Grey Fox Wealth Advisors’s McDonald's MCD Stock Holding History

Grey Fox Wealth 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 Q4	–	Sell	-270	Closed	-$82.1K	–	415
2025 Q3	$82.1K	Buy	+270	New	+$82.2K	0.02%	207
2023 Q2	–	Sell	-101	Closed	-$28.3K	–	346
2023 Q1	$28.3K	Buy	101 +51	+102%	+$13.7K	0.02%	240
2022 Q4	$13.2K	Buy	+50	New	+$13.2K	0.01%	267

Other funds holding MCD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

JSC

J. Stern & Co London, United Kingdom $1.06B AUM 11.76% 1-Year Est. Return

Grey Fox Wealth Advisors's MCD Position: Q4 2025 in Review

Grey Fox Wealth Advisors sold out of McDonald's (MCD) in Q4 2025, closing a stake of 270 shares — an estimated $82.1K sold.

Grey Fox Wealth Advisors first reported a position in MCD in Q4 2022 and held it in 3 quarters. The position peaked at $82.1K in Q3 2025. 3,578 funds tracked by Wall St. Rank hold MCD as of Q4 2025.

Grey Fox Wealth Advisors reported no remaining McDonald's position as of Q4 2025 after selling out during the quarter.
Grey Fox Wealth Advisors sold 270 McDonald's shares in Q4 2025, an estimated $82.1K.
Grey Fox Wealth Advisors first reported a position in McDonald's in Q4 2022 and held it in 3 quarters.
Grey Fox Wealth Advisors's McDonald's position peaked at $82.1K in Q3 2025.
3,578 funds tracked by Wall St. Rank held McDonald's as of Q4 2025.

Based on Grey Fox Wealth Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.