SEC 13F Intelligence

Beaumont Financial Partners, LLC / MCD

Beaumont Financial Partners, LLC’s Mcdonalds Corp Position

Does Beaumont Financial Partners, LLC own Mcdonalds Corp (MCD)? Yes92.6K shares worth $21M (+2.05% of its 13F portfolio) as of Q3 2022, down from 93.1K shares the prior filed quarter.

Position Value
$21M
Q3 2022
Shares
92.6K
% of Portfolio
+2.05%
Quarters Held
16
currently held

Position History MCD

Reported value by quarter
Q4 ’18: $19MQ4 ’18Q1 ’19: $20MQ2 ’19: $22MQ2 ’19Q3 ’19: $22MQ4 ’19: $21MQ4 ’19Q1 ’20: $17MQ2 ’20: $19MQ2 ’20Q3 ’20: $23MQ4 ’20: $21MQ4 ’20Q1 ’21: $22MQ2 ’21: $23MQ2 ’21Q3 ’21: $23MQ4 ’21: $26MQ4 ’21Q1 ’22: $24MQ2 ’22: $23MQ2 ’22Q3 ’22: $21Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q3 202292.6K$21M+2.05%
Q2 202293.1K$23M+2.06%
Q1 202295.5K$24M+1.80%
Q4 202195.3K$26M+1.85%
Q3 202196.2K$23M+1.79%
Q2 202197.6K$23M+1.72%
Q1 202198.0K$22M+1.86%
Q4 202096.2K$21M+1.83%
Q3 2020105.3K$23M+2.21%
Q2 2020105.6K$19M+2.03%
Q1 2020104.6K$17M+2.18%
Q4 2019105.4K$21M+2.05%
Q3 2019104.4K$22M+2.24%
Q2 2019106.0K$22M+2.28%
Q1 2019106.2K$20M+2.16%
Q4 2018106.9K$19M+3.10%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Beaumont Financial Partners, LLC’s full portfolio or all institutional holders of MCD.