SummitTX Capital’s McDonald's MCD Stock Holding History

SummitTX Capital’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	$661K	Sell	2,447 -6,730	-73%	-$1.93M	0.02%	541
2026 Q1	$2.85M	Sell	9,177 -14,275	-61%	-$4.55M	0.09%	243
2025 Q4	$7.17M	Buy	+23,452	New	+$7.18M	0.22%	113
2025 Q3	–	Sell	-9,816	Closed	-$2.87M	–	895
2025 Q2	$2.87M	Buy	+9,816	New	+$3.03M	0.12%	193

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

SummitTX Capital's MCD Position: Q2 2026 in Review

SummitTX Capital reduced its McDonald's (MCD) stake by 73% in Q2 2026, selling an estimated $1.93M and leaving 2,447 shares worth $661K. The position accounts for 0.02% of the portfolio, ranked #541.

SummitTX Capital first reported a position in MCD in Q2 2025 and has held it in 4 quarters since. The position peaked at $7.17M in Q4 2025. 3,462 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

SummitTX Capital held 2,447 shares of McDonald's worth $661K as of Q2 2026.
SummitTX Capital sold 6,730 McDonald's shares in Q2 2026, an estimated $1.93M.
McDonald's made up 0.02% of SummitTX Capital's portfolio in Q2 2026, its #541 holding.
SummitTX Capital first reported a position in McDonald's in Q2 2025 and has held it in 4 quarters since.
SummitTX Capital's McDonald's position peaked at $7.17M in Q4 2025.
3,462 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on SummitTX Capital's 13F filing for Q2 2026, filed 14 Aug 2026.