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Beverly Hills Private Wealth’s McDonald's MCD Stock Holding History

Beverly Hills Private Wealth’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 		$1.86M Sell
6,869
-4,069
-37% -$1.17M 0.35% 75
2026
Q1 		$3.4M Sell
10,938
-465
-4% -$148K 0.57% 50
2025
Q4 		$3.49M Sell
11,403
-322
-3% -$98.6K 0.6% 46
2025
Q3 		$3.56M Sell
11,725
-259
-2% -$78.8K 0.63% 42
2025
Q2 		$3.5M Sell
11,984
-67
-0.6% -$20.7K 0.66% 41
2025
Q1 		$3.76M Sell
12,051
-64
-0.5% -$19.1K 0.74% 32
2024
Q4 		$3.51M Buy
12,115
+1,159
+11% +$346K 0.71% 32
2024
Q3 		$3.34M Sell
10,956
-488
-4% -$135K 0.67% 34
2024
Q2 		$2.92M Sell
11,444
-510
-4% -$135K 0.63% 36
2024
Q1 		$3.37M Buy
11,954
+185
+2% +$53.8K 0.78% 27
2023
Q4 		$3.49M Sell
11,769
-151
-1% -$41.1K 0.91% 22
2023
Q3 		$3.14M Sell
11,920
-5,639
-32% -$1.61M 0.93% 23
2023
Q2 		$5.04M Buy
17,559
+5,595
+47% +$1.63M 0.83% 32
2023
Q1 		$3.35M Buy
11,964
+3,439
+40% +$921K 1.04% 21
2022
Q4 		$2.25M Buy
+8,525
New +$2.25M 0.98% 28

Other funds holding MCD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Beverly Hills Private Wealth's MCD Position: Q2 2026 in Review

Beverly Hills Private Wealth reduced its McDonald's (MCD) stake by 37% in Q2 2026, selling an estimated $1.17M and leaving 6,869 shares worth $1.86M. The position accounts for 0.35% of the portfolio, ranked #75.

Beverly Hills Private Wealth first reported a position in MCD in Q4 2022 and has held it in 15 quarters since. The position peaked at $5.04M in Q2 2023. 3,459 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Beverly Hills Private Wealth held 6,869 shares of McDonald's worth $1.86M as of Q2 2026.
  • Beverly Hills Private Wealth sold 4,069 McDonald's shares in Q2 2026, an estimated $1.17M.
  • McDonald's made up 0.35% of Beverly Hills Private Wealth's portfolio in Q2 2026, its #75 holding.
  • Beverly Hills Private Wealth first reported a position in McDonald's in Q4 2022 and has held it in 15 quarters since.
  • Beverly Hills Private Wealth's McDonald's position peaked at $5.04M in Q2 2023.
  • 3,459 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.