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
Cowen and Company, LLC474$114.0K0.01%−31−6.1%Reduced
Tarbox Family Office, Inc.466$112.0K0.02%−2−0.4%Reduced
Jackson Wealth Management, LLC35,130$111.0K1.34%+473+1.4%Added
Larson Financial Group LLC460$111.0K0.02%+101+28.1%Added
Endurance Wealth Management, Inc.456$110.0K0.01%00.0%Unchanged
Harel Insurance Investments & Financial Services Ltd.449$108.0K0.00%−2,608−85.3%Reduced
Heritage Wealth Management, LLC438$106.0K0.04%+1+0.2%Added
Ellis Investment Partners, LLC430$103.0K0.03%00.0%Unchanged
Wolff Wiese Magana LLC423$102.0K0.07%00.0%Unchanged
JJJ Advisors Inc.423$102.0K0.04%+207+95.8%Added
Hoese & Co LLP418$101.0K0.11%00.0%Unchanged
Capital Advisors, Ltd. LLC417$101.0K0.02%00.0%Unchanged
Tucker Asset Management LLC411$100.9K0.04%−31−7.0%Reduced
Advanced Research Investment Solutions, LLC418$100.8K0.05%+418New
Cordasco Financial Network415$100.0K0.07%00.0%Unchanged
Marquette Asset Management, LLC410$99.0K0.02%+19+4.9%Added
Holloway Wealth Management, LLC–$96.0K0.03%––
Crewe Advisors LLC399$96.0K0.02%00.0%Unchanged
Truvestments Capital LLC400$96.0K0.05%+1+0.3%Added
Freedman Financial Associates, Inc.400$96.0K0.07%00.0%Unchanged
Orion Capital Management LLC400$96.0K0.06%00.0%Unchanged
Lenox Wealth Advisors, LLC398$96.0K0.01%+5+1.3%Added
Ibex Wealth Advisors394$95.0K0.02%+394New
AllSquare Wealth Management LLC388$94.0K0.06%00.0%Unchanged
Westside Investment Management, Inc.390$94.0K0.00%+19+5.1%Added
Wagner Wealth Management, LLC367$90.0K0.07%00.0%Unchanged
Pacifica Partners Inc.367$90.0K0.07%00.0%Unchanged
Antonetti Capital Management LLC375$90.0K0.07%+375New
Global Wealth Management Investment Advisory, Inc.367$88.0K0.03%+100+37.5%Added
Earnest Partners LLC358$86.0K0.00%00.0%Unchanged
Creative Financial Designs Inc353$85.0K0.01%+18+5.4%Added
Towarzystwo Funduszy Inwestycyjnych Pzu SA346$83.4K0.10%00.0%Unchanged
CVA Family Office, LLC375$82.0K0.06%−743−66.5%Reduced
Financial Management Professionals, Inc.337$81.0K0.02%−290−46.3%Reduced
Cribstone Capital Management, LLC326$79.0K0.05%−20−5.8%Reduced
Avion Wealth323$78.0K0.02%+1+0.3%Added
Hillsdale Investment Management Inc.320$77.0K0.01%00.0%Unchanged
Filbrandt Wealth Management, LLC319$77.0K0.04%00.0%Unchanged
Smith Group Asset Management, LLC320$77.0K0.00%+320New
Altshuler Shaham Ltd310$75.0K0.00%−36−10.4%Reduced
Ten Capital Wealth Advisors, LLC310$75.0K0.04%+200+181.8%Added
Lake Point Wealth Management305$74.0K0.03%+100+48.8%Added
IAG Wealth Partners, LLC300$73.0K0.03%00.0%Unchanged
Dark Forest Capital Management LP299$72.0K0.03%−1,727−85.2%Reduced
Rocky Mountain Advisers, LLC300$72.0K0.09%00.0%Unchanged
Capital Directions Investment Advisors, LLC296$71.0K0.02%−61−17.1%Reduced
Baron Financial Group, LLC290$69.9K0.04%00.0%Unchanged
Cypress Capital Management LLC (WY)276$67.0K0.06%00.0%Unchanged
