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

Beacon Financial Strategies’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	$210K	Hold	776	–	–	0.1%	49
2026 Q1	$241K	Hold	776	–	–	0.14%	35
2025 Q4	$237K	Hold	776	–	–	0.13%	35
2025 Q3	$236K	Hold	776	–	–	0.14%	35
2025 Q2	$227K	Hold	776	–	–	0.14%	36
2025 Q1	$242K	Hold	776	–	–	0.16%	33
2024 Q4	$225K	Hold	776	–	–	0.15%	31
2024 Q3	$236K	Buy	+776	New	+$214K	0.16%	31
2024 Q2	–	Sell	-873	Closed	-$246K	–	36
2024 Q1	$246K	Sell	873 -5	-0.6%	-$1.45K	0.18%	29
2023 Q4	$260K	Hold	878	–	–	0.2%	30
2023 Q3	$231K	Hold	878	–	–	0.2%	32
2023 Q2	$262K	Buy	878 +5	+0.6%	+$1.45K	0.21%	35
2023 Q1	$244K	Hold	873	–	–	0.21%	31
2022 Q4	$230K	Hold	873	–	–	0.21%	33
2022 Q3	$202K	Buy	+873	New	+$223K	0.19%	34
2022 Q1	–	Sell	-780	Closed	-$209K	–	34
2021 Q4	$209K	Buy	+780	New	+$197K	0.18%	34

Other funds holding MCD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Beacon Financial Strategies held its McDonald's (MCD) position steady in Q2 2026 at 776 shares worth $210K. The position accounts for 0.1% of the portfolio, ranked #49.

Beacon Financial Strategies first reported a position in MCD in Q4 2021 and has held it in 16 quarters since. The position peaked at $262K in Q2 2023. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Beacon Financial Strategies held 776 shares of McDonald's worth $210K as of Q2 2026.
Beacon Financial Strategies left its McDonald's share count unchanged in Q2 2026.
McDonald's made up 0.1% of Beacon Financial Strategies's portfolio in Q2 2026, its #49 holding.
Beacon Financial Strategies first reported a position in McDonald's in Q4 2021 and has held it in 16 quarters since.
Beacon Financial Strategies's McDonald's position peaked at $262K in Q2 2023.
3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Beacon Financial Strategies's 13F filing for Q2 2026, filed 8 Jul 2026.