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