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, Q3 2021

Institutional positions in McDonalds Corp as of Sep 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
2,523
+27 vs. Q2 2021
Shares held
507.3M
+3.19M (+0.6%) vs. Q2 2021
Total value
$122.2B
+$5.89B (+5.1%) vs. Q2 2021
New holders
126
1,106 more added
Sold out
99
869 more reduced

39 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2021: 2,523 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 heldQ3 2021: $122.2B
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, Q3 2021

Shares, value and share of portfolio for each institution holding McDonalds Corp; share changes are against Q2 2021.

Institutions holding MCD in Q3 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Plimoth Trust Co LLC19,638$4.74M1.34%+472+2.5%Added
Taylor, Cottrill, Erickson & Associates, Inc.19,655$4.74M0.67%+68+0.3%Added
Baxter Bros Inc19,666$4.74M0.76%−325−1.6%Reduced
HBW Advisory Services LLC19,689$4.75M1.23%+270+1.4%Added
First Financial Bank - Trust Division19,740$4.76M0.52%−172−0.9%Reduced
Carnegie Capital Asset Management, LLC19,744$4.76M0.18%+1,429+7.8%Added
Profund Advisors LLC19,811$4.78M0.16%−2,535−11.3%Reduced
First Personal Financial Services19,813$4.78M1.19%−441−2.2%Reduced
LVW Advisors, LLC19,870$4.79M0.84%−193−1.0%Reduced
Surevest, LLC19,951$4.81M1.22%+1,002+5.3%Added
Pictet North America Advisors SA19,983$4.82M0.48%+194+1.0%Added
Avitas Wealth Management LLC20,025$4.83M0.88%+99+0.5%Added
Integrated Wealth Concepts LLC20,103$4.85M0.16%+3,787+23.2%Added
Old National Bancorp20,123$4.85M0.18%−2,978−12.9%Reduced
WBH Advisory Inc20,139$4.86M0.65%+486+2.5%Added
Physicians Financial Services, Inc.20,153$4.86M1.97%−40−0.2%Reduced
Burney Co20,265$4.89M0.23%−411−2.0%Reduced
Kempen Capital Management N.V.20,303$4.90M0.18%−4,337−17.6%Reduced
Coldstream Capital Management Inc22,352$4.91M0.24%+1,376+6.6%Added
Hamel Associates, Inc.20,358$4.91M1.92%−23−0.1%Reduced
Sowell Financial Services LLC20,387$4.92M0.33%−1,661−7.5%Reduced
Searle & Co.20,400$4.92M2.01%00.0%Unchanged
American Money Management, LLC20,421$4.92M1.39%+2,077+11.3%Added
L & S Advisors Inc20,442$4.93M0.53%+20,442New
Ropes Wealth Advisors LLC20,542$4.95M0.79%−1,658−7.5%Reduced
Opus Investment Management Inc20,600$4.97M0.76%00.0%Unchanged
ACG Wealth20,614$4.97M0.65%−882−4.1%Reduced
Dynamic Advisor Solutions LLC20,796$5.01M0.38%+474+2.3%Added
Modera Wealth Management, LLC20,918$5.04M0.26%−202−1.0%Reduced
Kinneret Advisory, LLC20,930$5.05M0.59%00.0%Unchanged
Wesleyan Assurance Society21,000$5.06M0.65%00.0%Unchanged
Regal Investment Advisors LLC21,078$5.08M0.49%+2,417+13.0%Added
Oak Harvest Investment Services21,082$5.08M1.48%+3,054+16.9%Added
IBM Retirement Fund21,086$5.08M0.40%+37+0.2%Added
Rice Partnership, LLC21,148$5.10M1.61%+241+1.2%Added
ICICI Prudential Asset Management Co Ltd21,200$5.11M0.86%00.0%Unchanged
Colonial Trust Advisors21,255$5.13M0.63%−828−3.7%Reduced
Exeter Financial, LLC21,270$5.13M3.06%−16−0.1%Reduced
LaFleur & Godfrey LLC21,339$5.14M0.71%+4,100+23.8%Added
Woodstock Corp21,386$5.16M0.60%−139−0.6%Reduced
Cohen Klingenstein LLC21,400$5.16M0.23%00.0%Unchanged
Stratos Wealth Advisors, LLC21,416$5.16M0.44%+2,674+14.3%Added
Fairfield, Bush & Co.21,479$5.18M1.68%00.0%Unchanged
Vestor Capital, LLC21,521$5.19M0.54%−128−0.6%Reduced
