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Summit Place Financial Advisors’s McDonald's MCD Stock Holding History

Summit Place Financial Advisors’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 		$216K Sell
798
-60
-7% -$17.2K 0.09% 107
2026
Q1 		$267K Sell
858
-58
-6% -$18.5K 0.13% 93
2025
Q4 		$280K Sell
916
-71
-7% -$21.7K 0.14% 87
2025
Q3 		$300K Buy
987
+256
+35% +$77.9K 0.14% 87
2025
Q2 		$214K Buy
731
+37
+5% +$11.4K 0.11% 86
2025
Q1 		$217K Hold
694
– – 0.12% 90
2024
Q4 		$201K Hold
694
– – 0.11% 90
2024
Q3 		$211K Buy
+694
New +$191K 0.12% 89
2023
Q3 		– Sell
-703
Closed -$210K – 90
2023
Q2 		$210K Buy
+703
New +$204K 0.14% 89

Other funds holding MCD

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Summit Place Financial Advisors's MCD Position: Q2 2026 in Review

Summit Place Financial Advisors reduced its McDonald's (MCD) stake by 7% in Q2 2026, selling an estimated $17.2K and leaving 798 shares worth $216K. The position accounts for 0.09% of the portfolio, ranked #107.

Summit Place Financial Advisors first reported a position in MCD in Q2 2023 and has held it in 9 quarters since. The position peaked at $300K in Q3 2025. 1,570 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Summit Place Financial Advisors held 798 shares of McDonald's worth $216K as of Q2 2026.
  • Summit Place Financial Advisors sold 60 McDonald's shares in Q2 2026, an estimated $17.2K.
  • McDonald's made up 0.09% of Summit Place Financial Advisors's portfolio in Q2 2026, its #107 holding.
  • Summit Place Financial Advisors first reported a position in McDonald's in Q2 2023 and has held it in 9 quarters since.
  • Summit Place Financial Advisors's McDonald's position peaked at $300K in Q3 2025.
  • 1,570 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Summit Place Financial Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.