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Summit Financial Group’s McDonald's MCD Stock Holding History

Summit Financial Group’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
2024
Q1 		$725K Hold
2,570
– – 0.26% 100
2023
Q4 		$762K Sell
2,570
-77
-3% -$21K 0.29% 92
2023
Q3 		$697K Sell
2,647
-151
-5% -$43.1K 0.29% 93
2023
Q2 		$835K Hold
2,798
– – 0.32% 86
2023
Q1 		$782K Sell
2,798
-23
-0.8% -$6.16K 0.3% 91
2022
Q4 		$743K Hold
2,821
– – 0.29% 98
2022
Q3 		$651K Sell
2,821
-211
-7% -$53.9K 0.27% 98
2022
Q2 		$749K Hold
3,032
– – 0.29% 96
2022
Q1 		$750K Sell
3,032
-100
-3% -$24.9K 0.25% 99
2021
Q4 		$840K Buy
3,132
+150
+5% +$37.9K 0.27% 95
2021
Q3 		$718K Hold
2,982
– – 0.26% 97
2021
Q2 		$689K Buy
2,982
+85
+3% +$19.8K 0.26% 96
2021
Q1 		$649K Hold
2,897
– – 0.27% 89
2020
Q4 		$622K Hold
2,897
– – 0.27% 87
2020
Q3 		$636K Hold
2,897
– – 0.32% 78
2020
Q2 		$534K Buy
2,897
+78
+3% +$14.3K 0.28% 84
2020
Q1 		$466K Hold
2,819
– – 0.28% 83
2019
Q4 		$557K Sell
2,819
-100
-3% -$19.8K 0.27% 87
2019
Q3 		$627K Buy
2,919
+96
+3% +$20.6K 0.32% 81
2019
Q2 		$586K Sell
2,823
-50
-2% -$9.9K 0.26% 91
2019
Q1 		$546K Hold
2,873
– – 0.43% 69
2018
Q4 		$510K Hold
2,873
– – 0.43% 67
2018
Q3 		$481K Hold
2,873
– – 0.36% 72
2018
Q2 		$450K Hold
2,873
– – 0.35% 75
2018
Q1 		$449K Buy
2,873
+1,000
+53% +$165K 0.35% 80
2017
Q4 		$322K Buy
1,873
+69
+4% +$11.6K 0.26% 90
2017
Q3 		$283K Buy
1,804
+54
+3% +$8.46K 0.24% 95
2017
Q2 		$268K Buy
+1,750
New +$253K 0.23% 98

Other funds holding MCD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Summit Financial Group's MCD Position: Q1 2024 in Review

Summit Financial Group held its McDonald's (MCD) position steady in Q1 2024 at 2,570 shares worth $725K. The position accounts for 0.26% of the portfolio, ranked #100.

Summit Financial Group first reported a position in MCD in Q2 2017 and has held it in 28 quarters since. The position peaked at $840K in Q4 2021. 3,165 funds tracked by Wall St. Rank hold MCD as of Q1 2024.

  • Summit Financial Group held 2,570 shares of McDonald's worth $725K as of Q1 2024.
  • Summit Financial Group left its McDonald's share count unchanged in Q1 2024.
  • McDonald's made up 0.26% of Summit Financial Group's portfolio in Q1 2024, its #100 holding.
  • Summit Financial Group first reported a position in McDonald's in Q2 2017 and has held it in 28 quarters since.
  • Summit Financial Group's McDonald's position peaked at $840K in Q4 2021.
  • 3,165 funds tracked by Wall St. Rank held McDonald's as of Q1 2024.

Based on Summit Financial Group's 13F filing for Q1 2024, filed 5 Apr 2024.