SEC 13F Intelligence

Perennial Advisors, LLC / MCD

Perennial Advisors, LLC’s Mcdonalds Corp Position

Does Perennial Advisors, LLC own Mcdonalds Corp (MCD)? Yes28.2K shares worth $9M (+1.49% of its 13F portfolio) as of Q1 2026, up from 27.8K shares the prior filed quarter.

Position Value
$9M
Q1 2026
Shares
28.2K
% of Portfolio
+1.49%
Quarters Held
29
currently held

Position History MCD

Reported value by quarter
Q4 ’18: $3MQ4 ’18Q1 ’19: $3MQ2 ’19: $4MQ3 ’19: $4MQ4 ’19: $4MQ4 ’19Q1 ’20: $3MQ2 ’20: $4MQ3 ’20: $4MQ4 ’20: $5MQ4 ’20Q1 ’21: $5MQ2 ’21: $5MQ3 ’21: $6MQ4 ’21: $7MQ4 ’21Q1 ’22: $6MQ2 ’22: $6MQ3 ’22: $6MQ4 ’22: $7MQ4 ’22Q1 ’23: $7MQ2 ’23: $7MQ3 ’23: $7MQ4 ’23: $8MQ4 ’23Q1 ’24: $7MQ2 ’24: $7MQ4 ’24: $8MQ1 ’25: $8MQ1 ’25Q2 ’25: $8MQ3 ’25: $8MQ4 ’25: $8MQ1 ’26: $9MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202628.2K$9M+1.49%
Q4 202527.8K$8M+1.42%
Q3 202526.6K$8M+1.40%
Q2 202527.0K$8M+1.47%
Q1 202526.9K$8M+1.68%
Q4 202426.7K$8M+1.69%
Q2 202426.2K$7M+1.50%
Q1 202425.9K$7M+1.70%
Q4 202325.8K$8M+1.88%
Q3 202325.4K$7M+1.81%
Q2 202325.1K$7M+1.91%
Q1 202324.8K$7M+1.99%
Q4 202225.0K$7M+2.10%
Q3 202226.0K$6M+1.96%
Q2 202226.0K$6M+2.00%
Q1 202226.2K$6M+1.72%
Q4 202124.6K$7M+1.78%
Q3 202124.1K$6M+1.71%
Q2 202123.6K$5M+1.58%
Q1 202122.7K$5M+1.60%
Q4 202021.9K$5M+1.65%
Q3 202020.5K$4M+1.84%
Q2 202020.3K$4M+1.59%
Q1 202019.4K$3M+1.79%
Q4 201918.8K$4M+1.78%
Q3 201918.1K$4M+2.01%
Q2 201917.4K$4M+1.93%
Q1 201917.1K$3M+1.84%
Q4 201816.5K$3M+1.90%

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