SEC 13F Intelligence

Greystone Financial Group, LLC / MCD

Greystone Financial Group, LLC’s Mcdonalds Corp Position

Does Greystone Financial Group, LLC own Mcdonalds Corp (MCD)? Yes — 19.2K shares worth $6M (+1.69% of its 13F portfolio) as of Q1 2026, down from 31.6K shares the prior filed quarter.

Position Value
$6M
Q1 2026
Shares
19.2K
% of Portfolio
+1.69%
Quarters Held
9
currently held

Position History MCD

Reported value by quarter
Q4 ’20: $211,000Q4 ’20Q1 ’21: $7MQ2 ’21: $7MQ2 ’21Q3 ’21: $6MQ4 ’21: $8MQ4 ’21Q1 ’22: $8MQ3 ’25: $10MQ3 ’25Q4 ’25: $10MQ1 ’26: $6MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202619.2K$6M+1.69%
Q4 202531.6K$10M+1.51%
Q3 202532.2K$10M+1.52%
Q1 202231.8K$8M+1.99%
Q4 202130.4K$8M+1.95%
Q3 202123.2K$6M+1.66%
Q2 202130.4K$7M+1.74%
Q1 202130.0K$7M+1.77%
Q4 2020998$211,000+0.06%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Greystone Financial Group, LLC’s full portfolio or all institutional holders of MCD.