464
-12,155
-59% -$1.44M 0.13% 136
2016
Q2 		$2.48M Sell
20,619
-1,463
-7% -$183K 0.36% 83
2016
Q1 		$2.77M Buy
22,082
+1,466
+7% +$175K 0.42% 69
2015
Q4 		$2.44M Buy
20,616
+5,590
+37% +$625K 0.37% 75
2015
Q3 		$1.48M Sell
15,026
-200
-1% -$19.5K 0.23% 105
2015
Q2 		$1.45M Sell
15,226
-1,194
-7% -$115K 0.22% 115
2015
Q1 		$1.6M Sell
16,420
-50
-0.3% -$4.74K 0.23% 109
2014
Q4 		$1.54M Sell
16,470
-1,521
-8% -$142K 0.23% 112
2014
Q3 		$1.71M Sell
17,991
-1,624
-8% -$155K 0.26% 103
2014
Q2 		$1.98M Buy
19,615
+7,950
+68% +$803K 0.31% 91
2014
Q1 		$1.14M Buy
11,665
+194
+2% +$18.6K 0.2% 105
2013
Q4 		$1.11M Hold
11,471
– – 0.2% 101
2013
Q3 		$1.1M Sell
11,471
-568
-5% -$55.4K 0.23% 87
2013
Q2 		$1.19M Buy
+12,039
New +$1.21M 0.28% 83

Other funds holding MCD

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Legacy Private Trust's MCD Position: Q2 2026 in Review

Legacy Private Trust reduced its McDonald's (MCD) stake by 5.8% in Q2 2026, selling an estimated $189K and leaving 10,684 shares worth $2.89M. The position accounts for 0.16% of the portfolio, ranked #104.

Legacy Private Trust first reported a position in MCD in Q2 2013 and has held it in 53 quarters since. The position peaked at $6.95M in Q2 2023. 1,684 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Legacy Private Trust held 10,684 shares of McDonald's worth $2.89M as of Q2 2026.
  • Legacy Private Trust sold 658 McDonald's shares in Q2 2026, an estimated $189K.
  • McDonald's made up 0.16% of Legacy Private Trust's portfolio in Q2 2026, its #104 holding.
  • Legacy Private Trust first reported a position in McDonald's in Q2 2013 and has held it in 53 quarters since.
  • Legacy Private Trust's McDonald's position peaked at $6.95M in Q2 2023.
  • 1,684 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

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