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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Legacy Trust's MCD Position: Q2 2026 in Review

Legacy Trust reduced its McDonald's (MCD) stake by 6.1% in Q2 2026, selling an estimated $87.7K and leaving 4,678 shares worth $1.26M. The position accounts for 0.22% of the portfolio, ranked #77.

Legacy Trust first reported a position in MCD in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.55M in Q1 2026. 3,475 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Legacy Trust held 4,678 shares of McDonald's worth $1.26M as of Q2 2026.
Legacy Trust sold 306 McDonald's shares in Q2 2026, an estimated $87.7K.
McDonald's made up 0.22% of Legacy Trust's portfolio in Q2 2026, its #77 holding.
Legacy Trust first reported a position in McDonald's in Q4 2022 and has held it in 15 quarters since.
Legacy Trust's McDonald's position peaked at $1.55M in Q1 2026.
3,475 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Legacy Trust's 13F filing for Q2 2026, filed 31 Jul 2026.