Summit Securities Group
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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
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 		$2.2M 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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Summit Securities Group's MCD Position: Q3 2026 in Review

Summit Securities Group opened a new position in McDonald's (MCD) in Q3 2026: 173 shares worth $40K. The stake represents ﹤0.01% of the portfolio and ranks #598 among its holdings. This is a return to the name: Summit Securities Group previously reported a position in MCD as recently as Q1 2026.

Summit Securities Group first reported a position in MCD in Q2 2013 and has held it in 48 quarters since. The position peaked at $10.9M in Q4 2015. 2,305 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

  • Summit Securities Group held 173 shares of McDonald's worth $40K as of Q3 2026.
  • McDonald's was a new Summit Securities Group position in Q3 2026.
  • McDonald's made up ﹤0.01% of Summit Securities Group's portfolio in Q3 2026, its #598 holding.
  • Summit Securities Group first reported a position in McDonald's in Q2 2013 and has held it in 48 quarters since.
  • Summit Securities Group's McDonald's position peaked at $10.9M in Q4 2015.
  • 2,305 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on Summit Securities Group's 13F filing for Q3 2026, filed 5 Nov 2026.