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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

DAM

Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return

Summit Wealth & Retirement Planning's MCD Position: Q1 2026 in Review

Summit Wealth & Retirement Planning reduced its McDonald's (MCD) stake by 1.1% in Q1 2026, selling an estimated $2.87K and leaving 824 shares worth $256K. The position accounts for 0.06% of the portfolio, ranked #95.

Summit Wealth & Retirement Planning first reported a position in MCD in Q4 2018 and has held it in 13 quarters since. The position peaked at $2.73M in Q3 2020. 3,563 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

Summit Wealth & Retirement Planning held 824 shares of McDonald's worth $256K as of Q1 2026.
Summit Wealth & Retirement Planning sold 9 McDonald's shares in Q1 2026, an estimated $2.87K.
McDonald's made up 0.06% of Summit Wealth & Retirement Planning's portfolio in Q1 2026, its #95 holding.
Summit Wealth & Retirement Planning first reported a position in McDonald's in Q4 2018 and has held it in 13 quarters since.
Summit Wealth & Retirement Planning's McDonald's position peaked at $2.73M in Q3 2020.
3,563 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Summit Wealth & Retirement Planning's 13F filing for Q1 2026, filed 11 May 2026.