Perryman Financial Advisory’s McDonald's MCD Stock Holding History

Perryman Financial Advisory’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	–	Sell	-674	Closed	-$209K	–	196
2026 Q1	$209K	Sell	674 -238	-26%	-$75.8K	0.03%	168
2025 Q4	$279K	Buy	+912	New	+$279K	0.04%	155

Other funds holding MCD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Perryman Financial Advisory's MCD Position: Q2 2026 in Review

Perryman Financial Advisory sold out of McDonald's (MCD) in Q2 2026, closing a stake of 674 shares — an estimated $209K sold.

Perryman Financial Advisory first reported a position in MCD in Q4 2025 and held it in 2 quarters. The position peaked at $279K in Q4 2025. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Perryman Financial Advisory reported no remaining McDonald's position as of Q2 2026 after selling out during the quarter.
Perryman Financial Advisory sold 674 McDonald's shares in Q2 2026, an estimated $209K.
Perryman Financial Advisory first reported a position in McDonald's in Q4 2025 and held it in 2 quarters.
Perryman Financial Advisory's McDonald's position peaked at $279K in Q4 2025.
3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Perryman Financial Advisory's 13F filing for Q2 2026, filed 24 Jul 2026.