Beacon Pointe Advisors’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 | $31.1M | Sell |
115,144
-6,526
| -5% | -$1.87M | 0.14% | 149 |
|
|
2026
Q1 | $37.8M | Buy |
121,670
+33,124
| +37% | +$10.6M | 0.2% | 114 |
|
|
2025
Q4 | $27.1M | Buy |
88,546
+647
| +0.7% | +$198K | 0.19% | 121 |
|
|
2025
Q3 | $26.7M | Sell |
87,899
-18,462
| -17% | -$5.62M | 0.23% | 96 |
|
|
2025
Q2 | $31.1M | Sell |
106,361
-173
| -0.2% | -$53.3K | 0.32% | 63 |
|
|
2025
Q1 | $33.3M | Sell |
106,534
-3,627
| -3% | -$1.08M | 0.37% | 55 |
|
|
2024
Q4 | $31.9M | Sell |
110,161
-2,239
| -2% | -$668K | 0.35% | 54 |
|
|
2024
Q3 | $34.2M | Sell |
112,400
-3,682
| -3% | -$1.01M | 0.39% | 54 |
|
|
2024
Q2 | $29.6M | Sell |
116,082
-13,100
| -10% | -$3.48M | 0.35% | 60 |
|
|
2024
Q1 | $36.4M | Sell |
129,182
-1,493
| -1% | -$434K | 0.41% | 48 |
|
|
2023
Q4 | $38.7M | Buy |
130,675
+2,935
| +2% | +$799K | 0.46% | 41 |
|
|
2023
Q3 | $33.7M | Buy |
127,740
+15,045
| +13% | +$4.29M | 0.42% | 49 |
|
|
2023
Q2 | $33.6M | Sell |
112,695
-5,520
| -5% | -$1.6M | 0.55% | 38 |
|
|
2023
Q1 | $33.1M | Buy |
118,215
+2,337
| +2% | +$626K | 0.56% | 38 |
|
|
2022
Q4 | $30.5M | Buy |
115,878
+2,687
| +2% | +$709K | 0.59% | 37 |
|
|
2022
Q3 | $26.1M | Buy |
113,191
+880
| +0.8% | +$225K | 0.58% | 33 |
|
|
2022
Q2 | $27.7M | Sell |
112,311
-8,425
| -7% | -$2.07M | 0.59% | 34 |
|
|
2022
Q1 | $29.9M | Buy |
120,736
+95,024
| +370% | +$23.7M | 0.41% | 55 |
|
|
2021
Q4 | $6.89M | Sell |
25,712
-42,924
| -63% | -$10.8M | 0.18% | 116 |
|
|
2021
Q3 | $16.5M | Buy |
68,636
+49,262
| +254% | +$11.8M | 0.41% | 61 |
|
|
2021
Q2 | $4.47M | Buy |
19,374
+11,289
| +140% | +$2.63M | 0.16% | 128 |
|
|
2021
Q1 | $1.81M | Sell |
8,085
-321
| -4% | -$68.7K | 0.11% | 150 |
|
|
2020
Q4 | $1.8M | Buy |
8,406
+853
| +11% | +$185K | 0.12% | 138 |
|
|
2020
Q3 | $1.66M | Sell |
7,553
-669
| -8% | -$137K | 0.16% | 121 |
|
|
2020
Q2 | $1.52M | Buy |
8,222
+1,129
| +16% | +$207K | 0.15% | 128 |
|
|
2020
Q1 | $1.17M | Buy |
7,093
+3,923
| +124% | +$773K | 0.19% | 112 |
|
|
2019
Q4 | $630K | Buy |
3,170
+432
| +16% | +$85.7K | 0.2% | 104 |
|
|
2019
Q3 | $586K | Sell |
2,738
-335
| -11% | -$71.8K | 0.25% | 94 |
|
|
2019
Q2 | $640K | Sell |
3,073
-186
| -6% | -$36.8K | 0.23% | 103 |
|
|
2019
Q1 | $619K | Buy |
3,259
+470
| +17% | +$85.3K | 0.23% | 103 |
|
|
2018
Q4 | $495K | Buy |
+2,789
| New | +$495K | 0.3% | 92 |
|
Other funds holding MCD
Beacon Pointe Advisors's MCD Position: Q2 2026 in Review
Beacon Pointe Advisors reduced its McDonald's (MCD) stake by 5.4% in Q2 2026, selling an estimated $1.87M and leaving 115,144 shares worth $31.1M. The position accounts for 0.14% of the portfolio, ranked #149.
Beacon Pointe Advisors first reported a position in MCD in Q4 2018 and has held it in 31 quarters since. The position peaked at $38.7M in Q4 2023. 3,442 funds tracked by Wall St. Rank hold MCD as of Q2 2026.
- Beacon Pointe Advisors held 115,144 shares of McDonald's worth $31.1M as of Q2 2026.
- Beacon Pointe Advisors sold 6,526 McDonald's shares in Q2 2026, an estimated $1.87M.
- McDonald's made up 0.14% of Beacon Pointe Advisors's portfolio in Q2 2026, its #149 holding.
- Beacon Pointe Advisors first reported a position in McDonald's in Q4 2018 and has held it in 31 quarters since.
- Beacon Pointe Advisors's McDonald's position peaked at $38.7M in Q4 2023.
- 3,442 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.
Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.