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Greystone Financial Group, LLC

SEC CIK
0001845302
Latest filing
Jul 28, 2026

MCD holding history

McDonalds Corp in every 13F filed by Greystone Financial Group, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MCD overviewAll 13F holders of MCDFull Q2 2026 holdings

Shares (Q2 2026)
18,664
Value
$5.05M
% of portfolio
1.4%
Quarters held
9
Since Q1 2021
Holdings of MCD by Greystone Financial Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202618,664$5.05M1.4%−568−3.0%ReducedHolders
Q1 202619,232$5.98M1.7%−12,383−39.2%ReducedHolders
Q4 202531,615$9.66M1.5%−623−1.9%ReducedHolders
Q3 202532,238$9.80M1.5%+32,238NewHolders
Q2 20220$00.0%−31,815−100.0%Sold outHolders
Q1 202231,815$7.87M2.0%+1,439+4.7%AddedHolders
Q4 202130,376$8.14M2.0%+7,210+31.1%AddedHolders
Q3 202123,166$5.58M1.7%−7,191−23.7%ReducedHolders
Q2 202130,357$7.01M1.7%+313+1.0%AddedHolders
Q1 202130,044$7.03M1.8%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.