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Summit Financial’s McDonald's MCD Stock Holding History

Summit Financial’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 		$5.96M Buy
22,049
+1,175
+6% +$337K 0.07% 305
2026
Q1 		$6.49M Buy
20,874
+2,706
+15% +$862K 0.08% 256
2025
Q4 		$5.55M Sell
18,168
-281
-2% -$86.1K 0.08% 235
2025
Q3 		$5.61M Sell
18,449
-2,261
-11% -$688K 0.09% 230
2025
Q2 		$6.05M Buy
20,710
+1,321
+7% +$407K 0.14% 133
2025
Q1 		$6.06M Buy
19,389
+919
+5% +$275K 0.17% 119
2024
Q4 		$5.35M Buy
18,470
+963
+6% +$287K 0.19% 102
2024
Q3 		$5.33M Sell
17,507
-615
-3% -$170K 0.21% 85
2024
Q2 		$4.62M Buy
18,122
+8,546
+89% +$2.27M 0.21% 81
2024
Q1 		$2.7M Buy
9,576
+259
+3% +$75.3K 0.16% 83
2023
Q4 		$2.76M Sell
9,317
-538
-5% -$146K 0.18% 76
2023
Q3 		$2.6M Sell
9,855
-9
-0.1% -$2.57K 0.19% 74
2023
Q2 		$2.94M Buy
9,864
+2,551
+35% +$741K 0.21% 66
2023
Q1 		$2.04M Buy
7,313
+7
+0.1% +$1.88K 0.18% 64
2022
Q4 		$1.93M Buy
7,306
+452
+7% +$119K 0.18% 66
2022
Q3 		$1.58M Buy
6,854
+1,124
+20% +$287K 0.15% 73
2022
Q2 		$1.41M Sell
5,730
-259
-4% -$63.8K 0.13% 74
2022
Q1 		$1.48M Buy
5,989
+687
+13% +$171K 0.12% 86
2021
Q4 		$1.42M Buy
5,302
+1,202
+29% +$303K 0.11% 81
2021
Q3 		$989K Buy
4,100
+2,054
+100% +$490K 0.08% 83
2021
Q2 		$473K Buy
+2,046
New +$476K 0.05% 87

Other funds holding MCD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Summit Financial's MCD Position: Q2 2026 in Review

Summit Financial increased its McDonald's (MCD) stake by 5.6% in Q2 2026, buying an estimated $337K and bringing the position to 22,049 shares worth $5.96M. The position accounts for 0.07% of the portfolio, ranked #305.

Summit Financial first reported a position in MCD in Q2 2021 and has held it in 21 quarters since. The position peaked at $6.49M in Q1 2026. 3,472 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Summit Financial held 22,049 shares of McDonald's worth $5.96M as of Q2 2026.
  • Summit Financial bought 1,175 McDonald's shares in Q2 2026, an estimated $337K.
  • McDonald's made up 0.07% of Summit Financial's portfolio in Q2 2026, its #305 holding.
  • Summit Financial first reported a position in McDonald's in Q2 2021 and has held it in 21 quarters since.
  • Summit Financial's McDonald's position peaked at $6.49M in Q1 2026.
  • 3,472 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.