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

Summit Wealth Partners’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	$1.16M	Buy	4,276 +29	+0.7%	+$8.32K	0.16%	92
2026 Q1	$1.32M	Buy	4,247 +3,549	+508%	+$1.13M	0.21%	84
2025 Q4	$213K	Buy	698 +1	+0.1%	+$306	0.04%	196
2025 Q3	$212K	Sell	697 -44	-6%	-$13.4K	0.04%	208
2025 Q2	$217K	Hold	741	–	–	0.04%	205
2025 Q1	$231K	Sell	741 -130	-15%	-$38.9K	0.05%	193
2024 Q4	$253K	Buy	871 +171	+24%	+$51K	0.05%	180
2024 Q3	$213K	Buy	+700	New	+$193K	0.04%	225
2024 Q1	–	Sell	-686	Closed	-$203K	–	224
2023 Q4	$203K	Buy	+686	New	+$187K	0.05%	206
2023 Q3	–	Sell	-735	Closed	-$219K	–	191
2023 Q2	$219K	Sell	735 -151	-17%	-$43.9K	0.06%	170
2023 Q1	$248K	Hold	886	–	–	0.06%	164
2022 Q4	$233K	Hold	886	–	–	0.06%	159
2022 Q3	$204K	Buy	+886	New	+$226K	0.06%	154
2020 Q1	–	Sell	-1,136	Closed	-$224K	–	121
2019 Q4	$224K	Buy	+1,136	New	+$225K	0.08%	111

Other funds holding MCD

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Summit Wealth Partners's MCD Position: Q2 2026 in Review

Summit Wealth Partners increased its McDonald's (MCD) stake by 0.68% in Q2 2026, buying an estimated $8.32K and bringing the position to 4,276 shares worth $1.16M. The position accounts for 0.16% of the portfolio, ranked #92.

Summit Wealth Partners first reported a position in MCD in Q4 2019 and has held it in 14 quarters since. The position peaked at $1.32M in Q1 2026. 1,875 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Summit Wealth Partners held 4,276 shares of McDonald's worth $1.16M as of Q2 2026.
Summit Wealth Partners bought 29 McDonald's shares in Q2 2026, an estimated $8.32K.
McDonald's made up 0.16% of Summit Wealth Partners's portfolio in Q2 2026, its #92 holding.
Summit Wealth Partners first reported a position in McDonald's in Q4 2019 and has held it in 14 quarters since.
Summit Wealth Partners's McDonald's position peaked at $1.32M in Q1 2026.
1,875 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Summit Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.