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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
2023
Q2 		– Sell
-100
Closed -$28K – 386
2023
Q1 		$28K Buy
+100
New +$26.8K 0.01% 354

Other funds holding MCD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $147M AUM 25.76% 1-Year Est. Return

Perennial Investment Advisors's MCD Position: Q1 2026 in Review

Perennial Investment Advisors increased its McDonald's (MCD) stake by 2.8% in Q1 2026, buying an estimated $16.2K and bringing the position to 1,886 shares worth $586K. The position accounts for 0.05% of the portfolio, ranked #272.

Perennial Investment Advisors first reported a position in MCD in Q4 2019 and has held it in 26 quarters since. 3,575 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Perennial Investment Advisors held 1,886 shares of McDonald's worth $586K as of Q1 2026.
  • Perennial Investment Advisors bought 51 McDonald's shares in Q1 2026, an estimated $16.2K.
  • McDonald's made up 0.05% of Perennial Investment Advisors's portfolio in Q1 2026, its #272 holding.
  • Perennial Investment Advisors first reported a position in McDonald's in Q4 2019 and has held it in 26 quarters since.
  • 3,575 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Perennial Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.