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; 3,481 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 3,481 | $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 | 3,193 | $151.1B |
| Q3 2023 | 3,001 | $131.5B |
| Q2 2023 | 3,012 | $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, Q3 2021
Shares, value and share of portfolio for each institution holding McDonalds Corp; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sandbox Financial Partners, LLC | 1,690 | $408.0K | 0.29% | +6+0.4% | Added |
| BCS Wealth Management | 1,694 | $408.0K | 0.17% | +14+0.8% | Added |
| Spotlight Asset Group, Inc. | 1,686 | $407.0K | 0.20% | −222−11.6% | Reduced |
| F3Logic, LLC | 1,692 | $407.0K | 0.05% | −18−1.1% | Reduced |
| Wealth Architects, LLC | 1,687 | $407.0K | 0.08% | +95+6.0% | Added |
| Alps Advisors Inc | 1,682 | $406.0K | 0.00% | +260+18.3% | Added |
| Essex LLC | 1,682 | $406.0K | 0.11% | +1,682 | New |
| Estabrook Capital Management | 1,683 | $405.8K | 0.06% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 1,680 | $405.0K | 0.05% | −745−30.7% | Reduced |
| Okabena Investment Services Inc | 1,680 | $405.0K | 0.21% | 00.0% | Unchanged |
| Rock Creek Group, LP | 1,677 | $404.0K | 0.07% | −310−15.6% | Reduced |
| Summit Asset Management, LLC | 1,670 | $403.0K | 0.13% | −25−1.5% | Reduced |
| One Capital Management, LLC | 1,675 | $403.0K | 0.03% | −3−0.2% | Reduced |
| Hamilton Capital, LLC | 1,668 | $402.0K | 0.03% | +496+42.3% | Added |
| Sage Private Wealth Group, LLC | 1,663 | $401.0K | 0.55% | −20−1.2% | Reduced |
| Sittner & Nelson, LLC | 1,659 | $400.0K | 0.26% | −250−13.1% | Reduced |
| Omnia Family Wealth, LLC | 1,657 | $400.0K | 0.28% | −38−2.2% | Reduced |
| GM Advisory Group, Inc. | 1,660 | $400.0K | 0.04% | 00.0% | Unchanged |
| Enterprise Bank & Trust Co | 1,654 | $399.0K | 0.16% | 00.0% | Unchanged |
| Fiducient Advisors LLC | 1,650 | $398.0K | 0.12% | 00.0% | Unchanged |
| LifePro Asset Management | 1,650 | $398.0K | 0.12% | +35+2.2% | Added |
| TBH Global Asset Management, LLC | 1,641 | $396.0K | 0.09% | +1+0.1% | Added |
| E Fund Management Co., Ltd. | 1,641 | $396.0K | 0.02% | +1,641 | New |
| McLean Asset Management Corp | 1,671 | $395.0K | 0.15% | +141+9.2% | Added |
| Five Oceans Advisors | 1,639 | $395.0K | 0.46% | +1,639 | New |
| Beach Investment Counsel Inc | 1,635 | $394.0K | 0.04% | 00.0% | Unchanged |
| Relyea Zuckerberg Hanson LLC | 1,636 | $394.0K | 0.15% | +77+4.9% | Added |
| Bouchey Financial Group Ltd | 1,632 | $393.0K | 0.05% | +1,632 | New |
| Bessemer Securities LLC | 1,625 | $392.0K | 0.13% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 1,627 | $392.0K | 0.06% | +168+11.5% | Added |
| TFC Financial Management | 1,622 | $391.0K | 0.13% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 1,618 | $390.0K | 0.23% | +85+5.5% | Added |
| ERn Financial, LLC | 1,616 | $390.0K | 0.10% | +1,616 | New |
| Private Management Group Inc | 1,609 | $388.0K | 0.02% | −709−30.6% | Reduced |
| Spears Abacus Advisors LLC | 1,600 | $386.0K | 0.03% | 00.0% | Unchanged |
| Fortem Financial Group, LLC | 1,588 | $383.0K | 0.19% | +7+0.4% | Added |
| NatWest Group plc | 1,580 | $381.0K | 0.20% | 00.0% | Unchanged |
| Bernardo Wealth Planning LLC | 1,583 | $381.0K | 0.22% | +4+0.3% | Added |
| E&G Advisors, LP | 1,575 | $380.0K | 0.10% | +1,575 | Added |
| Bigelow Investment Advisors, LLC | 1,573 | $379.0K | 0.19% | +81+5.4% | Added |
| Johnson Bixby & Associates, LLC | 1,568 | $378.0K | 0.11% | 00.0% | Unchanged |
| Texas Capital Bank Wealth Management Services Inc | 1,567 | $378.0K | 0.04% | 00.0% | Unchanged |
| BCGM Wealth Management, LLC | 1,532 | $376.0K | 0.21% | 00.0% | Unchanged |
| Gilman Hill Asset Management, LLC | 1,558 | $376.0K | 0.10% | 00.0% | Unchanged |
| Univest Financial Corp | 1,558 | $375.0K | 0.10% | −36−2.3% | Reduced |
| First National Bank Sioux Falls | 1,554 | $375.0K | 0.63% | 00.0% | Unchanged |
| James Hambro & Partners | 1,555 | $375.0K | 0.03% | 00.0% | Unchanged |
| Princeton Capital Management LLC | 1,553 | $374.0K | 0.12% | −7−0.4% | Reduced |
