Beacon Harbor Wealth Advisors’s McDonald's MCD Stock Holding History

Beacon Harbor Wealth Advisors’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	$8.4M	Buy	+31,032	New	+$8.9M	1.64%	26

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 Harbor Wealth Advisors's MCD Position: Q2 2026 in Review

Beacon Harbor Wealth Advisors opened a new position in McDonald's (MCD) in Q2 2026: 31,032 shares worth $8.4M. The stake represents 1.64% of the portfolio and ranks #26 among its holdings.

3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Beacon Harbor Wealth Advisors held 31,032 shares of McDonald's worth $8.4M as of Q2 2026.
McDonald's was a new Beacon Harbor Wealth Advisors position in Q2 2026.
McDonald's made up 1.64% of Beacon Harbor Wealth Advisors's portfolio in Q2 2026, its #26 holding.
3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Beacon Harbor Wealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.