Skip to main content

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; 3,482 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.

Institutional holdersQ2 2021: 2,535 institutions
Q1 2021: 2,501 institutionsQ2 2021: 2,535 institutionsQ3 2021: 2,523 institutionsQ4 2021: 2,801 institutionsQ1 2022: 2,741 institutionsQ2 2022: 2,724 institutionsQ3 2022: 2,702 institutionsQ4 2022: 2,927 institutionsQ1 2023: 2,952 institutionsQ2 2023: 3,011 institutionsQ3 2023: 3,000 institutionsQ4 2023: 3,192 institutionsQ1 2024: 3,172 institutionsQ2 2024: 3,087 institutionsQ3 2024: 3,172 institutionsQ4 2024: 3,392 institutionsQ1 2025: 3,423 institutionsQ2 2025: 3,424 institutionsQ3 2025: 3,424 institutionsQ4 2025: 3,589 institutionsQ1 2026: 3,604 institutionsQ2 2026: 3,482 institutions
Value heldQ2 2021: $116.6B
Q1 2021: $113.2BQ2 2021: $116.6BQ3 2021: $122.2BQ4 2021: $136.1BQ1 2022: $124.3BQ2 2022: $123.7BQ3 2022: $115.7BQ4 2022: $133.0BQ1 2023: $140.5BQ2 2023: $150.1BQ3 2023: $131.5BQ4 2023: $151.1BQ1 2024: $143.6BQ2 2024: $129.1BQ3 2024: $156.2BQ4 2024: $150.8BQ1 2025: $165.7BQ2 2025: $152.9BQ3 2025: $155.5BQ4 2025: $160.4BQ1 2026: $163.1BQ2 2026: $142.5B
Institutions holding MCD and their total value by quarter
QuarterHoldersValue
Q2 20263,482$142.5B
Q1 20263,604$163.1B
Q4 20253,589$160.4B
Q3 20253,424$155.5B
Q2 20253,424$152.9B
Q1 20253,423$165.7B
Q4 20243,392$150.8B
Q3 20243,172$156.2B
Q2 20243,087$129.1B
Q1 20243,172$143.6B
Q4 20233,192$151.1B
Q3 20233,000$131.5B
Q2 20233,011$150.1B
Q1 20232,952$140.5B
Q4 20222,927$133.0B
Q3 20222,702$115.7B
Q2 20222,724$123.7B
Q1 20222,741$124.3B
Q4 20212,801$136.1B
Q3 20212,523$122.2B
Q2 20212,535$116.6B
Q1 20212,501$113.2B

Institutions, Q2 2021

Shares, value and share of portfolio for each institution holding McDonalds Corp; share changes are against Q1 2021.

