Beacon Investment Advisory Services’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $575K | Sell |
2,127
-78
| -4% | -$22.4K | 0.02% | 177 |
|
|
2026
Q1 | $685K | Hold |
2,205
| – | – | 0.03% | 164 |
|
|
2025
Q4 | $674K | Sell |
2,205
-229
| -9% | -$70.1K | 0.03% | 156 |
|
|
2025
Q3 | $740K | Sell |
2,434
-368
| -13% | -$112K | 0.03% | 147 |
|
|
2025
Q2 | $819K | Sell |
2,802
-1,546
| -36% | -$477K | 0.04% | 139 |
|
|
2025
Q1 | $1.36M | Sell |
4,348
-26
| -0.6% | -$7.78K | 0.06% | 119 |
|
|
2024
Q4 | $1.27M | Sell |
4,374
-1,304
| -23% | -$389K | 0.05% | 127 |
|
|
2024
Q3 | $1.73M | Buy |
5,678
+115
| +2% | +$31.7K | 0.07% | 121 |
|
|
2024
Q2 | $1.42M | Sell |
5,563
-1,659
| -23% | -$440K | 0.06% | 125 |
|
|
2024
Q1 | $2.04M | Sell |
7,222
-98
| -1% | -$28.5K | 0.09% | 117 |
|
|
2023
Q4 | $2.17M | Buy |
7,320
+441
| +6% | +$120K | 0.1% | 117 |
|
|
2023
Q3 | $1.81M | Sell |
6,879
-117
| -2% | -$33.4K | 0.09% | 123 |
|
|
2023
Q2 | $2.09M | Sell |
6,996
-585
| -8% | -$170K | 0.1% | 125 |
|
|
2023
Q1 | $2.12M | Sell |
7,581
-40
| -0.5% | -$10.7K | 0.1% | 120 |
|
|
2022
Q4 | $2.01M | Sell |
7,621
-50
| -0.7% | -$13.2K | 0.1% | 120 |
|
|
2022
Q3 | $1.77M | Buy |
7,671
+3,212
| +72% | +$821K | 0.1% | 124 |
|
|
2022
Q2 | $1.1M | Buy |
4,459
+134
| +3% | +$33K | 0.06% | 152 |
|
|
2022
Q1 | $1.07M | Sell |
4,325
-109
| -2% | -$27.2K | 0.05% | 156 |
|
|
2021
Q4 | $1.19M | Buy |
4,434
+174
| +4% | +$43.9K | 0.05% | 156 |
|
|
2021
Q3 | $1.03M | Sell |
4,260
-2,751
| -39% | -$657K | 0.04% | 166 |
|
|
2021
Q2 | $1.62M | Sell |
7,011
-160
| -2% | -$37.2K | 0.07% | 143 |
|
|
2021
Q1 | $1.61M | Buy |
7,171
+2,216
| +45% | +$474K | 0.07% | 140 |
|
|
2020
Q4 | $1.06M | Sell |
4,955
-930
| -16% | -$202K | 0.05% | 147 |
|
|
2020
Q3 | $1.29M | Sell |
5,885
-9,070
| -61% | -$1.86M | 0.07% | 135 |
|
|
2020
Q2 | $2.76M | Buy |
14,955
+10,139
| +211% | +$1.86M | 0.16% | 103 |
|
|
2020
Q1 | $796K | Sell |
4,816
-534
| -10% | -$105K | 0.06% | 139 |
|
|
2019
Q4 | $1.06M | Buy |
+5,350
| New | +$1.06M | 0.06% | 139 |
|
|
2018
Q3 | – | Sell |
-1,577
| Closed | -$247K | – | 260 |
|
|
2018
Q2 | $247K | Sell |
1,577
-373
| -19% | -$60.5K | 0.03% | 229 |
|
|
2018
Q1 | $305K | Sell |
1,950
-40
| -2% | -$6.58K | 0.03% | 212 |
|
|
2017
Q4 | $343K | Sell |
1,990
-256
| -11% | -$43K | 0.04% | 188 |
|
|
2017
Q3 | $352K | Buy |
+2,246
| New | +$352K | 0.03% | 213 |
|
Other funds holding MCD
Beacon Investment Advisory Services's MCD Position: Q2 2026 in Review
Beacon Investment Advisory Services reduced its McDonald's (MCD) stake by 3.5% in Q2 2026, selling an estimated $22.4K and leaving 2,127 shares worth $575K. The position accounts for 0.02% of the portfolio, ranked #177.
Beacon Investment Advisory Services first reported a position in MCD in Q3 2017 and has held it in 31 quarters since. The position peaked at $2.76M in Q2 2020. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.
- Beacon Investment Advisory Services held 2,127 shares of McDonald's worth $575K as of Q2 2026.
- Beacon Investment Advisory Services sold 78 McDonald's shares in Q2 2026, an estimated $22.4K.
- McDonald's made up 0.02% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #177 holding.
- Beacon Investment Advisory Services first reported a position in McDonald's in Q3 2017 and has held it in 31 quarters since.
- Beacon Investment Advisory Services's McDonald's position peaked at $2.76M in Q2 2020.
- 3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.
Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.