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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return

Summit Financial's MCD Position: Q1 2026 in Review

Summit Financial increased its McDonald's (MCD) stake by 15% in Q1 2026, buying an estimated $862K and bringing the position to 20,874 shares worth $6.49M. The position accounts for 0.08% of the portfolio, ranked #256.

Summit Financial first reported a position in MCD in Q2 2021 and has held it in 20 quarters since. 3,567 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Summit Financial held 20,874 shares of McDonald's worth $6.49M as of Q1 2026.
  • Summit Financial bought 2,706 McDonald's shares in Q1 2026, an estimated $862K.
  • McDonald's made up 0.08% of Summit Financial's portfolio in Q1 2026, its #256 holding.
  • Summit Financial first reported a position in McDonald's in Q2 2021 and has held it in 20 quarters since.
  • 3,567 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.