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
2025 Q4	–	Sell	-11,700	Closed	-$3.56M	–	1155
2025 Q3	$3.56M	Sell	11,700 -46,100	-80%	-$14M	0.73%	29
2025 Q2	$16.9M	Buy	+57,800	New	+$17.8M	3.25%	6
2024 Q3	–	Sell	-20,000	Closed	-$5.1M	–	745
2024 Q2	$5.1M	Buy	+20,000	New	+$5.31M	0.96%	20
2021 Q1	–	Sell	-12	Closed	-$257K	–	695
2020 Q4	$257K	Sell	12 -88	-88%	-$19.1K	0.02%	483
2020 Q3	$2.19M	Sell	100 -50	-33%	-$10.3K	0.23%	91
2020 Q2	$2.77M	Buy	150 +50	+50%	+$9.17K	0.34%	67
2020 Q1	$1.65M	Sell	100 -100	-50%	-$19.7K	0.29%	77
2019 Q4	$3.95M	Buy	200 +190	+1,900%	+$37.7K	0.3%	75
2019 Q3	$215K	Buy	+10	New	+$2.14K	0.02%	300
2017 Q4	–	Sell	-16	Closed	-$251K	–	229
2017 Q3	$251K	Buy	+16	New	+$2.51K	0.04%	164
2016 Q4	–	Sell	-20	Closed	-$231K	–	300
2016 Q3	$231K	Buy	+20	New	+$2.37K	0.08%	121

Other funds holding MCD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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.