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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
Q2 		$5.18M Sell
19,178
-5,634
-23% -$1.62M 0.07% 177
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Summit Trail Advisors's MCD Position: Q2 2026 in Review

Summit Trail Advisors reduced its McDonald's (MCD) stake by 23% in Q2 2026, selling an estimated $1.62M and leaving 19,178 shares worth $5.18M. The position accounts for 0.07% of the portfolio, ranked #177.

Summit Trail Advisors first reported a position in MCD in Q4 2017 and has held it in 21 quarters since. The position peaked at $7.71M in Q1 2026. 3,462 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Summit Trail Advisors held 19,178 shares of McDonald's worth $5.18M as of Q2 2026.
  • Summit Trail Advisors sold 5,634 McDonald's shares in Q2 2026, an estimated $1.62M.
  • McDonald's made up 0.07% of Summit Trail Advisors's portfolio in Q2 2026, its #177 holding.
  • Summit Trail Advisors first reported a position in McDonald's in Q4 2017 and has held it in 21 quarters since.
  • Summit Trail Advisors's McDonald's position peaked at $7.71M in Q1 2026.
  • 3,462 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.