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; 3,480 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 | 3,480 | $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 | 3,192 | $151.1B |
| Q3 2023 | 3,001 | $131.5B |
| Q2 2023 | 3,011 | $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 |
|---|---|---|---|---|---|
| Dorsey Wright & Associates | 1,036 | $273.0K | 0.08% | +1,036 | New |
| Wiley Bros.-Aintree Capital, LLC | 1,038 | $273.6K | 0.14% | −63−5.7% | Reduced |
| Sargent Investment Group, LLC | 1,039 | $273.8K | 0.09% | 00.0% | Unchanged |
| Cable Hill Partners, LLC | 1,040 | $274.0K | 0.05% | +1,040 | New |
| SS&H Financial Advisors, Inc. | 1,040 | $274.1K | 0.13% | −1,000−49.0% | Reduced |
| Moss Adams Wealth Advisors LLC | 1,040 | $274.1K | 0.14% | +1,040 | New |
| Lockerman Financial Group, Inc. | 1,042 | $274.6K | 0.80% | +1,042 | New |
| Chilton Capital Management LLC | 1,045 | $275.4K | 0.02% | +103+10.9% | Added |
| American Planning Services, Inc. | 1,045 | $275.4K | 0.28% | +1,044+104,400.0% | Added |
| Osborne Partners Capital Management, LLC | 1,047 | $275.9K | 0.02% | −293−21.9% | Reduced |
| Prelude Capital Management, LLC | 1,048 | $276.2K | 0.02% | +1,048 | New |
| RWWM, Inc. | 1,049 | $276.4K | 0.04% | 00.0% | Unchanged |
| Skylands Capital, LLC | 1,050 | $276.7K | 0.04% | 00.0% | Unchanged |
| Lee Financial Co | 1,052 | $277.1K | 0.05% | −148−12.3% | Reduced |
| Synergy Financial Management, LLC | 1,052 | $277.2K | 0.07% | +27+2.6% | Added |
| Investors Research Corp | 1,052 | $277.2K | 0.08% | +27+2.6% | Added |
| Emfo, LLC | 1,055 | $278.0K | 0.28% | −460−30.4% | Reduced |
| Forte Capital LLC | 1,057 | $278.6K | 0.05% | −50−4.5% | Reduced |
| Pacific Sun Financial Corp | 1,060 | $279.3K | 0.20% | −170−13.8% | Reduced |
| West Coast Financial LLC | 1,061 | $279.6K | 0.05% | −3−0.3% | Reduced |
| Crescent Sterling, Ltd. | 1,063 | $280.1K | 0.30% | +1,063 | New |
| Guardian Wealth Advisors, LLC | 1,065 | $280.6K | 0.25% | −28−2.6% | Reduced |
| Sage Rhino Capital LLC | 1,065 | $280.7K | 0.09% | −5−0.5% | Reduced |
| Rooted Wealth Advisors, Inc. | 1,065 | $281.0K | 0.24% | +1,065 | New |
| McElhenny Sheffield Capital Management, LLC | 1,077 | $281.2K | 0.13% | +62+6.1% | Added |
| Hutchens & Kramer Investment Management Group, LLC | 1,069 | $281.7K | 0.21% | +69+6.9% | Added |
| Latitude Advisors, LLC | 1,072 | $282.4K | 0.21% | −24−2.2% | Reduced |
| Key Client Fiduciary Advisors, LLC | 1,072 | $282.5K | 0.19% | +1,072 | New |
| Cambridge Advisors Inc. | 1,072 | $282.5K | 0.08% | −16−1.5% | Reduced |
| Parkside Advisors LLC | 1,075 | $283.2K | 0.10% | +1,075 | New |
| Wittenberg Investment Management, Inc. | 1,075 | $283.3K | 0.12% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 1,076 | $283.6K | 0.04% | +28+2.7% | Added |
| Family Firm, Inc. | 1,078 | $284.1K | 0.08% | +4+0.4% | Added |
| TrueWealth Advisors, LLC | 1,086 | $286.2K | 0.13% | +127+13.2% | Added |
| Petrus Trust Company, LTA | 1,087 | $286.5K | 0.04% | +1,087 | New |
| Clear Creek Financial Management, LLC | 1,092 | $287.8K | 0.06% | +1,092 | New |
| Occidental Asset Management, LLC | 1,094 | $288.2K | 0.08% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 1,094 | $288.3K | 0.20% | +1+0.1% | Added |
| Heron Financial Group, LLC | 1,103 | $289.2K | 0.19% | 00.0% | Unchanged |
| Chemistry Wealth Management LLC | 1,099 | $289.6K | 0.11% | +81+8.0% | Added |
| Northern Capital Management, Inc. | 1,099 | $289.6K | 0.28% | −75−6.4% | Reduced |
| MTM Investment Management, LLC | 1,100 | $289.9K | 0.15% | −374−25.4% | Reduced |
| Eagle Bluffs Wealth Management LLC | 1,104 | $290.9K | 0.31% | 00.0% | Unchanged |
| 4J Wealth Management LLC | 1,105 | $291.3K | 0.34% | 00.0% | Unchanged |
| Northwest Quadrant Wealth Management, LLC | 1,115 | $293.8K | 0.09% | +5+0.5% | Added |
| Highland Capital Management, LLC | 1,115 | $294.0K | 0.02% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 1,115 | $294.0K | 0.00% | +19+1.7% | Added |
| Traphagen Investment Advisors LLC | 1,116 | $294.0K | 0.05% | −128−10.3% | Reduced |