| Lindbrook Capital, LLC | 1,550 | $374.0K | 0.10% | +21+1.4% | Added |
| Jupiter Asset Management Ltd | 1,547 | $373.0K | 0.00% | −208−11.9% | Reduced |
| Cabot Wealth Management Inc | 1,546 | $373.0K | 0.05% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 1,546 | $373.0K | 0.01% | 00.0% | Unchanged |
| CMG Global Holdings, LLC | 1,545 | $373.0K | 0.28% | +7+0.5% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 1,546 | $373.0K | 0.03% | +601+63.6% | Added |
| Cornerstone Wealth Group, LLC | 1,542 | $372.0K | 0.07% | +48+3.2% | Added |
| Domani Wealth, LLC | 1,536 | $370.0K | 0.08% | −194−11.2% | Reduced |
| Trillium Asset Management, LLC | 1,531 | $369.0K | 0.01% | −191−11.1% | Reduced |
| Weybosset Research & Management LLC | 1,531 | $369.0K | 0.15% | −180−10.5% | Reduced |
| Autus Asset Management, LLC | 1,530 | $369.0K | 0.04% | −70−4.4% | Reduced |
| UMA Financial Services, Inc. | 1,525 | $369.0K | 0.10% | +2+0.1% | Added |
| Ramsey Quantitative Systems | 1,530 | $369.0K | 1.84% | +1,530 | New |
| Lorne Steinberg Wealth Management Inc. | 1,522 | $367.0K | 0.18% | 00.0% | Unchanged |
| Vivid Financial Management, Inc. | 1,521 | $367.0K | 0.15% | 00.0% | Unchanged |
| Capital Advisory Group Advisory Services, LLC | 1,519 | $366.0K | 0.13% | 00.0% | Unchanged |
| Spectrum Management Group, LLC | 1,517 | $366.0K | 0.06% | +191+14.4% | Added |
| McElhenny Sheffield Capital Management, LLC | 1,515 | $365.0K | 0.17% | +1,515 | New |
| Poehling Capital Management, LLC | 1,508 | $364.0K | 0.12% | +1+0.1% | Added |
| Beaumont Asset Management, L.L.C. | 1,506 | $363.0K | 0.27% | −52−3.3% | Reduced |
| Angeles Investment Advisors, LLC | 1,505 | $363.0K | 0.02% | +140+10.3% | Added |
| Oxinas Partners Wealth Management LLC | 1,501 | $362.0K | 0.21% | −110−6.8% | Reduced |
| West Oak Capital, LLC | 1,500 | $362.0K | 0.14% | 00.0% | Unchanged |
| Bienville Capital Management, LLC | 1,500 | $362.0K | 0.21% | 00.0% | Unchanged |
| BCJ Capital Management, LLC | 1,494 | $360.0K | 0.04% | −2−0.1% | Reduced |
| Financial Partners Group, Inc | 1,494 | $360.0K | 0.08% | +1+0.1% | Added |
| Lehman & Derafelo Financial Resources LLC | 1,490 | $359.0K | 0.12% | −83−5.3% | Reduced |
| Clarus Group, Inc. | 1,486 | $358.0K | 0.25% | +4+0.3% | Added |
| Tuttle Tactical Management | 1,484 | $358.0K | 0.42% | +1,484 | New |
| Convergence Investment Partners, LLC | 1,479 | $357.0K | 0.19% | −44−2.9% | Reduced |
| M. Kraus & Co | 1,482 | $357.0K | 0.13% | +3+0.2% | Added |
| LBMC Investment Advisors, LLC | 2,424 | $355.0K | 0.03% | +906+59.7% | Added |
| First National Bank | 1,474 | $355.0K | 0.34% | +1,474 | New |
| First City Capital Management, Inc. | 1,469 | $354.0K | 0.20% | +73+5.2% | Added |
| Altfest L J & Co Inc | 1,463 | $353.0K | 0.07% | −99−6.3% | Reduced |
| RHS Financial, LLC | 1,463 | $353.0K | 0.26% | −3−0.2% | Reduced |
| Karn, Couzens & Associates, Inc. | 1,466 | $353.0K | 0.27% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Long Beach | 1,464 | $353.0K | 0.09% | 00.0% | Unchanged |
| Quadrant Private Wealth Management, LLC | 1,458 | $352.0K | 0.15% | −56−3.7% | Reduced |
| Osborne Partners Capital Management, LLC | 1,456 | $351.0K | 0.03% | −20−1.4% | Reduced |
| David J Yvars Group | 1,443 | $351.0K | 0.21% | 00.0% | Unchanged |
| Brightworth | 1,450 | $349.0K | 0.03% | +126+9.5% | Added |
| Sage Mountain Advisors LLC | 1,449 | $349.0K | 0.05% | +404+38.7% | Added |
| American Institute for Advanced Investment Management, LLP | 1,445 | $348.0K | 0.25% | 00.0% | Unchanged |
| Connecticut Wealth Management, LLC | 1,442 | $348.0K | 0.03% | +46+3.3% | Added |
| Meridian Wealth Partners, LLC | 1,441 | $348.0K | 0.07% | +193+15.5% | Added |
| MONECO Advisors, LLC | 1,437 | $346.0K | 0.14% | +33+2.4% | Added |
| Holistic Financial Partners | 1,432 | $345.0K | 0.21% | 00.0% | Unchanged |
| Ellevest, Inc. | 1,425 | $344.0K | 0.03% | −113−7.3% | Reduced |
| Flaharty Asset Management, LLC | 1,425 | $344.0K | 0.07% | +55+4.0% | Added |
| Riverview Trust Co | 1,428 | $344.0K | 0.36% | +321+29.0% | Added |
| Symphony Financial, Ltd. Co. | 1,403 | $343.0K | 0.12% | −315−18.3% | Reduced |