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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
Q2 		$1.9M Sell
7,017
-161
-2% -$46.2K 0.37% 61
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Beacon Financial Advisory's MCD Position: Q2 2026 in Review

Beacon Financial Advisory reduced its McDonald's (MCD) stake by 2.2% in Q2 2026, selling an estimated $46.2K and leaving 7,017 shares worth $1.9M. The position accounts for 0.37% of the portfolio, ranked #61.

Beacon Financial Advisory first reported a position in MCD in Q4 2019 and has held it in 25 quarters since. The position peaked at $2.35M in Q3 2025. 3,471 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Beacon Financial Advisory held 7,017 shares of McDonald's worth $1.9M as of Q2 2026.
  • Beacon Financial Advisory sold 161 McDonald's shares in Q2 2026, an estimated $46.2K.
  • McDonald's made up 0.37% of Beacon Financial Advisory's portfolio in Q2 2026, its #61 holding.
  • Beacon Financial Advisory first reported a position in McDonald's in Q4 2019 and has held it in 25 quarters since.
  • Beacon Financial Advisory's McDonald's position peaked at $2.35M in Q3 2025.
  • 3,471 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Beacon Financial Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.