Legacy Trust’s McDonald's MCD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$467K Buy
1,600
+15
+0.9% +$4.38K 0.11% 106
2025
Q1
$495K Hold
1,585
0.12% 107
2024
Q4
$459K Sell
1,585
-140
-8% -$40.6K 0.11% 109
2024
Q3
$525K Buy
1,725
+77
+5% +$23.4K 0.12% 105
2024
Q2
$420K Sell
1,648
-63
-4% -$16.1K 0.1% 109
2024
Q1
$482K Sell
1,711
-340
-17% -$95.9K 0.12% 108
2023
Q4
$608K Sell
2,051
-8
-0.4% -$2.37K 0.16% 96
2023
Q3
$542K Sell
2,059
-68
-3% -$17.9K 0.16% 95
2023
Q2
$635K Buy
2,127
+19
+0.9% +$5.67K 0.17% 89
2023
Q1
$589K Sell
2,108
-6
-0.3% -$1.68K 0.18% 92
2022
Q4
$557K Buy
+2,114
New +$557K 0.17% 91