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Legacy Wealth Partners (California)’s McDonald's MCD Stock Holding History

Legacy Wealth Partners (California)’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
2021
Q2 		$1.18M Buy
5,120
+18
+0.4% +$4.19K 0.66% 38
2021
Q1 		$1.14M Buy
+5,102
New +$1.09M 0.67% 39

Other funds holding MCD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Legacy Wealth Partners (California)'s MCD Position: Q2 2021 in Review

Legacy Wealth Partners (California) increased its McDonald's (MCD) stake by 0.35% in Q2 2021, buying an estimated $4.19K and bringing the position to 5,120 shares worth $1.18M. The position accounts for 0.66% of the portfolio, ranked #38.

Legacy Wealth Partners (California) first reported a position in MCD in Q1 2021 and has held it in 2 quarters since. 2,526 funds tracked by Wall St. Rank hold MCD as of Q2 2021.

  • Legacy Wealth Partners (California) held 5,120 shares of McDonald's worth $1.18M as of Q2 2021.
  • Legacy Wealth Partners (California) bought 18 McDonald's shares in Q2 2021, an estimated $4.19K.
  • McDonald's made up 0.66% of Legacy Wealth Partners (California)'s portfolio in Q2 2021, its #38 holding.
  • Legacy Wealth Partners (California) first reported a position in McDonald's in Q1 2021 and has held it in 2 quarters since.
  • 2,526 funds tracked by Wall St. Rank held McDonald's as of Q2 2021.

Based on Legacy Wealth Partners (California)'s 13F filing for Q2 2021, filed 16 Aug 2021.