McDonalds Corp
MCD- Exchange
- NYSE
- Industry
- Retail-Eating Places
- SEC CIK
- 0000063908
No open-market purchases or sales by McDonalds Corp insiders were filed in the last 90 days; 3,480 institutions reported holding it in 13F filings for Q2 2026, worth $142.5B in total; 4 superinvestors hold it, including Viking Global Investors and Gates Foundation Trust.
13F holders, Q2 2021
Institutional positions in McDonalds Corp as of Jun 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 2,535
- +65 vs. Q1 2021
- Shares held
- 505.2M
- +1.03M (+0.2%) vs. Q1 2021
- Total value
- $116.6B
- +$3.74B (+3.3%) vs. Q1 2021
- New holders
- 147
- 1,081 more added
- Sold out
- 82
- 913 more reduced
31 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting MCD on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 3,480 | $142.5B |
| Q1 2026 | 3,605 | $163.1B |
| Q4 2025 | 3,590 | $160.4B |
| Q3 2025 | 3,425 | $155.5B |
| Q2 2025 | 3,425 | $152.9B |
| Q1 2025 | 3,424 | $165.7B |
| Q4 2024 | 3,393 | $150.8B |
| Q3 2024 | 3,173 | $156.2B |
| Q2 2024 | 3,088 | $129.1B |
| Q1 2024 | 3,173 | $143.6B |
| Q4 2023 | 3,192 | $151.1B |
| Q3 2023 | 3,001 | $131.5B |
| Q2 2023 | 3,011 | $150.1B |
| Q1 2023 | 2,953 | $140.5B |
| Q4 2022 | 2,928 | $133.0B |
| Q3 2022 | 2,703 | $115.7B |
| Q2 2022 | 2,725 | $123.7B |
| Q1 2022 | 2,742 | $124.3B |
| Q4 2021 | 2,801 | $136.1B |
| Q3 2021 | 2,523 | $122.2B |
| Q2 2021 | 2,535 | $116.6B |
| Q1 2021 | 2,501 | $113.2B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding McDonalds Corp; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wagner Wealth Management, LLC | 367 | $85.0K | 0.06% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 367 | $85.0K | 0.06% | +18+5.2% | Added |
| Westside Investment Management, Inc. | 371 | $85.0K | 0.00% | +47+14.5% | Added |
| Eukles Asset Management | 370 | $85.0K | 0.05% | +369+36,900.0% | Added |
| Newfound Research LLC | 382 | $88.0K | 0.17% | +20+5.5% | Added |
| Personal Wealth Partners | 386 | $89.0K | 0.04% | +386 | New |
| Marquette Asset Management, LLC | 391 | $90.0K | 0.02% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 388 | $90.0K | 0.05% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 393 | $91.0K | 0.01% | +179+83.6% | Added |
| Truvestments Capital LLC | 399 | $92.0K | 0.05% | −197−33.1% | Reduced |
| Holloway Wealth Management, LLC | – | $92.0K | 0.03% | – | – |
| Freedman Financial Associates, Inc. | 400 | $92.0K | 0.07% | 00.0% | Unchanged |
| Orion Capital Management LLC | 400 | $92.0K | 0.06% | 00.0% | Unchanged |
| Crewe Advisors LLC | 399 | $92.0K | 0.02% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 413 | $95.0K | 0.03% | +13+3.3% | Added |
| Cordasco Financial Network | 415 | $96.0K | 0.07% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 417 | $96.0K | 0.02% | 00.0% | Unchanged |
| Hoese & Co LLP | 418 | $97.0K | 0.11% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 423 | $98.0K | 0.07% | +28+7.1% | Added |
