Position in MCD
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$17,188,742
-$1,592,297 QoQ
Shares Held
63,589
+5.2% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
#424
of 3,443 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 10%
Shared 0%
None 90%
Common Shares in MCD Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026Perigon Wealth Management, LLC holds $23,178,704 across 10 Restaurants names. MCD ranks #1 (74.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
This page
|
63,589 | $17,188,742 | |
| 2 | SBUX |
Starbucks Corp
|
27,510 | $2,811,246 | |
| 3 | YUM |
Yum Brands Inc
|
9,241 | $1,477,266 | |
| 4 | CMG |
Chipotle Mexican Grill Inc
|
12,171 | $413,814 | |
| 5 | DRI |
Darden Restaurants Inc
|
1,628 | $335,384 | |
| 6 | YUMC |
Yum China Holdings, Inc.
|
7,329 | $299,536 | |
| 7 | CAVA |
Cava Group, Inc.
|
2,874 | $225,551 | |
| 8 | WING |
Wingstop Inc.
|
1,230 | $213,294 |
All Filings in MCD
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,188,742 | 63,589 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $18,781,039 | 60,430 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $18,328,019 | 59,968 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $18,217,901 | 59,949 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $16,728,777 | 57,257 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $19,010,213 | 60,858 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $18,050,000 | 62,265 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $17,210,905 | 56,520 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $14,242,497 | 55,888 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $17,009,761 | 60,329 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $19,093,464 | 64,394 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $16,624,381 | 63,105 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $18,590,346 | 62,298 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $10,542,974 | 37,706 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $9,765,104 | 37,055 | Shares | Sole | 2023-05-01 | |
| 2022-09-30 | $7,505,049 | 32,526 | Shares | Sole | 2022-12-13 | |
| 2022-06-30 | $8,091,985 | 32,777 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $7,946,342 | 32,135 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $8,619,790 | 32,155 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $7,566,755 | 31,383 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $7,181,017 | 31,088 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $6,819,459 | 30,425 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $6,140,421 | 28,616 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $6,114,771 | 27,859 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $5,075,876 | 27,516 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $4,708,506 | 28,476 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||