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 Q3	–	Sell	-18,664	Closed	-$5.05M	–	79
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	$9.7M	Sell	31,615 -623	-2%	-$191K	1.51%	28
2025 Q3	$9.8M	Buy	+32,238	New	+$9.8M	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 $174B AUM 33.96% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

B. Metzler seel. Sohn & Co Frankfurt, Germany $11.5B AUM 29.17% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Greystone Financial Group's MCD Position: Q3 2026 in Review

Greystone Financial Group sold out of McDonald's (MCD) in Q3 2026, closing a stake of 18,664 shares — an estimated $5.05M sold.

Greystone Financial Group first reported a position in MCD in Q4 2020 and held it in 10 quarters. The position peaked at $9.8M in Q3 2025. 1,691 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

Greystone Financial Group reported no remaining McDonald's position as of Q3 2026 after selling out during the quarter.
Greystone Financial Group sold 18,664 McDonald's shares in Q3 2026, an estimated $5.05M.
Greystone Financial Group first reported a position in McDonald's in Q4 2020 and held it in 10 quarters.
Greystone Financial Group's McDonald's position peaked at $9.8M in Q3 2025.
1,691 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on Greystone Financial Group's 13F filing for Q3 2026, filed 26 Oct 2026.