McDonald's Corporation shares owned by Summit Wealth Group Llc / Co
Quarter-by-quarter ownership of McDonald's Corporation (MCD) shares owned by Summit Wealth Group Llc / Co
from 13F filings
Historical chart of Summit Wealth Group Llc / Co investment in McDonald's Corporation
Tip: Access up to 7 years of quarterly data
All positions including McDonald's Corporation held by Summit Wealth Group Llc / Co consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in McDonald's Corporation by Summit Wealth Group Llc / Co
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $633k | 2.1k | 305.63 |
| 2025-09-30 | $996k | 3.8k | 263.46 |
| 2025-06-30 | $557k | 1.9k | 292.17 |
More positions owned by Summit Wealth Group Llc / Co
View all positions for Summit Wealth Group Llc / Co