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My Legacy Advisors’s McDonald's MCD Stock Holding History

My Legacy 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
Q2 		$1.48M Buy
4,968
+166
+3% +$51.2K 0.53% 51
2025
Q1 		$1.5M Buy
4,802
+122
+3% +$36.5K 0.58% 42
2024
Q4 		$1.32M Buy
4,680
+10
+0.2% +$2.98K 0.51% 50
2024
Q3 		$1.42M Sell
4,670
-852
-15% -$235K 0.56% 44
2024
Q2 		$1.41M Buy
5,522
+92
+2% +$24.4K 0.45% 54
2024
Q1 		$1.53M Buy
5,430
+114
+2% +$33.2K 0.51% 49
2023
Q4 		$1.56M Buy
5,316
+132
+3% +$35.9K 0.56% 44
2023
Q3 		$1.34M Sell
5,184
-79
-2% -$22.5K 0.54% 46
2023
Q2 		$1.55M Buy
5,263
+506
+11% +$147K 0.61% 40
2023
Q1 		$1.35M Buy
4,757
+86
+2% +$23K 0.58% 52
2022
Q4 		$1.23M Buy
4,671
+273
+6% +$72K 0.53% 55
2022
Q3 		$1.07M Buy
4,398
+187
+4% +$47.8K 0.54% 51
2022
Q2 		$1.07M Buy
4,211
+387
+10% +$95.3K 0.53% 49
2022
Q1 		$946K Buy
+3,824
New +$953K 0.44% 70

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
BC
Broadwater Capital Boston, Massachusetts $138M AUM 28.86% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

My Legacy Advisors's MCD Position: Q2 2025 in Review

My Legacy Advisors increased its McDonald's (MCD) stake by 3.5% in Q2 2025, buying an estimated $51.2K and bringing the position to 4,968 shares worth $1.48M. The position accounts for 0.53% of the portfolio, ranked #51.

My Legacy Advisors first reported a position in MCD in Q1 2022 and has held it in 14 quarters since. The position peaked at $1.56M in Q4 2023. 3,417 funds tracked by Wall St. Rank hold MCD as of Q2 2025.

  • My Legacy Advisors held 4,968 shares of McDonald's worth $1.48M as of Q2 2025.
  • My Legacy Advisors bought 166 McDonald's shares in Q2 2025, an estimated $51.2K.
  • McDonald's made up 0.53% of My Legacy Advisors's portfolio in Q2 2025, its #51 holding.
  • My Legacy Advisors first reported a position in McDonald's in Q1 2022 and has held it in 14 quarters since.
  • My Legacy Advisors's McDonald's position peaked at $1.56M in Q4 2023.
  • 3,417 funds tracked by Wall St. Rank held McDonald's as of Q2 2025.

Based on My Legacy Advisors's 13F filing for Q2 2025, filed 11 Jul 2025.