TCI Wealth Advisors, Inc.21,541$5.19M0.82%−407−1.9%Reduced
Davis-Rea Ltd.21,644$5.22M2.55%−30−0.1%Reduced
CBOE Vest Financial, LLC21,684$5.23M1.59%+4,467+25.9%Added
Legacy Capital Partners, Inc.21,696$5.23M1.89%−266−1.2%Reduced
WMS Partners, LLC21,822$5.26M0.77%−754−3.3%Reduced
Peoples Financial Services Corp.21,856$5.27M2.22%−40.0%Reduced
Hennessy Advisors Inc22,000$5.30M0.32%−300−1.3%Reduced
Cornerstone Advisors, LLC22,000$5.30M0.31%00.0%Unchanged
Columbia Asset Management22,048$5.32M1.17%−64−0.3%Reduced
Geneos Wealth Management Inc.21,986$5.34M0.20%−532−2.4%Reduced
Brick & Kyle, Associates22,229$5.39M2.73%+29+0.1%Added
Brookfield Asset Management Inc.22,490$5.42M0.02%+22,490New
Sound View Wealth Advisors Group, LLC22,524$5.43M1.13%−408−1.8%Reduced
Brown Brothers Harriman & Co22,575$5.44M0.03%−2,090−8.5%Reduced
Appleton Partners Inc22,672$5.47M0.46%−476−2.1%Reduced
O'Shaughnessy Asset Management, LLC22,855$5.51M0.11%+5,644+32.8%Added
Spire Wealth Management22,858$5.51M0.15%+176+0.8%Added
Cigna Investments Inc22,913$5.53M0.41%−444−1.9%Reduced
Leelyn Smith, LLC22,913$5.53M1.60%+1,069+4.9%Added
KMG Fiduciary Partners, LLC23,008$5.55M0.94%+3,157+15.9%Added
North Star Investment Management Corp.23,123$5.58M0.45%+231+1.0%Added
Main Street Research LLC23,129$5.58M0.49%−352−1.5%Reduced
Lincoln National Corp23,148$5.58M0.12%+971+4.4%Added
Greystone Financial Group, LLC23,166$5.58M1.66%−7,191−23.7%Reduced
Hantz Financial Services, Inc.23,175$5.59M0.18%+20,286+702.2%Added
Wetherby Asset Management Inc23,392$5.64M0.35%−261−1.1%Reduced
Wedbush Securities Inc23,420$5.65M0.27%+1,865+8.7%Added
Pioneer Trust Bank N A23,526$5.67M1.62%+25+0.1%Added
Ieq Capital, LLC23,642$5.70M0.15%+5,346+29.2%Added
Olstein Capital Management, L.P.24,000$5.79M0.71%00.0%Unchanged
Boenning & Scattergood, Inc.24,064$5.80M1.02%−27−0.1%Reduced
Clearstead Advisors, LLC24,101$5.81M0.43%+195+0.8%Added
Perennial Advisors, LLC24,124$5.82M1.71%+566+2.4%Added
Mattern Capital Management, LLC24,135$5.82M1.15%+1,023+4.4%Added
Richard Bernstein Advisors LLC24,356$5.87M0.12%+1,688+7.4%Added
NBW Capital LLC24,489$5.91M1.42%+656+2.8%Added
Smithfield Trust Co24,583$5.92M0.39%−203−0.8%Reduced
Community Bank & Trust, Waco, Texas24,676$5.95M1.94%+150+0.6%Added
Inverness Counsel LLC24,710$5.96M0.22%−1,054−4.1%Reduced
Savant Capital, LLC24,725$5.96M0.22%+1,012+4.3%Added
Parcion Private Wealth LLC24,729$5.99M0.53%+23+0.1%Added
Howard Hughes Medical Institute25,000$6.03M2.03%00.0%Unchanged
SG Americas Securities, LLC25,043$6.04M0.03%−152,448−85.9%Reduced
Boston Research & Management Inc25,081$6.05M1.80%+15+0.1%Added
DuPont Capital Management Corp25,088$6.05M0.19%−496−1.9%Reduced
Homrich & Berg25,105$6.05M0.14%+1,056+4.4%Added
Exchange Traded Concepts, LLC25,137$6.06M0.15%+3,461+16.0%Added
Mark Stevens25,276$6.09M0.68%−310−1.2%Reduced
TRH Financial, LLC25,312$6.10M2.40%+5,029+24.8%Added
Campbell Newman Asset Management Inc25,467$6.14M0.63%00.0%Unchanged
Venture Visionary Partners LLC26,415$6.14M0.44%+1,364+5.4%Added
Farmers National Bank28,790$6.18M2.46%−310−1.1%Reduced
Thomasville National Bank25,719$6.20M0.64%−877−3.3%Reduced
Pinnacle Financial Partners Inc25,771$6.21M0.22%+1,206+4.9%Added
Kingsview Wealth Management, LLC25,897$6.24M0.30%+1,043+4.2%Added
Churchill Management Corp25,957$6.26M0.09%+25,957New