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Legend Financial Advisors’s McDonald's MCD Stock Holding History

Legend Financial Advisors’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
2025
Q3 		– Sell
-109
Closed -$31.9K – 107
2025
Q2 		$31.9K Buy
+109
New +$33.6K 0.02% 72
2025
Q1 		– Sell
-105
Closed -$30.5K – 160
2024
Q4 		$30.5K Hold
105
– – 0.02% 69
2024
Q3 		$32K Sell
105
-42
-29% -$11.6K 0.02% 60
2024
Q2 		$37.5K Buy
147
+105
+250% +$27.9K 0.03% 70
2024
Q1 		$11.8K Sell
42
-101
-71% -$29.4K 0.01% 127
2023
Q4 		$42.5K Hold
143
– – 0.03% 60
2023
Q3 		$37.7K Hold
143
– – 0.03% 70
2023
Q2 		$42.7K Hold
143
– – 0.04% 68
2023
Q1 		$40K Hold
143
– – 0.03% 71
2022
Q4 		$37.7K Hold
143
– – 0.03% 79
2022
Q3 		$33K Buy
+143
New +$36.5K 0.03% 75
2020
Q2 		– Sell
-1,246
Closed -$206K – 34
2020
Q1 		$206K Buy
1,246
+102
+9% +$20.1K 0.19% 27
2019
Q4 		$226K Hold
1,144
– – 0.19% 29
2019
Q3 		$246K Buy
1,144
+64
+6% +$13.7K 0.21% 30
2019
Q2 		$224K Sell
1,080
-64
-6% -$12.7K 0.2% 33
2019
Q1 		$217K Hold
1,144
– – 0.24% 32
2018
Q4 		$203K Buy
+1,144
New +$203K 0.3% 27

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Legend Financial Advisors's MCD Position: Q3 2025 in Review

Legend Financial Advisors sold out of McDonald's (MCD) in Q3 2025, closing a stake of 109 shares — an estimated $31.9K sold.

Legend Financial Advisors first reported a position in MCD in Q4 2018 and held it in 17 quarters. The position peaked at $246K in Q3 2019. 3,415 funds tracked by Wall St. Rank hold MCD as of Q3 2025.

  • Legend Financial Advisors reported no remaining McDonald's position as of Q3 2025 after selling out during the quarter.
  • Legend Financial Advisors sold 109 McDonald's shares in Q3 2025, an estimated $31.9K.
  • Legend Financial Advisors first reported a position in McDonald's in Q4 2018 and held it in 17 quarters.
  • Legend Financial Advisors's McDonald's position peaked at $246K in Q3 2019.
  • 3,415 funds tracked by Wall St. Rank held McDonald's as of Q3 2025.

Based on Legend Financial Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.