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Perigon Wealth Management, LLC

SEC CIK
0001575239
Latest filing
Aug 7, 2026

MCD holding history

McDonalds Corp in every 13F filed by Perigon Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MCD overviewAll 13F holders of MCDFull Q2 2026 holdings

Shares (Q2 2026)
63,589
Value
$17.2M
% of portfolio
0.3%
Quarters held
22
Since Q1 2021
Holdings of MCD by Perigon Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202663,589$17.2M0.3%+3,159+5.2%AddedHolders
Q1 202660,430$18.8M0.3%+462+0.8%AddedHolders
Q4 202559,968$18.3M0.3%+190.0%AddedHolders
Q3 202559,949$18.2M0.4%+2,692+4.7%AddedHolders
Q2 202557,257$16.7M0.4%−3,601−5.9%ReducedHolders
Q1 202560,858$19.0M0.5%−1,407−2.3%ReducedHolders
Q4 202462,265$17.4M0.4%+5,745+10.2%AddedHolders
Q3 202456,520$17.2M0.5%+632+1.1%AddedHolders
Q2 202455,888$14.2M0.4%−4,441−7.4%ReducedHolders
Q1 202460,329$17.0M0.5%−4,065−6.3%ReducedHolders
Q4 202364,394$19.1M0.6%+1,289+2.0%AddedHolders
Q3 202363,105$16.6M0.7%+807+1.3%AddedHolders
Q2 202362,298$18.6M0.7%+24,592+65.2%AddedHolders
Q1 202337,706$10.5M0.6%+651+1.8%AddedHolders
Q4 202237,055$9.76M0.6%+4,529+13.9%AddedHolders
Q3 202232,526$7.50M0.6%−251−0.8%ReducedHolders
Q2 202232,777$8.09M0.7%+642+2.0%AddedHolders
Q1 202232,135$7.95M0.6%−20−0.1%ReducedHolders
Q4 202132,155$8.62M0.6%+772+2.5%AddedHolders
Q3 202131,383$7.57M0.7%+295+0.9%AddedHolders
Q2 202131,088$7.18M0.6%+663+2.2%AddedHolders
Q1 202130,425$6.82M0.7%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.