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Perigon Wealth Management, LLC: MCD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Perigon Wealth Management, LLC on MCD, newest first. How the timeline and the estimate are built.

Perigon Wealth Management, LLC held 63,589 MCD shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 63,589 shares
    Change vs previous 13F +3,159 shares

    0.27% of the 13F portfolio, value $17,188,781.

    13F-HR 0001951757-26-001189 filed by Perigon Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 60,430 shares
    Change vs previous 13F +462 shares

    0.34% of the 13F portfolio, value $18,780,987.

    13F-HR 0001951757-26-000567 filed by Perigon Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 59,968 shares
    Change vs previous 13F +19 shares

    0.33% of the 13F portfolio, value $18,328,043.

    13F-HR 0001951757-26-000202 filed by Perigon Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 59,949 shares
    Change vs previous 13F +2,692 shares

    0.37% of the 13F portfolio, value $18,217,998.

    13F-HR 0001951757-25-001161 filed by Perigon Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 57,257 shares
    Change vs previous 13F -3,601 shares

    0.39% of the 13F portfolio, value $16,728,725.

    13F-HR 0001951757-25-000869 filed by Perigon Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 60,858 shares
    Change vs previous 13F -1,407 shares

    0.49% of the 13F portfolio, value $19,010,193.

    13F-HR 0001951757-25-000439 filed by Perigon Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 62,265 shares
    Change vs previous 13F +5,745 shares

    0.43% of the 13F portfolio, value $17,418,219.

    13F-HR 0001951757-25-000106 filed by Perigon Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 56,520 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $17,210,778.

    13F-HR 0001951757-24-001054 filed by Perigon Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).