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 |
|---|---|---|---|---|---|
| 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 |
| Chilton Capital Management LLC | 1,127 | $302.0K | 0.02% | 00.0% | Unchanged |
| REDW Wealth LLC | 1,126 | $302.0K | 0.09% | +95+9.2% | Added |
| ERTS Wealth Advisors, LLC | 1,128 | $301.0K | 0.07% | −1−0.1% | Reduced |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 1,120 | $300.0K | 0.05% | −30−2.6% | Reduced |
| Focused Wealth Management, Inc | 1,114 | $299.0K | 0.05% | +2+0.2% | Added |
| IFG Advisors, LLC | 1,115 | $299.0K | 0.13% | +2+0.2% | Added |
| Investment Management of Virginia LLC | 1,116 | $299.0K | 0.05% | +60+5.7% | Added |
| WFA of San Diego, LLC | 1,114 | $299.0K | 0.17% | +118+11.8% | Added |
| Hemenway Trust Co LLC | 1,110 | $298.0K | 0.03% | −153−12.1% | Reduced |
| Magnolia Capital Advisors LLC | 1,112 | $298.0K | 0.09% | +5+0.5% | Added |
| BNC Wealth Management, LLC | 1,111 | $298.0K | 0.14% | +31+2.9% | Added |
| Ategra Capital Management, LLC | 1,108 | $297.2K | 0.13% | 00.0% | Unchanged |
| Highland Capital Management, LLC | 1,108 | $297.0K | 0.02% | −5,027−81.9% | Reduced |
| Navalign, LLC | 1,109 | $297.0K | 0.12% | −175−13.6% | Reduced |
| Capital Financial Planning, LLC | 1,107 | $297.0K | 0.10% | −93−7.8% | Reduced |
| Capital Investment Services of America, Inc. | 1,107 | $297.0K | 0.03% | 00.0% | Unchanged |
| Sather Financial Group Inc | 1,105 | $296.0K | 0.03% | +5+0.5% | Added |
| Guardian Wealth Advisors, LLC | 1,105 | $296.0K | 0.13% | +1,105 | New |
| Broderick Brian C | 1,100 | $295.0K | 0.07% | 00.0% | Unchanged |
| Adams Wealth Management | 1,099 | $295.0K | 0.09% | 00.0% | Unchanged |
| Weaver Consulting Group | 1,101 | $295.0K | 0.14% | +200+22.2% | Added |
| Tillar-Wenstrup Advisors, LLC | 1,100 | $295.0K | 0.14% | +1,100 | New |
| Family Management Corp | 1,098 | $294.0K | 0.08% | 00.0% | Unchanged |
| Family Firm, Inc. | 1,096 | $294.0K | 0.08% | +4+0.4% | Added |
| Pinnacle Financial Group, LLC | 1,097 | $294.0K | 0.23% | +1,097 | New |
| Bullseye Investment Management, LLC | 1,097 | $294.0K | 0.21% | +1,097 | New |
| Morton Brown Family Wealth, LLC | 1,089 | $292.0K | 0.22% | +1,089 | New |
| Monterey Private Wealth, Inc. | 1,085 | $291.0K | 0.14% | +1+0.1% | Added |
| Newbridge Financial Services Group, Inc. | 1,084 | $291.0K | 0.14% | +298+37.9% | Added |
| Satovsky Asset Management LLC | 1,084 | $290.0K | 0.19% | +6+0.6% | Added |
| Blackston Financial Advisory Group, LLC | 1,083 | $290.0K | 0.17% | +1,083 | New |
| Partners in Financial Planning | 1,129 | $288.0K | 0.09% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 1,138 | $288.0K | 0.05% | −119−9.5% | Reduced |
| Optas, LLC | 1,076 | $288.0K | 0.08% | +13+1.2% | Added |
| McIlrath & Eck, LLC | 1,067 | $286.0K | 0.08% | −19−1.7% | Reduced |
| Keudell/Morrison Wealth Management | 1,066 | $286.0K | 0.11% | 00.0% | Unchanged |
| Compass Ion Advisors, LLC | 1,065 | $286.0K | 0.09% | +5+0.5% | Added |
| Nixon Peabody Trust Co | 1,068 | $286.0K | 0.09% | +1,068 | New |
| West Coast Financial LLC | 1,063 | $285.0K | 0.04% | +88+9.0% | Added |
| Fortitude Advisory Group L.L.C. | 1,063 | $285.0K | 0.15% | +1,063 | New |
| QP Wealth Management, LLC | 1,055 | $283.0K | 0.30% | 00.0% | Unchanged |
| Fort Pitt Capital Group, LLC | 1,054 | $282.0K | 0.01% | −120−10.2% | Reduced |
| Skylands Capital, LLC | 1,050 | $281.0K | 0.03% | 00.0% | Unchanged |
| Heron Financial Group, LLC | 1,083 | $280.0K | 0.15% | −14−1.3% | Reduced |
| Birchcreek Wealth Management, LLC | 1,046 | $280.0K | 0.24% | +94+9.9% | Added |
| Sargent Investment Group, LLC | 1,043 | $280.0K | 0.06% | +175+20.2% | Added |
| American Planning Services, Inc. | 1,045 | $280.0K | 0.25% | +1,045 | New |
| Missouri Trust & Investment Co | 1,044 | $280.0K | 0.16% | +1,044 | New |
