MCDONALDS CORP

Ticker: MCD CUSIP: 580135101 Class: Common Stock

Summit Wealth Partners, LLC's Holding History (CIK: 0002033312)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 698 Value ($000) $213 Avg Close $305.09 Range $290.30 - $321.79
Q3 2025
Shares 697 Value ($000) $212 Avg Close $301.40 Range $286.90 - $317.52
Q2 2025
Shares 741 Value ($000) $217 Avg Close $303.54 Range $280.19 - $316.26
Q1 2025
Shares 741 Value ($000) $231 Avg Close $292.89 Range $270.23 - $320.72
Q4 2024
Shares 871 Value ($000) $253 Avg Close $290.22 Range $275.34 - $308.80
Q3 2024
Shares 700 Value ($000) $213 Avg Close $266.70 Range $235.19 - $298.17
Q4 2023
Shares 686 Value ($000) $203 Avg Close $258.68 Range $233.05 - $283.22
Q2 2023
Shares 735 Value ($000) $219 Avg Close $273.09 Range $262.44 - $282.15
Q1 2023
Shares 886 Value ($000) $248 Avg Close $250.51 Range $242.11 - $263.34
Q4 2022
Shares 886 Value ($000) $233 Avg Close $245.25 Range $214.97 - $261.32
Q3 2022
Shares 886 Value ($000) $204 Avg Close $236.27 Range $213.92 - $247.25
Q4 2019
Shares 1,136 Value ($000) $224 Avg Close $171.93 Range $162.20 - $184.62