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Perennial Investment Advisors’s McDonald's MCD Stock Holding History

Perennial Investment Advisors’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
Q2 		$564K Buy
2,085
+199
+11% +$57.1K 0.04% 312
2026
Q1 		$586K Buy
1,886
+51
+3% +$16.2K 0.05% 272
2025
Q4 		$561K Buy
1,835
+159
+9% +$48.7K 0.04% 267
2025
Q3 		$509K Buy
1,676
+53
+3% +$16.1K 0.04% 268
2025
Q2 		$474K Buy
1,623
+62
+4% +$19.1K 0.05% 267
2025
Q1 		$488K Buy
1,561
+102
+7% +$30.5K 0.05% 246
2024
Q4 		$423K Buy
1,459
+59
+4% +$17.6K 0.05% 244
2024
Q3 		$427K Sell
1,400
-155
-10% -$42.7K 0.06% 235
2024
Q2 		$396K Buy
1,555
+86
+6% +$22.8K 0.06% 233
2024
Q1 		$414K Sell
1,469
-25
-2% -$7.27K 0.06% 204
2023
Q4 		$443K Sell
1,494
-63
-4% -$17.1K 0.07% 190
2023
Q3 		$410K Buy
1,557
+38
+3% +$10.8K 0.07% 191
2023
Q2 		$453K Sell
1,519
-100
-6% -$29.1K 0.08% 190
2023
Q1 		$453K Buy
1,619
+376
+30% +$101K 0.08% 188
2022
Q4 		$327K Buy
1,243
+74
+6% +$19.5K 0.13% 142
2022
Q3 		$270K Buy
1,169
+6
+0.5% +$1.53K 0.12% 146
2022
Q2 		$285K Sell
1,163
-9
-0.8% -$2.22K 0.11% 146
2022
Q1 		$289K Sell
1,172
-6
-0.5% -$1.5K 0.09% 169
2021
Q4 		$315K Buy
1,178
+79
+7% +$19.9K 0.1% 166
2021
Q3 		$266K Buy
1,099
+1
+0.1% +$239 0.09% 174
2021
Q2 		$254K Sell
1,098
-11
-1% -$2.56K 0.09% 175
2021
Q1 		$249K Hold
1,109
– – 0.1% 161
2020
Q4 		$238K Sell
1,109
-47
-4% -$10.2K 0.1% 142
2020
Q3 		$255K Buy
1,156
+32
+3% +$6.57K 0.13% 121
2020
Q2 		$207K Sell
1,124
-121
-10% -$22.2K 0.14% 118
2020
Q1 		$206K Buy
1,245
+149
+14% +$29.4K 0.18% 110
2019
Q4 		$217K Buy
+1,096
New +$217K 0.17% 118

Other funds holding MCD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Perennial Investment Advisors's MCD Position: Q2 2026 in Review

Perennial Investment Advisors increased its McDonald's (MCD) stake by 11% in Q2 2026, buying an estimated $57.1K and bringing the position to 2,085 shares worth $564K. The position accounts for 0.04% of the portfolio, ranked #312.

Perennial Investment Advisors first reported a position in MCD in Q4 2019 and has held it in 27 quarters since. The position peaked at $586K in Q1 2026. 3,480 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Perennial Investment Advisors held 2,085 shares of McDonald's worth $564K as of Q2 2026.
  • Perennial Investment Advisors bought 199 McDonald's shares in Q2 2026, an estimated $57.1K.
  • McDonald's made up 0.04% of Perennial Investment Advisors's portfolio in Q2 2026, its #312 holding.
  • Perennial Investment Advisors first reported a position in McDonald's in Q4 2019 and has held it in 27 quarters since.
  • Perennial Investment Advisors's McDonald's position peaked at $586K in Q1 2026.
  • 3,480 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Perennial Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.