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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
-1,500
Closed -$456K – 1156
2025
Q3 		$456K Sell
1,500
-72,800
-98% -$22.2M 0.09% 173
2025
Q2 		$21.7M Buy
+74,300
New +$22.9M 4.18% 3
2022
Q1 		– Sell
-10,000
Closed -$2.68M – 1242
2021
Q4 		$2.68M Buy
+10,000
New +$2.52M 0.13% 132
2021
Q1 		– Sell
-19
Closed -$408K – 696
2020
Q4 		$408K Buy
+19
New +$4.13K 0.03% 396
2020
Q3 		– Sell
-84
Closed -$1.55M – 447
2020
Q2 		$1.55M Buy
+84
New +$15.4K 0.19% 102
2020
Q1 		– Sell
-25
Closed -$494K – 396
2019
Q4 		$494K Buy
25
+15
+150% +$2.98K 0.04% 284
2019
Q3 		$215K Buy
+10
New +$2.14K 0.02% 301
2019
Q2 		– Sell
-14
Closed -$266K – 368
2019
Q1 		$266K Sell
14
-12
-46% -$2.18K 0.05% 165
2018
Q4 		$462K Buy
+26
New +$4.61K 0.04% 206
2017
Q2 		– Sell
-18
Closed -$233K – 329
2017
Q1 		$233K Sell
18
-48
-73% -$6.02K 0.07% 257
2016
Q4 		$803K Sell
66
-237
-78% -$27.8K 0.17% 115
2016
Q3 		$3.5M Sell
303
-47
-13% -$5.57K 1.18% 12
2016
Q2 		$80K Buy
+350
New +$43.8K 0.04% 226
2016
Q1 		– Sell
-907
Closed -$5K – 261
2015
Q4 		$5K Buy
+907
New +$101K ﹤0.01% 245
2015
Q2 		– Sell
-494
Closed -$697K – 550
2015
Q1 		$697K Buy
494
+262
+113% +$24.9K 0.52% 27
2014
Q4 		$132K Buy
+232
New +$21.7K 0.04% 242
2014
Q1 		– Sell
-494
Closed -$3K – 510
2013
Q4 		$3K Buy
494
+246
+99% +$23.6K ﹤0.01% 419
2013
Q3 		$11K Buy
248
+83
+50% +$8.1K ﹤0.01% 257
2013
Q2 		$2K Buy
+165
New +$16.5K ﹤0.01% 483

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.