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, 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 | 3,481 | $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 | 3,192 | $151.1B |
| Q3 2023 | 3,001 | $131.5B |
| Q2 2023 | 3,011 | $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, 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 |
|---|---|---|---|---|---|
| Summit Financial Wealth Advisors, LLC | 1,129 | $303.0K | 0.06% | −43−3.7% | Reduced |
| Guardian Wealth Advisors, LLC | 1,131 | $303.0K | 0.24% | −14−1.2% | Reduced |
| StrongBox Wealth, LLC | 1,134 | $304.0K | 0.15% | −7−0.6% | Reduced |
| Clean Yield Group | 1,139 | $305.0K | 0.10% | −175−13.3% | Reduced |
| Arcadia Investment Management Corp | 1,138 | $305.0K | 0.05% | 00.0% | Unchanged |
| Investmark Advisory Group LLC | 1,138 | $305.0K | 0.29% | +1,138 | New |
| Cadent Capital Advisors, LLC | 1,141 | $306.0K | 0.14% | −132−10.4% | Reduced |
| McDaniel Terry & Co | 1,142 | $306.0K | 0.03% | 00.0% | Unchanged |
| Occidental Asset Management, LLC | 1,144 | $307.0K | 0.07% | 00.0% | Unchanged |
| Hubbell Strickland Wealth Management, LLC | 1,146 | $307.0K | 0.17% | +2+0.2% | Added |
| Phocas Financial Corp. | 1,144 | $307.0K | 0.04% | +79+7.4% | Added |
| Carlson Capital Management | 1,151 | $309.0K | 0.03% | −62−5.1% | Reduced |
| Total Investment Management Inc | 1,154 | $309.0K | 0.05% | +84+7.9% | Added |
| Crescent Grove Advisors, LLC | 1,152 | $309.0K | 0.03% | +299+35.1% | Added |
| Astoria Portfolio Advisors LLC. | 1,153 | $309.0K | 0.25% | +1,153 | New |
| Nova R Wealth, Inc. | 1,155 | $310.0K | 0.25% | +1,155 | New |
| Waypoint Capital Advisors, LLC | 1,156 | $310.0K | 0.21% | +1,156 | New |
| Hutchinson Capital Management | 1,159 | $311.0K | 0.07% | +4+0.3% | Added |
| Boyd Wealth Management, LLC | 1,161 | $311.0K | 0.23% | +1,161 | New |
| Tandem Investment Advisors, Inc. | 1,164 | $312.0K | 0.02% | +215+22.7% | Added |
| Aire Advisors, LLC | 1,163 | $312.0K | 0.13% | +1,163 | New |
| Sage Rhino Capital LLC | 1,166 | $313.0K | 0.09% | +16+1.4% | Added |
| CVA Family Office, LLC | 1,168 | $313.0K | 0.08% | +793+211.5% | Added |
| Mason & Associates Inc | 1,167 | $313.0K | 0.10% | +1,167 | New |
| Patriot Investment Management Inc. | 1,173 | $314.0K | 0.03% | −8−0.7% | Reduced |
| AlphaMark Advisors, LLC | 1,170 | $314.0K | 0.11% | 00.0% | Unchanged |
| Swarthmore Group Inc | 1,176 | $315.0K | 0.07% | 00.0% | Unchanged |
| Perennial Investment Advisors, LLC | 1,178 | $315.0K | 0.10% | +79+7.2% | Added |
| Radnor Capital Management, LLC | 1,176 | $315.0K | 0.08% | +1,176 | New |
| Gamco Investors, Inc. Et Al | 1,180 | $316.0K | 0.00% | −4,618−79.6% | Reduced |
| Youngs Advisory Group, Inc. | 1,181 | $317.0K | 0.20% | 00.0% | Unchanged |
| Chase Investment Counsel Corp | 1,183 | $317.0K | 0.13% | +111+10.4% | Added |
| Redmond Asset Management, LLC | 1,182 | $317.0K | 0.09% | +1,182 | New |
| Claret Asset Management Corp | 1,188 | $318.0K | 0.06% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 1,188 | $318.5K | 0.16% | +1,188 | New |
| Phoenix Wealth Advisors | 1,195 | $320.0K | 0.24% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 1,197 | $320.0K | 0.02% | +1,197 | New |
| Rodgers Brothers Inc. | 1,199 | $321.0K | 0.06% | +1,199 | New |
| Quantum Private Wealth, LLC | 1,200 | $321.0K | 0.12% | +1,200 | New |
| Private Wealth Advisors | 1,200 | $322.0K | 0.10% | +6+0.5% | Added |
| APCM Wealth Management for Individuals | 1,202 | $322.0K | 0.06% | 00.0% | Unchanged |
| Arvest Trust Co N A | 1,201 | $322.0K | 0.02% | +1,201 | New |
| Icapital Wealth LLC | 1,201 | $322.0K | 0.12% | +1,201 | New |
| Sunburst Financial Group, LLC | 1,204 | $323.0K | 0.16% | +11+0.9% | Added |
| LWM Advisory Services, LLC | 1,205 | $323.0K | 0.40% | +1,205 | New |
| Salomon & Ludwin, LLC | 1,209 | $324.0K | 0.05% | 00.0% | Unchanged |
| Allied Investment Advisors, LLC | 1,214 | $325.0K | 0.11% | 00.0% | Unchanged |
| Middleton & Co Inc | 1,213 | $325.0K | 0.03% | +200+19.7% | Added |