| Shufro Rose & Co LLC | 1,117 | $294.4K | 0.02% | +44+4.1% | Added |
| Satovsky Asset Management LLC | 1,118 | $294.8K | 0.12% | +16+1.5% | Added |
| AlphaMark Advisors, LLC | 1,120 | $295.0K | 0.15% | −50−4.3% | Reduced |
| LaSalle St. Investment Advisors, LLC | 1,121 | $295.0K | 0.14% | +1,121 | New |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 1,120 | $295.2K | 0.06% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 1,120 | $295.3K | 0.08% | +1,120 | New |
| Missouri Trust & Investment Co | 1,124 | $296.0K | 0.18% | −10−0.9% | Reduced |
| Partners in Financial Planning | 1,122 | $296.7K | 0.08% | 00.0% | Unchanged |
| Hofer & Associates. Inc | 1,126 | $296.7K | 0.30% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 1,126 | $296.8K | 0.26% | +10+0.9% | Added |
| Ellis Investment Partners, LLC | 1,128 | $297.1K | 0.08% | +697+161.7% | Added |
| Cypress Wealth Services, LLC | 1,128 | $297.2K | 0.10% | +27+2.5% | Added |
| Capital Insight Partners, LLC | 1,128 | $297.3K | 0.08% | 00.0% | Unchanged |
| Oak Family Advisors, LLC | 1,131 | $298.0K | 0.16% | 00.0% | Unchanged |
| REDW Wealth LLC | 1,131 | $298.1K | 0.10% | 00.0% | Unchanged |
| Greenup Street Wealth Management LLC | 1,132 | $298.3K | 0.13% | +51+4.7% | Added |
| Beacon Capital Management, LLC | 1,133 | $298.7K | 0.10% | +120+11.8% | Added |
| Univest Financial Corp | 1,134 | $298.8K | 0.09% | −94−7.7% | Reduced |
| Phoenix Wealth Advisors | 1,135 | $299.1K | 0.18% | −29−2.5% | Reduced |
| PCG Wealth Advisors, LLC | 1,137 | $299.6K | 0.19% | −1,125−49.7% | Reduced |
| Canal Capital Management, LLC | 1,138 | $300.0K | 0.07% | +53+4.9% | Added |
| OneAscent Financial Services LLC | 1,137 | $300.0K | 0.13% | +143+14.4% | Added |
| Two Sigma Securities, LLC | 1,141 | $300.7K | 0.04% | −1,620−58.7% | Reduced |
| BNC Wealth Management, LLC | 1,141 | $300.7K | 0.18% | +1+0.1% | Added |
| David J Yvars Group | 1,148 | $302.5K | 0.38% | −296−20.5% | Reduced |
| Atlas Wealth LLC | 1,151 | $303.3K | 0.08% | +1,151 | New |
| Cadent Capital Advisors, LLC | 1,154 | $304.0K | 0.18% | +3+0.3% | Added |
| Nova R Wealth, Inc. | 1,155 | $304.3K | 0.22% | 00.0% | Unchanged |
| Rise Advisors, LLC | 1,155 | $304.5K | 0.24% | +45+4.1% | Added |
| Total Investment Management Inc | 1,156 | $304.6K | 0.07% | 00.0% | Unchanged |
| Legacy Advisors, LLC | 1,158 | $305.2K | 0.06% | +192+19.9% | Added |
| Manchester Financial Inc | 1,158 | $305.2K | 0.08% | −160−12.1% | Reduced |
| Redmond Asset Management, LLC | 1,158 | $305.3K | 0.11% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 1,164 | $306.7K | 0.14% | 00.0% | Unchanged |
| Private Wealth Advisors | 1,165 | $306.9K | 0.13% | −5−0.4% | Reduced |
| Hutchinson Capital Management | 1,165 | $307.0K | 0.08% | −1−0.1% | Reduced |
| Mason & Associates Inc | 1,167 | $307.5K | 0.10% | 00.0% | Unchanged |
| Retirement Income Solutions, Inc | 1,168 | $307.8K | 0.10% | −1,100−48.5% | Reduced |
| Fairfield, Bush & Co. | 1,168 | $307.9K | 0.20% | −1−0.1% | Reduced |
| Arvest Trust Co N A | 1,170 | $308.3K | 0.02% | −110−8.6% | Reduced |
| Summit Financial Wealth Advisors, LLC | 1,171 | $308.6K | 0.07% | 00.0% | Unchanged |
| Birchcreek Wealth Management, LLC | 1,173 | $309.0K | 0.27% | 00.0% | Unchanged |
| Claret Asset Management Corp | 1,171 | $309.0K | 0.07% | +7+0.6% | Added |
| Alpha Financial Partners, LLC | 1,174 | $309.4K | 0.38% | +1,174 | New |
| Newbridge Financial Services Group, Inc. | 1,175 | $309.7K | 0.18% | +55+4.9% | Added |
| McDaniel Terry & Co | 1,175 | $310.0K | 0.04% | +33+2.9% | Added |
| Caliber Wealth Management, LLC | 1,179 | $310.7K | 0.24% | +1,179 | New |
| German American Bancorp, Inc. | 1,180 | $311.0K | 0.05% | −118−9.1% | Reduced |
| Broadleaf Partners, LLC | 1,181 | $311.0K | 0.12% | −49−4.0% | Reduced |
| Radnor Capital Management, LLC | 1,136 | $312.0K | 0.08% | 00.0% | Unchanged |
| Goepper Burkhardt LLC | 1,184 | $312.0K | 0.22% | +1,184 | New |
| Carr Financial Group Corp | 1,186 | $312.5K | 0.16% | +1,186 | New |