A detailed history of Summit Financial, LLC transactions in Mcdonalds Corp stock. As of the latest transaction made, Summit Financial, LLC holds 18,122 shares of MCD stock, worth $5.33 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares
18,122
Previous 9,576 89.24%
Holding current value
$5.33 Million
Previous $2.7 Million 71.1%
% of portfolio
0.21%
Previous 0.16%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 31, 2024

BUY
$249.37 - $280.22 $2.13 Million - $2.39 Million
8,546 Added 89.24%
18,122 $4.62 Million
Q1 2024

Apr 24, 2024

BUY
$278.58 - $300.53 $72,152 - $77,837
259 Added 2.78%
9,576 $2.7 Million
Q4 2023

Feb 05, 2024

SELL
$246.19 - $296.51 $132,450 - $159,522
-538 Reduced 5.46%
9,317 $2.76 Million
Q3 2023

Nov 07, 2023

SELL
$263.44 - $297.13 $2,370 - $2,674
-9 Reduced 0.09%
9,855 $2.6 Million
Q2 2023

Aug 11, 2023

BUY
$281.9 - $298.41 $719,126 - $761,243
2,551 Added 34.88%
9,864 $2.94 Million
Q1 2023

May 03, 2023

BUY
$260.66 - $279.61 $1,824 - $1,957
7 Added 0.1%
7,313 $2.04 Million
Q4 2022

Feb 07, 2023

BUY
$233.19 - $277.79 $105,401 - $125,561
452 Added 6.59%
7,306 $1.93 Million
Q3 2022

Nov 15, 2022

BUY
$230.74 - $266.82 $259,351 - $299,905
1,124 Added 19.62%
6,854 $1.58 Billion
Q2 2022

Aug 12, 2022

SELL
$229.0 - $255.85 $59,311 - $66,265
-259 Reduced 4.32%
5,730 $1.41 Million
Q1 2022

May 10, 2022

BUY
$222.0 - $269.69 $152,514 - $185,277
687 Added 12.96%
5,989 $1.48 Million
Q4 2021

Feb 07, 2022

BUY
$236.42 - $268.49 $284,176 - $322,724
1,202 Added 29.32%
5,302 $1.42 Million
Q3 2021

Nov 08, 2021

BUY
$229.26 - $248.11 $470,900 - $509,617
2,054 Added 100.39%
4,100 $988,000
Q2 2021

Aug 06, 2021

BUY
$225.21 - $237.11 $460,779 - $485,127
2,046 New
2,046 $472,000

Others Institutions Holding MCD

About MCDONALDS CORP


  • Ticker MCD
  • Exchange NYSE
  • Sector Consumer Cyclical
  • Industry Restaurants
  • Shares Outstandng 735,716,992
  • Market Cap $216B
  • Description
  • McDonald's Corporation operates and franchises McDonald's restaurants in the United States and internationally. Its restaurants offer hamburgers and cheeseburgers, chicken sandwiches and nuggets, wraps, fries, salads, oatmeal, shakes, desserts, sundaes, soft serve cones, bakery items, soft drinks, coffee, and beverages and other beverages, as we...
More about MCD
Track This Portfolio

Track Summit Financial, LLC Portfolio

Follow Summit Financial, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Summit Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Summit Financial, LLC with notifications on news.