Beacon Pointe Advisors’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $31.1M | Sell |
106,361
-173
| -0.2% | -$50.5K | 0.32% | 63 |
|
|
2025
Q1 | $33.3M | Sell |
106,534
-3,627
| -3% | -$1.13M | 0.37% | 55 |
|
|
2024
Q4 | $31.9M | Sell |
110,161
-2,239
| -2% | -$649K | 0.35% | 54 |
|
|
2024
Q3 | $34.2M | Sell |
112,400
-3,682
| -3% | -$1.12M | 0.39% | 54 |
|
|
2024
Q2 | $29.6M | Sell |
116,082
-13,100
| -10% | -$3.34M | 0.35% | 60 |
|
|
2024
Q1 | $36.4M | Sell |
129,182
-1,493
| -1% | -$421K | 0.41% | 48 |
|
|
2023
Q4 | $38.7M | Buy |
130,675
+2,935
| +2% | +$870K | 0.46% | 41 |
|
|
2023
Q3 | $33.7M | Buy |
127,740
+15,045
| +13% | +$3.96M | 0.42% | 49 |
|
|
2023
Q2 | $33.6M | Sell |
112,695
-5,520
| -5% | -$1.65M | 0.55% | 38 |
|
|
2023
Q1 | $33.1M | Buy |
118,215
+2,337
| +2% | +$653K | 0.56% | 38 |
|
|
2022
Q4 | $30.5M | Buy |
115,878
+2,687
| +2% | +$708K | 0.59% | 37 |
|
|
2022
Q3 | $26.1M | Buy |
113,191
+880
| +0.8% | +$203K | 0.58% | 33 |
|
|
2022
Q2 | $27.7M | Sell |
112,311
-8,425
| -7% | -$2.08M | 0.59% | 34 |
|
|
2022
Q1 | $29.9M | Buy |
120,736
+95,024
| +370% | +$23.5M | 0.41% | 55 |
|
|
2021
Q4 | $6.89M | Sell |
25,712
-42,924
| -63% | -$11.5M | 0.18% | 116 |
|
|
2021
Q3 | $16.5M | Buy |
68,636
+49,262
| +254% | +$11.9M | 0.41% | 61 |
|
|
2021
Q2 | $4.48M | Buy |
19,374
+11,289
| +140% | +$2.61M | 0.16% | 128 |
|
|
2021
Q1 | $1.82M | Sell |
8,085
-321
| -4% | -$72.1K | 0.11% | 150 |
|
|
2020
Q4 | $1.8M | Buy |
8,406
+853
| +11% | +$183K | 0.12% | 138 |
|
|
2020
Q3 | $1.66M | Sell |
7,553
-669
| -8% | -$147K | 0.16% | 121 |
|
|
2020
Q2 | $1.52M | Buy |
8,222
+1,129
| +16% | +$209K | 0.15% | 128 |
|
|
2020
Q1 | $1.17M | Buy |
7,093
+3,923
| +124% | +$648K | 0.19% | 112 |
|
|
2019
Q4 | $630K | Buy |
3,170
+432
| +16% | +$85.9K | 0.2% | 104 |
|
|
2019
Q3 | $586K | Sell |
2,738
-335
| -11% | -$71.7K | 0.25% | 94 |
|
|
2019
Q2 | $640K | Sell |
3,073
-186
| -6% | -$38.7K | 0.23% | 103 |
|
|
2019
Q1 | $619K | Buy |
3,259
+470
| +17% | +$89.3K | 0.23% | 103 |
|
|
2018
Q4 | $495K | Buy |
+2,789
| New | +$495K | 0.3% | 92 |
|