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Beacon Pointe Advisors, LLC: MCD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Beacon Pointe Advisors, LLC on MCD, newest first. How the timeline and the estimate are built.

Beacon Pointe Advisors, LLC held 115,144 MCD shares at 2026-06-30 per its 13F-HR filed 2026-08-18.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 115,144 shares
    Change vs previous 13F -6,526 shares

    0.14% of the 13F portfolio, value $31,128,275.

    13F-HR 0002085853-26-001042 filed by Beacon Pointe Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 121,670 shares
    Change vs previous 13F +33,124 shares

    0.2% of the 13F portfolio, value $37,813,757.

    13F-HR 0002085853-26-000598 filed by Beacon Pointe Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 88,546 shares
    Change vs previous 13F +647 shares

    0.19% of the 13F portfolio, value $27,062,294.

    13F-HR 0002085853-26-000279 filed by Beacon Pointe Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 87,899 shares
    Change vs previous 13F -18,462 shares

    0.23% of the 13F portfolio, value $26,711,602.

    13F-HR 0001941040-25-000654 filed by Beacon Pointe Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 106,361 shares
    Change vs previous 13F -173 shares

    0.32% of the 13F portfolio, value $31,075,606.

    13F-HR 0001941040-25-000481 filed by Beacon Pointe Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 106,534 shares
    Change vs previous 13F -3,627 shares

    0.37% of the 13F portfolio, value $33,277,978.

    13F-HR 0001941040-25-000288 filed by Beacon Pointe Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 110,161 shares
    Change vs previous 13F -2,239 shares

    0.35% of the 13F portfolio, value $31,934,591.

    13F-HR 0001941040-25-000169 filed by Beacon Pointe Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 112,400 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $34,226,899.

    13F-HR 0001941040-24-000522 filed by Beacon Pointe Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).