Pacific Center for Financial Services276$67.0K0.03%00.0%Unchanged
Carderock Capital Management Inc265$64.0K0.02%+265New
Ashburton (Jersey) Ltd255$61.0K0.03%00.0%Unchanged
O'Dell Group, LLC250$60.0K0.02%+250New
MD Financial Management Inc.245$59.0K0.00%00.0%Unchanged
Tower View Investment Management & Research LLC244$59.0K0.03%+1+0.4%Added
Raffa Wealth Management, LLC238$57.4K0.02%00.0%Unchanged
Iron Horse Wealth Management, LLC237$57.0K0.04%00.0%Unchanged
Resolute Partners Group227$55.0K0.01%00.0%Unchanged
Bellwether Advisors, LLC213$51.0K0.02%00.0%Unchanged
Bell Investment Advisors, Inc211$51.0K0.02%+211New
Blume Capital Management, Inc.200$48.0K0.02%00.0%Unchanged
PrairieView Partners, LLC200$48.0K0.01%00.0%Unchanged
CBIZ Investment Advisory Services, LLC–$48.0K0.00%––
Baldrige Asset Management LLC182$44.0K0.02%−23−11.2%Reduced
Goodwin Investment Advisory171$41.0K0.04%00.0%Unchanged
Canton Hathaway, LLC165$40.0K0.01%+165New
Disciplined Investments, LLC157$38.0K0.02%00.0%Unchanged
Red Tortoise LLC162$38.0K0.03%+162New
Ritter Daniher Financial Advisory, LLC155$37.0K0.03%00.0%Unchanged
Knuff & Co LLC150$36.0K0.01%00.0%Unchanged
Halpern Financial, Inc.149$35.9K0.02%+149New
McCarthy Asset Management, Inc.145$35.0K0.03%00.0%Unchanged
Guidance Point Advisors, LLC143$34.0K0.01%+143New
PFG Private Wealth Management, LLC143$34.0K0.02%+143New
DB Wealth Management Group, LLC129$31.0K0.02%00.0%Unchanged
Lowe Wealth Advisors, LLC124$30.0K0.01%00.0%Unchanged
Retirement Group, LLC125$30.0K0.01%00.0%Unchanged
Clear Perspectives Financial Planning, LLC123$30.0K0.01%+41+50.0%Added
Delos Wealth Advisors, LLC124$30.0K0.03%+124New
Cascade Investment Advisors, Inc.119$28.7K0.02%00.0%Unchanged
Arcadia Investment Advisors LLC116$28.0K0.02%−4−3.3%Reduced
Artemis Wealth Advisors, LLC113$27.0K0.00%00.0%Unchanged
Aspire Private Capital, LLC98$24.0K0.01%00.0%Unchanged
John W. Brooker & Co., CPAs100$24.0K0.01%00.0%Unchanged
Mine & Arao Wealth Creation & Management, LLC.100$24.0K0.01%00.0%Unchanged
Laurel Wealth Planning LLC100$24.0K0.02%+100New
Barnett & Company, Inc.93$22.0K0.02%00.0%Unchanged
Solstein Capital, LLC92$22.0K0.01%00.0%Unchanged
Professional Financial Advisors, LLC85$21.0K0.01%00.0%Unchanged
Harding Loevner LP85$20.0K0.00%00.0%Unchanged
RPG Investment Advisory, LLC83$20.0K0.00%00.0%Unchanged
Wealthstreet Investment Advisors, LLC79$19.0K0.52%−1,005−92.7%Reduced
Lloyd Advisory Services, LLC.80$19.0K0.01%+22+37.9%Added
USA Financial Portformulas Corp71$17.0K0.02%+65+1,083.3%Added
First Bank & Trust67$16.0K0.01%00.0%Unchanged
Joseph P. Lucia & Associates, LLC67$16.0K0.01%00.0%Unchanged
McClarren Financial Advisors, Inc.65$15.0K0.01%+1+1.6%Added
TD Capital Management LLC56$13.0K0.00%00.0%Unchanged
HighMark Wealth Management LLC54$13.0K0.01%00.0%Unchanged
Ravenstone Capital Management Inc.48$11.6K0.01%+48New
Islay Capital Management, LLC46$11.0K0.01%00.0%Unchanged