SWGC
MCD icon

Summit Wealth Group (Colorado)’s McDonald's MCD Stock Holding History

Summit Wealth Group (Colorado)’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 		$668K Buy
2,470
+247
+11% +$70.8K 0.06% 177
2026
Q1 		$691K Buy
2,223
+153
+7% +$48.7K 0.07% 143
2025
Q4 		$633K Buy
+2,070
New +$634K 0.08% 124
2025
Q3 		– Sell
-1,905
Closed -$557K – 385
2025
Q2 		$557K Buy
+1,905
New +$587K 0.14% 125

Other funds holding MCD

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Summit Wealth Group (Colorado)'s MCD Position: Q2 2026 in Review

Summit Wealth Group (Colorado) increased its McDonald's (MCD) stake by 11% in Q2 2026, buying an estimated $70.8K and bringing the position to 2,470 shares worth $668K. The position accounts for 0.06% of the portfolio, ranked #177.

Summit Wealth Group (Colorado) first reported a position in MCD in Q2 2025 and has held it in 4 quarters since. The position peaked at $691K in Q1 2026. 1,500 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Summit Wealth Group (Colorado) held 2,470 shares of McDonald's worth $668K as of Q2 2026.
  • Summit Wealth Group (Colorado) bought 247 McDonald's shares in Q2 2026, an estimated $70.8K.
  • McDonald's made up 0.06% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #177 holding.
  • Summit Wealth Group (Colorado) first reported a position in McDonald's in Q2 2025 and has held it in 4 quarters since.
  • Summit Wealth Group (Colorado)'s McDonald's position peaked at $691K in Q1 2026.
  • 1,500 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.