Perigon Wealth Management’s McDonald's MCD Stock Holding History

Perigon Wealth Management’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	$18.8M	Buy	60,430 +462	+0.8%	+$147K	0.34%	64
2025 Q4	$18.3M	Buy	59,968 +19	+0%	+$5.82K	0.33%	62
2025 Q3	$18.2M	Buy	59,949 +2,692	+5%	+$819K	0.37%	55
2025 Q2	$16.7M	Sell	57,257 -3,601	-6%	-$1.11M	0.39%	53
2025 Q1	$19M	Sell	60,858 -1,407	-2%	-$421K	0.49%	43
2024 Q4	$17.4M	Buy	62,265 +5,745	+10%	+$1.71M	0.43%	42
2024 Q3	$17.2M	Buy	56,520 +632	+1%	+$174K	0.45%	43
2024 Q2	$14.2M	Sell	55,888 -4,441	-7%	-$1.18M	0.41%	48
2024 Q1	$17M	Sell	60,329 -4,065	-6%	-$1.18M	0.52%	40
2023 Q4	$19.1M	Buy	64,394 +1,289	+2%	+$351K	0.62%	30
2023 Q3	$16.6M	Buy	63,105 +807	+1%	+$230K	0.67%	30
2023 Q2	$18.6M	Buy	62,298 +24,592	+65%	+$7.14M	0.73%	27
2023 Q1	$10.5M	Buy	37,706 +651	+2%	+$174K	0.6%	32
2022 Q4	$9.76M	Buy	37,055 +4,529	+14%	+$1.19M	0.61%	33
2022 Q3	$7.5M	Sell	32,526 -251	-0.8%	-$64.2K	0.65%	28
2022 Q2	$8.09M	Buy	32,777 +642	+2%	+$158K	0.68%	25
2022 Q1	$7.95M	Sell	32,135 -20	-0.1%	-$4.98K	0.56%	33
2021 Q4	$8.62M	Buy	32,155 +772	+2%	+$195K	0.62%	28
2021 Q3	$7.57M	Buy	31,383 +295	+0.9%	+$70.4K	0.66%	27
2021 Q2	$7.18M	Buy	31,088 +663	+2%	+$154K	0.64%	28
2021 Q1	$6.82M	Buy	30,425 +1,809	+6%	+$387K	0.7%	29
2020 Q4	$6.14M	Buy	28,616 +757	+3%	+$165K	0.71%	25
2020 Q3	$6.12M	Buy	27,859 +343	+1%	+$70.4K	0.85%	22
2020 Q2	$5.08M	Sell	27,516 -960	-3%	-$176K	0.8%	25
2020 Q1	$5.23M	Buy	28,476 +1,920	+7%	+$378K	0.97%	23
2019 Q4	$5.37M	Sell	26,556 -1,425	-5%	-$283K	1.1%	20
2019 Q3	$5.8M	Buy	27,981 +1,063	+4%	+$228K	1.36%	14
2019 Q2	$5.59M	Sell	26,918 -40	-0.1%	-$7.92K	1.31%	16
2019 Q1	$5.34M	Buy	26,958 +383	+1%	+$69.5K	1.24%	19
2018 Q4	$4.89M	Buy	26,575 +1,910	+8%	+$339K	1.25%	18
2018 Q3	$4.13M	Sell	24,665 -4,635	-16%	-$743K	1.02%	23
2018 Q2	$4.59M	Buy	29,300 +1,618	+6%	+$262K	1.38%	15
2018 Q1	$4.33M	Buy	27,682 +490	+2%	+$80.6K	1.59%	13
2017 Q4	$4.68M	Sell	27,192 -1,117	-4%	-$188K	1.75%	15
2017 Q3	$4.44M	Sell	28,309 -544	-2%	-$85.3K	1.44%	15
2017 Q2	$4.42M	Sell	28,853 -194	-0.7%	-$28K	0.96%	26
2017 Q1	$3.77M	Sell	29,047 -168	-0.6%	-$21.1K	0.8%	32
2016 Q4	$3.74M	Sell	29,215 -1,077	-4%	-$126K	0.82%	33
2016 Q3	$3.5M	Buy	30,292 +1,592	+6%	+$189K	0.9%	33
2016 Q2	$3.45M	Sell	28,700 -36	-0.1%	-$4.51K	0.92%	29
2016 Q1	$3.61M	Hold	28,736	–	–	1.13%	26
2015 Q4	$3.4M	Sell	28,736 -367	-1%	-$41K	0.94%	30
2015 Q3	$2.87M	Sell	29,103 -215	-0.7%	-$20.9K	0.85%	24
2015 Q2	$2.79M	Buy	29,318 +236	+0.8%	+$22.8K	0.73%	34
2015 Q1	$2.83M	Buy	29,082 +2,781	+11%	+$264K	0.78%	33
2014 Q4	$2.46M	Sell	26,301 -1,229	-4%	-$115K	0.74%	36
2014 Q3	$2.61M	Sell	27,530 -5,064	-16%	-$483K	0.78%	36
2014 Q2	$3.28M	Buy	32,594 +66	+0.2%	+$6.66K	0.94%	28
2014 Q1	$3.19M	Buy	32,528 +376	+1%	+$36K	1.76%	14
2013 Q4	$3.12M	Buy	+32,152	New	+$3.09M	1.73%	17

Other funds holding MCD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

DAM

Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return

Perigon Wealth Management's MCD Position: Q1 2026 in Review

Perigon Wealth Management increased its McDonald's (MCD) stake by 0.77% in Q1 2026, buying an estimated $147K and bringing the position to 60,430 shares worth $18.8M. The position accounts for 0.34% of the portfolio, ranked #64.

Perigon Wealth Management first reported a position in MCD in Q4 2013 and has held it in 50 quarters since. The position peaked at $19.1M in Q4 2023. 3,564 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

Perigon Wealth Management held 60,430 shares of McDonald's worth $18.8M as of Q1 2026.
Perigon Wealth Management bought 462 McDonald's shares in Q1 2026, an estimated $147K.
McDonald's made up 0.34% of Perigon Wealth Management's portfolio in Q1 2026, its #64 holding.
Perigon Wealth Management first reported a position in McDonald's in Q4 2013 and has held it in 50 quarters since.
Perigon Wealth Management's McDonald's position peaked at $19.1M in Q4 2023.
3,564 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.