Summit Global Investments
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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
Q3 		$1.01M Buy
4,387
+1,730
+65% +$455K 0.05% 214
2026
Q2 		$718K Sell
2,657
-707
-21% -$203K 0.04% 277
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 		$3.3M 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 		$1.98M Buy
+16,310
New +$1.91M 0.72% 43

Other funds holding MCD

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return

Summit Global Investments's MCD Position: Q3 2026 in Review

Summit Global Investments increased its McDonald's (MCD) stake by 65% in Q3 2026, buying an estimated $455K and bringing the position to 4,387 shares worth $1.01M. The position accounts for 0.05% of the portfolio, ranked #214.

Summit Global Investments first reported a position in MCD in Q4 2016 and has held it in 29 quarters since. The position peaked at $18.1M in Q4 2023. 2,914 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

  • Summit Global Investments held 4,387 shares of McDonald's worth $1.01M as of Q3 2026.
  • Summit Global Investments bought 1,730 McDonald's shares in Q3 2026, an estimated $455K.
  • McDonald's made up 0.05% of Summit Global Investments's portfolio in Q3 2026, its #214 holding.
  • Summit Global Investments first reported a position in McDonald's in Q4 2016 and has held it in 29 quarters since.
  • Summit Global Investments's McDonald's position peaked at $18.1M in Q4 2023.
  • 2,914 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on Summit Global Investments's 13F filing for Q3 2026, filed 28 Oct 2026.