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Summit Trail Advisors’s McDonald's MCD Stock Holding History

Summit Trail Advisors’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
2026
Q1 		$7.71M Buy
24,812
+6,341
+34% +$2.02M 0.11% 106
2025
Q4 		$5.65M Buy
18,471
+334
+2% +$102K 0.1% 111
2025
Q3 		$5.51M Buy
18,137
+3,540
+24% +$1.08M 0.08% 132
2025
Q2 		$4.26M Buy
+14,597
New +$4.5M 0.07% 140
2024
Q4 		– Sell
-6,324
Closed -$1.93M – 614
2024
Q3 		$1.93M Buy
6,324
+2,536
+67% +$699K 0.05% 164
2024
Q2 		$965K Sell
3,788
-1,588
-30% -$421K 0.03% 249
2024
Q1 		$1.52M Buy
5,376
+362
+7% +$105K 0.04% 164
2023
Q4 		$1.49M Sell
5,014
-154
-3% -$41.9K 0.05% 126
2023
Q3 		$1.36M Sell
5,168
-366
-7% -$104K 0.05% 124
2023
Q2 		$1.65M Buy
5,534
+3,481
+170% +$1.01M 0.06% 113
2023
Q1 		$574K Buy
2,053
+706
+52% +$189K 0.02% 199
2022
Q4 		$355K Sell
1,347
-328
-20% -$86.5K 0.02% 249
2022
Q3 		$386K Buy
1,675
+171
+11% +$43.7K 0.02% 219
2022
Q2 		$371K Buy
1,504
+258
+21% +$63.5K 0.02% 232
2022
Q1 		$308K Buy
1,246
+216
+21% +$53.8K 0.02% 241
2021
Q4 		$276K Sell
1,030
-109
-10% -$27.5K 0.02% 240
2021
Q3 		$275K Buy
+1,139
New +$272K 0.02% 212
2020
Q4 		– Sell
-1,440
Closed -$307K – 234
2020
Q3 		$307K Buy
+1,440
New +$296K 0.06% 151
2018
Q2 		– Sell
-3,871
Closed -$532K – 584
2018
Q1 		$532K Buy
3,871
+555
+17% +$91.3K 0.09% 200
2017
Q4 		$582K Buy
+3,316
New +$557K 0.07% 206

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 Trail Advisors's MCD Position: Q1 2026 in Review

Summit Trail Advisors increased its McDonald's (MCD) stake by 34% in Q1 2026, buying an estimated $2.02M and bringing the position to 24,812 shares worth $7.71M. The position accounts for 0.11% of the portfolio, ranked #106.

Summit Trail Advisors first reported a position in MCD in Q4 2017 and has held it in 20 quarters since. 3,564 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Summit Trail Advisors held 24,812 shares of McDonald's worth $7.71M as of Q1 2026.
  • Summit Trail Advisors bought 6,341 McDonald's shares in Q1 2026, an estimated $2.02M.
  • McDonald's made up 0.11% of Summit Trail Advisors's portfolio in Q1 2026, its #106 holding.
  • Summit Trail Advisors first reported a position in McDonald's in Q4 2017 and has held it in 20 quarters since.
  • 3,564 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.