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

Greenbush 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
-847
Closed -$263K – 36
2026
Q1 		$263K Buy
847
+5
+0.6% +$1.59K 0.09% 34
2025
Q4 		$257K Buy
842
+35
+4% +$10.7K 0.09% 32
2025
Q3 		$245K Buy
807
+4
+0.5% +$1.22K 0.09% 30
2025
Q2 		$235K Buy
803
+19
+2% +$5.86K 0.1% 31
2025
Q1 		$245K Sell
784
-41
-5% -$12.3K 0.12% 32
2024
Q4 		$239K Buy
+825
New +$246K 0.13% 32

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

Greenbush Financial Group's MCD Position: Q2 2026 in Review

Greenbush Financial Group sold out of McDonald's (MCD) in Q2 2026, closing a stake of 847 shares — an estimated $263K sold.

Greenbush Financial Group first reported a position in MCD in Q4 2024 and held it in 6 quarters. The position peaked at $263K in Q1 2026. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Greenbush Financial Group reported no remaining McDonald's position as of Q2 2026 after selling out during the quarter.
  • Greenbush Financial Group sold 847 McDonald's shares in Q2 2026, an estimated $263K.
  • Greenbush Financial Group first reported a position in McDonald's in Q4 2024 and held it in 6 quarters.
  • Greenbush Financial Group's McDonald's position peaked at $263K in Q1 2026.
  • 3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Greenbush Financial Group's 13F filing for Q2 2026, filed 21 Jul 2026.