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Greenwich Wealth Management’s McDonald's MCD Stock Holding History

Greenwich Wealth Management’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
Q1 		$901K Buy
2,898
+81
+3% +$25.8K 0.04% 164
2025
Q4 		$861K Buy
2,817
+494
+21% +$151K 0.04% 157
2025
Q3 		$706K Sell
2,323
-61
-3% -$18.6K 0.04% 177
2025
Q2 		$696K Buy
2,384
+18
+0.8% +$5.55K 0.03% 151
2025
Q1 		$739K Sell
2,366
-135
-5% -$40.4K 0.06% 137
2024
Q4 		$725K Buy
2,501
+43
+2% +$12.8K 0.05% 137
2024
Q3 		$749K Buy
2,458
+149
+6% +$41.1K 0.05% 135
2024
Q2 		$588K Buy
2,309
+106
+5% +$28.1K 0.04% 147
2024
Q1 		$621K Sell
2,203
-531
-19% -$154K 0.05% 151
2023
Q4 		$811K Sell
2,734
-1
-0% -$272 0.08% 123
2023
Q3 		$721K Buy
2,735
+437
+19% +$125K 0.08% 128
2023
Q2 		$686K Sell
2,298
-85
-4% -$24.7K 0.07% 137
2023
Q1 		$666K Buy
2,383
+17
+0.7% +$4.55K 0.07% 139
2022
Q4 		$624K Buy
2,366
+57
+2% +$15K 0.07% 142
2022
Q3 		$533K Buy
2,309
+131
+6% +$33.5K 0.06% 150
2022
Q2 		$538K Sell
2,178
-30
-1% -$7.39K 0.07% 153
2022
Q1 		$546K Sell
2,208
-54
-2% -$13.5K 0.06% 154
2021
Q4 		$606K Buy
2,262
+43
+2% +$10.9K 0.05% 147
2021
Q3 		$535K Buy
+2,219
New +$530K 0.04% 151
2018
Q2 		– Sell
-1,374
Closed -$215K – 181
2018
Q1 		$215K Sell
1,374
-192
-12% -$31.6K 0.03% 159
2017
Q4 		$270K Buy
1,566
+5
+0.3% +$840 0.05% 152
2017
Q3 		$245K Buy
1,561
+76
+5% +$11.9K 0.04% 153
2017
Q2 		$228K Sell
1,485
-138
-9% -$19.9K 0.04% 158
2017
Q1 		$210K Buy
+1,623
New +$204K 0.03% 164
2015
Q2 		– Sell
-6,213
Closed -$605K – 176
2015
Q1 		$605K Buy
6,213
+2,046
+49% +$194K 0.07% 124
2014
Q4 		$390K Sell
4,167
-1,236
-23% -$116K 0.03% 142
2014
Q3 		$512K Buy
+5,403
New +$515K 0.03% 132

Other funds holding MCD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
DAM
Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return

Greenwich Wealth Management's MCD Position: Q1 2026 in Review

Greenwich Wealth Management increased its McDonald's (MCD) stake by 2.9% in Q1 2026, buying an estimated $25.8K and bringing the position to 2,898 shares worth $901K. The position accounts for 0.04% of the portfolio, ranked #164.

Greenwich Wealth Management first reported a position in MCD in Q3 2014 and has held it in 27 quarters since. 3,564 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Greenwich Wealth Management held 2,898 shares of McDonald's worth $901K as of Q1 2026.
  • Greenwich Wealth Management bought 81 McDonald's shares in Q1 2026, an estimated $25.8K.
  • McDonald's made up 0.04% of Greenwich Wealth Management's portfolio in Q1 2026, its #164 holding.
  • Greenwich Wealth Management first reported a position in McDonald's in Q3 2014 and has held it in 27 quarters since.
  • 3,564 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Greenwich Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.