Summit Wealth & Retirement Planning’s McDonald's MCD Stock Holding History

Summit Wealth & Retirement Planning’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	$223K	Hold	824	–	–	0.05%	105
2026 Q1	$256K	Sell	824 -9	-1%	-$2.87K	0.06%	95
2025 Q4	$255K	Buy	833 +9	+1%	+$2.76K	0.06%	98
2025 Q3	$250K	Buy	824 +3	+0.4%	+$913	0.06%	93
2025 Q2	$240K	Buy	+821	New	+$253K	0.06%	89
2021 Q1	–	Sell	-12,439	Closed	-$2.67M	–	113
2020 Q4	$2.67M	Buy	12,439 +15	+0.1%	+$3.26K	1.01%	24
2020 Q3	$2.73M	Sell	12,424 -43	-0.3%	-$8.83K	1.17%	20
2020 Q2	$2.3M	Sell	12,467 -9	-0.1%	-$1.65K	1.08%	23
2020 Q1	$2.06M	Sell	12,476 -92	-0.7%	-$18.1K	1.1%	23
2019 Q4	$2.48M	Buy	12,568 +72	+0.6%	+$14.3K	1.11%	19
2019 Q3	$2.68M	Sell	12,496 -194	-2%	-$41.6K	1.62%	11
2019 Q2	$2.63M	Buy	12,690 +1	+0%	+$198	1.54%	12
2019 Q1	$2.41M	Hold	12,689	–	–	1.43%	13
2018 Q4	$2.25M	Buy	+12,689	New	+$2.25M	1.71%	11

Other funds holding MCD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Summit Wealth & Retirement Planning's MCD Position: Q2 2026 in Review

Summit Wealth & Retirement Planning held its McDonald's (MCD) position steady in Q2 2026 at 824 shares worth $223K. The position accounts for 0.05% of the portfolio, ranked #105.

Summit Wealth & Retirement Planning first reported a position in MCD in Q4 2018 and has held it in 14 quarters since. The position peaked at $2.73M in Q3 2020. 3,462 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Summit Wealth & Retirement Planning held 824 shares of McDonald's worth $223K as of Q2 2026.
Summit Wealth & Retirement Planning left its McDonald's share count unchanged in Q2 2026.
McDonald's made up 0.05% of Summit Wealth & Retirement Planning's portfolio in Q2 2026, its #105 holding.
Summit Wealth & Retirement Planning first reported a position in McDonald's in Q4 2018 and has held it in 14 quarters since.
Summit Wealth & Retirement Planning's McDonald's position peaked at $2.73M in Q3 2020.
3,462 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Summit Wealth & Retirement Planning's 13F filing for Q2 2026, filed 27 Jul 2026.