Summit Financial Wealth Advisors’s McDonald's MCD Stock Holding History

Summit Financial Wealth Advisors’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 Q2	$387K	Buy	1,430 +98	+7%	+$28.1K	0.05%	150
2026 Q1	$414K	Buy	1,332 +167	+14%	+$53.2K	0.06%	128
2025 Q4	$356K	Buy	1,165 +92	+9%	+$28.2K	0.05%	137
2025 Q3	$322K	Buy	1,073 +165	+18%	+$50.2K	0.05%	132
2025 Q2	$265K	Buy	+908	New	+$280K	0.05%	143
2024 Q1	–	Sell	-1,130	Closed	-$335K	–	138
2023 Q4	$335K	Buy	1,130 +1	+0.1%	+$272	0.08%	95
2023 Q3	$303K	Hold	1,129	–	–	0.07%	95
2023 Q2	$337K	Sell	1,129 -42	-4%	-$12.2K	0.08%	94
2023 Q1	$327K	Hold	1,171	–	–	0.08%	102
2022 Q4	$309K	Hold	1,171	–	–	0.07%	106
2022 Q3	$310K	Sell	1,171 -229	-16%	-$58.5K	0.09%	97
2022 Q2	$351K	Buy	1,400 +271	+24%	+$66.7K	0.08%	99
2022 Q1	$279K	Hold	1,129	–	–	0.06%	108
2021 Q4	$303K	Sell	1,129 -43	-4%	-$10.9K	0.06%	108
2021 Q3	$283K	Hold	1,172	–	–	0.06%	105
2021 Q2	$271K	Hold	1,172	–	–	0.06%	103
2021 Q1	$251K	Sell	1,172 -108	-8%	-$23.1K	0.06%	93
2020 Q4	$281K	Sell	1,280 -50	-4%	-$10.9K	0.08%	87
2020 Q3	$283K	Sell	1,330 -25	-2%	-$5.13K	0.08%	93
2020 Q2	$252K	Sell	1,355 -1,051	-44%	-$193K	0.07%	102
2020 Q1	$426K	Sell	2,406 -281	-10%	-$55.4K	0.13%	76
2019 Q4	$562K	Sell	2,687 -320	-11%	-$63.5K	0.14%	82
2019 Q3	$629K	Buy	3,007 +50	+2%	+$10.7K	0.15%	85
2019 Q2	$614K	Hold	2,957	–	–	0.15%	92
2019 Q1	$557K	Sell	2,957 -284	-9%	-$51.5K	0.15%	84
2018 Q4	$576K	Buy	3,241 +32	+1%	+$5.67K	0.19%	74
2018 Q3	$525K	Sell	3,209 -1,480	-32%	-$237K	0.16%	81
2018 Q2	$733K	Hold	4,689	–	–	0.25%	72
2018 Q1	$733K	Sell	4,689 -442	-9%	-$72.7K	0.24%	73
2017 Q4	$883K	Sell	5,131 -314	-6%	-$52.7K	0.3%	69
2017 Q3	$853K	Sell	5,445 -1,693	-24%	-$265K	0.31%	68
2017 Q2	$1.09M	Sell	7,138 -799	-10%	-$115K	0.43%	60
2017 Q1	$1.03M	Sell	7,937 -651	-8%	-$81.7K	0.45%	58
2016 Q4	$1.04M	Sell	8,588 -577	-6%	-$67.7K	0.46%	58
2016 Q3	$1.06M	Buy	9,165 +554	+6%	+$65.6K	0.46%	55
2016 Q2	$1.04M	Sell	8,611 -1,711	-17%	-$214K	0.43%	57
2016 Q1	$1.3M	Buy	10,322 +152	+1%	+$18.2K	0.57%	45
2015 Q4	$1.2M	Buy	+10,170	New	+$1.14M	0.55%	46

Other funds holding MCD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Summit Financial Wealth Advisors's MCD Position: Q2 2026 in Review

Summit Financial Wealth Advisors increased its McDonald's (MCD) stake by 7.4% in Q2 2026, buying an estimated $28.1K and bringing the position to 1,430 shares worth $387K. The position accounts for 0.05% of the portfolio, ranked #150.

Summit Financial Wealth Advisors first reported a position in MCD in Q4 2015 and has held it in 38 quarters since. The position peaked at $1.3M in Q1 2016. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Summit Financial Wealth Advisors held 1,430 shares of McDonald's worth $387K as of Q2 2026.
Summit Financial Wealth Advisors bought 98 McDonald's shares in Q2 2026, an estimated $28.1K.
McDonald's made up 0.05% of Summit Financial Wealth Advisors's portfolio in Q2 2026, its #150 holding.
Summit Financial Wealth Advisors first reported a position in McDonald's in Q4 2015 and has held it in 38 quarters since.
Summit Financial Wealth Advisors's McDonald's position peaked at $1.3M in Q1 2016.
3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Summit Financial Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.