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Gries Financial’s McDonald's MCD Stock Holding History

Gries Financial’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
Q3 		$448K Buy
1,475
+633
+75% +$193K 0.07% 190
2025
Q2 		$246K Sell
842
-114
-12% -$35.1K 0.04% 244
2025
Q1 		$299K Sell
956
-279
-23% -$83.5K 0.06% 207
2024
Q4 		$358K Buy
1,235
+463
+60% +$138K 0.06% 191
2024
Q3 		$235K Buy
+772
New +$213K 0.04% 234
2023
Q4 		– Sell
-1,027
Closed -$271K – 221
2023
Q3 		$271K Sell
1,027
-273
-21% -$77.9K 0.07% 163
2023
Q2 		$388K Buy
1,300
+130
+11% +$37.8K 0.11% 129
2023
Q1 		$327K Sell
1,170
-120
-9% -$32.1K 0.1% 137
2022
Q4 		$340K Hold
1,290
– – 0.11% 122
2022
Q3 		$298K Sell
1,290
-119
-8% -$30.4K 0.13% 122
2022
Q2 		$348K Buy
1,409
+15
+1% +$3.69K 0.17% 98
2022
Q1 		$345K Sell
1,394
-118
-8% -$29.4K 0.13% 123
2021
Q4 		$405K Buy
1,512
+410
+37% +$104K 0.17% 117
2021
Q3 		$266K Buy
1,102
+124
+13% +$29.6K 0.08% 141
2021
Q2 		$230K Hold
978
– – 0.07% 155
2021
Q1 		$225K Buy
+978
New +$209K 0.07% 158

Other funds holding MCD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Gries Financial's MCD Position: Q3 2025 in Review

Gries Financial increased its McDonald's (MCD) stake by 75% in Q3 2025, buying an estimated $193K and bringing the position to 1,475 shares worth $448K. The position accounts for 0.07% of the portfolio, ranked #190.

Gries Financial first reported a position in MCD in Q1 2021 and has held it in 16 quarters since. 3,420 funds tracked by Wall St. Rank hold MCD as of Q3 2025.

  • Gries Financial held 1,475 shares of McDonald's worth $448K as of Q3 2025.
  • Gries Financial bought 633 McDonald's shares in Q3 2025, an estimated $193K.
  • McDonald's made up 0.07% of Gries Financial's portfolio in Q3 2025, its #190 holding.
  • Gries Financial first reported a position in McDonald's in Q1 2021 and has held it in 16 quarters since.
  • 3,420 funds tracked by Wall St. Rank held McDonald's as of Q3 2025.

Based on Gries Financial's 13F filing for Q3 2025, filed 22 Oct 2025.