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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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return

Legacy Trust's MCD Position: Q1 2026 in Review

Legacy Trust reduced its McDonald's (MCD) stake by 0.88% in Q1 2026, selling an estimated $14K and leaving 4,984 shares worth $1.55M. The position accounts for 0.3% of the portfolio, ranked #69.

Legacy Trust first reported a position in MCD in Q4 2022 and has held it in 14 quarters since. 3,565 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Legacy Trust held 4,984 shares of McDonald's worth $1.55M as of Q1 2026.
  • Legacy Trust sold 44 McDonald's shares in Q1 2026, an estimated $14K.
  • McDonald's made up 0.3% of Legacy Trust's portfolio in Q1 2026, its #69 holding.
  • Legacy Trust first reported a position in McDonald's in Q4 2022 and has held it in 14 quarters since.
  • 3,565 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Legacy Trust's 13F filing for Q1 2026, filed 14 Apr 2026.