| Northwest Quadrant Wealth Management, LLC | 1,216 | $326.0K | 0.09% | +5+0.4% | Added |
| Inlet Private Wealth, LLC | 1,216 | $326.0K | 0.08% | +4+0.3% | Added |
| Clarus Wealth Advisors | 1,248 | $326.0K | 0.19% | +61+5.1% | Added |
| Merriman Wealth Management, LLC | 1,217 | $326.0K | 0.02% | +1,217 | New |
| Barnes Pettey Financial Advisors, LLC | 1,221 | $327.0K | 0.38% | +1,221 | New |
| Camden Capital, LLC | 1,225 | $328.0K | 0.07% | −470−27.7% | Reduced |
| Old Point Trust & Financial Services N A | 1,223 | $328.0K | 0.13% | 00.0% | Unchanged |
| M. Kulyk & Associates, LLC | 1,225 | $328.0K | 0.08% | +7+0.6% | Added |
| Triad Financial Advisors, Inc. | 1,223 | $328.0K | 0.19% | +1,223 | New |
| Capstone Investment Advisors, LLC | 1,227 | $329.0K | 0.01% | −6,644−84.4% | Reduced |
| Oder Investment Management, LLC | 1,233 | $330.0K | 0.47% | 00.0% | Unchanged |
| True North Advisors, LLC | 1,237 | $331.0K | 0.06% | −3,972−76.3% | Reduced |
| Tufton Capital Management | 1,237 | $331.0K | 0.05% | −14−1.1% | Reduced |
| Gryphon Financial Partners LLC | 1,236 | $332.0K | 0.07% | +4+0.3% | Added |
| RTD Financial Advisors, Inc. | 1,238 | $332.0K | 0.04% | +1,238 | New |
| Cassia Capital Partners, LLC | 1,240 | $332.0K | 0.22% | +1,240 | New |
| Southland Equity Partners LLC | 1,240 | $332.4K | 0.14% | +122+10.9% | Added |
| KFA Private Wealth Group, LLC | 1,244 | $333.0K | 0.17% | −1−0.1% | Reduced |
| KG&L Capital Management,LLC | 1,246 | $334.0K | 0.13% | +37+3.1% | Added |
| Slow Capital, Inc. | 1,248 | $335.0K | 0.06% | −65−5.0% | Reduced |
| Blue Barn Wealth, LLC | 1,248 | $335.0K | 0.23% | +375+43.0% | Added |
| Forte Capital LLC | 1,252 | $336.0K | 0.04% | −47−3.6% | Reduced |
| Onyx Bridge Wealth Group LLC | 1,249 | $336.0K | 0.11% | +58+4.9% | Added |
| Cambridge Advisors Inc. | 1,255 | $337.0K | 0.08% | +159+14.5% | Added |
| Barber Financial Group, Inc. | 1,266 | $339.0K | 0.04% | +3+0.2% | Added |
| Rappaport Reiches Capital Management, LLC | 1,265 | $339.0K | 0.29% | +1+0.1% | Added |
| Mission Financial Group, LLC | 1,118 | $341.7K | 0.32% | +1,118 | New |
| Breiter Capital Management Inc | 1,277 | $342.0K | 0.17% | −1,058−45.3% | Reduced |
| Wittenberg Investment Management, Inc. | 1,275 | $342.0K | 0.12% | 00.0% | Unchanged |
| Excalibur Management Corp | 1,276 | $342.0K | 0.14% | +6+0.5% | Added |
| Dentgroup LLC | 1,275 | $342.0K | 0.32% | +1,275 | New |
| Avaii Wealth Management, LLC | 1,276 | $342.0K | 0.34% | +1,276 | New |
| Old Mission Investment Co LLC | 1,276 | $342.1K | 0.12% | +1+0.1% | Added |
| Emerald Advisors, LLC | 1,283 | $344.0K | 0.08% | −1,289−50.1% | Reduced |
| Broadleaf Partners, LLC | 1,285 | $344.0K | 0.11% | 00.0% | Unchanged |
| Tempus Wealth Planning, LLC | 1,283 | $344.0K | 0.19% | 00.0% | Unchanged |
| Vista Wealth Management Group, LLC | 1,285 | $344.0K | 0.06% | +41+3.3% | Added |
| Capital Planning Advisors, LLC | 1,283 | $344.0K | 0.07% | +229+21.7% | Added |
| Octavia Wealth Advisors, LLC | 1,285 | $344.0K | 0.07% | +1,285 | New |
| Ballast Advisors LLC | 1,295 | $347.0K | 0.13% | 00.0% | Unchanged |
| Kolinsky Wealth Management, LLC | 1,295 | $347.0K | 0.32% | +1,295 | New |
| O'Keefe Stevens Advisory, Inc. | 1,300 | $348.0K | 0.16% | 00.0% | Unchanged |
| Sierra Capital LLC | 1,297 | $348.0K | 0.05% | +725+126.7% | Added |
| Cedrus LLC | 1,301 | $348.8K | 0.34% | +1,301 | New |
| Insight Folios Inc | 1,306 | $350.0K | 0.16% | +41+3.2% | Added |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 1,310 | $351.0K | 0.06% | −104−7.4% | Reduced |
| Capital Insight Partners, LLC | 1,311 | $351.0K | 0.07% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 1,314 | $352.0K | 0.07% | −2,940−69.1% | Reduced |
| Traphagen Investment Advisors LLC | 1,314 | $352.4K | 0.06% | +272+26.1% | Added |
| Financial Perspectives, Inc | 1,316 | $352.7K | 0.17% | 00.0% | Unchanged |
| Oxinas Partners Wealth Management LLC | 1,318 | $353.0K | 0.20% | −183−12.2% | Reduced |
| Arkfeld Wealth Strategies, L.L.C. | 1,350 | $353.0K | 0.21% | 00.0% | Unchanged |