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, Q4 2021
Institutional positions in McDonalds Corp as of Dec 31, 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
- 2,801
- +318 vs. Q3 2021
- Shares held
- 509.1M
- +2.56M (+0.5%) vs. Q3 2021
- Total value
- $136.1B
- +$14.0B (+11.5%) vs. Q3 2021
- New holders
- 410
- 1,116 more added
- Sold out
- 92
- 917 more reduced
40 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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 | 3,482 | $142.5B |
| Q1 2026 | 3,604 | $163.1B |
| Q4 2025 | 3,589 | $160.4B |
| Q3 2025 | 3,424 | $155.5B |
| Q2 2025 | 3,424 | $152.9B |
| Q1 2025 | 3,423 | $165.7B |
| Q4 2024 | 3,392 | $150.8B |
| Q3 2024 | 3,172 | $156.2B |
| Q2 2024 | 3,087 | $129.1B |
| Q1 2024 | 3,172 | $143.6B |
| Q4 2023 | 3,192 | $151.1B |
| Q3 2023 | 3,000 | $131.5B |
| Q2 2023 | 3,011 | $150.1B |
| Q1 2023 | 2,952 | $140.5B |
| Q4 2022 | 2,927 | $133.0B |
| Q3 2022 | 2,702 | $115.7B |
| Q2 2022 | 2,724 | $123.7B |
| Q1 2022 | 2,741 | $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, Q4 2021
Shares, value and share of portfolio for each institution holding McDonalds Corp; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Tilia Fiduciary Partners, Inc. | 2,463 | $660.0K | 0.53% | +2,463 | New |
| Overbrook Management Corp | 2,466 | $661.0K | 0.13% | −35−1.4% | Reduced |
| Ergoteles LLC | 2,467 | $661.0K | 0.03% | +2,467 | New |
| Petix & Botte Co | 2,471 | $662.0K | 0.42% | −2,461−49.9% | Reduced |
| Tiemann Investment Advisors, LLC | 2,473 | $663.0K | 0.28% | +162+7.0% | Added |
| Ballast, Inc. | 2,482 | $665.0K | 0.26% | +267+12.1% | Added |
| Strategic Blueprint, LLC | 2,484 | $666.0K | 0.08% | +1,469+144.7% | Added |
| American Trust | 2,489 | $667.0K | 0.05% | +2,489 | New |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 2,666 | $668.0K | 0.28% | −100−3.6% | Reduced |
| CPR Investments Inc. | 2,493 | $668.0K | 0.48% | +2,493 | New |
| Versor Investments LP | 2,495 | $669.0K | 0.02% | −1,305−34.3% | Reduced |
| AAFMAA Wealth Management & Trust LLC | 2,497 | $669.0K | 0.29% | −35−1.4% | Reduced |
| Clearview Wealth Advisors LLC | 2,510 | $673.0K | 0.41% | −1,229−32.9% | Reduced |
| Parkside Financial Bank & Trust | 2,514 | $674.0K | 0.17% | 00.0% | Unchanged |
| Stoneridge Investment Partners LLC | 2,516 | $674.0K | 0.31% | +1,445+134.9% | Added |
| Monument Capital Management | 2,521 | $676.0K | 0.21% | +81+3.3% | Added |
| 9258 Wealth Management, LLC | 2,524 | $677.0K | 0.16% | +220+9.5% | Added |
| Braun Stacey Associates Inc | 2,525 | $677.0K | 0.02% | +325+14.8% | Added |
| Brown Advisory Securities, LLC | 2,529 | $678.0K | 0.29% | −2,481−49.5% | Reduced |
| TLWM | 2,530 | $678.0K | 0.23% | +94+3.9% | Added |
| Marks Group Wealth Management, Inc | 2,530 | $679.0K | 0.08% | +574+29.3% | Added |
| Richmond Brothers, Inc. | 2,530 | $679.0K | 0.49% | +2,530 | New |
| Sanders Morris Harris LLC | 2,538 | $680.0K | 0.12% | +38+1.5% | Added |
| FLC Capital Advisors | 2,541 | $681.0K | 0.19% | −424−14.3% | Reduced |
