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Greenberg Financial Group’s McDonald's MCD Stock Holding History

Greenberg 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
2025
Q4 		$322K Buy
+1,054
New +$323K 0.13% 81
2025
Q2 		$273K Sell
1,008
-48
-5% -$14.8K 0.1% 90
2025
Q1 		$328K Buy
+1,056
New +$316K 0.14% 74

Other funds holding MCD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
JSC
J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return

Greenberg Financial Group's MCD Position: Q4 2025 in Review

Greenberg Financial Group opened a new position in McDonald's (MCD) in Q4 2025: 1,054 shares worth $322K. The stake represents 0.13% of the portfolio and ranks #81 among its holdings. This is a return to the name: Greenberg Financial Group previously reported a position in MCD as recently as Q2 2025.

Greenberg Financial Group first reported a position in MCD in Q1 2025 and has held it in 3 quarters since. The position peaked at $328K in Q1 2025. 3,569 funds tracked by Wall St. Rank hold MCD as of Q4 2025.

  • Greenberg Financial Group held 1,054 shares of McDonald's worth $322K as of Q4 2025.
  • McDonald's was a new Greenberg Financial Group position in Q4 2025.
  • McDonald's made up 0.13% of Greenberg Financial Group's portfolio in Q4 2025, its #81 holding.
  • Greenberg Financial Group first reported a position in McDonald's in Q1 2025 and has held it in 3 quarters since.
  • Greenberg Financial Group's McDonald's position peaked at $328K in Q1 2025.
  • 3,569 funds tracked by Wall St. Rank held McDonald's as of Q4 2025.

Based on Greenberg Financial Group's 13F filing for Q4 2025, filed 22 Jan 2026.