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 |
|---|---|---|---|---|---|
| Davidson Trust Co | 4,619 | $1.24M | 0.85% | −99−2.1% | Reduced |
| Aberdeen Wealth Management LLC | 4,617 | $1.24M | 0.81% | −22−0.5% | Reduced |
| SFMG, LLC | 4,613 | $1.24M | 0.12% | +1,159+33.6% | Added |
| River Wealth Advisors LLC | 4,610 | $1.24M | 0.19% | +262+6.0% | Added |
| Insight Advisors, LLC | 4,602 | $1.23M | 0.36% | −328−6.7% | Reduced |
| Helios Capital Management Pte. Ltd | 4,600 | $1.23M | 1.12% | +4,600 | New |
| Kovack Advisors, Inc. | 4,587 | $1.23M | 0.12% | −1,526−25.0% | Reduced |
| Aldebaran Financial Inc. | 4,589 | $1.23M | 0.96% | −142−3.0% | Reduced |
| BerganKDV Wealth Management, LLC | 4,588 | $1.23M | 0.13% | +1,034+29.1% | Added |
| Aurora Private Wealth, Inc. | 4,585 | $1.23M | 0.53% | −30−0.7% | Reduced |
| West Paces Advisors Inc. | 4,575 | $1.23M | 0.38% | +58+1.3% | Added |
| Cantor Fitzgerald Investment Adviser L.P. | 4,563 | $1.22M | 0.07% | −220−4.6% | Reduced |
| JBJ Investment Partners, LLC | 4,556 | $1.22M | 0.25% | −2,232−32.9% | Reduced |
| Hartford Financial Management Inc. | 4,553 | $1.22M | 0.28% | 00.0% | Unchanged |
| Wealth Alliance | 4,555 | $1.22M | 0.25% | +212+4.9% | Added |
| Parsec Financial Management, Inc. | 4,546 | $1.22M | 0.05% | 00.0% | Unchanged |
| Nwam LLC | 4,535 | $1.22M | 0.10% | +805+21.6% | Added |
| Evoke Wealth, LLC | 4,989 | $1.21M | 0.04% | +50+1.0% | Added |
| Sabadell Asset Management, S.A S.G.I.I.C | 4,628 | $1.21M | 0.19% | 00.0% | Unchanged |
| Franklin Street Capital Partners, LLC | 4,500 | $1.21M | 5.61% | −13,000−74.3% | Reduced |
| 44 Wealth Management LLC | 4,498 | $1.21M | 0.42% | +295+7.0% | Added |
| G&S Capital LLC | 4,494 | $1.21M | 0.60% | −224−4.7% | Reduced |
| Northwest Bancshares, Inc. | 4,492 | $1.20M | 0.24% | +70+1.6% | Added |
| Accredited Investors Inc. | 4,486 | $1.20M | 0.11% | +525+13.3% | Added |
| Royal Harbor Partners, LLC | 4,480 | $1.20M | 0.76% | 00.0% | Unchanged |
| Range Financial Group LLC | 4,481 | $1.20M | 0.79% | +327+7.9% | Added |
| BancorpSouth Bank | 4,469 | $1.20M | 0.15% | −27,174−85.9% | Reduced |
| Tiedemann Advisors, LLC | 4,464 | $1.20M | 0.06% | +3+0.1% | Added |
| Bivin & Associates, Inc. | 4,461 | $1.20M | 1.04% | +4,461 | New |
| Beacon Investment Advisory Services, Inc. | 4,434 | $1.19M | 0.05% | +174+4.1% | Added |
| KC Investment Advisors, LLC | 4,433 | $1.19M | 0.80% | +296+7.2% | Added |
| Apella Capital, LLC | 4,427 | $1.19M | 0.15% | 00.0% | Unchanged |
| Traynor Capital Management, Inc. | 4,417 | $1.18M | 0.14% | +187+4.4% | Added |
| Centric Wealth Management | 4,410 | $1.18M | 0.39% | +21+0.5% | Added |
| Mystic Asset Management, Inc. | 4,404 | $1.18M | 0.56% | +4,404 | New |
| BDO Wealth Advisors, LLC | 4,378 | $1.17M | 0.12% | +161+3.8% | Added |
| Gyon Technologies Capital Management, LP | 4,359 | $1.17M | 0.22% | −4,947−53.2% | Reduced |
| Avalon Investment & Advisory | 4,353 | $1.17M | 0.03% | −4,838−52.6% | Reduced |
| Semmax Financial Advisors Inc. | 4,338 | $1.16M | 0.43% | −428−9.0% | Reduced |
| Blackhawk Capital Partners LLC. | 4,331 | $1.16M | 0.70% | −97−2.2% | Reduced |
| Engineers Gate Manager LP | 4,331 | $1.16M | 0.05% | +4,331 | New |
| Edmonds Duncan Registered Investment Advisors, LLC | 4,544 | $1.16M | 0.34% | +50+1.1% | Added |
| Acima Private Wealth, LLC | 4,329 | $1.16M | 0.50% | 00.0% | Unchanged |
| Triangle Securities Wealth Management | 4,322 | $1.16M | 0.36% | +42+1.0% | Added |
| Southeast Asset Advisors Inc. | 4,319 | $1.16M | 0.16% | +10.0% | Added |
| Zullo Investment Group, Inc. | 4,319 | $1.16M | 0.60% | +4,319 | New |
| Ledyard National Bank | 4,304 | $1.15M | 0.11% | −12−0.3% | Reduced |
| Stiles Financial Services Inc | 4,304 | $1.15M | 0.56% | +4,304 | New |
| AGF Investments LLC | 4,282 | $1.15M | 0.10% | −1,489−25.8% | Reduced |
