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Summit Global Investments’s McDonald's MCD Stock Holding History

Summit Global Investments’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 		$1.05M Sell
3,364
-659
-16% -$210K 0.06% 185
2025
Q4 		$1.23M Buy
4,023
+1,468
+57% +$450K 0.07% 154
2025
Q3 		$776K Sell
2,555
-86
-3% -$26.2K 0.05% 237
2025
Q2 		$771K Buy
2,641
+1,463
+124% +$451K 0.05% 246
2025
Q1 		$368K Sell
1,178
-3,486
-75% -$1.04M 0.03% 337
2024
Q4 		$1.35M Sell
4,664
-6,607
-59% -$1.97M 0.08% 167
2024
Q3 		$3.43M Sell
11,271
-1,700
-13% -$469K 0.22% 86
2024
Q2 		$3.31M Sell
12,971
-9,138
-41% -$2.42M 0.22% 91
2024
Q1 		$6.23M Sell
22,109
-38,989
-64% -$11.3M 0.46% 51
2023
Q4 		$18.1M Buy
61,098
+8,210
+16% +$2.23M 1.19% 16
2023
Q3 		$13.9M Buy
52,888
+7,791
+17% +$2.22M 0.93% 23
2023
Q2 		$13.5M Buy
45,097
+25,284
+128% +$7.35M 0.89% 21
2023
Q1 		$5.54M Sell
19,813
-9,891
-33% -$2.65M 0.43% 60
2022
Q4 		$7.83M Buy
+29,704
New +$7.84M 0.66% 31
2020
Q1 		– Sell
-35,335
Closed -$6.98M – 263
2019
Q4 		$6.98M Buy
35,335
+28,774
+439% +$5.71M 0.76% 49
2019
Q3 		$1.41M Sell
6,561
-249
-4% -$53.4K 0.16% 97
2019
Q2 		$1.41M Buy
6,810
+1,550
+29% +$307K 0.18% 98
2019
Q1 		$999K Sell
5,260
-1,202
-19% -$218K 0.13% 113
2018
Q4 		$1.15M Buy
6,462
+50
+0.8% +$8.87K 0.18% 95
2018
Q3 		$1.07M Buy
6,412
+748
+13% +$120K 0.14% 105
2018
Q2 		$887K Sell
5,664
-13,891
-71% -$2.25M 0.13% 107
2018
Q1 		$3.06M Sell
19,555
-975
-5% -$160K 0.49% 53
2017
Q4 		$3.53M Buy
20,530
+6,591
+47% +$1.11M 0.55% 53
2017
Q3 		$2.18M Buy
13,939
+5,178
+59% +$812K 0.34% 61
2017
Q2 		$1.34M Sell
8,761
-13,013
-60% -$1.88M 0.4% 59
2017
Q1 		$2.82M Buy
21,774
+5,464
+34% +$686K 0.92% 33
2016
Q4 		$1.99M Buy
+16,310
New +$1.91M 0.72% 43

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 $147M AUM 25.76% 1-Year Est. Return

Summit Global Investments's MCD Position: Q1 2026 in Review

Summit Global Investments reduced its McDonald's (MCD) stake by 16% in Q1 2026, selling an estimated $210K and leaving 3,364 shares worth $1.05M. The position accounts for 0.06% of the portfolio, ranked #185.

Summit Global Investments first reported a position in MCD in Q4 2016 and has held it in 27 quarters since. The position peaked at $18.1M in Q4 2023. 3,567 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Summit Global Investments held 3,364 shares of McDonald's worth $1.05M as of Q1 2026.
  • Summit Global Investments sold 659 McDonald's shares in Q1 2026, an estimated $210K.
  • McDonald's made up 0.06% of Summit Global Investments's portfolio in Q1 2026, its #185 holding.
  • Summit Global Investments first reported a position in McDonald's in Q4 2016 and has held it in 27 quarters since.
  • Summit Global Investments's McDonald's position peaked at $18.1M in Q4 2023.
  • 3,567 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Summit Global Investments's 13F filing for Q1 2026, filed 7 May 2026.