Beaumont Asset Management’s McDonald's MCD Stock Holding History

Beaumont Asset 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 Q3	$860K	Buy	3,725 +562	+18%	+$148K	0.3%	47
2026 Q2	$855K	Buy	+3,163	New	+$907K	0.33%	46
2023 Q2	–	Sell	-1,942	Closed	-$543K	–	74
2023 Q1	$543K	Sell	1,942 -45	-2%	-$12.1K	0.4%	53
2022 Q4	$524K	Sell	1,987 -588	-23%	-$155K	0.38%	47
2022 Q3	$594K	Buy	2,575 +463	+22%	+$118K	0.47%	39
2022 Q2	$521K	Buy	2,112 +547	+35%	+$135K	0.39%	45
2022 Q1	$386K	Buy	1,565 +26	+2%	+$6.48K	0.26%	54
2021 Q4	$412K	Buy	1,539 +33	+2%	+$8.33K	0.27%	53
2021 Q3	$363K	Sell	1,506 -52	-3%	-$12.4K	0.27%	52
2021 Q2	$359K	Buy	1,558 +41	+3%	+$9.5K	0.28%	54
2021 Q1	$340K	Buy	+1,517	New	+$324K	0.29%	49
2020 Q1	–	Sell	-6,368	Closed	-$1.26M	–	63
2019 Q4	$1.26M	Buy	+6,368	New	+$1.26M	1.2%	22

Other funds holding MCD

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

B. Metzler seel. Sohn & Co Frankfurt, Germany $11.5B AUM 29.17% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Beaumont Asset Management's MCD Position: Q3 2026 in Review

Beaumont Asset Management increased its McDonald's (MCD) stake by 18% in Q3 2026, buying an estimated $148K and bringing the position to 3,725 shares worth $860K. The position accounts for 0.3% of the portfolio, ranked #47.

Beaumont Asset Management first reported a position in MCD in Q4 2019 and has held it in 12 quarters since. The position peaked at $1.26M in Q4 2019. 1,472 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

Beaumont Asset Management held 3,725 shares of McDonald's worth $860K as of Q3 2026.
Beaumont Asset Management bought 562 McDonald's shares in Q3 2026, an estimated $148K.
McDonald's made up 0.3% of Beaumont Asset Management's portfolio in Q3 2026, its #47 holding.
Beaumont Asset Management first reported a position in McDonald's in Q4 2019 and has held it in 12 quarters since.
Beaumont Asset Management's McDonald's position peaked at $1.26M in Q4 2019.
1,472 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on Beaumont Asset Management's 13F filing for Q3 2026, filed 16 Oct 2026.