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Beam Wealth Advisors’s McDonald's MCD Stock Holding History

Beam 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
2024
Q2 		– Sell
-2,166
Closed -$611K – 131
2024
Q1 		$611K Buy
2,166
+139
+7% +$40.4K 0.37% 52
2023
Q4 		$601K Buy
2,027
+18
+0.9% +$4.9K 0.38% 49
2023
Q3 		$529K Buy
2,009
+5
+0.2% +$1.43K 0.38% 52
2023
Q2 		$598K Buy
2,004
+20
+1% +$5.81K 0.42% 46
2023
Q1 		$555K Sell
1,984
-6
-0.3% -$1.61K 0.56% 50
2022
Q4 		$524K Sell
1,990
-2
-0.1% -$528 0.55% 52
2022
Q3 		$460K Buy
1,992
+44
+2% +$11.2K 0.51% 58
2022
Q2 		$481K Buy
1,948
+4
+0.2% +$985 0.53% 59
2022
Q1 		$481K Buy
+1,944
New +$484K 0.55% 50
2021
Q4 		– Sell
-1,331
Closed -$321K – 120
2021
Q3 		$321K Buy
1,331
+110
+9% +$26.3K 0.28% 100
2021
Q2 		$282K Buy
1,221
+5
+0.4% +$1.16K 0.24% 105
2021
Q1 		$272K Buy
1,216
+137
+13% +$29.3K 0.24% 103
2020
Q4 		$232K Sell
1,079
-152
-12% -$33.1K 0.22% 111
2020
Q3 		$270K Sell
1,231
-2
-0.2% -$411 0.25% 102
2020
Q2 		$232K Buy
+1,233
New +$226K 0.23% 109
2020
Q1 		– Sell
-1,177
Closed -$233K – 165
2019
Q4 		$233K Buy
+1,177
New +$233K 0.22% 131

Other funds holding MCD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Beam Wealth Advisors's MCD Position: Q2 2024 in Review

Beam Wealth Advisors sold out of McDonald's (MCD) in Q2 2024, closing a stake of 2,166 shares — an estimated $611K sold.

Beam Wealth Advisors first reported a position in MCD in Q4 2019 and held it in 16 quarters. The position peaked at $611K in Q1 2024. 3,078 funds tracked by Wall St. Rank hold MCD as of Q2 2024.

  • Beam Wealth Advisors reported no remaining McDonald's position as of Q2 2024 after selling out during the quarter.
  • Beam Wealth Advisors sold 2,166 McDonald's shares in Q2 2024, an estimated $611K.
  • Beam Wealth Advisors first reported a position in McDonald's in Q4 2019 and held it in 16 quarters.
  • Beam Wealth Advisors's McDonald's position peaked at $611K in Q1 2024.
  • 3,078 funds tracked by Wall St. Rank held McDonald's as of Q2 2024.

Based on Beam Wealth Advisors's 13F filing for Q2 2024, filed 7 Aug 2024.