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Perennial Advisors, LLC

SEC CIK
0001697360
Latest filing
Jul 13, 2026

MCD holding history

McDonalds Corp in every 13F filed by Perennial Advisors, 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)
28,095
Value
$7.59M
% of portfolio
1.2%
Quarters held
21
Since Q1 2021
Holdings of MCD by Perennial Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202628,095$7.59M1.2%−140−0.5%ReducedHolders
Q1 202628,235$8.78M1.5%+455+1.6%AddedHolders
Q4 202527,780$8.49M1.4%+1,199+4.5%AddedHolders
Q3 202526,581$8.08M1.4%−440−1.6%ReducedHolders
Q2 202527,021$7.89M1.5%+78+0.3%AddedHolders
Q1 202526,943$8.42M1.7%+229+0.9%AddedHolders
Q4 202426,714$7.74M1.7%–No prior filingHolders
Q3 2024––––Not filedHolders
Q2 202426,210$6.68M1.5%+274+1.1%AddedHolders
Q1 202425,936$7.31M1.7%+149+0.6%AddedHolders
Q4 202325,787$7.65M1.9%+373+1.5%AddedHolders
Q3 202325,414$6.70M1.8%+353+1.4%AddedHolders
Q2 202325,061$7.48M1.9%+218+0.9%AddedHolders
Q1 202324,843$6.95M2.0%−203−0.8%ReducedHolders
Q4 202225,046$6.60M2.1%−910−3.5%ReducedHolders
Q3 202225,956$5.99M2.0%−40−0.2%ReducedHolders
Q2 202225,996$6.42M2.0%−193−0.7%ReducedHolders
Q1 202226,189$6.48M1.7%+1,562+6.3%AddedHolders
Q4 202124,627$6.60M1.8%+503+2.1%AddedHolders
Q3 202124,124$5.82M1.7%+566+2.4%AddedHolders
Q2 202123,558$5.44M1.6%+829+3.6%AddedHolders
Q1 202122,729$5.09M1.6%––Holders

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