Perennial Advisors’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $7.59M | Sell |
28,095
-140
| -0.5% | -$40.1K | 1.17% | 27 |
|
|
2026
Q1 | $8.78M | Buy |
28,235
+455
| +2% | +$145K | 1.49% | 23 |
|
|
2025
Q4 | $8.49M | Buy |
27,780
+1,199
| +5% | +$367K | 1.42% | 23 |
|
|
2025
Q3 | $8.08M | Sell |
26,581
-440
| -2% | -$134K | 1.4% | 24 |
|
|
2025
Q2 | $7.89M | Buy |
27,021
+78
| +0.3% | +$24K | 1.47% | 23 |
|
|
2025
Q1 | $8.42M | Buy |
26,943
+229
| +0.9% | +$68.5K | 1.68% | 19 |
|
|
2024
Q4 | $7.74M | Buy |
+26,714
| New | +$7.97M | 1.69% | 19 |
|
|
2024
Q2 | $6.68M | Buy |
26,210
+274
| +1% | +$72.7K | 1.5% | 22 |
|
|
2024
Q1 | $7.31M | Buy |
25,936
+149
| +0.6% | +$43.3K | 1.7% | 22 |
|
|
2023
Q4 | $7.65M | Buy |
25,787
+373
| +1% | +$102K | 1.88% | 19 |
|
|
2023
Q3 | $6.7M | Buy |
25,414
+353
| +1% | +$101K | 1.81% | 24 |
|
|
2023
Q2 | $7.48M | Buy |
25,061
+218
| +0.9% | +$63.3K | 1.91% | 20 |
|
|
2023
Q1 | $6.95M | Sell |
24,843
-203
| -0.8% | -$54.4K | 1.99% | 19 |
|
|
2022
Q4 | $6.6M | Sell |
25,046
-910
| -4% | -$240K | 2.1% | 19 |
|
|
2022
Q3 | $5.99M | Sell |
25,956
-40
| -0.2% | -$10.2K | 1.96% | 23 |
|
|
2022
Q2 | $6.42M | Sell |
25,996
-193
| -0.7% | -$47.5K | 2% | 20 |
|
|
2022
Q1 | $6.48M | Buy |
26,189
+1,562
| +6% | +$389K | 1.72% | 26 |
|
|
2021
Q4 | $6.6M | Buy |
24,627
+503
| +2% | +$127K | 1.78% | 29 |
|
|
2021
Q3 | $5.82M | Buy |
24,124
+566
| +2% | +$135K | 1.71% | 28 |
|
|
2021
Q2 | $5.44M | Buy |
23,558
+829
| +4% | +$193K | 1.58% | 30 |
|
|
2021
Q1 | $5.09M | Buy |
22,729
+840
| +4% | +$180K | 1.6% | 29 |
|
|
2020
Q4 | $4.7M | Buy |
21,889
+1,398
| +7% | +$304K | 1.65% | 28 |
|
|
2020
Q3 | $4.5M | Buy |
20,491
+192
| +0.9% | +$39.4K | 1.84% | 26 |
|
|
2020
Q2 | $3.75M | Buy |
20,299
+866
| +4% | +$159K | 1.59% | 30 |
|
|
2020
Q1 | $3.21M | Buy |
19,433
+638
| +3% | +$126K | 1.79% | 26 |
|
|
2019
Q4 | $3.71M | Buy |
18,795
+705
| +4% | +$140K | 1.78% | 25 |
|
|
2019
Q3 | $3.88M | Buy |
18,090
+646
| +4% | +$138K | 2.01% | 18 |
|
|
2019
Q2 | $3.62M | Buy |
17,444
+373
| +2% | +$73.9K | 1.93% | 20 |
|
|
2019
Q1 | $3.24M | Buy |
17,071
+568
| +3% | +$103K | 1.84% | 22 |
|
|
2018
Q4 | $2.93M | Buy |
16,503
+277
| +2% | +$49.1K | 1.9% | 21 |
|
|
2018
Q3 | $2.71M | Buy |
16,226
+270
| +2% | +$43.3K | 1.56% | 30 |
|
|
2018
Q2 | $2.5M | Buy |
15,956
+524
| +3% | +$85K | 1.54% | 29 |
|
|
2018
Q1 | $2.41M | Buy |
15,432
+459
| +3% | +$75.5K | 1.52% | 29 |
|
|
2017
Q4 | $2.58M | Buy |
14,973
+386
| +3% | +$64.8K | 1.6% | 27 |
|
|
2017
Q3 | $2.29M | Buy |
14,587
+1,859
| +15% | +$291K | 1.55% | 29 |
|
|
2017
Q2 | $1.95M | Buy |
12,728
+183
| +1% | +$26.4K | 1.41% | 33 |
|
|
2017
Q1 | $1.63M | Sell |
12,545
-497
| -4% | -$62.4K | 1.25% | 38 |
|
|
2016
Q4 | $1.59M | Buy |
+13,042
| New | +$1.53M | 1.32% | 34 |
|
Other funds holding MCD
BPC
ECSS
Perennial Advisors's MCD Position: Q2 2026 in Review
Perennial Advisors reduced its McDonald's (MCD) stake by 0.5% in Q2 2026, selling an estimated $40.1K and leaving 28,095 shares worth $7.59M. The position accounts for 1.17% of the portfolio, ranked #27.
Perennial Advisors first reported a position in MCD in Q4 2016 and has held it in 38 quarters since. The position peaked at $8.78M in Q1 2026. 1,684 funds tracked by Wall St. Rank hold MCD as of Q2 2026.
- Perennial Advisors held 28,095 shares of McDonald's worth $7.59M as of Q2 2026.
- Perennial Advisors sold 140 McDonald's shares in Q2 2026, an estimated $40.1K.
- McDonald's made up 1.17% of Perennial Advisors's portfolio in Q2 2026, its #27 holding.
- Perennial Advisors first reported a position in McDonald's in Q4 2016 and has held it in 38 quarters since.
- Perennial Advisors's McDonald's position peaked at $8.78M in Q1 2026.
- 1,684 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.
Based on Perennial Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.