Summit Wealth Group (Colorado)
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
Q3 		$1.12M Buy
4,837
+2,367
+96% +$623K 0.07% 156
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 Sell
2,070
-1,710
-45% -$524K 0.08% 124
2025
Q3 		$996K Buy
3,780
+1,875
+98% +$571K 0.11% 162
2025
Q2 		$557K Buy
+1,905
New +$587K 0.14% 125

Other funds holding MCD

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Summit Wealth Group (Colorado)'s MCD Position: Q3 2026 in Review

Summit Wealth Group (Colorado) increased its McDonald's (MCD) stake by 96% in Q3 2026, buying an estimated $623K and bringing the position to 4,837 shares worth $1.12M. The position accounts for 0.07% of the portfolio, ranked #156.

Summit Wealth Group (Colorado) first reported a position in MCD in Q2 2025 and has held it in 6 quarters since. 2,194 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

  • Summit Wealth Group (Colorado) held 4,837 shares of McDonald's worth $1.12M as of Q3 2026.
  • Summit Wealth Group (Colorado) bought 2,367 McDonald's shares in Q3 2026, an estimated $623K.
  • McDonald's made up 0.07% of Summit Wealth Group (Colorado)'s portfolio in Q3 2026, its #156 holding.
  • Summit Wealth Group (Colorado) first reported a position in McDonald's in Q2 2025 and has held it in 6 quarters since.
  • 2,194 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q3 2026, filed 29 Oct 2026.