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Persium Advisors’s McDonald's MCD Stock Holding History

Persium 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
2026
Q3 		$765K Buy
3,311
+353
+12% +$92.9K 0.4% 48
2026
Q2 		$800K Buy
2,958
+624
+27% +$179K 0.52% 42
2026
Q1 		$725K Buy
2,334
+131
+6% +$41.7K 0.57% 39
2025
Q4 		$673K Buy
2,203
+152
+7% +$46.6K 0.49% 43
2025
Q3 		$623K Buy
2,051
+85
+4% +$25.9K 0.46% 43
2025
Q2 		$574K Buy
1,966
+102
+5% +$31.4K 0.48% 43
2025
Q1 		$582K Buy
1,864
+55
+3% +$16.5K 0.55% 30
2024
Q4 		$524K Buy
+1,809
New +$539K 0.52% 39

Other funds holding MCD

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Persium Advisors's MCD Position: Q3 2026 in Review

Persium Advisors increased its McDonald's (MCD) stake by 12% in Q3 2026, buying an estimated $92.9K and bringing the position to 3,311 shares worth $765K. The position accounts for 0.4% of the portfolio, ranked #48.

Persium Advisors first reported a position in MCD in Q4 2024 and has held it in 8 quarters since. The position peaked at $800K in Q2 2026. 179 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

  • Persium Advisors held 3,311 shares of McDonald's worth $765K as of Q3 2026.
  • Persium Advisors bought 353 McDonald's shares in Q3 2026, an estimated $92.9K.
  • McDonald's made up 0.4% of Persium Advisors's portfolio in Q3 2026, its #48 holding.
  • Persium Advisors first reported a position in McDonald's in Q4 2024 and has held it in 8 quarters since.
  • Persium Advisors's McDonald's position peaked at $800K in Q2 2026.
  • 179 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on Persium Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.