Summit Wealth Partners, LLC
- SEC CIK
- 0002033312
- Latest filing
- Aug 3, 2026
MCD holding history
McDonalds Corp in every 13F filed by Summit Wealth Partners, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
MCD overviewAll 13F holders of MCDFull Q2 2026 holdings
- Shares (Q2 2026)
- 4,276
- Value
- $1.16M
- % of portfolio
- 0.2%
- Quarters held
- 13
- Since Q3 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 4,276 | $1.16M | 0.2% | +29+0.7% | Added | Holders |
| Q1 2026 | 4,247 | $1.32M | 0.2% | +3,549+508.5% | Added | Holders |
| Q4 2025 | 698 | $213.2K | <0.1% | +1+0.1% | Added | Holders |
| Q3 2025 | 697 | $211.8K | <0.1% | −44−5.9% | Reduced | Holders |
| Q2 2025 | 741 | $216.6K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2025 | 741 | $231.4K | <0.1% | −130−14.9% | Reduced | Holders |
| Q4 2024 | 871 | $252.5K | 0.1% | +171+24.4% | Added | Holders |
| Q3 2024 | 700 | $213.0K | <0.1% | +700 | New | Holders |
| Q1 2024 | 0 | $0 | 0.0% | −686−100.0% | Sold out | Holders |
| Q4 2023 | 686 | $203.3K | <0.1% | +686 | New | Holders |
| Q3 2023 | 0 | $0 | 0.0% | −735−100.0% | Sold out | Holders |
| Q2 2023 | 735 | $219.3K | 0.1% | −151−17.0% | Reduced | Holders |
| Q1 2023 | 886 | $247.7K | 0.1% | 00.0% | Unchanged | Holders |
| Q4 2022 | 886 | $233.5K | 0.1% | 00.0% | Unchanged | Holders |
| Q3 2022 | 886 | $204.4K | 0.1% | +886 | New | Holders |