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Perkins Coie Trust Company’s McDonald's MCD Stock Holding History

Perkins Coie Trust Company’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 		$221K Hold
817
– – 0.04% 102
2026
Q1 		$254K Hold
817
– – 0.05% 95
2025
Q4 		$250K Hold
817
– – 0.05% 97
2025
Q3 		$248K Sell
817
-755
-48% -$230K 0.05% 96
2025
Q2 		$459K Buy
1,572
+664
+73% +$205K 0.08% 83
2025
Q1 		$284K Hold
908
– – 0.06% 94
2024
Q4 		$263K Hold
908
– – 0.06% 93
2024
Q3 		$276K Hold
908
– – 0.06% 92
2024
Q2 		$231K Sell
908
-20
-2% -$5.31K 0.05% 97
2024
Q1 		$262K Hold
928
– – 0.06% 91
2023
Q4 		$275K Sell
928
-46
-5% -$12.5K 0.07% 90
2023
Q3 		$257K Buy
974
+954
+4,770% +$272K 0.07% 90
2023
Q2 		$5.97K Hold
20
– – ﹤0.01% 193
2023
Q1 		$5.59K Hold
20
– – ﹤0.01% 207
2022
Q4 		$5.27K Hold
20
– – ﹤0.01% 201
2022
Q3 		$5K Hold
20
– – ﹤0.01% 209
2022
Q2 		$5K Hold
20
– – ﹤0.01% 209
2022
Q1 		$5K Hold
20
– – ﹤0.01% 213
2021
Q4 		$5K Sell
20
-10
-33% -$2.52K ﹤0.01% 207
2021
Q3 		$7K Sell
30
-200
-87% -$47.7K ﹤0.01% 215
2021
Q2 		$53K Buy
230
+210
+1,050% +$48.9K 0.02% 150
2021
Q1 		$4K Hold
20
– – ﹤0.01% 221
2020
Q4 		$4K Hold
20
– – ﹤0.01% 231
2020
Q3 		$4K Sell
20
-8
-29% -$1.64K ﹤0.01% 224
2020
Q2 		$5K Hold
28
– – ﹤0.01% 231
2020
Q1 		$5K Buy
28
+8
+40% +$1.58K ﹤0.01% 256
2019
Q4 		$4K Hold
20
– – ﹤0.01% 263
2019
Q3 		$4K Hold
20
– – ﹤0.01% 269
2019
Q2 		$4K Buy
+20
New +$3.96K ﹤0.01% 270
2015
Q3 		– Sell
-182
Closed -$17K – 255
2015
Q2 		$17K Sell
182
-66
-27% -$6.38K 0.01% 192
2015
Q1 		$24K Buy
248
+66
+36% +$6.26K 0.02% 170
2014
Q4 		$17K Hold
182
– – 0.01% 177
2014
Q3 		$17K Buy
+182
New +$17.4K 0.01% 178

Other funds holding MCD

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Perkins Coie Trust Company's MCD Position: Q2 2026 in Review

Perkins Coie Trust Company held its McDonald's (MCD) position steady in Q2 2026 at 817 shares worth $221K. The position accounts for 0.04% of the portfolio, ranked #102.

Perkins Coie Trust Company first reported a position in MCD in Q3 2014 and has held it in 33 quarters since. The position peaked at $459K in Q2 2025. 1,157 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Perkins Coie Trust Company held 817 shares of McDonald's worth $221K as of Q2 2026.
  • Perkins Coie Trust Company left its McDonald's share count unchanged in Q2 2026.
  • McDonald's made up 0.04% of Perkins Coie Trust Company's portfolio in Q2 2026, its #102 holding.
  • Perkins Coie Trust Company first reported a position in McDonald's in Q3 2014 and has held it in 33 quarters since.
  • Perkins Coie Trust Company's McDonald's position peaked at $459K in Q2 2025.
  • 1,157 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Perkins Coie Trust Company's 13F filing for Q2 2026, filed 9 Jul 2026.