Beacon Pointe Advisors, LLC

SEC CIK: 0001744317
Latest filing: Aug 18, 2026

SEC filings (opens in a new tab)

MCD holding history

McDonalds Corp in every 13F filed by Beacon Pointe Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MCD overview All 13F holders of MCD Full Q2 2026 holdings

Shares (Q2 2026): 115,144
Value: $31.1M
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of MCD by Beacon Pointe Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	115,144	$31.1M	0.1%	−6,526−5.4%	Reduced	Holders
Q1 2026	121,670	$37.8M	0.2%	+33,124+37.4%	Added	Holders
Q4 2025	88,546	$27.1M	0.2%	+647+0.7%	Added	Holders
Q3 2025	87,899	$26.7M	0.2%	−18,462−17.4%	Reduced	Holders
Q2 2025	106,361	$31.1M	0.3%	−173−0.2%	Reduced	Holders
Q1 2025	106,534	$33.3M	0.4%	−3,627−3.3%	Reduced	Holders
Q4 2024	110,161	$31.9M	0.4%	−2,239−2.0%	Reduced	Holders
Q3 2024	112,400	$34.2M	0.4%	−3,682−3.2%	Reduced	Holders
Q2 2024	116,082	$29.6M	0.4%	−13,100−10.1%	Reduced	Holders
Q1 2024	129,182	$36.4M	0.4%	−1,493−1.1%	Reduced	Holders
Q4 2023	130,675	$38.7M	0.5%	+2,935+2.3%	Added	Holders
Q3 2023	127,740	$33.7M	0.4%	+15,045+13.4%	Added	Holders
Q2 2023	112,695	$33.6M	0.6%	−5,520−4.7%	Reduced	Holders
Q1 2023	118,215	$33.1M	0.6%	+2,337+2.0%	Added	Holders
Q4 2022	115,878	$30.5M	0.6%	+2,687+2.4%	Added	Holders
Q3 2022	113,191	$26.1M	0.6%	+880+0.8%	Added	Holders
Q2 2022	112,311	$27.7M	0.6%	−8,425−7.0%	Reduced	Holders
Q1 2022	120,736	$29.9M	0.4%	+95,024+369.6%	Added	Holders
Q4 2021	25,712	$6.89M	0.2%	−42,924−62.5%	Reduced	Holders
Q3 2021	68,636	$16.5M	0.4%	+49,262+254.3%	Added	Holders
Q2 2021	19,374	$4.47M	0.2%	+11,289+139.6%	Added	Holders
Q1 2021	8,085	$1.81M	0.1%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.