SWGLO
MCD icon

Summit Wealth Group, LLC/OK’s McDonald's MCD Stock Holding History

Summit Wealth Group, LLC/OK’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
2026
Q3 		– Sell
-1,170
Closed -$316K – 57
2026
Q2 		$316K Hold
1,170
– – 0.41% 42
2026
Q1 		$364K Sell
1,170
-140
-11% -$44.6K 0.51% 40
2025
Q4 		$401K Buy
+1,310
New +$401K 0.41% 44

Other funds holding MCD

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Summit Wealth Group, LLC/OK's MCD Position: Q3 2026 in Review

Summit Wealth Group, LLC/OK sold out of McDonald's (MCD) in Q3 2026, closing a stake of 1,170 shares — an estimated $316K sold.

Summit Wealth Group, LLC/OK first reported a position in MCD in Q4 2025 and held it in 3 quarters. The position peaked at $401K in Q4 2025. 2,167 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

  • Summit Wealth Group, LLC/OK reported no remaining McDonald's position as of Q3 2026 after selling out during the quarter.
  • Summit Wealth Group, LLC/OK sold 1,170 McDonald's shares in Q3 2026, an estimated $316K.
  • Summit Wealth Group, LLC/OK first reported a position in McDonald's in Q4 2025 and held it in 3 quarters.
  • Summit Wealth Group, LLC/OK's McDonald's position peaked at $401K in Q4 2025.
  • 2,167 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on Summit Wealth Group, LLC/OK's 13F filing for Q3 2026, filed 10 Nov 2026.