Summit Global Investments’s McDonald's MCD Stock Holding History
Bought
  Maintained
  Sold
  | Quarter | Market Value | Status | Shares | 
        
          
          
            Change in  Stake  | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
| 
        
          
      
        2025
         Q3  | $776K | Sell | 
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| 
        
          
      
        2025
         Q2  | $771K | Buy | 
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| 
        
          
      
        2025
         Q1  | $368K | Sell | 
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| 
        
          
      
        2024
         Q4  | $1.35M | Sell | 
         | 
    |||||
| 
        
          
      
        2024
         Q3  | $3.43M | Sell | 
         | 
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| 
        
          
      
        2024
         Q2  | $3.31M | Sell | 
         | 
    |||||
| 
        
          
      
        2024
         Q1  | $6.23M | Sell | 
         | 
    |||||
| 
        
          
      
        2023
         Q4  | $18.1M | Buy | 
         | 
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| 
        
          
      
        2023
         Q3  | $13.9M | Buy | 
         | 
    |||||
| 
        
          
      
        2023
         Q2  | $13.5M | Buy | 
         | 
    |||||
| 
        
          
      
        2023
         Q1  | $5.54M | Sell | 
         | 
    |||||
| 
        
          
      
        2022
         Q4  | $7.83M | Buy | 
         | 
    |||||
| 
        
          
      
        2020
         Q1  | – | Sell | 
         | 
    |||||
| 
        
          
      
        2019
         Q4  | $6.98M | Buy | 
         | 
    |||||
| 
        
          
      
        2019
         Q3  | $1.41M | Sell | 
         | 
    |||||
| 
        
          
      
        2019
         Q2  | $1.41M | Buy | 
         | 
    |||||
| 
        
          
      
        2019
         Q1  | $999K | Sell | 
         | 
    |||||
| 
        
          
      
        2018
         Q4  | $1.15M | Buy | 
         | 
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| 
        
          
      
        2018
         Q3  | $1.07M | Buy | 
         | 
    |||||
| 
        
          
      
        2018
         Q2  | $887K | Sell | 
         | 
    |||||
| 
        
          
      
        2018
         Q1  | $3.06M | Sell | 
         | 
    |||||
| 
        
          
      
        2017
         Q4  | $3.53M | Buy | 
         | 
    |||||
| 
        
          
      
        2017
         Q3  | $2.18M | Buy | 
         | 
    |||||
| 
        
          
      
        2017
         Q2  | $1.34M | Sell | 
         | 
    |||||
| 
        
          
      
        2017
         Q1  | $2.82M | Buy | 
         | 
    |||||
| 
        
          
      
        2016
         Q4  | $1.99M | Buy | 
         |