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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

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Quarterly 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