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 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 $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

SummitTX Capital's MCD Position: Q1 2026 in Review

SummitTX Capital reduced its McDonald's (MCD) stake by 61% in Q1 2026, selling an estimated $4.55M and leaving 9,177 shares worth $2.85M. The position accounts for 0.09% of the portfolio, ranked #243.

SummitTX Capital first reported a position in MCD in Q2 2025 and has held it in 3 quarters since. The position peaked at $7.17M in Q4 2025. 3,563 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

SummitTX Capital held 9,177 shares of McDonald's worth $2.85M as of Q1 2026.
SummitTX Capital sold 14,275 McDonald's shares in Q1 2026, an estimated $4.55M.
McDonald's made up 0.09% of SummitTX Capital's portfolio in Q1 2026, its #243 holding.
SummitTX Capital first reported a position in McDonald's in Q2 2025 and has held it in 3 quarters since.
SummitTX Capital's McDonald's position peaked at $7.17M in Q4 2025.
3,563 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on SummitTX Capital's 13F filing for Q1 2026, filed 15 May 2026.