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Legacy Wealth Management (Idaho)’s McDonald's MCD Stock Holding History

Legacy Wealth Management (Idaho)’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 		– Sell
-372
Closed -$116K – 631
2026
Q1 		$116K Buy
372
+37
+11% +$11.8K 0.06% 161
2025
Q4 		$102K Buy
335
+204
+156% +$62.5K 0.05% 144
2025
Q3 		$39.8K Buy
131
+46
+54% +$14K 0.02% 198
2025
Q2 		$24.8K Hold
85
– – 0.01% 218
2025
Q1 		$26.6K Hold
85
– – 0.02% 209
2024
Q4 		$25K Hold
85
– – 0.02% 188
2024
Q3 		$25.3K Buy
+85
New +$23.4K 0.01% 186

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 Management (Idaho)'s MCD Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of McDonald's (MCD) in Q2 2026, closing a stake of 372 shares — an estimated $116K sold.

Legacy Wealth Management (Idaho) first reported a position in MCD in Q3 2024 and held it in 7 quarters. The position peaked at $116K in Q1 2026. 3,456 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining McDonald's position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 372 McDonald's shares in Q2 2026, an estimated $116K.
  • Legacy Wealth Management (Idaho) first reported a position in McDonald's in Q3 2024 and held it in 7 quarters.
  • Legacy Wealth Management (Idaho)'s McDonald's position peaked at $116K in Q1 2026.
  • 3,456 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.