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

Legacy Wealth Management (Mississippi)’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	$500K	Sell	1,850 -3,498	-65%	-$1M	0.13%	75
2026 Q1	$1.66M	Buy	5,348 +1	+0%	+$319	0.47%	38
2025 Q4	$1.63M	Buy	5,347 +411	+8%	+$126K	0.44%	37
2025 Q3	$1.5M	Sell	4,936 -159	-3%	-$48.4K	0.45%	39
2025 Q2	$1.49M	Hold	5,095	–	–	0.45%	42
2025 Q1	$1.59M	Sell	5,095 -328	-6%	-$98.1K	0.52%	40
2024 Q4	$1.57M	Hold	5,423	–	–	0.62%	38
2024 Q3	$1.65M	Buy	5,423 +328	+6%	+$90.4K	0.61%	38
2024 Q2	$1.3M	Hold	5,095	–	–	0.55%	41
2024 Q1	$1.44M	Hold	5,095	–	–	0.65%	38
2023 Q4	$1.51M	Sell	5,095 -1,100	-18%	-$299K	0.73%	37
2023 Q3	$1.63M	Hold	6,195	–	–	0.85%	33
2023 Q2	$1.85M	Hold	6,195	–	–	0.93%	32
2023 Q1	$1.73M	Hold	6,195	–	–	0.96%	30
2022 Q4	$1.63M	Hold	6,195	–	–	0.97%	31
2022 Q3	$1.43M	Hold	6,195	–	–	0.96%	32
2022 Q2	$1.53M	Sell	6,195 -65	-1%	-$16K	0.93%	36
2022 Q1	$1.55M	Sell	6,260 -771	-11%	-$192K	0.81%	37
2021 Q4	$1.88M	Sell	7,031 -132	-2%	-$33.3K	0.96%	31
2021 Q3	$1.73M	Sell	7,163 -50	-0.7%	-$11.9K	0.92%	33
2021 Q2	$1.67M	Buy	7,213 +100	+1%	+$23.3K	0.92%	32
2021 Q1	$1.59M	Hold	7,113	–	–	0.97%	31
2020 Q4	$1.53M	Sell	7,113 -38	-0.5%	-$8.26K	0.97%	34
2020 Q3	$1.57M	Hold	7,151	–	–	1.08%	31
2020 Q2	$1.32M	Hold	7,151	–	–	1.01%	31
2020 Q1	$1.18M	Hold	7,151	–	–	1.1%	24
2019 Q4	$1.41M	Buy	+7,151	New	+$1.42M	1.23%	19

Other funds holding MCD

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Legacy Wealth Management (Mississippi)'s MCD Position: Q2 2026 in Review

Legacy Wealth Management (Mississippi) reduced its McDonald's (MCD) stake by 65% in Q2 2026, selling an estimated $1M and leaving 1,850 shares worth $500K. The position accounts for 0.13% of the portfolio, ranked #75.

Legacy Wealth Management (Mississippi) first reported a position in MCD in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.88M in Q4 2021. 973 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Legacy Wealth Management (Mississippi) held 1,850 shares of McDonald's worth $500K as of Q2 2026.
Legacy Wealth Management (Mississippi) sold 3,498 McDonald's shares in Q2 2026, an estimated $1M.
McDonald's made up 0.13% of Legacy Wealth Management (Mississippi)'s portfolio in Q2 2026, its #75 holding.
Legacy Wealth Management (Mississippi) first reported a position in McDonald's in Q4 2019 and has held it in 27 quarters since.
Legacy Wealth Management (Mississippi)'s McDonald's position peaked at $1.88M in Q4 2021.
973 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Legacy Wealth Management (Mississippi)'s 13F filing for Q2 2026, filed 8 Jul 2026.