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 |
|---|---|---|---|---|---|
| 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 |
| Tatro Capital, LLC | 1,318 | $353.0K | 0.25% | +1+0.1% | Added |
| Financial Perspectives, Inc | 1,316 | $352.7K | 0.17% | 00.0% | Unchanged |
| Traphagen Investment Advisors LLC | 1,314 | $352.4K | 0.06% | +272+26.1% | Added |
| Two Sigma Securities, LLC | 1,314 | $352.0K | 0.07% | −2,940−69.1% | Reduced |
| 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 |
| Insight Folios Inc | 1,306 | $350.0K | 0.16% | +41+3.2% | Added |
| Cedrus LLC | 1,301 | $348.8K | 0.34% | +1,301 | 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 |
| 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 |
| 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 |
| Old Mission Investment Co LLC | 1,276 | $342.1K | 0.12% | +1+0.1% | Added |
| 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 |
| Mission Financial Group, LLC | 1,118 | $341.7K | 0.32% | +1,118 | New |
| Rappaport Reiches Capital Management, LLC | 1,265 | $339.0K | 0.29% | +1+0.1% | Added |
| Barber Financial Group, Inc. | 1,266 | $339.0K | 0.04% | +3+0.2% | Added |
| Cambridge Advisors Inc. | 1,255 | $337.0K | 0.08% | +159+14.5% | 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 |
| 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 |
| KG&L Capital Management,LLC | 1,246 | $334.0K | 0.13% | +37+3.1% | Added |
| KFA Private Wealth Group, LLC | 1,244 | $333.0K | 0.17% | −1−0.1% | Reduced |
| Southland Equity Partners LLC | 1,240 | $332.4K | 0.14% | +122+10.9% | Added |
| 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 |
| 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 |
| Oder Investment Management, LLC | 1,233 | $330.0K | 0.47% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 1,227 | $329.0K | 0.01% | −6,644−84.4% | Reduced |
| 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 |
| Barnes Pettey Financial Advisors, LLC | 1,221 | $327.0K | 0.38% | +1,221 | New |
| 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 |
| 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 |
| Salomon & Ludwin, LLC | 1,209 | $324.0K | 0.05% | 00.0% | Unchanged |
| 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 |
| 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 |
| 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 |
| 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 |
| Brown, Lisle/Cummings, Inc. | 1,188 | $318.5K | 0.16% | +1,188 | New |
| Claret Asset Management Corp | 1,188 | $318.0K | 0.06% | 00.0% | Unchanged |
| 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 |
| Gamco Investors, Inc. Et Al | 1,180 | $316.0K | 0.00% | −4,618−79.6% | Reduced |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| StrongBox Wealth, LLC | 1,134 | $304.0K | 0.15% | −7−0.6% | Reduced |
| 4J Wealth Management LLC | 1,129 | $303.0K | 0.26% | −70−5.8% | Reduced |