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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Summit Securities Group's MCD Position: Q2 2026 in Review

Summit Securities Group sold out of McDonald's (MCD) in Q2 2026, closing a stake of 1,247 shares — an estimated $388K sold.

Summit Securities Group first reported a position in MCD in Q2 2013 and held it in 47 quarters. The position peaked at $10.9M in Q4 2015. 3,462 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Summit Securities Group reported no remaining McDonald's position as of Q2 2026 after selling out during the quarter.
Summit Securities Group sold 1,247 McDonald's shares in Q2 2026, an estimated $388K.
Summit Securities Group first reported a position in McDonald's in Q2 2013 and held it in 47 quarters.
Summit Securities Group's McDonald's position peaked at $10.9M in Q4 2015.
3,462 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.