Summit X LLC’s McDonald's MCD Stock Holding History

Summit X LLC’s Portfolio MCD Stock Details MCD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.77M	Sell	6,063 -88	-1%	-$25.7K	0.33%	60
2025 Q1	$1.92M	Buy	6,151 +50	+0.8%	+$15.6K	0.4%	47
2024 Q4	$1.77M	Sell	6,101 -29	-0.5%	-$8.41K	0.39%	54
2024 Q3	$1.56M	Sell	6,130 -406	-6%	-$103K	0.38%	55
2024 Q2	$1.66M	Buy	6,536 +665	+11%	+$169K	0.37%	59
2024 Q1	$1.66M	Buy	5,871 +229	+4%	+$64.6K	0.42%	48
2023 Q4	$1.67M	Sell	5,642 -99	-2%	-$29.4K	0.48%	42
2023 Q3	$1.51M	Sell	5,741 -4,213	-42%	-$1.11M	0.48%	43
2023 Q2	$2.97M	Buy	9,954 +16	+0.2%	+$4.78K	0.72%	25
2023 Q1	$2.78M	Buy	9,938 +105	+1%	+$29.4K	0.72%	26
2022 Q4	$2.43M	Sell	9,833 -171	-2%	-$42.2K	0.7%	29
2022 Q3	$2.31M	Buy	10,004 +169	+2%	+$39K	0.68%	32
2022 Q2	$2.42M	Sell	9,835 -871	-8%	-$214K	0.7%	29
2022 Q1	$2.64M	Sell	10,706 -1,730	-14%	-$426K	0.65%	30
2021 Q4	$3.33M	Buy	12,436 +299	+2%	+$80K	0.77%	31
2021 Q3	$2.93M	Buy	12,137 +358	+3%	+$86.5K	0.74%	33
2021 Q2	$2.71M	Sell	11,779 -89	-0.7%	-$20.5K	0.69%	33
2021 Q1	$2.66M	Buy	11,868 +264	+2%	+$59.1K	0.73%	33
2020 Q4	$2.51M	Sell	11,604 -3,647	-24%	-$788K	0.74%	34
2020 Q3	$86.3K	Buy	15,251 +1,130	+8%	+$6.39K	1.41%	14
2020 Q2	$2.61M	Buy	14,121 +1,057	+8%	+$195K	0.96%	27
2020 Q1	$2.15M	Buy	13,064 +1,208	+10%	+$198K	1%	25
2019 Q4	$2.36M	Buy	11,856 +7,707	+186%	+$1.54M	0.88%	28
2019 Q3	$894K	Buy	4,149 +241	+6%	+$51.9K	0.36%	75
2019 Q2	$802K	Buy	3,908 +896	+30%	+$184K	0.33%	82
2019 Q1	$571K	Sell	3,012 -52	-2%	-$9.86K	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%	+$3.52K	0.24%	112
2018 Q2	$459K	Buy	2,920 +34	+1%	+$5.35K	0.26%	107
2018 Q1	$453K	Buy	2,886 +42	+1%	+$6.59K	0.27%	100
2017 Q4	$487K	Buy	2,844 +13	+0.5%	+$2.23K	0.31%	92
2017 Q3	$445K	Buy	2,831 +75	+3%	+$11.8K	0.3%	99
2017 Q2	$426K	Buy	+2,756	New	+$426K	0.3%	101