BFA
MCD icon

Beacon Financial Advisory’s McDonald's MCD Stock Holding History

Beacon Financial Advisory’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
2026
Q1 		$2.23M Sell
7,178
-398
-5% -$127K 0.5% 32
2025
Q4 		$2.32M Sell
7,576
-143
-2% -$43.8K 0.54% 35
2025
Q3 		$2.35M Buy
7,719
+489
+7% +$149K 0.54% 32
2025
Q2 		$2.11M Buy
7,230
+169
+2% +$52.1K 0.55% 34
2025
Q1 		$2.21M Sell
7,061
-110
-2% -$32.9K 0.67% 26
2024
Q4 		$2.08M Sell
7,171
-4
-0.1% -$1.19K 0.68% 26
2024
Q3 		$2.18M Sell
7,175
-424
-6% -$117K 0.74% 22
2024
Q2 		$1.94M Buy
7,599
+2,070
+37% +$549K 0.72% 25
2024
Q1 		$1.56M Sell
5,529
-325
-6% -$94.5K 0.76% 24
2023
Q4 		$1.74M Sell
5,854
-64
-1% -$17.4K 0.84% 25
2023
Q3 		$1.56M Sell
5,918
-41
-0.7% -$11.7K 0.86% 26
2023
Q2 		$1.78M Buy
5,959
+108
+2% +$31.4K 1.02% 18
2023
Q1 		$1.64M Sell
5,851
-163
-3% -$43.7K 1.04% 18
2022
Q4 		$1.58M Sell
6,014
-227
-4% -$59.9K 1.13% 18
2022
Q3 		$1.44M Sell
6,241
-450
-7% -$115K 1.03% 23
2022
Q2 		$1.65M Buy
6,691
+4
+0.1% +$985 0.94% 23
2022
Q1 		$1.65M Buy
6,687
+1
+0% +$249 0.79% 31
2021
Q4 		$1.79M Buy
6,686
+4,211
+170% +$1.06M 0.83% 28
2021
Q3 		$597K Buy
2,475
+11
+0.4% +$2.63K 0.31% 105
2021
Q2 		$569K Hold
2,464
– – 0.31% 107
2021
Q1 		$552K Buy
2,464
+28
+1% +$5.99K 0.32% 105
2020
Q4 		$522K Buy
2,436
+259
+12% +$56.3K 0.34% 90
2020
Q3 		$477K Buy
+2,177
New +$447K 0.41% 75
2020
Q1 		– Sell
-1,776
Closed -$350K – 156
2019
Q4 		$350K Buy
+1,776
New +$352K 0.3% 97

Other funds holding MCD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $147M AUM 25.76% 1-Year Est. Return

Beacon Financial Advisory's MCD Position: Q1 2026 in Review

Beacon Financial Advisory reduced its McDonald's (MCD) stake by 5.3% in Q1 2026, selling an estimated $127K and leaving 7,178 shares worth $2.23M. The position accounts for 0.5% of the portfolio, ranked #32.

Beacon Financial Advisory first reported a position in MCD in Q4 2019 and has held it in 24 quarters since. The position peaked at $2.35M in Q3 2025. 3,567 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Beacon Financial Advisory held 7,178 shares of McDonald's worth $2.23M as of Q1 2026.
  • Beacon Financial Advisory sold 398 McDonald's shares in Q1 2026, an estimated $127K.
  • McDonald's made up 0.5% of Beacon Financial Advisory's portfolio in Q1 2026, its #32 holding.
  • Beacon Financial Advisory first reported a position in McDonald's in Q4 2019 and has held it in 24 quarters since.
  • Beacon Financial Advisory's McDonald's position peaked at $2.35M in Q3 2025.
  • 3,567 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Beacon Financial Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.