| Ellis Investment Partners, LLC | 430 | $99.0K | 0.03% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 438 | $101.0K | 0.00% | −1,913−81.4% | Reduced |
| Heritage Wealth Management, LLC | 437 | $101.0K | 0.04% | −48−9.9% | Reduced |
| Tucker Asset Management LLC | 442 | $102.1K | 0.05% | +134+43.5% | Added |
| Rockbridge Investment Management, LCC | 446 | $103.0K | 0.02% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 456 | $104.0K | 0.01% | +181+65.8% | Added |
| Tarbox Family Office, Inc. | 468 | $108.0K | 0.02% | −2−0.4% | Reduced |
| Country Trust Bank | 476 | $110.0K | 0.00% | +30+6.7% | Added |
| Bellevue Asset Management, LLC | 500 | $115.0K | 0.07% | −100−16.7% | Reduced |
| Cowen and Company, LLC | 505 | $117.0K | 0.01% | +505 | New |
| Pin Oak Investment Advisors Inc | 512 | $118.0K | 0.12% | 00.0% | Unchanged |
| Syverson Strege & Co | 525 | $121.0K | 0.11% | −111−17.5% | Reduced |
| Financial Enhancement Group LLC | 526 | $122.0K | 0.03% | 00.0% | Unchanged |
| Enterprise Trust & Investment Co | 526 | $122.0K | 0.05% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 530 | $122.0K | 0.08% | +39+7.9% | Added |
| IMA Wealth, Inc. | 534 | $123.0K | 0.03% | +1+0.2% | Added |
| First National Bank of South Miami | 550 | $127.0K | 0.09% | −2−0.4% | Reduced |
| Lee Financial Co | 548 | $127.0K | 0.03% | 00.0% | Unchanged |
| Red Cedar Capital, LLC | 550 | $127.0K | 0.08% | 00.0% | Unchanged |
| Costello Asset Management, INC | 550 | $127.0K | 0.08% | 00.0% | Unchanged |
| Savior LLC | 567 | $131.0K | 0.11% | −62−9.9% | Reduced |
| Elmwood Wealth Management, Inc. | 570 | $132.0K | 0.07% | 00.0% | Unchanged |
| Sierra Capital LLC | 572 | $132.0K | 0.02% | 00.0% | Unchanged |
| Firestone Capital Management | 573 | $132.0K | 0.05% | +1+0.2% | Added |
| FFT Wealth Management LLC | 571 | $132.0K | 0.03% | +571 | New |
| Timber Creek Capital Management LLC | 581 | $134.0K | 0.04% | 00.0% | Unchanged |
| Stelac Advisory Services LLC | 580 | $134.0K | 0.03% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 600 | $139.0K | 0.04% | −51−7.8% | Reduced |
| America First Investment Advisors, LLC | 601 | $139.0K | 0.04% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 600 | $139.0K | 0.09% | +119+24.7% | Added |
| Sugarloaf Wealth Management, LLC | 610 | $141.0K | 0.04% | +2+0.3% | Added |
| Liberty Wealth Management LLC | 616 | $142.0K | 0.06% | +2+0.3% | Added |
| Financial Management Professionals, Inc. | 627 | $145.0K | 0.04% | +28+4.7% | Added |
| Carolinas Wealth Consulting LLC | 645 | $149.0K | 0.03% | +104+19.2% | Added |
| Cowen Prime Services LLC | 661 | $153.0K | 0.06% | 00.0% | Unchanged |
| Cowen Prime Advisors LLC | 661 | $153.0K | 0.06% | +661 | New |
| Eagle Bay Advisors LLC | 663 | $155.0K | 0.12% | +663 | New |
| Moisand Fitzgerald Tamayo, LLC | 682 | $158.0K | 0.06% | +12+1.8% | Added |
| TSFG, LLC | 696 | $161.0K | 0.06% | +69+11.0% | Added |
| True Link Financial Advisors, LLC | 22 | $162.0K | 0.02% | 00.0% | Unchanged |
| Evolution Wealth Advisors, LLC | 711 | $164.0K | 0.03% | −1−0.1% | Reduced |
