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 | 3,193 | $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, 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 |
|---|---|---|---|---|---|
| Harbor Investment Advisory, LLC | 5,318 | $1.43M | 0.18% | −81−1.5% | Reduced |
| Summit Financial, LLC | 5,302 | $1.42M | 0.11% | +1,202+29.3% | Added |
| Assetmark, Inc | 5,301 | $1.42M | 0.01% | +1,191+29.0% | Added |
| Financial Advisory Group | 5,295 | $1.42M | 0.28% | +401+8.2% | Added |
| Weik Capital Management | 5,290 | $1.42M | 0.54% | +15+0.3% | Added |
| Venturi Wealth Management, LLC | 5,284 | $1.42M | 0.11% | +137+2.7% | Added |
| Front Barnett Associates LLC | 5,283 | $1.42M | 0.13% | −275−4.9% | Reduced |
| Pinnacle Bancorp, Inc. | 5,282 | $1.42M | 0.50% | −100−1.9% | Reduced |
| Kore Private Wealth LLC | 5,268 | $1.41M | 0.17% | −2,183−29.3% | Reduced |
| IVC Wealth Advisors LLC | 5,267 | $1.41M | 0.91% | −123−2.3% | Reduced |
| Wolff Financial Management LLC | 5,256 | $1.41M | 0.53% | +5,256 | New |
| Diligent Investors, LLC | 5,250 | $1.41M | 0.39% | +335+6.8% | Added |
| Hudson Valley Investment Advisors Inc | 5,243 | $1.41M | 0.22% | −375−6.7% | Reduced |
| Court Place Advisors, LLC | 5,242 | $1.41M | 0.39% | 00.0% | Unchanged |
| Grove Bank & Trust | 5,240 | $1.41M | 0.27% | 00.0% | Unchanged |
| Herold Advisors, Inc. | 5,237 | $1.40M | 0.54% | −100−1.9% | Reduced |
| Pinnacle Private Wealth, LLC | 5,230 | $1.40M | 0.44% | +5,230 | New |
| Eqis Capital Management, Inc. | 5,227 | $1.40M | 0.10% | −116−2.2% | Reduced |
| Roanoke Asset Management Corp | 5,218 | $1.40M | 0.46% | −125−2.3% | Reduced |
| Trustcore Financial Services, LLC | 5,199 | $1.39M | 0.16% | −1,212−18.9% | Reduced |
| Intrua Financial, LLC | 5,194 | $1.39M | 0.24% | −386−6.9% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 5,192 | $1.39M | 0.09% | +5,192 | New |
| SignalPoint Asset Management, LLC | 5,191 | $1.39M | 0.42% | +97+1.9% | Added |
| BOK Financial Private Wealth, Inc. | 5,184 | $1.39M | 0.10% | +3,087+147.2% | Added |
| Columbia Trust Co 01012016 | 5,747 | $1.39M | 0.73% | 00.0% | Unchanged |
| Schrum Private Wealth Management LLC | 5,163 | $1.38M | 1.26% | +5,163 | New |
| West Family Investments, Inc. | 5,160 | $1.38M | 0.39% | −488−8.6% | Reduced |
| RB Capital Management, LLC | 5,156 | $1.38M | 0.43% | +676+15.1% | Added |
| Bennett Selby Investments LP | 5,152 | $1.38M | 0.80% | −10−0.2% | Reduced |
| Advisory Research Inc | 5,153 | $1.38M | 0.11% | +376+7.9% | Added |
| Veritas Investment Partners (UK) Ltd. | 5,145 | $1.38M | 0.04% | −300−5.5% | Reduced |
| Engine No. 1 LLC | 5,123 | $1.37M | 0.28% | +1,099+27.3% | Added |
| CAPROCK Group, Inc. | 5,117 | $1.37M | 0.11% | −13−0.3% | Reduced |
| Almanack Investment Partners, LLC. | 5,118 | $1.37M | 0.11% | +28+0.6% | Added |
| NEXT Financial Group, Inc | 5,118 | $1.37M | 0.09% | +148+3.0% | Added |
| Wealth Enhancement & Preservation of GA, LLC | 5,116 | $1.37M | 0.92% | +67+1.3% | Added |
| Integrity Financial Corp | 5,116 | $1.37M | 1.02% | +5,116 | New |
| Zeke Capital Advisors, LLC | 5,092 | $1.36M | 0.08% | −102−2.0% | Reduced |
| First Farmers & Merchants Bank / Trust | 5,081 | $1.36M | 1.35% | +5,081 | New |
| Alaethes Wealth LLC | 5,072 | $1.36M | 0.86% | +464+10.1% | Added |
| Cim, LLC | 5,380 | $1.35M | 0.25% | −193−3.5% | Reduced |
| Mengis Capital Management, Inc. | 5,025 | $1.35M | 0.25% | −150−2.9% | Reduced |
| TKG Advisors, LLC | 5,010 | $1.34M | 1.06% | +5,010 | New |
| Walter & Keenan Financial Consulting Co | 5,001 | $1.34M | 0.44% | 00.0% | Unchanged |
| United Fire Group Inc | 5,000 | $1.34M | 0.63% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 4,989 | $1.34M | 0.23% | −17,237−77.6% | Reduced |
| TFG Advisers LLC | 4,983 | $1.34M | 0.58% | −321−6.1% | Reduced |
| DT Investment Partners, LLC | 4,969 | $1.33M | 0.17% | −217−4.2% | Reduced |
| Little House Capital LLC | 4,960 | $1.33M | 0.70% | +167+3.5% | Added |
| Bellecapital International Ltd. | 4,957 | $1.33M | 0.38% | −159−3.1% | Reduced |
