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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Legacy Wealth Asset Management's MCD Position: Q2 2026 in Review

Legacy Wealth Asset Management increased its McDonald's (MCD) stake by 0.56% in Q2 2026, buying an estimated $7.46K and bringing the position to 4,631 shares worth $1.25M. The position accounts for 0.27% of the portfolio, ranked #96.

Legacy Wealth Asset Management first reported a position in MCD in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.43M in Q1 2026. 3,451 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Legacy Wealth Asset Management held 4,631 shares of McDonald's worth $1.25M as of Q2 2026.
  • Legacy Wealth Asset Management bought 26 McDonald's shares in Q2 2026, an estimated $7.46K.
  • McDonald's made up 0.27% of Legacy Wealth Asset Management's portfolio in Q2 2026, its #96 holding.
  • Legacy Wealth Asset Management first reported a position in McDonald's in Q4 2020 and has held it in 23 quarters since.
  • Legacy Wealth Asset Management's McDonald's position peaked at $1.43M in Q1 2026.
  • 3,451 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.