Summit Wealth Group’s McDonald's MCD Stock Holding History

Summit Wealth Group’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
2023 Q2	–	Sell	-118,275	Closed	–	–	183
2023 Q1	$0	Buy	+118,275	New	+$31.7M	﹤0.01%	217

Other funds holding MCD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Summit Wealth Group's MCD Position: Q2 2023 in Review

Summit Wealth Group sold out of McDonald's (MCD) in Q2 2023, closing a stake of 118,275 shares.

Summit Wealth Group first reported a position in MCD in Q1 2023 and held it in 1 quarter. The position peaked at $0 in Q1 2023. 3,003 funds tracked by Wall St. Rank hold MCD as of Q2 2023.

Summit Wealth Group reported no remaining McDonald's position as of Q2 2023 after selling out during the quarter.
Summit Wealth Group sold 118,275 McDonald's shares in Q2 2023.
Summit Wealth Group first reported a position in McDonald's in Q1 2023 and held it in 1 quarter.
Summit Wealth Group's McDonald's position peaked at $0 in Q1 2023.
3,003 funds tracked by Wall St. Rank held McDonald's as of Q2 2023.

Based on Summit Wealth Group's 13F filing for Q2 2023, filed 26 Jul 2023.