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

Greystone 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	$5.05M	Sell	18,664 -568	-3%	-$163K	1.41%	34
2026 Q1	$5.98M	Sell	19,232 -12,383	-39%	-$3.94M	1.69%	27
2025 Q4	$9.66M	Sell	31,615 -623	-2%	-$191K	1.51%	28
2025 Q3	$9.8M	Buy	+32,238	New	+$9.81M	1.52%	28
2022 Q2	–	Sell	-31,815	Closed	-$7.87M	–	87
2022 Q1	$7.87M	Buy	31,815 +1,439	+5%	+$358K	1.99%	27
2021 Q4	$8.14M	Buy	30,376 +7,210	+31%	+$1.82M	1.95%	18
2021 Q3	$5.58M	Sell	23,166 -7,191	-24%	-$1.72M	1.66%	19
2021 Q2	$7.01M	Buy	30,357 +313	+1%	+$72.8K	1.74%	26
2021 Q1	$7.03M	Buy	30,044 +29,046	+2,910%	+$6.21M	1.77%	31
2020 Q4	$211K	Buy	+998	New	+$217K	0.06%	93

Other funds holding MCD

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

Greystone Financial Group reduced its McDonald's (MCD) stake by 3% in Q2 2026, selling an estimated $163K and leaving 18,664 shares worth $5.05M. The position accounts for 1.41% of the portfolio, ranked #34.

Greystone Financial Group first reported a position in MCD in Q4 2020 and has held it in 10 quarters since. The position peaked at $9.8M in Q3 2025. 1,742 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Greystone Financial Group held 18,664 shares of McDonald's worth $5.05M as of Q2 2026.
Greystone Financial Group sold 568 McDonald's shares in Q2 2026, an estimated $163K.
McDonald's made up 1.41% of Greystone Financial Group's portfolio in Q2 2026, its #34 holding.
Greystone Financial Group first reported a position in McDonald's in Q4 2020 and has held it in 10 quarters since.
Greystone Financial Group's McDonald's position peaked at $9.8M in Q3 2025.
1,742 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Greystone Financial Group's 13F filing for Q2 2026, filed 28 Jul 2026.