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Greater Midwest Financial Group’s McDonald's MCD Stock Holding History

Greater Midwest Financial Group’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 		– Sell
-724
Closed -$225K – 69
2026
Q1 		$225K Buy
724
+4
+0.6% +$1.27K 0.12% 63
2025
Q4 		$220K Buy
720
+2
+0.3% +$613 0.12% 63
2025
Q3 		$218K Buy
718
+4
+0.6% +$1.22K 0.14% 58
2025
Q2 		$209K Sell
714
-2
-0.3% -$617 0.16% 52
2025
Q1 		$224K Buy
716
+16
+2% +$4.79K 0.16% 52
2024
Q4 		$203K Buy
700
+4
+0.6% +$1.19K 0.13% 55
2024
Q3 		$212K Buy
+696
New +$192K 0.12% 56
2024
Q1 		– Sell
-675
Closed -$200K – 55
2023
Q4 		$200K Buy
+675
New +$184K 0.14% 51

Other funds holding MCD

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
DC
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
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
Wealth Enhancement Advisory Services
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

Greater Midwest Financial Group's MCD Position: Q2 2026 in Review

Greater Midwest Financial Group sold out of McDonald's (MCD) in Q2 2026, closing a stake of 724 shares — an estimated $225K sold.

Greater Midwest Financial Group first reported a position in MCD in Q4 2023 and held it in 8 quarters. The position peaked at $225K in Q1 2026. 1,157 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Greater Midwest Financial Group reported no remaining McDonald's position as of Q2 2026 after selling out during the quarter.
  • Greater Midwest Financial Group sold 724 McDonald's shares in Q2 2026, an estimated $225K.
  • Greater Midwest Financial Group first reported a position in McDonald's in Q4 2023 and held it in 8 quarters.
  • Greater Midwest Financial Group's McDonald's position peaked at $225K in Q1 2026.
  • 1,157 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Greater Midwest Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.