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

Legacy Wealth Partners (Colorado)’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 		$225K Sell
833
-193
-19% -$55.3K 0.05% 181
2026
Q1 		$319K Buy
1,026
+44
+4% +$14K 0.08% 140
2025
Q4 		$300K Buy
+982
New +$301K 0.08% 141

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 Partners (Colorado)'s MCD Position: Q2 2026 in Review

Legacy Wealth Partners (Colorado) reduced its McDonald's (MCD) stake by 19% in Q2 2026, selling an estimated $55.3K and leaving 833 shares worth $225K. The position accounts for 0.05% of the portfolio, ranked #181.

Legacy Wealth Partners (Colorado) first reported a position in MCD in Q4 2025 and has held it in 3 quarters since. The position peaked at $319K in Q1 2026. 3,456 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Legacy Wealth Partners (Colorado) held 833 shares of McDonald's worth $225K as of Q2 2026.
  • Legacy Wealth Partners (Colorado) sold 193 McDonald's shares in Q2 2026, an estimated $55.3K.
  • McDonald's made up 0.05% of Legacy Wealth Partners (Colorado)'s portfolio in Q2 2026, its #181 holding.
  • Legacy Wealth Partners (Colorado) first reported a position in McDonald's in Q4 2025 and has held it in 3 quarters since.
  • Legacy Wealth Partners (Colorado)'s McDonald's position peaked at $319K in Q1 2026.
  • 3,456 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Legacy Wealth Partners (Colorado)'s 13F filing for Q2 2026, filed 22 Jul 2026.