| Nikulski Financial, Inc. | 4,958 | $1.33M | 0.56% | +80+1.6% | Added |
| Princeton Global Asset Management LLC | 4,950 | $1.33M | 0.37% | 00.0% | Unchanged |
| Grandview Asset Management LLC | 4,951 | $1.33M | 0.53% | +4,951 | New |
| Blodgett Wealth Advisors, LLC | 4,924 | $1.32M | 1.03% | +4,924 | New |
| EFG Asset Management (Americas) Corp. | 4,918 | $1.32M | 0.22% | −761−13.4% | Reduced |
| Connectus Wealth, LLC | 4,915 | $1.32M | 0.05% | +4,915 | New |
| White Pine Capital LLC | 4,908 | $1.32M | 0.39% | 00.0% | Unchanged |
| Lakeside Advisors, INC. | 4,909 | $1.32M | 0.97% | +4,909 | New |
| Burke & Herbert Bank & Trust Co | 4,904 | $1.31M | 0.77% | −35−0.7% | Reduced |
| Journey Advisory Group, LLC | 4,890 | $1.31M | 0.36% | +328+7.2% | Added |
| Weatherly Asset Management L. P. | 4,876 | $1.31M | 0.14% | −125−2.5% | Reduced |
| Somerset Group LLC | 4,864 | $1.30M | 0.88% | −50−1.0% | Reduced |
| Abacus Planning Group, Inc. | 4,862 | $1.30M | 0.35% | +1,335+37.9% | Added |
| Symmetry Partners, LLC | 4,857 | $1.30M | 0.08% | −526−9.8% | Reduced |
| Meiji Yasuda Life Insurance Co | 4,849 | $1.30M | 0.02% | −784−13.9% | Reduced |
| Cornerstone Wealth Management, LLC | 4,829 | $1.29M | 0.12% | +972+25.2% | Added |
| Buckley Wealth Management, LLC | 4,824 | $1.29M | 0.38% | −1,531−24.1% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 4,818 | $1.29M | 0.37% | −977−16.9% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 4,810 | $1.29M | 0.73% | 00.0% | Unchanged |
| Brown Capital Management LLC | 4,802 | $1.29M | 0.01% | +24+0.5% | Added |
| Hodges Capital Management Inc. | 4,800 | $1.29M | 0.09% | +1,442+42.9% | Added |
| Todd Asset Management LLC | 4,788 | $1.28M | 0.03% | 00.0% | Unchanged |
| Spirit of America Management Corp | 4,780 | $1.28M | 0.26% | −100−2.0% | Reduced |
| Patron Partners Advisors, LLC | 4,774 | $1.28M | 0.84% | +318+7.1% | Added |
| Oakworth Capital, Inc. | 4,770 | $1.28M | 0.11% | +383+8.7% | Added |
| High Net Worth Advisory Group LLC | 4,770 | $1.28M | 0.45% | +4,770 | New |
| TrinityPoint Wealth, LLC | 4,766 | $1.28M | 0.23% | +37+0.8% | Added |
| Kesler, Norman & Wride, LLC | 4,755 | $1.27M | 0.27% | +80+1.7% | Added |
| Aull & Monroe Investment Management Corp | 4,751 | $1.27M | 0.57% | −115−2.4% | Reduced |
| Taylor Hoffman Wealth Management | 4,743 | $1.27M | 0.48% | −206−4.2% | Reduced |
| Blue Square Asset Management, LLC | 4,743 | $1.27M | 0.79% | +39+0.8% | Added |
| Northstar Asset Management LLC | 4,741 | $1.27M | 0.30% | +375+8.6% | Added |
| South Street Advisors LLC | 4,730 | $1.27M | 0.22% | 00.0% | Unchanged |
| Brewin Dolphin Wealth Management Ltd | 4,725 | $1.27M | 0.14% | −135−2.8% | Reduced |
| Family Legacy, Inc. | 4,827 | $1.26M | 0.52% | +236+5.1% | Added |
| Security Financial Services, INC. | 4,712 | $1.26M | 0.42% | +4,712 | New |
| Wealthsource Partners, LLC | 4,706 | $1.26M | 0.10% | −47−1.0% | Reduced |
| Colonial River Wealth Management, LLC | 4,708 | $1.26M | 0.68% | +4,708 | New |
| Connolly Sarah T. | 4,705 | $1.26M | 0.70% | +340+7.8% | Added |
| Lindbrook Capital, LLC | 4,702 | $1.26M | 0.19% | +3,152+203.4% | Added |
| Clear Perspective Advisors, LLC | 4,692 | $1.26M | 0.38% | −520−10.0% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 4,690 | $1.26M | 0.47% | +3,175+209.6% | Added |
| Johnson Financial Group, Inc. | 4,675 | $1.25M | 0.08% | 00.0% | Unchanged |
| Mitchell McLeod Pugh & Williams Inc | 4,669 | $1.25M | 0.41% | +230+5.2% | Added |
| Ontario Teachers Pension Plan Board | 4,662 | $1.25M | 0.01% | −455,932−99.0% | Reduced |
| Avestar Capital, LLC | 4,655 | $1.25M | 0.23% | −840−15.3% | Reduced |
| SkyView Investment Advisors, LLC | 23,824 | $1.25M | 0.28% | +19,289+425.3% | Added |
| Violich Capital Management, Inc. | 4,645 | $1.25M | 0.18% | 00.0% | Unchanged |
| BigSur Wealth Management LLC | 4,639 | $1.24M | 0.49% | +58+1.3% | Added |
| Meridian Wealth Advisors, LLC | 4,623 | $1.24M | 0.30% | +20.0% | Added |