| Bradley & Co. Private Wealth Management, LLC | 714 | $164.0K | 0.14% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 725 | $167.0K | 0.07% | −150−17.1% | Reduced |
| NewSquare Capital LLC | 723 | $167.0K | 0.02% | +104+16.8% | Added |
| Clean Yield Group | 739 | $171.0K | 0.06% | +739 | New |
| Northern Oak Wealth Management Inc | 745 | $172.0K | 0.02% | −12,789−94.5% | Reduced |
| Addison Advisors LLC | 750 | $173.0K | 0.14% | +750 | New |
| Better Money Decisions, LLC | 756 | $175.0K | 0.16% | +4+0.5% | Added |
| NuWave Investment Management, LLC | 768 | $177.0K | 0.20% | −90−10.5% | Reduced |
| Hoover Financial Advisors, Inc. | 767 | $177.0K | 0.03% | +21+2.8% | Added |
| Pflug Koory, LLC | 776 | $179.0K | 0.09% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 780 | $180.0K | 0.01% | 00.0% | Unchanged |
| Ade, LLC | 791 | $183.0K | 0.17% | +362+84.4% | Added |
| Stonebridge Financial Planning Group, LLC | 800 | $188.0K | 0.10% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 813 | $188.0K | 0.06% | +91+12.6% | Added |
| Accel Wealth Management | 844 | $195.0K | 0.13% | −99−10.5% | Reduced |
| Aua Capital Management, LLC | 843 | $195.0K | 0.12% | 00.0% | Unchanged |
| Beck Bode, LLC | 850 | $196.0K | 0.05% | +850 | New |
| American Research & Management Co. | 855 | $197.0K | 0.04% | −1,390−61.9% | Reduced |
| Fieldpoint Private Securities, LLC | 842 | $197.0K | 0.04% | +111+15.2% | Added |
| Tortoise Investment Management, LLC | 867 | $200.0K | 0.04% | +26+3.1% | Added |
| Aveo Capital Partners, LLC | 867 | $200.0K | 0.04% | +867 | New |
| Sargent Investment Group, LLC | 868 | $200.0K | 0.05% | +868 | New |
| Corsicana & Co. | 867 | $200.0K | 0.13% | +867 | New |
| First National Bank of Hutchinson | 869 | $201.0K | 0.10% | −58−6.3% | Reduced |
| B. Riley Wealth Management, Inc. | 878 | $203.0K | 0.02% | −1,739−66.5% | Reduced |
| Weaver Consulting Group | 878 | $203.0K | 0.11% | −25−2.8% | Reduced |
| Provident Wealth Management, LLC | 877 | $203.0K | 0.17% | +877 | New |
| Investors Research Corp | 885 | $204.0K | 0.07% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 887 | $205.0K | 0.09% | +87+10.9% | Added |
| Cassia Capital Partners, LLC | 888 | $205.0K | 0.15% | +888 | New |
| Wells Trecaso Financial Group, LLC | 890 | $206.0K | 0.10% | −111−11.1% | Reduced |
| First Fiduciary Investment Counsel, Inc. | 890 | $206.0K | 0.04% | −90−9.2% | Reduced |
| SeaBridge Investment Advisors LLC | 890 | $206.0K | 0.07% | +890 | New |
| Grassi Investment Management | 891 | $206.0K | 0.02% | +891 | New |
| WFA of San Diego, LLC | 892 | $206.0K | 0.16% | +892 | New |
| Prudential PLC | 894 | $207.0K | 0.00% | −5,543−86.1% | Reduced |
| Tandem Investment Advisors, Inc. | 897 | $207.0K | 0.02% | −247−21.6% | Reduced |
| Axiom Financial Strategies, LLC | 897 | $207.0K | 0.10% | −81−8.3% | Reduced |
| Magnolia Capital Advisors LLC | 894 | $207.0K | 0.09% | −3−0.3% | Reduced |
| D. Scott Neal, Inc. | 902 | $208.0K | 0.09% | 00.0% | Unchanged |