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 2022
Institutional positions in McDonalds Corp as of Dec 31, 2022. 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
- 2,928
- +282 vs. Q3 2022
- Shares held
- 505.1M
- +5.66M (+1.1%) vs. Q3 2022
- Total value
- $133.0B
- +$17.7B (+15.3%) vs. Q3 2022
- New holders
- 354
- 1,112 more added
- Sold out
- 72
- 1,093 more reduced
57 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2022: 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 2022
Shares, value and share of portfolio for each institution holding McDonalds Corp; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| DHJJ Financial Advisors, Ltd. | 3,752 | $988.8K | 0.57% | +124+3.4% | Added |
| West Bancorporation Inc | 3,752 | $988.8K | 0.73% | +752+25.1% | Added |
| LVM Capital Management Ltd | 3,752 | $989.0K | 0.14% | +309+9.0% | Added |
| Insigneo Advisory Services, LLC | 3,752 | $989.0K | 0.37% | +3,752 | New |
| MV Capital Management, Inc. | 3,770 | $993.5K | 0.15% | −15−0.4% | Reduced |
| Ironwood Financial, llc | 3,770 | $993.5K | 0.31% | 00.0% | Unchanged |
| Harbour Capital Advisors, LLC | 3,762 | $994.4K | 0.33% | 00.0% | Unchanged |
| Krilogy Financial LLC | 3,782 | $996.6K | 0.09% | +48+1.3% | Added |
| Grandfield & Dodd, LLC | 3,787 | $998.0K | 0.07% | −38−1.0% | Reduced |
| Pendal Group Limited | 3,790 | $998.8K | 0.01% | +3,790 | New |
| Strategic Investment Solutions, Inc. | 3,799 | $999.7K | 0.49% | +3,799 | New |
| STAR Financial Bank | 3,808 | $1.00M | 1.00% | +3,808 | New |
| Eldridge Investment Advisors, Inc. | 3,809 | $1.00M | 0.35% | +106+2.9% | Added |
| Schrum Private Wealth Management LLC | 3,813 | $1.00M | 1.19% | −353−8.5% | Reduced |
| Paragon Financial Partners, Inc. | 3,814 | $1.01M | 1.11% | +10.0% | Added |
| Kenfarb & Co. | 3,815 | $1.01M | 0.89% | −35−0.9% | Reduced |
| Davidson Trust Co | 3,816 | $1.01M | 0.89% | −53−1.4% | Reduced |
| Jeppson Wealth Management, LLC | 3,816 | $1.01M | 0.42% | −50−1.3% | Reduced |
| Capstone Triton Financial Group, LLC | 3,821 | $1.01M | 0.81% | +524+15.9% | Added |
| Jump Financial, LLC | 3,825 | $1.01M | 0.05% | +3,825 | New |
| Old North State Trust, LLC | 3,829 | $1.01M | 0.66% | −72−1.8% | Reduced |
| Harrison & Co Wealth Management, LLC | 3,830 | $1.01M | 0.98% | +65+1.7% | Added |
| Sound Financial Strategies Group, LLC | 3,833 | $1.01M | 0.73% | +3,833 | New |
| Next Capital Management LLC | 3,837 | $1.01M | 0.55% | −9−0.2% | Reduced |
| Rede Wealth, LLC | 3,840 | $1.01M | 0.55% | 00.0% | Unchanged |
| Michael B. Yongue | 3,847 | $1.01M | 0.95% | −39−1.0% | Reduced |
| Human Investing LLC | 3,848 | $1.01M | 0.26% | −742−16.2% | Reduced |
| Philadelphia Trust Co | 3,852 | $1.01M | 0.11% | +81+2.1% | Added |
