SEC 13F Intelligence

Perigon Wealth Management, LLC / MCD

Perigon Wealth Management, LLC’s Mcdonalds Corp Position

Does Perigon Wealth Management, LLC own Mcdonalds Corp (MCD)? Yes — 60.4K shares worth $19M (+0.34% of its 13F portfolio) as of Q1 2026, up from 60.0K shares the prior filed quarter.

Position Value
$19M
Q1 2026
Shares
60.4K
% of Portfolio
+0.34%
Quarters Held
30
currently held

Position History MCD

Reported value by quarter
Q4 ’18: $5MQ4 ’18Q1 ’19: $5MQ2 ’19: $6MQ3 ’19: $6MQ4 ’19: $5MQ4 ’19Q1 ’20: $5MQ2 ’20: $5MQ3 ’20: $6MQ4 ’20: $6MQ4 ’20Q1 ’21: $7MQ2 ’21: $7MQ3 ’21: $8MQ4 ’21: $9MQ4 ’21Q1 ’22: $8MQ2 ’22: $8MQ3 ’22: $8MQ4 ’22: $10MQ4 ’22Q1 ’23: $11MQ2 ’23: $19MQ3 ’23: $17MQ4 ’23: $19MQ4 ’23Q1 ’24: $17MQ2 ’24: $14MQ3 ’24: $17MQ4 ’24: $17MQ4 ’24Q1 ’25: $19MQ2 ’25: $17MQ3 ’25: $18MQ4 ’25: $18MQ4 ’25Q1 ’26: $19Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202660.4K$19M+0.34%
Q4 202560.0K$18M+0.33%
Q3 202559.9K$18M+0.37%
Q2 202557.3K$17M+0.39%
Q1 202560.9K$19M+0.49%
Q4 202462.3K$17M+0.43%
Q3 202456.5K$17M+0.45%
Q2 202455.9K$14M+0.41%
Q1 202460.3K$17M+0.52%
Q4 202364.4K$19M+0.62%
Q3 202363.1K$17M+0.67%
Q2 202362.3K$19M+0.73%
Q1 202337.7K$11M+0.60%
Q4 202237.1K$10M+0.61%
Q3 202232.5K$8M+0.65%
Q2 202232.8K$8M+0.68%
Q1 202232.1K$8M+0.56%
Q4 202132.2K$9M+0.62%
Q3 202131.4K$8M+0.66%
Q2 202131.1K$7M+0.64%
Q1 202130.4K$7M+0.70%
Q4 202028.6K$6M+0.71%
Q3 202027.9K$6M+0.85%
Q2 202027.5K$5M+0.80%
Q1 202028.5K$5M+0.97%
Q4 201926.6K$5M+1.10%
Q3 201928.0K$6M+1.36%
Q2 201926.9K$6M+1.31%
Q1 201927.0K$5M+1.24%
Q4 201826.6K$5M+1.25%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Perigon Wealth Management, LLC’s full portfolio or all institutional holders of MCD.