Perpetual Ltd’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 | $706K | Buy |
2,610
+67
| +3% | +$19.2K | 0.01% | 272 |
|
|
2026
Q1 | $790K | Buy |
2,543
+500
| +24% | +$159K | 0.01% | 245 |
|
|
2025
Q4 | $624K | Hold |
2,043
| – | – | 0.01% | 280 |
|
|
2025
Q3 | $621K | Buy |
+2,043
| New | +$622K | 0.01% | 303 |
|
|
2024
Q2 | – | Sell |
-840
| Closed | -$237K | – | 457 |
|
|
2024
Q1 | $237K | Buy |
+840
| New | +$244K | ﹤0.01% | 411 |
|
|
2020
Q3 | $975K | Hold |
4,440
| – | – | 0.07% | 190 |
|
|
2020
Q2 | $819K | Buy |
+4,440
| New | +$814K | 0.08% | 143 |
|
|
2020
Q1 | – | Sell |
-4,440
| Closed | -$876K | – | 218 |
|
|
2019
Q4 | $876K | Hold |
4,440
| – | – | 0.13% | 81 |
|
|
2019
Q3 | $953K | Hold |
4,440
| – | – | 0.15% | 73 |
|
|
2019
Q2 | $922K | Sell |
4,440
-1,200
| -21% | -$238K | 0.15% | 70 |
|
|
2019
Q1 | $1.07M | Hold |
5,640
| – | – | 0.15% | 72 |
|
|
2018
Q4 | $990K | Hold |
5,640
| – | – | 0.15% | 73 |
|
|
2018
Q3 | $944K | Hold |
5,640
| – | – | 0.13% | 78 |
|
|
2018
Q2 | $885K | Buy |
5,640
+600
| +12% | +$97.3K | 0.11% | 82 |
|
|
2018
Q1 | $788K | Sell |
5,040
-300
| -6% | -$49.4K | 0.11% | 80 |
|
|
2017
Q4 | $926K | Hold |
5,340
| – | – | 0.12% | 80 |
|
|
2017
Q3 | $857K | Sell |
5,340
-40,662
| -88% | -$6.37M | 0.12% | 80 |
|
|
2017
Q2 | $7.05M | Sell |
46,002
-1,100
| -2% | -$159K | 0.55% | 56 |
|
|
2017
Q1 | $6.14M | Buy |
+47,102
| New | +$5.91M | 0.61% | 50 |
|
|
2016
Q4 | – | Sell |
-34,574
| Closed | -$3.99M | – | 188 |
|
|
2016
Q3 | $3.99M | Buy |
34,574
+25,146
| +267% | +$2.98M | 0.33% | 77 |
|
|
2016
Q2 | $1.14M | Buy |
9,428
+300
| +3% | +$37.6K | 0.11% | 126 |
|
|
2016
Q1 | $1.15M | Sell |
9,128
-900
| -9% | -$108K | 0.12% | 123 |
|
|
2015
Q4 | $1.19M | Hold |
10,028
| – | – | 0.13% | 110 |
|
|
2015
Q3 | $988K | Sell |
10,028
-1,200
| -11% | -$117K | 0.12% | 114 |
|
|
2015
Q2 | $1.07M | Sell |
11,228
-300
| -3% | -$29K | 0.12% | 112 |
|
|
2015
Q1 | $1.12M | Sell |
11,528
-19,717
| -63% | -$1.87M | 0.13% | 114 |
|
|
2014
Q4 | $2.93M | Buy |
31,245
+3,478
| +13% | +$326K | 0.34% | 103 |
|
|
2014
Q3 | $2.63M | Sell |
27,767
-3,598
| -11% | -$343K | 0.28% | 98 |
|
|
2014
Q2 | $3.16M | Buy |
31,365
+4,289
| +16% | +$433K | 0.28% | 86 |
|
|
2014
Q1 | $2.65M | Buy |
27,076
+16,248
| +150% | +$1.55M | 0.39% | 78 |
|
|
2013
Q4 | $1.05M | Buy |
10,828
+1,500
| +16% | +$144K | 0.14% | 126 |
|
|
2013
Q3 | $897K | Sell |
9,328
-300
| -3% | -$29.3K | 0.13% | 137 |
|
|
2013
Q2 | $953K | Buy |
+9,628
| New | +$964K | 0.14% | 133 |
|
Other funds holding MCD
BPC
ECSS
TWC
DC
Perpetual Ltd's MCD Position: Q2 2026 in Review
Perpetual Ltd increased its McDonald's (MCD) stake by 2.6% in Q2 2026, buying an estimated $19.2K and bringing the position to 2,610 shares worth $706K. The position accounts for 0.01% of the portfolio, ranked #272.
Perpetual Ltd first reported a position in MCD in Q2 2013 and has held it in 33 quarters since. The position peaked at $7.05M in Q2 2017. 1,500 funds tracked by Wall St. Rank hold MCD as of Q2 2026.
- Perpetual Ltd held 2,610 shares of McDonald's worth $706K as of Q2 2026.
- Perpetual Ltd bought 67 McDonald's shares in Q2 2026, an estimated $19.2K.
- McDonald's made up 0.01% of Perpetual Ltd's portfolio in Q2 2026, its #272 holding.
- Perpetual Ltd first reported a position in McDonald's in Q2 2013 and has held it in 33 quarters since.
- Perpetual Ltd's McDonald's position peaked at $7.05M in Q2 2017.
- 1,500 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.
Based on Perpetual Ltd's 13F filing for Q2 2026, filed 15 Jul 2026.