| Institute for Wealth Management, LLC. | 3,853 | $1.02M | 0.22% | −80−2.0% | Reduced |
| Warren Averett Asset Management, LLC | 3,863 | $1.02M | 0.06% | +380+10.9% | Added |
| Caption Management, LLC | 3,865 | $1.02M | 0.17% | +3,865 | New |
| David Loasby | 3,790 | $1.02M | 0.13% | +578+18.0% | Added |
| Cottonwood Capital Advisors, LLC | 3,870 | $1.02M | 0.91% | −243−5.9% | Reduced |
| Doliver Advisors, LP | 3,870 | $1.02M | 0.34% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 3,879 | $1.02M | 0.13% | +3,879 | New |
| Private Wealth Strategies, L.L.C. | 3,882 | $1.02M | 0.27% | +2+0.1% | Added |
| Formidable Asset Management, LLC | 3,903 | $1.03M | 0.23% | −10.0% | Reduced |
| Bank Hapoalim BM | 3,910 | $1.03M | 0.13% | +60+1.6% | Added |
| MBA Advisors LLC | 3,917 | $1.03M | 0.68% | −3−0.1% | Reduced |
| Phillips Wealth Planners LLC | 3,879 | $1.03M | 1.80% | +3,879 | New |
| Sompo Asset Management Co., Ltd. | 3,920 | $1.03M | 0.24% | −1,260−24.3% | Reduced |
| Accurate Wealth Management, LLC | 3,847 | $1.03M | 0.38% | +296+8.3% | Added |
| Lewis Capital Management, LLC | 3,931 | $1.04M | 1.59% | −280−6.6% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 3,948 | $1.04M | 0.55% | +160+4.2% | Added |
| Kovack Advisors, Inc. | 3,950 | $1.04M | 0.15% | −64−1.6% | Reduced |
| Ami Asset Management Corp | 3,962 | $1.04M | 0.07% | +739+22.9% | Added |
| Aire Advisors, LLC | 3,971 | $1.05M | 0.32% | −497−11.1% | Reduced |
| Northwest Bancshares, Inc. | 3,977 | $1.05M | 0.21% | −350−8.1% | Reduced |
| DuPont Capital Management Corp | 3,982 | $1.05M | 0.05% | −1,439−26.5% | Reduced |
| Sheets Smith Wealth Management | 3,983 | $1.05M | 0.16% | +79+2.0% | Added |
| Thrive Wealth Management, LLC | 4,019 | $1.06M | 0.30% | +901+28.9% | Added |
| Wedmont Private Capital | 3,939 | $1.06M | 0.16% | +444+12.7% | Added |
| Advisory Research Inc | 4,028 | $1.06M | 0.10% | −9−0.2% | Reduced |
| Intrua Financial, LLC | 4,029 | $1.06M | 0.25% | +499+14.1% | Added |
| Triangle Securities Wealth Management | 4,052 | $1.07M | 0.39% | +81+2.0% | Added |
| Forbes J M & Co LLP | 4,057 | $1.07M | 0.15% | +200+5.2% | Added |
| Wealth Dimensions Group, Ltd. | 4,071 | $1.07M | 0.44% | +358+9.6% | Added |
| Horizon Kinetics Asset Management LLC | 4,107 | $1.08M | 0.02% | 00.0% | Unchanged |
| KLCM Advisors, Inc. | 4,118 | $1.09M | 0.22% | −20.0% | Reduced |
| Arbor Capital Management Inc | 4,165 | $1.09M | 0.96% | −344−7.6% | Reduced |
| SFMG, LLC | 4,123 | $1.09M | 0.12% | +15+0.4% | Added |
| Engineers Gate Manager LP | 4,129 | $1.09M | 0.07% | −50,298−92.4% | Reduced |
| Stewart & Patten Co LLC | 4,130 | $1.09M | 0.19% | −175−4.1% | Reduced |
| Grove Bank & Trust | 4,150 | $1.09M | 0.24% | −283−6.4% | Reduced |
