Perbak Capital Partners’s McDonald's MCD Stock Holding History

Perbak Capital Partners’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 Q1	–	Sell	-735	Closed	-$225K	–	354
2025 Q4	$225K	Sell	735 -76	-9%	-$23.3K	0.07%	199
2025 Q3	$246K	Buy	+811	New	+$247K	0.04%	280
2025 Q2	–	Sell	-982	Closed	-$307K	–	313
2025 Q1	$307K	Sell	982 -6,549	-87%	-$1.96M	0.23%	126
2024 Q4	$2.18M	Buy	7,531 +983	+15%	+$293K	1.17%	19
2024 Q3	$1.99M	Sell	6,548 -4,288	-40%	-$1.18M	1.4%	18
2024 Q2	$2.76M	Buy	+10,836	New	+$2.87M	0.82%	32

Other funds holding MCD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

DAM

Diamant Asset Management Ridgefield, Connecticut $147M AUM 25.76% 1-Year Est. Return

Perbak Capital Partners's MCD Position: Q1 2026 in Review

Perbak Capital Partners sold out of McDonald's (MCD) in Q1 2026, closing a stake of 735 shares — an estimated $225K sold.

Perbak Capital Partners first reported a position in MCD in Q2 2024 and held it in 6 quarters. The position peaked at $2.76M in Q2 2024. 3,587 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

Perbak Capital Partners reported no remaining McDonald's position as of Q1 2026 after selling out during the quarter.
Perbak Capital Partners sold 735 McDonald's shares in Q1 2026, an estimated $225K.
Perbak Capital Partners first reported a position in McDonald's in Q2 2024 and held it in 6 quarters.
Perbak Capital Partners's McDonald's position peaked at $2.76M in Q2 2024.
3,587 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Perbak Capital Partners's 13F filing for Q1 2026, filed 15 May 2026.