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Legacy Wealth Asset Management’s McDonald's MCD Stock Holding History

Legacy Wealth Asset Management’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 		$1.32M Buy
5,707
+1,076
+23% +$283K 0.29% 96
2026
Q2 		$1.25M Buy
4,631
+26
+0.6% +$7.46K 0.27% 96
2026
Q1 		$1.43M Buy
4,605
+53
+1% +$16.9K 0.35% 70
2025
Q4 		$1.39M Buy
4,552
+82
+2% +$25.1K 0.34% 74
2025
Q3 		$1.36M Buy
4,470
+2,221
+99% +$676K 0.33% 83
2025
Q2 		$657K Sell
2,249
-7
-0.3% -$2.16K 0.17% 190
2025
Q1 		$705K Sell
2,256
-33
-1% -$9.87K 0.19% 158
2024
Q4 		$664K Sell
2,289
-9
-0.4% -$2.68K 0.18% 173
2024
Q3 		$700K Buy
2,298
+6
+0.3% +$1.65K 0.19% 171
2024
Q2 		$584K Buy
2,292
+18
+0.8% +$4.78K 0.16% 199
2024
Q1 		$641K Sell
2,274
-2
-0.1% -$582 0.18% 171
2023
Q4 		$675K Sell
2,276
-9
-0.4% -$2.45K 0.22% 149
2023
Q3 		$602K Sell
2,285
-9
-0.4% -$2.57K 0.22% 151
2023
Q2 		$685K Sell
2,294
-4
-0.2% -$1.16K 0.24% 134
2023
Q1 		$643K Sell
2,298
-104
-4% -$27.9K 0.23% 144
2022
Q4 		$633K Buy
2,402
+16
+0.7% +$4.22K 0.24% 142
2022
Q3 		$551K Sell
2,386
-1,475
-38% -$377K 0.24% 148
2022
Q2 		$953K Buy
3,861
+34
+0.9% +$8.37K 0.39% 80
2022
Q1 		$946K Buy
3,827
+98
+3% +$24.4K 0.34% 113
2021
Q4 		$1M Buy
3,729
+136
+4% +$34.3K 0.34% 108
2021
Q3 		$866K Buy
3,593
+28
+0.8% +$6.68K 0.4% 96
2021
Q2 		$823K Buy
3,565
+86
+2% +$20K 0.37% 107
2021
Q1 		$780K Buy
3,479
+76
+2% +$16.3K 0.36% 103
2020
Q4 		$730K Buy
+3,403
New +$740K 0.37% 101

Other funds holding MCD

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Legacy Wealth Asset Management's MCD Position: Q3 2026 in Review

Legacy Wealth Asset Management increased its McDonald's (MCD) stake by 23% in Q3 2026, buying an estimated $283K and bringing the position to 5,707 shares worth $1.32M. The position accounts for 0.29% of the portfolio, ranked #96.

Legacy Wealth Asset Management first reported a position in MCD in Q4 2020 and has held it in 24 quarters since. The position peaked at $1.43M in Q1 2026. 179 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

  • Legacy Wealth Asset Management held 5,707 shares of McDonald's worth $1.32M as of Q3 2026.
  • Legacy Wealth Asset Management bought 1,076 McDonald's shares in Q3 2026, an estimated $283K.
  • McDonald's made up 0.29% of Legacy Wealth Asset Management's portfolio in Q3 2026, its #96 holding.
  • Legacy Wealth Asset Management first reported a position in McDonald's in Q4 2020 and has held it in 24 quarters since.
  • Legacy Wealth Asset Management's McDonald's position peaked at $1.43M in Q1 2026.
  • 179 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.