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Beaumont Financial Advisors’s McDonald's MCD Stock Holding History

Beaumont Financial 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
2026
Q1 		$22.8M Sell
73,379
-908
-1% -$289K 1.57% 19
2025
Q4 		$22.7M Sell
74,287
-5
-0% -$1.53K 1.5% 21
2025
Q3 		$22.6M Sell
74,292
-1,104
-1% -$336K 1.51% 21
2025
Q2 		$22M Sell
75,396
-1,092
-1% -$337K 1.59% 19
2025
Q1 		$23.9M Sell
76,488
-1,018
-1% -$304K 1.87% 13
2024
Q4 		$22.5M Sell
77,506
-513
-0.7% -$153K 1.69% 18
2024
Q3 		$23.8M Sell
78,019
-1,630
-2% -$449K 1.86% 15
2024
Q2 		$20.3M Sell
79,649
-205
-0.3% -$54.4K 1.62% 18
2024
Q1 		$22.5M Sell
79,854
-203
-0.3% -$59K 1.86% 17
2023
Q4 		$23.7M Sell
80,057
-384
-0.5% -$105K 2.16% 10
2023
Q3 		$21.2M Buy
80,441
+450
+0.6% +$128K 2.12% 10
2023
Q2 		$23.9M Sell
79,991
-8,448
-10% -$2.45M 2.2% 10
2023
Q1 		$24.7M Sell
88,439
-1,408
-2% -$377K 2.5% 9
2022
Q4 		$23.7M Sell
89,847
-2,751
-3% -$726K 2.38% 7
2022
Q3 		$21.4M Sell
92,598
-514
-0.6% -$131K 2.05% 11
2022
Q2 		$23M Sell
93,112
-2,374
-2% -$585K 2.06% 9
2022
Q1 		$23.6M Buy
95,486
+187
+0.2% +$46.6K 1.8% 10
2021
Q4 		$25.5M Sell
95,299
-948
-1% -$239K 1.85% 13
2021
Q3 		$23.2M Sell
96,247
-1,381
-1% -$330K 1.79% 13
2021
Q2 		$22.6M Sell
97,628
-373
-0.4% -$86.8K 1.72% 16
2021
Q1 		$22M Buy
98,001
+1,763
+2% +$377K 1.86% 14
2020
Q4 		$20.7M Sell
96,238
-9,055
-9% -$1.97M 1.83% 12
2020
Q3 		$23.1M Sell
105,293
-273
-0.3% -$56K 2.21% 9
2020
Q2 		$19.5M Buy
105,566
+931
+0.9% +$171K 2.03% 10
2020
Q1 		$17.3M Sell
104,635
-793
-0.8% -$156K 2.18% 11
2019
Q4 		$20.8M Buy
105,428
+1,061
+1% +$210K 2.05% 7
2019
Q3 		$22.4M Sell
104,367
-1,636
-2% -$351K 2.24% 4
2019
Q2 		$22M Sell
106,003
-219
-0.2% -$43.4K 2.28% 7
2019
Q1 		$20.2M Sell
106,222
-693
-0.6% -$126K 2.16% 14
2018
Q4 		$19M Sell
106,915
-1,893
-2% -$336K 3.1% 5
2018
Q3 		$18.2M Buy
108,808
+4,272
+4% +$685K 1.81% 21
2018
Q2 		$16.4M Sell
104,536
-1,957
-2% -$317K 1.73% 19
2018
Q1 		$16.7M Buy
106,493
+5,050
+5% +$831K 1.86% 16
2017
Q4 		$17.5M Buy
101,443
+638
+0.6% +$107K 2.05% 17
2017
Q3 		$15.8M Sell
100,805
-1,082
-1% -$170K 1.97% 17
2017
Q2 		$15.6M Sell
101,887
-5,550
-5% -$802K 2.02% 16
2017
Q1 		$13.9M Buy
107,437
+566
+0.5% +$71K 1.9% 17
2016
Q4 		$13M Sell
106,871
-1,029
-1% -$121K 1.97% 14
2016
Q3 		$12.4M Sell
107,900
-1,273
-1% -$151K 1.97% 9
2016
Q2 		$13.1M Buy
109,173
+103,199
+1,727% +$12.9M 2.16% 14
2016
Q1 		$582K Sell
5,974
-103,088
-95% -$12.3M 0.09% 88
2015
Q4 		$12.9M Buy
109,062
+52,875
+94% +$5.91M 2.13% 16
2015
Q3 		$5.34M Hold
56,187
– – 0.77% 50
2015
Q2 		$5.34M Buy
56,187
+48,438
+625% +$4.69M 0.77% 50
2015
Q1 		$755K Sell
7,749
-196
-2% -$18.6K 0.03% 101
2014
Q4 		$744K Buy
7,945
+605
+8% +$56.6K 0.04% 98
2014
Q3 		$753K Sell
7,340
-745
-9% -$71.1K 0.05% 107
2014
Q2 		$814K Hold
8,085
– – 0.06% 113
2014
Q1 		$793K Sell
8,085
-1,140
-12% -$109K 0.07% 93
2013
Q4 		$895K Buy
9,225
+50
+0.5% +$4.8K 0.07% 92
2013
Q3 		$883K Buy
9,175
+25
+0.3% +$2.44K 0.08% 93
2013
Q2 		$906K Buy
+9,150
New +$916K 0.08% 94

Other funds holding MCD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return

Beaumont Financial Advisors's MCD Position: Q1 2026 in Review

Beaumont Financial Advisors reduced its McDonald's (MCD) stake by 1.2% in Q1 2026, selling an estimated $289K and leaving 73,379 shares worth $22.8M. The position accounts for 1.57% of the portfolio, ranked #19.

Beaumont Financial Advisors first reported a position in MCD in Q2 2013 and has held it in 52 quarters since. The position peaked at $25.5M in Q4 2021. 3,563 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Beaumont Financial Advisors held 73,379 shares of McDonald's worth $22.8M as of Q1 2026.
  • Beaumont Financial Advisors sold 908 McDonald's shares in Q1 2026, an estimated $289K.
  • McDonald's made up 1.57% of Beaumont Financial Advisors's portfolio in Q1 2026, its #19 holding.
  • Beaumont Financial Advisors first reported a position in McDonald's in Q2 2013 and has held it in 52 quarters since.
  • Beaumont Financial Advisors's McDonald's position peaked at $25.5M in Q4 2021.
  • 3,563 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Beaumont Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.