| Heritage Investment Group, Inc. | 1,040 | $279.0K | 0.22% | +1,040 | New |
| Capital Square, LLC | 1,043 | $278.0K | 0.19% | −12−1.1% | Reduced |
| Prentice Wealth Management LLC | 1,039 | $278.0K | 0.13% | −18−1.7% | Reduced |
| Lumature Wealth Partners, LLC | 1,036 | $278.0K | 0.11% | +20+2.0% | Added |
| Madison Wealth Management | 1,034 | $277.0K | 0.06% | −30−2.8% | Reduced |
| Newton One Investments LLC | 1,032 | $277.0K | 0.20% | +3+0.3% | Added |
| Summit Trail Advisors, LLC | 1,030 | $276.0K | 0.02% | −109−9.6% | Reduced |
| Canal Capital Management, LLC | 1,030 | $276.0K | 0.07% | +1,030 | New |
| Brooks, Moore & Associates, Inc. | 1,026 | $275.0K | 0.16% | −25−2.4% | Reduced |
| Smith & Howard Wealth Management, LLC | 1,026 | $275.0K | 0.12% | 00.0% | Unchanged |
| Shufro Rose & Co LLC | 1,022 | $274.0K | 0.02% | 00.0% | Unchanged |
| Firethorn Wealth Partners, LLC | 1,022 | $274.0K | 0.21% | +1,022 | New |
| Transform Wealth, LLC | 1,020 | $273.0K | 0.03% | +72+7.6% | Added |
| Schonfeld Strategic Advisors LLC | 1,018 | $273.0K | 0.00% | +1,018 | New |
| Intercontinental Wealth Advisors, LLC | 1,013 | $272.0K | 0.06% | −10−1.0% | Reduced |
| Magnus Financial Group LLC | 1,012 | $271.0K | 0.05% | +29+3.0% | Added |
| Eagle Bluffs Wealth Management LLC | 1,012 | $271.0K | 0.28% | +1,012 | New |
| Mascoma Wealth Management LLC | 1,009 | $270.0K | 0.09% | 00.0% | Unchanged |
| Aveo Capital Partners, LLC | 1,008 | $270.0K | 0.05% | +31+3.2% | Added |
| Redwood Investment Management, LLC | 1,003 | $269.0K | 0.04% | −328−24.6% | Reduced |
| Campbell Wealth Management | 1,002 | $269.0K | 0.03% | +3+0.3% | Added |
| FinTrust Capital Advisors, LLC | 1,003 | $269.0K | 0.06% | +40+4.2% | Added |
| Gordian Capital Singapore Pte Ltd | 1,000 | $269.0K | 0.21% | +1,000 | New |
| Deroy & Devereaux Private Investment Counsel Inc | 1,000 | $268.0K | 0.02% | 00.0% | Unchanged |
| Central Asset Investments & Management Holdings (HK) Ltd | 1,000 | $268.0K | 0.19% | 00.0% | Unchanged |
| Addison Advisors LLC | 999 | $268.0K | 0.17% | +245+32.5% | Added |
| Hedges Asset Management LLC | 1,000 | $268.0K | 0.21% | +1,000 | New |
| Fieldpoint Private Securities, LLC | 995 | $267.0K | 0.05% | +60+6.4% | Added |
| Lee Financial Co | 995 | $267.0K | 0.05% | +417+72.1% | Added |
| Quent Capital, LLC | 991 | $266.0K | 0.06% | +991 | New |
| Hall Laurie J Trustee | 990 | $265.0K | 0.09% | −75−7.0% | Reduced |
| BMS Financial Advisors, LLC | 987 | $265.0K | 0.17% | +987 | New |
| Eclectic Associates Inc | 983 | $264.0K | 0.17% | +2+0.2% | Added |
| Red Wave Investments LLC | 984 | $264.0K | 0.09% | +40+4.2% | Added |
| Wolff Wiese Magana LLC | 985 | $264.0K | 0.17% | +562+132.9% | Added |
| Foster Victor Wealth Advisors, LLC | 1,007 | $263.0K | 0.04% | +13+1.3% | Added |
| Pacific Sun Financial Corp | 980 | $263.0K | 0.14% | 00.0% | Unchanged |
| Northeast Financial Group, Inc. | 978 | $262.2K | 0.15% | 00.0% | Unchanged |
| Van Cleef Asset Management,Inc | 978 | $262.0K | 0.04% | −1,020−51.1% | Reduced |
| Groesbeck Investment Management Corp | 977 | $262.0K | 0.33% | 00.0% | Unchanged |
| Saxon Interests, Inc. | 997 | $261.0K | 0.15% | +997 | New |
| RWWM, Inc. | 967 | $259.0K | 0.03% | +1+0.1% | Added |
| Arcus Capital Partners, LLC | 968 | $259.0K | 0.09% | +110+12.8% | Added |
| Coastal Capital Group, Inc. | 963 | $258.0K | 0.06% | +6+0.6% | Added |
| Amplius Wealth Advisors, LLC | 965 | $258.0K | 0.04% | +965 | New |
| TFC Financial Management | 957 | $257.0K | 0.08% | −665−41.0% | Reduced |
| Wealth Advisors, Inc. | 960 | $257.0K | 0.09% | 00.0% | Unchanged |
| Roberts Glore & Co Inc | 954 | $256.0K | 0.07% | −10−1.0% | Reduced |
| Selective Wealth Management, Inc. | 950 | $255.0K | 0.10% | 00.0% | Unchanged |
| McDonough Capital Management, Inc | 952 | $255.0K | 0.21% | +952 | New |