Institutions holding MCD in Q2 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Private Wealth Advisors1,187$274.0K0.08%+6+0.5%Added
Claret Asset Management Corp1,188$274.0K0.04%+31+2.7%Added
Swarthmore Group Inc1,176$272.0K0.07%00.0%Unchanged
Radnor Capital Management, LLC1,176$272.0K0.09%00.0%Unchanged
Wolverine Asset Management LLC1,181$272.0K0.00%+1,181New
Summit Financial Wealth Advisors, LLC1,172$271.0K0.06%00.0%Unchanged
Hamilton Capital, LLC1,172$271.0K0.03%+104+9.7%Added
AlphaMark Advisors, LLC1,170$270.0K0.10%00.0%Unchanged
Twin Focus Capital Partners, LLC1,168$270.0K0.06%+1,168New
Hutchinson Capital Management1,155$267.0K0.07%00.0%Unchanged
Cipher Capital LP1,157$267.0K0.15%+1,157New
Guardian Wealth Advisors, LLC1,150$266.0K0.23%−11−0.9%Reduced
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.1,150$266.0K0.05%+30+2.7%Added
Selective Wealth Management, Inc.1,150$266.0K0.21%+550+91.7%Added
Plotkin Financial Advisors, LLC1,148$265.2K0.15%+100+9.5%Added
Sage Rhino Capital LLC1,149$265.0K0.08%+30+2.7%Added
Tempus Wealth Planning, LLC1,146$265.0K0.18%+1,146New
Occidental Asset Management, LLC1,144$264.0K0.07%−87−7.1%Reduced
McDaniel Terry & Co1,142$264.0K0.03%00.0%Unchanged
Hubbell Strickland Wealth Management, LLC1,142$264.0K0.16%+2+0.2%Added
Patriot Investment Management Inc.1,143$264.0K0.02%+30+2.7%Added
Arcadia Investment Management Corp1,138$263.0K0.05%−1,206−51.5%Reduced
Boothbay Fund Management, LLC1,137$263.0K0.01%+1,137New
Westshore Wealth, LLC1,138$263.0K0.14%+1,138New
Chilton Capital Management LLC1,127$260.0K0.02%+127+12.7%Added
Partners in Financial Planning1,122$259.1K0.08%+1,122New
ERTS Wealth Advisors, LLC1,117$258.0K0.07%−154−12.1%Reduced
CVA Family Office, LLC1,118$258.0K0.07%+260+30.3%Added
IFG Advisors, LLC1,111$257.0K0.12%+106+10.5%Added
Ategra Capital Management, LLC1,108$256.1K0.13%−429−27.9%Reduced
Brooks, Moore & Associates, Inc.1,109$256.0K0.16%−50−4.3%Reduced
Capital Investment Services of America, Inc.1,107$256.0K0.02%00.0%Unchanged
Riverview Trust Co1,107$256.0K0.27%00.0%Unchanged
Focused Wealth Management, Inc1,107$256.0K0.04%+587+112.9%Added
Carlson Capital Management1,104$255.0K0.04%−76−6.4%Reduced
Broderick Brian C1,100$255.0K0.07%00.0%Unchanged
Insight Folios Inc1,104$255.0K0.15%+1,104New
Perennial Investment Advisors, LLC1,098$254.0K0.09%−11−1.0%Reduced
Adams Wealth Management1,099$254.0K0.11%00.0%Unchanged
Cambridge Advisors Inc.1,096$253.0K0.06%−125−10.2%Reduced
Heron Financial Group, LLC1,097$253.0K0.14%00.0%Unchanged
Sather Financial Group Inc1,096$253.0K0.03%+5+0.5%Added
Keudell/Morrison Wealth Management1,091$252.0K0.14%00.0%Unchanged
Neo Ivy Capital Management1,093$252.0K0.25%+1,093New
Benchmark Financial Wealth Advisors, LLC1,088$251.0K0.12%+99+10.0%Added
Wealthstreet Investment Advisors, LLC1,084$250.0K1.30%−11,548−91.4%Reduced
Full Sail Capital, LLC1,082$250.0K0.02%−340−23.9%Reduced
Granger Management LLC1,078$249.0K0.05%00.0%Unchanged
Oberweis Asset Management Inc1,079$249.0K0.05%+3+0.3%Added
BNC Wealth Management, LLC1,080$249.0K0.15%+26+2.5%Added
Satovsky Asset Management LLC1,072$248.0K0.19%+6+0.6%Added
Fermata Advisors, LLC1,069$248.0K0.14%+1,069New
Invst, LLC1,051$247.0K0.04%−98−8.5%Reduced
Hall Laurie J Trustee1,065$246.0K0.09%00.0%Unchanged
Capital Planning Advisors, LLC1,066$246.0K0.05%+9+0.9%Added
Madison Wealth Management1,064$246.0K0.05%+10+0.9%Added
Investment Management of Virginia LLC1,056$244.0K0.05%−65−5.8%Reduced
Hemington Wealth Management1,058$244.0K0.10%−12−1.1%Reduced
QP Wealth Management, LLC1,055$244.0K0.25%00.0%Unchanged
Skylands Capital, LLC1,050$243.0K0.03%−200−16.0%Reduced
Prentice Wealth Management LLC1,050$243.0K0.12%+345+48.9%Added
McIlrath & Eck, LLC1,047$242.0K0.07%−8−0.8%Reduced
Northwest Capital Management Inc993$241.0K0.14%+2+0.2%Added
Sage Mountain Advisors LLC1,045$241.0K0.04%+1,045New
Traphagen Investment Advisors LLC1,041$240.5K0.04%00.0%Unchanged
Monterey Private Wealth, Inc.1,041$240.0K0.14%+1+0.1%Added
Regency Capital Management Inc.1,029$238.0K0.18%−636−38.2%Reduced
Interchange Capital Partners, LLC1,033$238.0K0.37%−71−6.4%Reduced
Sigma Investment Counselors Inc1,031$238.0K0.02%−31−2.9%Reduced
REDW Wealth LLC1,031$238.0K0.08%00.0%Unchanged
Arvest Bank Trust Division1,029$238.0K0.01%+46+4.7%Added
BFT Financial Group, LLC1,026$237.0K0.05%−31−2.9%Reduced
Smith & Howard Wealth Management, LLC1,026$237.0K0.11%00.0%Unchanged
Middleton & Co Inc1,028$237.0K0.03%+10+1.0%Added
Newton One Investments LLC1,026$237.0K0.19%+454+79.4%Added
Heartwood Wealth Advisors LLC1,013$234.0K0.04%00.0%Unchanged
Intercontinental Wealth Advisors, LLC1,013$234.0K0.05%+1,013New
Compass Ion Advisors, LLC1,009$233.0K0.09%−260−20.5%Reduced
Hayden Royal, LLC1,006$232.0K0.13%−167−14.2%Reduced
Peak Asset Management, LLC1,003$232.0K0.06%00.0%Unchanged
Wealth Advisors, Inc.960$232.0K0.09%00.0%Unchanged
Eclectic Associates Inc1,005$232.0K0.17%+35+3.6%Added
Deroy & Devereaux Private Investment Counsel Inc1,000$231.0K0.02%00.0%Unchanged
Archetype Wealth Partners1,001$231.0K0.08%+101+11.2%Added
Southland Equity Partners LLC1,000$231.0K0.11%+12+1.2%Added
Gries Financial LLC978$230.0K0.07%00.0%Unchanged
Alesco Advisors LLC994$230.0K0.01%00.0%Unchanged
Campbell Wealth Management996$230.0K0.03%+3+0.3%Added
Wealth Advisory Solutions, LLC992$229.0K0.05%−14,924−93.8%Reduced
Strategic Blueprint, LLC989$228.0K0.04%−10,911−91.7%Reduced
Versant Capital Management, Inc986$228.0K0.08%−426−30.2%Reduced
Family Firm, Inc.989$228.0K0.06%+24+2.5%Added
Merriman Wealth Management, LLC985$228.0K0.02%+985New
Transform Wealth, LLC986$228.0K0.03%+986New
Capital Square, LLC966$227.0K0.17%+966New
Groesbeck Investment Management Corp977$226.0K0.29%00.0%Unchanged
Northeast Financial Group, Inc.978$225.9K0.15%00.0%Unchanged
Crescent Grove Advisors, LLC974$225.0K0.02%+27+2.9%Added
S&T Bank973$225.0K0.03%+973New
Live Oak Private Wealth LLC971$224.0K0.05%00.0%Unchanged