Perennial Investment Advisors, LLC

Position in MCD — Mcdonalds Corp

CIK 1801523 Los Angeles, CA

Back to MCD Full portfolio

Position in MCD

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$563,596

-$22,553 QoQ

Shares Held

2,085

+10.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#2,248

of 3,448 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Common Shares in MCD Over Time

Shares Held

Position Value (USD)

Derivatives in MCD

reported options exposure · as of Mar 31, 2023

CallValue

$27,961

CallShares

100

PutValue

PutShares

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Restaurants

Consumer Cyclical · as of Jun 30, 2026

Perennial Investment Advisors, LLC holds $1,834,911 across 4 Restaurants names. MCD ranks #2 (30.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SBUX	Starbucks Corp	7,684	$785,227
2	MCD	Mcdonalds Corp This page	2,085	$563,596
3	BROS	Dutch Bros Inc.	3,441	$247,098
4	YUM	Yum Brands Inc	1,495	$238,990

All Filings in MCD

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27 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$563,596	2,085	+10.6%	Shares	Sole	2026-08-14
2026-03-31	$586,149	1,886	+2.8%	Shares	Sole	2026-05-15
2025-12-31	$560,831	1,835	+9.5%	Shares	Sole	2026-02-17
2025-09-30	$509,319	1,676	+3.3%	Shares	Sole	2025-11-12
2025-06-30	$474,191	1,623	+4.0%	Shares	Sole	2025-08-11
2025-03-31	$487,609	1,561	+7.0%	Shares	Sole	2025-05-15
2024-12-31	$422,949	1,459	+4.2%	Shares	Sole	2025-02-13
2024-09-30	$426,314	1,400	-10.0%	Shares	Sole	2024-11-14
2024-06-30	$396,276	1,555	+5.9%	Shares	Sole	2024-08-09
2024-03-31	$414,184	1,469	-1.7%	Shares	Sole	2024-05-14
2023-12-31	$442,985	1,494	-4.0%	Shares	Sole	2024-02-14
2023-09-30	$410,176	1,557	+2.5%	Shares	Sole	2023-11-14
2023-06-30	$453,284	1,519	-6.2%	Shares	Sole	2023-08-14
2023-03-31	$452,688	1,619	+30.2%	Shares	Sole	2023-05-12
2023-03-31	$27,961	100	—	Call	Sole	2023-05-12
2022-12-31	$327,567	1,243	+6.3%	Shares	Sole	2023-02-10
2022-09-30	$269,735	1,169	+0.5%	Shares	Sole	2022-11-09
2022-06-30	$287,121	1,163	-0.8%	Shares	Sole	2022-08-10
2022-03-31	$289,812	1,172	-0.5%	Shares	Sole	2022-05-09
2021-12-31	$315,786	1,178	+7.2%	Shares	Sole	2022-02-14
2021-09-30	$264,979	1,099	+0.1%	Shares	Sole	2021-11-12
2021-06-30	$253,627	1,098	-1.0%	Shares	Sole	2021-07-29
2021-03-31	$248,571	1,109	0.0%	Shares	Sole	2021-04-29
2020-12-31	$237,969	1,109	-4.1%	Shares	Sole	2021-01-22
2020-09-30	$253,730	1,156	+2.8%	Shares	Sole	2020-10-26
2020-06-30	$207,344	1,124	-9.7%	Shares	Sole	2020-07-16
2020-03-31	$205,860	1,245	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.