MCD — MCDONALD'S CORP.

Ownership history in Gray Private Wealth, LLC  ·  8 quarters on record

This page tracks every 13F SEC filing in which Gray Private Wealth, LLC reported a position in MCDONALD'S CORP. (MCD). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.48% (2024 Q1)
Avg. % of fund
0.39%
First filed
2024 Q1
Last filed
2025 Q4
Quarters held
8
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 2,199 -73 -3.2% 0.33% $672K $303.93
2025 Q3 REDUCED 2,272 -12 -0.5% 0.35% $690K $300.40
2025 Q2 ADDED 2,284 +100 +4.6% 0.36% $667K $287.18
2025 Q1 REDUCED 2,184 -9 -0.4% 0.41% $682K $305.31
2024 Q4 REDUCED 2,193 -32 -1.4% 0.38% $636K $281.71
2024 Q3 REDUCED 2,225 -138 -5.8% 0.40% $678K $294.15
2024 Q2 REDUCED 2,363 -235 -9.0% 0.39% $602K $244.74
2024 Q1 INITIATED 2,598 — — 0.48% $733K —
% of Fund (quarterly)    MCD price (monthly, adj. close)

Other funds also holding MCD

As of 2025 Q4 — sorted by position size

Gallagher Fiduciary Advisors, LLC 3Y 7Y 43.82% RIT CAPITAL PARTNERS PLC 3Y 7Y 5.85% Winning Points Advisors, LLC 3Y 5.62% HS Management Partners, LLC 3Y 7Y 5.33% RBO & CO LLC 3Y 7Y 5.27% CKW FINANCIAL GROUP 3Y 7Y 4.47% HUTNER CAPITAL MANAGEMENT INC 3Y 7Y 4.46% Patrick Mauro Investment Advisor, INC. 3Y 4.29% Eliot Finkel Investment Counsel, LLC 3Y 7Y 4.25% Lansing Street Advisors 3Y 4.15%
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