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Legacy Trust’s McDonald's MCD Stock Holding History

Legacy 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
Q3 		$1.27M Buy
4,907
+229
+5% +$60.3K 0.21% 82
2026
Q2 		$1.26M Sell
4,678
-306
-6% -$87.7K 0.22% 77
2026
Q1 		$1.55M Sell
4,984
-44
-0.9% -$14K 0.3% 69
2025
Q4 		$1.54M Buy
5,028
+450
+10% +$138K 0.29% 66
2025
Q3 		$1.39M Buy
4,578
+2,978
+186% +$906K 0.27% 68
2025
Q2 		$467K Buy
1,600
+15
+0.9% +$4.62K 0.11% 106
2025
Q1 		$495K Hold
1,585
– – 0.12% 107
2024
Q4 		$459K Sell
1,585
-140
-8% -$41.7K 0.11% 109
2024
Q3 		$525K Buy
1,725
+77
+5% +$21.2K 0.12% 105
2024
Q2 		$420K Sell
1,648
-63
-4% -$16.7K 0.1% 109
2024
Q1 		$482K Sell
1,711
-340
-17% -$98.9K 0.12% 108
2023
Q4 		$608K Sell
2,051
-8
-0.4% -$2.18K 0.16% 96
2023
Q3 		$542K Sell
2,059
-68
-3% -$19.4K 0.16% 95
2023
Q2 		$635K Buy
2,127
+19
+0.9% +$5.52K 0.17% 89
2023
Q1 		$589K Sell
2,108
-6
-0.3% -$1.61K 0.18% 92
2022
Q4 		$557K Buy
+2,114
New +$558K 0.17% 91

Other funds holding MCD

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Legacy Trust's MCD Position: Q3 2026 in Review

Legacy Trust increased its McDonald's (MCD) stake by 4.9% in Q3 2026, buying an estimated $60.3K and bringing the position to 4,907 shares worth $1.27M. The position accounts for 0.21% of the portfolio, ranked #82.

Legacy Trust first reported a position in MCD in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.55M in Q1 2026. 2,151 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

  • Legacy Trust held 4,907 shares of McDonald's worth $1.27M as of Q3 2026.
  • Legacy Trust bought 229 McDonald's shares in Q3 2026, an estimated $60.3K.
  • McDonald's made up 0.21% of Legacy Trust's portfolio in Q3 2026, its #82 holding.
  • Legacy Trust first reported a position in McDonald's in Q4 2022 and has held it in 16 quarters since.
  • Legacy Trust's McDonald's position peaked at $1.55M in Q1 2026.
  • 2,151 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on Legacy Trust's 13F filing for Q3 2026, filed 6 Nov 2026.