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Beaird Harris Wealth Management’s McDonald's MCD Stock Holding History

Beaird Harris Wealth Management’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 		$113K Buy
417
+2
+0.5% +$573 0.01% 199
2026
Q1 		$129K Buy
415
+1
+0.2% +$319 0.01% 165
2025
Q4 		$126K Sell
414
-32
-7% -$9.8K 0.01% 168
2025
Q3 		$136K Buy
446
+5
+1% +$1.52K 0.01% 158
2025
Q2 		$129K Buy
441
+56
+15% +$17.3K 0.01% 159
2025
Q1 		$120K Buy
385
+1
+0.3% +$299 0.01% 149
2024
Q4 		$111K Buy
384
+73
+23% +$21.8K 0.01% 165
2024
Q3 		$94.7K Sell
311
-315
-50% -$86.8K 0.01% 186
2024
Q2 		$159K Buy
626
+56
+10% +$14.9K 0.02% 135
2024
Q1 		$161K Buy
570
+1
+0.2% +$291 0.02% 129
2023
Q4 		$169K Buy
569
+45
+9% +$12.2K 0.02% 113
2023
Q3 		$138K Buy
524
+1
+0.2% +$285 0.02% 112
2023
Q2 		$156K Buy
523
+2
+0.4% +$581 0.02% 107
2023
Q1 		$146K Sell
521
-132
-20% -$35.4K 0.03% 104
2022
Q4 		$172K Buy
653
+135
+26% +$35.6K 0.03% 94
2022
Q3 		$120K Buy
518
+263
+103% +$67.2K 0.03% 101
2022
Q2 		$63K Buy
255
+2
+0.8% +$493 0.02% 122
2022
Q1 		$63K Sell
253
-259
-51% -$64.5K 0.02% 172
2021
Q4 		$137K Buy
+512
New +$129K 0.05% 135

Other funds holding MCD

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Beaird Harris Wealth Management's MCD Position: Q2 2026 in Review

Beaird Harris Wealth Management increased its McDonald's (MCD) stake by 0.48% in Q2 2026, buying an estimated $573 and bringing the position to 417 shares worth $113K. The position accounts for 0.01% of the portfolio, ranked #199.

Beaird Harris Wealth Management first reported a position in MCD in Q4 2021 and has held it in 19 quarters since. The position peaked at $172K in Q4 2022. 621 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Beaird Harris Wealth Management held 417 shares of McDonald's worth $113K as of Q2 2026.
  • Beaird Harris Wealth Management bought 2 McDonald's shares in Q2 2026, an estimated $573.
  • McDonald's made up 0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #199 holding.
  • Beaird Harris Wealth Management first reported a position in McDonald's in Q4 2021 and has held it in 19 quarters since.
  • Beaird Harris Wealth Management's McDonald's position peaked at $172K in Q4 2022.
  • 621 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.