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Summit Securities Group’s McDonald's MCD Stock Holding History

Summit Securities Group’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 		$388K Buy
1,247
+847
+212% +$270K 0.05% 168
2025
Q4 		$122K Sell
400
-2,132
-84% -$653K 0.02% 432
2025
Q3 		$769K Buy
2,532
+2,388
+1,658% +$727K 0.16% 128
2025
Q2 		$42.1K Buy
+144
New +$44.4K 0.01% 560
2025
Q1 		– Sell
-200
Closed -$58K – 983
2024
Q4 		$58K Buy
+200
New +$59.6K 0.01% 272
2024
Q3 		– Sell
-19
Closed -$5K – 746
2024
Q2 		$5K Buy
+19
New +$5.04K ﹤0.01% 499
2024
Q1 		– Sell
-400
Closed -$119K – 732
2023
Q4 		$119K Buy
+400
New +$109K 0.01% 310
2023
Q3 		– Sell
-3,041
Closed -$907K – 843
2023
Q2 		$907K Buy
3,041
+728
+31% +$212K 0.12% 103
2023
Q1 		$647K Sell
2,313
-4,297
-65% -$1.15M 0.05% 120
2022
Q4 		$1.74M Buy
6,610
+2,810
+74% +$741K 0.07% 129
2022
Q3 		$877K Sell
3,800
-4,529
-54% -$1.16M 0.07% 183
2022
Q2 		$2.06M Buy
8,329
+6,629
+390% +$1.63M 0.26% 72
2022
Q1 		$420K Sell
1,700
-12,500
-88% -$3.11M 0.05% 248
2021
Q4 		$3.81M Sell
14,200
-4,052
-22% -$1.02M 0.18% 99
2021
Q3 		$4.4M Buy
18,252
+9,686
+113% +$2.31M 0.34% 72
2021
Q2 		$1.98M Buy
8,566
+4,966
+138% +$1.16M 0.16% 134
2021
Q1 		$807K Sell
3,600
-7,500
-68% -$1.6M 0.09% 235
2020
Q4 		$2.38M Buy
11,100
+7,402
+200% +$1.61M 0.2% 122
2020
Q3 		$812K Sell
3,698
-902
-20% -$185K 0.09% 177
2020
Q2 		$849K Sell
4,600
-500
-10% -$91.7K 0.11% 166
2020
Q1 		$843K Buy
5,100
+1,500
+42% +$296K 0.15% 123
2019
Q4 		$711K Sell
3,600
-4,200
-54% -$833K 0.05% 250
2019
Q3 		$1.68M Buy
7,800
+3,600
+86% +$772K 0.15% 101
2019
Q2 		$872K Sell
4,200
-3,100
-42% -$614K 0.1% 151
2019
Q1 		$1.39M Buy
7,300
+1,600
+28% +$290K 0.25% 66
2018
Q4 		$1.01M Buy
5,700
+3,800
+200% +$674K 0.09% 140
2018
Q3 		$318K Sell
1,900
-9,800
-84% -$1.57M 0.12% 115
2018
Q2 		$1.83M Buy
11,700
+8,300
+244% +$1.35M 0.26% 55
2018
Q1 		$532K Sell
3,400
-13,900
-80% -$2.29M 0.13% 85
2017
Q4 		$2.98M Buy
17,300
+14,000
+424% +$2.35M 0.35% 28
2017
Q3 		$517K Sell
3,300
-400
-11% -$62.7K 0.09% 104
2017
Q2 		$567K Buy
3,700
+1,900
+106% +$275K 0.1% 116
2017
Q1 		$233K Sell
1,800
-8,900
-83% -$1.12M 0.07% 256
2016
Q4 		$1.3M Sell
10,700
-11,500
-52% -$1.35M 0.28% 78
2016
Q3 		$2.56M Sell
22,200
-7,800
-26% -$924K 0.86% 19
2016
Q2 		$3.61M Buy
+30,000
New +$3.76M 1.93% 10
2016
Q1 		– Sell
-92,200
Closed -$10.9M – 260
2015
Q4 		$10.9M Buy
92,200
+88,800
+2,612% +$9.93M 3.52% 7
2015
Q3 		$335K Sell
3,400
-1,400
-29% -$136K 0.24% 58
2015
Q2 		$456K Sell
4,800
-10,500
-69% -$1.02M 0.22% 34
2015
Q1 		$1.49M Sell
15,300
-6,000
-28% -$569K 1.12% 11
2014
Q4 		$2M Buy
21,300
+8,600
+68% +$805K 0.57% 33
2014
Q3 		$1.2M Buy
12,700
+2,900
+30% +$277K 0.35% 62
2014
Q2 		$987K Sell
9,800
-52,700
-84% -$5.32M 0.34% 52
2014
Q1 		$6.13M Buy
62,500
+12,000
+24% +$1.15M 3.66% 5
2013
Q4 		$4.9M Buy
50,500
+23,600
+88% +$2.27M 0.85% 24
2013
Q3 		$2.59M Buy
26,900
+10,400
+63% +$1.02M 0.88% 22
2013
Q2 		$1.63M Buy
+16,500
New +$1.65M 0.78% 29

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 Securities Group's MCD Position: Q1 2026 in Review

Summit Securities Group increased its McDonald's (MCD) stake by 212% in Q1 2026, buying an estimated $270K and bringing the position to 1,247 shares worth $388K. The position accounts for 0.05% of the portfolio, ranked #168.

Summit Securities Group first reported a position in MCD in Q2 2013 and has held it in 47 quarters since. The position peaked at $10.9M in Q4 2015. 3,563 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Summit Securities Group held 1,247 shares of McDonald's worth $388K as of Q1 2026.
  • Summit Securities Group bought 847 McDonald's shares in Q1 2026, an estimated $270K.
  • McDonald's made up 0.05% of Summit Securities Group's portfolio in Q1 2026, its #168 holding.
  • Summit Securities Group first reported a position in McDonald's in Q2 2013 and has held it in 47 quarters since.
  • Summit Securities Group's McDonald's position peaked at $10.9M in Q4 2015.
  • 3,563 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.