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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-400	Closed	-$3K	–	224
2018 Q3	$3K	Buy	+400	New	+$64.1K	﹤0.01%	226

Other funds holding MCD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Summit X LLC's MCD Position: Q3 2025 in Review

Summit X LLC sold out of McDonald's (MCD) in Q3 2025, closing a stake of 6,063 shares — an estimated $1.77M sold.

Summit X LLC first reported a position in MCD in Q2 2017 and held it in 32 quarters. The position peaked at $3.33M in Q4 2021. 3,420 funds tracked by Wall St. Rank hold MCD as of Q3 2025.

Summit X LLC reported no remaining McDonald's position as of Q3 2025 after selling out during the quarter.
Summit X LLC sold 6,063 McDonald's shares in Q3 2025, an estimated $1.77M.
Summit X LLC first reported a position in McDonald's in Q2 2017 and held it in 32 quarters.
Summit X LLC's McDonald's position peaked at $3.33M in Q4 2021.
3,420 funds tracked by Wall St. Rank held McDonald's as of Q3 2025.

Based on Summit X LLC's 13F filing for Q3 2025.