| Tyler-Stone Wealth Management | 2,539 | $681.0K | 0.36% | +2,539 | New |
| LVM Capital Management Ltd | 2,551 | $684.0K | 0.09% | −10−0.4% | Reduced |
| GHP Investment Advisors, Inc. | 2,553 | $684.0K | 0.05% | 00.0% | Unchanged |
| Capstone Triton Financial Group, LLC | 2,561 | $684.0K | 1.38% | +285+12.5% | Added |
| Atlas Private Wealth Management | 2,552 | $684.0K | 0.38% | +535+26.5% | Added |
| Red Door Wealth Management, LLC | 2,558 | $685.0K | 0.22% | +91+3.7% | Added |
| J. L. Bainbridge & Co., Inc. | 2,562 | $687.0K | 0.08% | 00.0% | Unchanged |
| Spears Abacus Advisors LLC | 2,562 | $687.0K | 0.05% | +962+60.1% | Added |
| South Dakota Investment Council | 2,566 | $688.0K | 0.01% | −1,300−33.6% | Reduced |
| Annex Advisory Services, LLC | 2,567 | $688.0K | 0.05% | +226+9.7% | Added |
| CenterStar Asset Management, LLC | – | $688.0K | 0.52% | – | New |
| Boltwood Capital Management | 2,573 | $690.0K | 0.25% | −36−1.4% | Reduced |
| Van Strum & Towne Inc. | 2,575 | $690.0K | 0.25% | −25−1.0% | Reduced |
| D L Carlson Investment Group Inc | 2,574 | $690.0K | 0.11% | 00.0% | Unchanged |
| Waycross Partners, LLC | 2,578 | $691.0K | 0.40% | 00.0% | Unchanged |
| Angeles Investment Advisors, LLC | 2,585 | $693.0K | 0.03% | +1,080+71.8% | Added |
| Kozak & Associates, Inc. | 3,128 | $694.0K | 0.44% | +63+2.1% | Added |
| TRUE Private Wealth Advisors | 2,589 | $694.0K | 0.10% | +667+34.7% | Added |
| Oldfather Financial Services, LLC | 2,747 | $695.0K | 0.36% | +14+0.5% | Added |
| Levin Capital Strategies, L.P. | 2,596 | $696.0K | 0.07% | +2,596 | New |
| Bill Few Associates, Inc. | 2,596 | $696.0K | 0.36% | +2,596 | New |
| Elm Advisors, LLC | 2,601 | $697.0K | 0.39% | 00.0% | Unchanged |
| Morris Retirement Advisors, LLC | 2,600 | $697.0K | 0.54% | +446+20.7% | Added |
| Aspiriant, LLC | 2,604 | $698.0K | 0.04% | +386+17.4% | Added |
| Gillespie Robinson & Grimm Inc | 2,607 | $699.0K | 0.05% | +32+1.2% | Added |
| Patten Group, Inc. | 2,611 | $700.0K | 0.19% | 00.0% | Unchanged |
| Resource Management, LLC | 2,610 | $700.0K | 0.07% | +10.0% | Added |
| JT Stratford LLC | 2,615 | $701.0K | 0.19% | +3+0.1% | Added |
| Warner Financial, Inc | 2,620 | $702.0K | 0.59% | +2,620 | New |
| IAM Advisory, LLC | 2,660 | $703.0K | 0.28% | +14+0.5% | Added |
| Silverlake Wealth Management LLC | 2,626 | $703.8K | 0.38% | +2,626 | New |
| Smith Anglin Financial, LLC | 2,627 | $704.0K | 0.12% | +13+0.5% | Added |
| American National Bank | 2,634 | $706.0K | 0.14% | −66−2.4% | Reduced |
| Relyea Zuckerberg Hanson LLC | 2,785 | $709.0K | 0.26% | +1,149+70.2% | Added |
| Exchange Traded Concepts, LLC | 2,648 | $710.0K | 0.01% | −22,489−89.5% | Reduced |
| McRae Capital Management Inc | 2,672 | $716.0K | 0.15% | −525−16.4% | Reduced |
| Cary Street Partners Asset Management LLC | 2,695 | $722.0K | 0.15% | +836+45.0% | Added |
| Oxford Financial Group Ltd | 2,697 | $723.0K | 0.08% | −278−9.3% | Reduced |
