Summit X LLC’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-6,063
| Closed | -$1.77M | – | 149 |
|
|
2025
Q2 | $1.77M | Sell |
6,063
-88
| -1% | -$27.1K | 0.33% | 60 |
|
|
2025
Q1 | $1.92M | Buy |
6,151
+50
| +0.8% | +$15K | 0.4% | 47 |
|
|
2024
Q4 | $1.77M | Sell |
6,101
-29
| -0.5% | -$8.65K | 0.39% | 54 |
|
|
2024
Q3 | $1.56M | Sell |
6,130
-406
| -6% | -$112K | 0.38% | 55 |
|
|
2024
Q2 | $1.66M | Buy |
6,536
+665
| +11% | +$176K | 0.37% | 59 |
|
|
2024
Q1 | $1.66M | Buy |
5,871
+229
| +4% | +$66.6K | 0.42% | 48 |
|
|
2023
Q4 | $1.67M | Sell |
5,642
-99
| -2% | -$26.9K | 0.48% | 42 |
|
|
2023
Q3 | $1.51M | Sell |
5,741
-4,213
| -42% | -$1.2M | 0.48% | 43 |
|
|
2023
Q2 | $2.97M | Buy |
9,954
+16
| +0.2% | +$4.65K | 0.72% | 25 |
|
|
2023
Q1 | $2.78M | Buy |
9,938
+105
| +1% | +$28.1K | 0.72% | 26 |
|
|
2022
Q4 | $2.43M | Sell |
9,833
-171
| -2% | -$45.1K | 0.7% | 29 |
|
|
2022
Q3 | $2.31M | Buy |
10,004
+169
| +2% | +$43.2K | 0.68% | 32 |
|
|
2022
Q2 | $2.42M | Sell |
9,835
-871
| -8% | -$215K | 0.7% | 29 |
|
|
2022
Q1 | $2.63M | Sell |
10,706
-1,730
| -14% | -$431K | 0.65% | 30 |
|
|
2021
Q4 | $3.33M | Buy |
12,436
+299
| +2% | +$75.5K | 0.77% | 31 |
|
|
2021
Q3 | $2.93M | Buy |
12,137
+358
| +3% | +$85.5K | 0.74% | 33 |
|
|
2021
Q2 | $2.71M | Sell |
11,779
-89
| -0.7% | -$20.7K | 0.69% | 33 |
|
|
2021
Q1 | $2.66M | Buy |
11,868
+264
| +2% | +$56.5K | 0.73% | 33 |
|
|
2020
Q4 | $2.51M | Sell |
11,604
-3,647
| -24% | -$793K | 0.74% | 34 |
|
|
2020
Q3 | $86.3K | Buy |
15,251
+1,130
| +8% | +$232K | 1.41% | 14 |
|
|
2020
Q2 | $2.6M | Buy |
14,121
+1,057
| +8% | +$194K | 0.96% | 27 |
|
|
2020
Q1 | $2.15M | Buy |
13,064
+1,208
| +10% | +$238K | 1% | 25 |
|
|
2019
Q4 | $2.36M | Buy |
11,856
+7,707
| +186% | +$1.53M | 0.88% | 28 |
|
|
2019
Q3 | $894K | Buy |
4,149
+241
| +6% | +$51.7K | 0.36% | 75 |
|
|
2019
Q2 | $802K | Buy |
3,908
+896
| +30% | +$177K | 0.33% | 82 |
|
|
2019
Q1 | $571K | Sell |
3,012
-52
| -2% | -$9.44K | 0.24% | 109 |
|
|
2018
Q4 | $543K | Buy |
3,064
+123
| +4% | +$21.8K | 0.31% | 90 |
|
|
2018
Q3 | $493K | Buy |
2,941
+21
| +0.7% | +$3.37K | 0.24% | 112 |
|
|
2018
Q2 | $459K | Buy |
2,920
+34
| +1% | +$5.51K | 0.26% | 107 |
|
|
2018
Q1 | $453K | Buy |
2,886
+42
| +1% | +$6.91K | 0.27% | 100 |
|
|
2017
Q4 | $487K | Buy |
2,844
+13
| +0.5% | +$2.18K | 0.31% | 92 |
|
|
2017
Q3 | $445K | Buy |
2,831
+75
| +3% | +$11.8K | 0.3% | 99 |
|
|
2017
Q2 | $426K | Buy |
+2,756
| New | +$398K | 0.3% | 101 |
|
Other funds holding MCD
