SEC 13F Intelligence

Beacon Pointe Advisors, LLC / MCD

Beacon Pointe Advisors, LLC’s Mcdonalds Corp Position

Does Beacon Pointe Advisors, LLC own Mcdonalds Corp (MCD)? Yes121.7K shares worth $38M (+0.20% of its 13F portfolio) as of Q1 2026, up from 88.5K shares the prior filed quarter.

Position Value
$38M
Q1 2026
Shares
121.7K
% of Portfolio
+0.20%
Quarters Held
30
currently held

Position History MCD

Reported value by quarter
Q4 ’18: $495,000Q4 ’18Q1 ’19: $619,000Q2 ’19: $640,000Q3 ’19: $586,000Q4 ’19: $630,000Q4 ’19Q1 ’20: $1MQ2 ’20: $2MQ3 ’20: $2MQ4 ’20: $2MQ4 ’20Q1 ’21: $2MQ2 ’21: $4MQ3 ’21: $17MQ4 ’21: $7MQ4 ’21Q1 ’22: $30MQ2 ’22: $28MQ3 ’22: $26MQ4 ’22: $31MQ4 ’22Q1 ’23: $33MQ2 ’23: $34MQ3 ’23: $34MQ4 ’23: $39MQ4 ’23Q1 ’24: $36MQ2 ’24: $30MQ3 ’24: $34MQ4 ’24: $32MQ4 ’24Q1 ’25: $33MQ2 ’25: $31MQ3 ’25: $27MQ4 ’25: $27MQ4 ’25Q1 ’26: $38Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026121.7K$38M+0.20%
Q4 202588.5K$27M+0.19%
Q3 202587.9K$27M+0.23%
Q2 2025106.4K$31M+0.32%
Q1 2025106.5K$33M+0.37%
Q4 2024110.2K$32M+0.35%
Q3 2024112.4K$34M+0.39%
Q2 2024116.1K$30M+0.35%
Q1 2024129.2K$36M+0.41%
Q4 2023130.7K$39M+0.46%
Q3 2023127.7K$34M+0.42%
Q2 2023112.7K$34M+0.55%
Q1 2023118.2K$33M+0.56%
Q4 2022115.9K$31M+0.59%
Q3 2022113.2K$26M+0.58%
Q2 2022112.3K$28M+0.58%
Q1 2022120.7K$30M+0.41%
Q4 202125.7K$7M+0.18%
Q3 202168.6K$17M+0.41%
Q2 202119.4K$4M+0.16%
Q1 20218.1K$2M+0.11%
Q4 20208.4K$2M+0.12%
Q3 20207.6K$2M+0.16%
Q2 20208.2K$2M+0.15%
Q1 20207.1K$1M+0.19%
Q4 20193.2K$630,000+0.20%
Q3 20192.7K$586,000+0.25%
Q2 20193.1K$640,000+0.23%
Q1 20193.3K$619,000+0.23%
Q4 20182.8K$495,000+0.30%

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