| Global Trust Asset Management, LLC | 2,698 | $723.0K | 0.28% | +705+35.4% | Added |
| Mount Yale Investment Advisors, LLC | 2,701 | $724.0K | 0.08% | +93+3.6% | Added |
| Howland Capital Management LLC | 2,704 | $725.0K | 0.04% | +109+4.2% | Added |
| RWM Asset Management, LLC | 2,715 | $728.0K | 0.14% | −117−4.1% | Reduced |
| Integral Investment Advisors, Inc. | 2,715 | $728.0K | 0.52% | +2,715 | New |
| Winthrop Advisory Group LLC | 2,718 | $729.0K | 0.15% | −18−0.7% | Reduced |
| Total Clarity Wealth Management, Inc. | 2,728 | $731.0K | 0.33% | +355+15.0% | Added |
| Sofos Investments, Inc. | 2,948 | $732.0K | 0.06% | +2,945+98,166.7% | Added |
| Advisor Resource Council | 2,732 | $732.0K | 0.06% | +2,732 | New |
| EverSource Wealth Advisors, LLC | 2,737 | $733.0K | 0.21% | +2,737 | New |
| Warren Averett Asset Management, LLC | 2,879 | $735.0K | 0.06% | −759−20.9% | Reduced |
| Sadoff Investment Management LLC | 2,746 | $736.0K | 0.04% | +50+1.9% | Added |
| Strong Tower Advisory Services | 2,747 | $736.0K | 0.39% | +107+4.1% | Added |
| Hummer Financial Advisory Services Inc | 2,750 | $737.0K | 0.62% | −300−9.8% | Reduced |
| Concentric Wealth Management, LLC | 2,750 | $737.0K | 0.21% | 00.0% | Unchanged |
| Horizon Wealth Management, LLC | 2,748 | $737.0K | 0.21% | +2,748 | New |
| Waters Parkerson & Co., LLC | 2,771 | $743.0K | 0.04% | +44+1.6% | Added |
| Aptus Capital Advisors, LLC | 2,787 | $747.0K | 0.03% | +13+0.5% | Added |
| Plante Moran Financial Advisors, LLC | 2,789 | $748.0K | 0.12% | −596−17.6% | Reduced |
| Citizens National Bank Trust Department | 2,803 | $751.0K | 0.29% | −7,796−73.6% | Reduced |
| Providence Wealth Advisors, LLC | 2,840 | $751.0K | 0.47% | −164−5.5% | Reduced |
| Grace Capital | 2,800 | $751.0K | 0.45% | +400+16.7% | Added |
| Infusive Asset Management Inc. | 2,808 | $753.0K | 0.26% | −54,658−95.1% | Reduced |
| GYL Financial Synergies, LLC | 2,809 | $753.0K | 0.20% | +33+1.2% | Added |
| Verity Asset Management, Inc. | 2,813 | $754.0K | 0.45% | +2+0.1% | Added |
| Karp Capital Management Corp | 2,824 | $757.0K | 0.09% | −200−6.6% | Reduced |
| Coastal Bridge Advisors, LLC | 2,822 | $757.0K | 0.16% | +125+4.6% | Added |
| S.A. Mason LLC | 2,828 | $758.0K | 0.46% | −9−0.3% | Reduced |
| Miller Investment Management, LP | 2,826 | $758.0K | 0.11% | 00.0% | Unchanged |
| Constitution Capital LLC | 2,832 | $759.0K | 0.40% | +75+2.7% | Added |
| Garde Capital, Inc. | 2,832 | $759.0K | 0.07% | +111+4.1% | Added |
| First Citizens Financial Corp | 2,842 | $762.0K | 0.56% | −27−0.9% | Reduced |
| Orrstown Financial Services Inc | 2,928 | $764.0K | 1.17% | −64−2.1% | Reduced |
| Reilly Financial Advisors, LLC | 2,853 | $765.0K | 0.06% | −73−2.5% | Reduced |
| Stockman Wealth Management, Inc. | 2,854 | $765.0K | 0.16% | +3+0.1% | Added |
| Johanson Financial Advisors, Inc. | 2,854 | $765.0K | 0.23% | +13+0.5% | Added |
| Aaron Wealth Advisors | 2,856 | $765.0K | 0.21% | +47+1.7% | Added |
| Douglas Lane & Associates, LLC | 2,856 | $766.0K | 0.01% | −259−8.3% | Reduced |