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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return