Beach Investment Counsel’s McDonald's MCD Stock Holding History

Beach Investment Counsel’s Portfolio MCD Stock Details MCD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-1,635	Closed	-$498K	–	178
2024 Q3	$498K	Hold	1,635	–	–	0.06%	101
2024 Q2	$417K	Hold	1,635	–	–	0.05%	107
2024 Q1	$485K	Hold	1,635	–	–	0.06%	113
2023 Q4	$485K	Hold	1,635	–	–	0.06%	113
2023 Q3	$431K	Hold	1,635	–	–	0.05%	124
2023 Q2	$488K	Hold	1,635	–	–	0.06%	121
2023 Q1	$457K	Hold	1,635	–	–	0.06%	117
2022 Q4	$431K	Hold	1,635	–	–	0.05%	123
2022 Q3	$377K	Hold	1,635	–	–	0.05%	123
2022 Q2	$404K	Hold	1,635	–	–	0.05%	127
2022 Q1	$404K	Hold	1,635	–	–	0.04%	133
2021 Q4	$438K	Hold	1,635	–	–	0.06%	109
2021 Q3	$394K	Hold	1,635	–	–	0.04%	137
2021 Q2	$378K	Hold	1,635	–	–	0.03%	145
2021 Q1	$366K	Hold	1,635	–	–	0.03%	139
2020 Q4	$351K	Sell	1,635 -75	-4%	-$16.3K	0.03%	128
2020 Q3	$375K	Hold	1,710	–	–	0.04%	111
2020 Q2	$315K	Hold	1,710	–	–	0.04%	121
2020 Q1	$283K	Hold	1,710	–	–	0.05%	119
2019 Q4	$338K	Hold	1,710	–	–	0.04%	124
2019 Q3	$367K	Sell	1,710 -200	-10%	-$42.9K	0.04%	127
2019 Q2	$397K	Hold	1,910	–	–	0.05%	122
2019 Q1	$363K	Hold	1,910	–	–	0.04%	123
2018 Q4	$341K	Hold	1,910	–	–	0.04%	120
2018 Q3	$320K	Hold	1,910	–	–	0.03%	133
2018 Q2	$299K	Hold	1,910	–	–	0.03%	138
2018 Q1	$299K	Sell	1,910 -25	-1%	-$4.11K	0.03%	139
2017 Q4	$333K	Hold	1,935	–	–	0.03%	137
2017 Q3	$303K	Hold	1,935	–	–	0.03%	137
2017 Q2	$296K	Hold	1,935	–	–	0.03%	137
2017 Q1	$251K	Hold	1,935	–	–	0.03%	144
2016 Q4	$236K	Hold	1,935	–	–	0.03%	151
2016 Q3	$223K	Hold	1,935	–	–	0.03%	151
2016 Q2	$233K	Sell	1,935 -100	-5%	-$12.5K	0.03%	146
2016 Q1	$256K	Hold	2,035	–	–	0.03%	158
2015 Q4	$240K	Hold	2,035	–	–	0.03%	160
2015 Q3	$201K	Sell	2,035 -2,080	-51%	-$203K	0.02%	160
2015 Q2	$391K	Buy	4,115 +250	+6%	+$24.2K	0.04%	152
2015 Q1	$377K	Sell	3,865 -1,121	-22%	-$106K	0.03%	150
2014 Q4	$467K	Sell	4,986 -400	-7%	-$37.4K	0.04%	146
2014 Q3	$511K	Hold	5,386	–	–	0.05%	140
2014 Q2	$543K	Buy	5,386 +176	+3%	+$17.8K	0.05%	146
2014 Q1	$511K	Sell	5,210 -225	-4%	-$21.5K	0.05%	142
2013 Q4	$527K	Sell	5,435 -22	-0.4%	-$2.11K	0.05%	141
2013 Q3	$525K	Hold	5,457	–	–	0.06%	128
2013 Q2	$540K	Buy	+5,457	New	+$546K	0.06%	129

Other funds holding MCD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Beach Investment Counsel's MCD Position: Q4 2024 in Review

Beach Investment Counsel sold out of McDonald's (MCD) in Q4 2024, closing a stake of 1,635 shares — an estimated $498K sold.

Beach Investment Counsel first reported a position in MCD in Q2 2013 and held it in 46 quarters. The position peaked at $543K in Q2 2014. 3,386 funds tracked by Wall St. Rank hold MCD as of Q4 2024.

Beach Investment Counsel reported no remaining McDonald's position as of Q4 2024 after selling out during the quarter.
Beach Investment Counsel sold 1,635 McDonald's shares in Q4 2024, an estimated $498K.
Beach Investment Counsel first reported a position in McDonald's in Q2 2013 and held it in 46 quarters.
Beach Investment Counsel's McDonald's position peaked at $543K in Q2 2014.
3,386 funds tracked by Wall St. Rank held McDonald's as of Q4 2024.

Based on Beach Investment Counsel's 13F filing for Q4 2024, filed 27 Jan 2025.