| Michael B. Yongue | 4,276 | $1.15M | 0.76% | +15+0.4% | Added |
| Meritage Portfolio Management | 4,266 | $1.14M | 0.06% | −147−3.3% | Reduced |
| Palumbo Wealth Management LLC | 4,263 | $1.14M | 0.72% | +281+7.1% | Added |
| Doliver Advisors, LP | 4,393 | $1.14M | 0.36% | −349−7.4% | Reduced |
| Sheets Smith Wealth Management | 4,239 | $1.14M | 0.14% | −46−1.1% | Reduced |
| Lewis Capital Management, LLC | 4,211 | $1.13M | 1.18% | +4,211 | New |
| Lafayette Investments, Inc. | 4,207 | $1.13M | 0.28% | −250−5.6% | Reduced |
| Horizon Kinetics Asset Management LLC | 4,207 | $1.13M | 0.02% | −20.0% | Reduced |
| Hendershot Investments Inc. | 4,202 | $1.13M | 0.17% | +960+29.6% | Added |
| Cottonwood Capital Advisors, LLC | 4,196 | $1.13M | 0.87% | +4,196 | New |
| Intelligent Financial Strategies | 4,193 | $1.12M | 1.01% | +4,193 | New |
| MKT Advisors LLC | 4,482 | $1.12M | 0.88% | +4,482 | New |
| Stewart & Patten Co LLC | 4,162 | $1.12M | 0.17% | −250−5.7% | Reduced |
| Oarsman Capital, Inc. | 4,147 | $1.11M | 0.44% | −1,250−23.2% | Reduced |
| Jump Financial, LLC | 4,151 | $1.11M | 0.07% | +4,151 | New |
| Formidable Asset Management, LLC | 4,132 | $1.11M | 0.21% | −10.0% | Reduced |
| Atlas Private Wealth Advisors | 4,130 | $1.11M | 0.51% | −21−0.5% | Reduced |
| First American Bank | 2,184 | $1.11M | 0.06% | +317+17.0% | Added |
| Prelude Capital Management, LLC | 4,117 | $1.10M | 0.05% | +4,117 | New |
| Bank Ozk | 4,115 | $1.10M | 0.45% | −138−3.2% | Reduced |
| Investment Partners, Ltd. | 4,106 | $1.10M | 0.45% | −74−1.8% | Reduced |
| Glen Eagle Advisors, LLC | 4,082 | $1.09M | 0.28% | −127−3.0% | Reduced |
| Cardiff Park Advisors, LLC | 4,067 | $1.09M | 0.14% | +4,067 | New |
| CRA Financial Services, LLC | 4,050 | $1.09M | 0.32% | +71+1.8% | Added |
| Wealth Management Associates, Inc. | 4,036 | $1.08M | 0.58% | +10.0% | Added |
| Altus Wealth Group LLC | 4,028 | $1.08M | 0.89% | +3+0.1% | Added |
| Harrison & Co Wealth Management, LLC | 4,025 | $1.08M | 0.91% | +4,025 | New |
| Bar Harbor Trust Services | 4,010 | $1.07M | 0.29% | −167−4.0% | Reduced |
| American State Bank (Iowa) | 4,007 | $1.07M | 0.74% | +50+1.3% | Added |
| Finer Wealth Management, Inc. | 4,003 | $1.07M | 0.89% | +4,003 | New |
| Bridgewater Advisors Inc. | 3,999 | $1.07M | 0.24% | +5+0.1% | Added |
| Garrett Investment Advisors LLC | 3,999 | $1.07M | 0.28% | +1,191+42.4% | Added |
| Glassman Wealth Services | 3,992 | $1.07M | 0.20% | +86+2.2% | Added |
| Stonebridge Capital Management Inc | 3,980 | $1.07M | 0.37% | −275−6.5% | Reduced |
| Vanguard Capital Wealth Advisors | 3,966 | $1.06M | 0.76% | +8+0.2% | Added |
| FourThought Financial, LLC | 3,963 | $1.06M | 0.13% | −101−2.5% | Reduced |
| First American Trust, FSB | 3,961 | $1.06M | 0.15% | +13+0.3% | Added |
| Crescent Capital Consulting, LLC | 3,946 | $1.06M | 0.17% | +10.0% | Added |
| Archford Capital Strategies, LLC | 3,943 | $1.06M | 0.24% | −346−8.1% | Reduced |
| Kowal Investment Group, LLC | 3,938 | $1.06M | 0.31% | +161+4.3% | Added |
| Rollins Financial | 3,927 | $1.05M | 0.30% | +3,927 | New |
| Highview Capital Management LLC | 3,918 | $1.05M | 0.68% | +3,918 | New |
| Oxbow Advisors, LLC | 3,912 | $1.05M | 0.10% | +297+8.2% | Added |
| Forbes J M & Co LLP | 3,907 | $1.05M | 0.12% | +207+5.6% | Added |
| Zions Bancorporation, N.A. | 3,905 | $1.05M | 0.09% | +1,225+45.7% | Added |
| Institute for Wealth Management, LLC. | 3,893 | $1.04M | 0.17% | −133−3.3% | Reduced |
| Highland Private Wealth Management | 3,896 | $1.04M | 0.13% | +121+3.2% | Added |
| Wellington Shields Capital Management, LLC | 3,892 | $1.04M | 0.13% | +390+11.1% | Added |
| Seven Eight Capital, LP | 3,888 | $1.04M | 0.19% | −2,319−37.4% | Reduced |
| Warther Private Wealth, LLC | 3,867 | $1.04M | 0.77% | +8+0.2% | Added |
| Private Wealth Strategies, L.L.C. | 3,872 | $1.04M | 0.24% | +2+0.1% | Added |