| Ledyard National Bank | 4,154 | $1.09M | 0.13% | +315+8.2% | Added |
| ICA Group Wealth Management, LLC | 4,157 | $1.10M | 0.26% | −2,836−40.6% | Reduced |
| Aurora Private Wealth, Inc. | 4,174 | $1.10M | 1.26% | −125−2.9% | Reduced |
| Colonial Trust Co | 4,176 | $1.10M | 0.30% | −419−9.1% | Reduced |
| MKT Advisors LLC | 4,098 | $1.10M | 0.83% | −132−3.1% | Reduced |
| Peak Financial Advisors LLC | 4,181 | $1.10M | 1.00% | +4,181 | New |
| Wealth Alliance | 4,186 | $1.10M | 0.20% | −794−15.9% | Reduced |
| Edmonds Duncan Registered Investment Advisors, LLC | 4,189 | $1.10M | 0.36% | 00.0% | Unchanged |
| Arden Trust Co | 4,201 | $1.11M | 0.22% | −9−0.2% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 4,158 | $1.11M | 0.68% | +21+0.5% | Added |
| Acrisure Capital Management, LLC | 4,213 | $1.11M | 1.23% | +4,213 | New |
| Hendershot Investments Inc. | 4,273 | $1.13M | 0.19% | +131+3.2% | Added |
| Burke & Herbert Bank & Trust Co | 4,275 | $1.13M | 0.84% | −65−1.5% | Reduced |
| Aaron Wealth Advisors | 4,277 | $1.13M | 0.17% | +773+22.1% | Added |
| Renaissance Investment Group LLC | 4,280 | $1.13M | 0.34% | +30+0.7% | Added |
| F3Logic, LLC | 4,278 | $1.13M | 0.24% | −472−9.9% | Reduced |
| Gallagher Benefit Services, Inc. | 4,278 | $1.13M | 0.24% | +4,278 | New |
| Taylor Hoffman Wealth Management | 4,294 | $1.13M | 0.69% | −449−9.5% | Reduced |
| ELCO Management Co., LLC | 4,297 | $1.13M | 0.85% | +1,000+30.3% | Added |
| Todd Asset Management LLC | 4,308 | $1.14M | 0.03% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 4,329 | $1.14M | 0.58% | 00.0% | Unchanged |
| Buckley Wealth Management, LLC | 4,342 | $1.14M | 0.42% | −41−0.9% | Reduced |
| Wealthsource Partners, LLC | 4,346 | $1.15M | 0.08% | +19+0.4% | Added |
| Southeast Asset Advisors Inc. | 4,348 | $1.15M | 0.18% | +7+0.2% | Added |
| Magnus Financial Group LLC | 4,350 | $1.15M | 0.19% | +249+6.1% | Added |
| Washington Trust Advisors, Inc. | 4,364 | $1.15M | 0.13% | −484−10.0% | Reduced |
| Mengis Capital Management, Inc. | 4,371 | $1.15M | 0.25% | 00.0% | Unchanged |
| Connolly Sarah T. | 4,390 | $1.16M | 0.79% | −315−6.7% | Reduced |
| BDO Wealth Advisors, LLC | 4,394 | $1.16M | 0.14% | +91+2.1% | Added |
| WoodTrust Financial Corp | 4,400 | $1.16M | 0.24% | 00.0% | Unchanged |
| Winning Points Advisors, LLC | 4,422 | $1.17M | 1.48% | −100−2.2% | Reduced |
| HBW Advisory Services LLC | 4,633 | $1.17M | 0.31% | −1,977−29.9% | Reduced |
| Stiles Financial Services Inc | 4,429 | $1.17M | 0.67% | −134−2.9% | Reduced |
| Centric Wealth Management | 4,433 | $1.17M | 0.59% | +153+3.6% | Added |
| Audent Global Asset Management, LLC | 4,433 | $1.17M | 2.57% | −578−11.5% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 4,436 | $1.17M | 0.28% | +7+0.2% | Added |