Beaton Management Company’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
Q1 | $1.47M | Hold |
4,724
| – | – | 0.65% | 47 |
|
|
2025
Q4 | $1.44M | Sell |
4,724
-27
| -0.6% | -$8.27K | 0.64% | 46 |
|
|
2025
Q3 | $1.44M | Hold |
4,751
| – | – | 0.66% | 46 |
|
|
2025
Q2 | $1.39M | Sell |
4,751
-50
| -1% | -$15.4K | 0.68% | 48 |
|
|
2025
Q1 | $1.5M | Hold |
4,801
| – | – | 0.78% | 41 |
|
|
2024
Q4 | $1.39M | Hold |
4,801
| – | – | 0.7% | 46 |
|
|
2024
Q3 | $1.46M | Hold |
4,801
| – | – | 0.74% | 43 |
|
|
2024
Q2 | $1.22M | Buy |
4,801
+5
| +0.1% | +$1.33K | 0.66% | 48 |
|
|
2024
Q1 | $1.35M | Sell |
4,796
-200
| -4% | -$58.2K | 0.74% | 41 |
|
|
2023
Q4 | $1.48M | Sell |
4,996
-1,200
| -19% | -$327K | 0.89% | 35 |
|
|
2023
Q3 | $1.63M | Buy |
6,196
+2,414
| +64% | +$688K | 1.06% | 29 |
|
|
2023
Q2 | $1.13M | Hold |
3,782
| – | – | 0.71% | 44 |
|
|
2023
Q1 | $1.06M | Buy |
3,782
+34
| +0.9% | +$9.11K | 0.71% | 45 |
|
|
2022
Q4 | $988K | Hold |
3,748
| – | – | 0.66% | 50 |
|
|
2022
Q3 | $865K | Hold |
3,748
| – | – | 0.65% | 50 |
|
|
2022
Q2 | $925K | Hold |
3,748
| – | – | 0.66% | 50 |
|
|
2022
Q1 | $927K | Hold |
3,748
| – | – | 0.57% | 54 |
|
|
2021
Q4 | $1M | Hold |
3,748
| – | – | 0.6% | 53 |
|
|
2021
Q3 | $904K | Buy |
3,748
+150
| +4% | +$35.8K | 0.6% | 52 |
|
|
2021
Q2 | $831K | Hold |
3,598
| – | – | 0.53% | 61 |
|
|
2021
Q1 | $806K | Hold |
3,598
| – | – | 0.56% | 58 |
|
|
2020
Q4 | $772K | Hold |
3,598
| – | – | 0.57% | 56 |
|
|
2020
Q3 | $790K | Hold |
3,598
| – | – | 0.65% | 53 |
|
|
2020
Q2 | $664K | Buy |
3,598
+75
| +2% | +$13.8K | 0.59% | 55 |
|
|
2020
Q1 | $583K | Hold |
3,523
| – | – | 0.58% | 59 |
|
|
2019
Q4 | $696K | Buy |
3,523
+100
| +3% | +$19.8K | 0.55% | 56 |
|
|
2019
Q3 | $735K | Sell |
3,423
-100
| -3% | -$21.4K | 0.6% | 54 |
|
|
2019
Q2 | $732K | Sell |
3,523
-50
| -1% | -$9.9K | 0.61% | 55 |
|
|
2019
Q1 | $679K | Hold |
3,573
| – | – | 0.59% | 55 |
|
|
2018
Q4 | $634K | Hold |
3,573
| – | – | 0.62% | 55 |
|
|
2018
Q3 | $598K | Hold |
3,573
| – | – | 0.49% | 60 |
|
|
2018
Q2 | $560K | Buy |
3,573
+100
| +3% | +$16.2K | 0.5% | 60 |
|
|
2018
Q1 | $543K | Sell |
3,473
-100
| -3% | -$16.5K | 0.5% | 59 |
|
|
2017
Q4 | $615K | Hold |
3,573
| – | – | 0.55% | 57 |
|
|
2017
Q3 | $560K | Sell |
3,573
-50
| -1% | -$7.84K | 0.53% | 58 |
|
|
2017
Q2 | $555K | Buy |
+3,623
| New | +$524K | 0.55% | 58 |
|
Other funds holding MCD
VCM
VPM
DAM
Beaton Management Company's MCD Position: Q1 2026 in Review
Beaton Management Company held its McDonald's (MCD) position steady in Q1 2026 at 4,724 shares worth $1.47M. The position accounts for 0.65% of the portfolio, ranked #47.
Beaton Management Company first reported a position in MCD in Q2 2017 and has held it in 36 quarters since. The position peaked at $1.63M in Q3 2023. 3,565 funds tracked by Wall St. Rank hold MCD as of Q1 2026.
- Beaton Management Company held 4,724 shares of McDonald's worth $1.47M as of Q1 2026.
- Beaton Management Company left its McDonald's share count unchanged in Q1 2026.
- McDonald's made up 0.65% of Beaton Management Company's portfolio in Q1 2026, its #47 holding.
- Beaton Management Company first reported a position in McDonald's in Q2 2017 and has held it in 36 quarters since.
- Beaton Management Company's McDonald's position peaked at $1.63M in Q3 2023.
- 3,565 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.
Based on Beaton Management Company's 13F filing for Q1 2026, filed 12 May 2026.