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 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%	+$9.54K	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

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

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 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

Beaumont Asset Management's MCD Position: Q2 2026 in Review

Beaumont Asset Management opened a new position in McDonald's (MCD) in Q2 2026: 3,163 shares worth $855K. The stake represents 0.33% of the portfolio and ranks #46 among its holdings. This is a return to the name: Beaumont Asset Management previously reported a position in MCD as recently as Q1 2023.

Beaumont Asset Management first reported a position in MCD in Q4 2019 and has held it in 11 quarters since. The position peaked at $1.26M in Q4 2019. 953 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Beaumont Asset Management held 3,163 shares of McDonald's worth $855K as of Q2 2026.
McDonald's was a new Beaumont Asset Management position in Q2 2026.
McDonald's made up 0.33% of Beaumont Asset Management's portfolio in Q2 2026, its #46 holding.
Beaumont Asset Management first reported a position in McDonald's in Q4 2019 and has held it in 11 quarters since.
Beaumont Asset Management's McDonald's position peaked at $1.26M in Q4 2019.
953 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Beaumont Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.