Skip to main content

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.

Institutional holdersQ4 2022: 2,928 institutions
Q1 2021: 2,501 institutionsQ2 2021: 2,535 institutionsQ3 2021: 2,523 institutionsQ4 2021: 2,801 institutionsQ1 2022: 2,742 institutionsQ2 2022: 2,725 institutionsQ3 2022: 2,703 institutionsQ4 2022: 2,928 institutionsQ1 2023: 2,953 institutionsQ2 2023: 3,011 institutionsQ3 2023: 3,001 institutionsQ4 2023: 3,192 institutionsQ1 2024: 3,173 institutionsQ2 2024: 3,088 institutionsQ3 2024: 3,173 institutionsQ4 2024: 3,393 institutionsQ1 2025: 3,424 institutionsQ2 2025: 3,425 institutionsQ3 2025: 3,425 institutionsQ4 2025: 3,590 institutionsQ1 2026: 3,605 institutionsQ2 2026: 3,480 institutions
Value heldQ4 2022: $133.0B
Q1 2021: $113.2BQ2 2021: $116.6BQ3 2021: $122.2BQ4 2021: $136.1BQ1 2022: $124.3BQ2 2022: $123.7BQ3 2022: $115.7BQ4 2022: $133.0BQ1 2023: $140.5BQ2 2023: $150.1BQ3 2023: $131.5BQ4 2023: $151.1BQ1 2024: $143.6BQ2 2024: $129.1BQ3 2024: $156.2BQ4 2024: $150.8BQ1 2025: $165.7BQ2 2025: $152.9BQ3 2025: $155.5BQ4 2025: $160.4BQ1 2026: $163.1BQ2 2026: $142.5B
Institutions holding MCD and their total value by quarter
QuarterHoldersValue
Q2 20263,480$142.5B
Q1 20263,605$163.1B
Q4 20253,590$160.4B
Q3 20253,425$155.5B
Q2 20253,425$152.9B
Q1 20253,424$165.7B
Q4 20243,393$150.8B
Q3 20243,173$156.2B
Q2 20243,088$129.1B
Q1 20243,173$143.6B
Q4 20233,192$151.1B
Q3 20233,001$131.5B
Q2 20233,011$150.1B
Q1 20232,953$140.5B
Q4 20222,928$133.0B
Q3 20222,703$115.7B
Q2 20222,725$123.7B
Q1 20222,742$124.3B
Q4 20212,801$136.1B
Q3 20212,523$122.2B
Q2 20212,535$116.6B
Q1 20212,501$113.2B

Institutions, Q4 2022

Shares, value and share of portfolio for each institution holding McDonalds Corp; share changes are against Q3 2022.

Institutions holding MCD in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Capital Investment Services of America, Inc.1,187$312.9K0.04%00.0%Unchanged
Compass Financial Group, INC1,188$313.0K0.11%+1,188New
New England Capital Financial Advisors LLC1,169$313.9K0.22%+1,169New
Centennial Wealth Advisory LLC1,194$314.6K0.18%+210+21.3%Added
FMB Wealth Management1,194$314.8K0.41%+1,194New
FinTrust Capital Advisors, LLC1,195$314.8K0.08%−39−3.2%Reduced
Blackston Financial Advisory Group, LLC1,197$315.0K0.23%+57+5.0%Added
Amica Retiree Medical Trust1,196$315.0K0.40%00.0%Unchanged
Morningstar Investment Management LLC1,196$315.0K0.05%+1,196New
Levin Capital Strategies, L.P.1,196$315.2K0.04%00.0%Unchanged
Monterey Private Wealth, Inc.1,197$315.6K0.17%−16−1.3%Reduced
Overbrook Management Corp1,200$316.2K0.09%00.0%Unchanged
Tillar-Wenstrup Advisors, LLC1,203$317.0K0.15%+103+9.4%Added
RTD Financial Advisors, Inc.1,203$317.1K0.05%00.0%Unchanged
Mayport, LLC1,209$318.6K0.24%+1,209New
Pension & Wealth Management Advisors, Inc.1,210$319.0K0.27%+1,210New
Cornerstone Advisors Asset Management, LLC1,215$320.2K0.17%+113+10.3%Added
Morningstar Investment Services LLC1,237$321.0K0.00%−136−9.9%Reduced
Rodgers Brothers Inc.1,219$321.2K0.06%00.0%Unchanged
Clarity Financial LLC1,221$321.8K0.06%+136+12.5%Added
Chase Investment Counsel Corp1,228$323.0K0.20%00.0%Unchanged
Wealth Advisors of Iowa, LLC1,233$325.0K0.27%+365+42.1%Added
Inlet Private Wealth, LLC1,233$325.0K0.09%+4+0.3%Added
West Oak Capital, LLC1,234$325.0K0.17%00.0%Unchanged
Agate Pass Investment Management, LLC1,234$325.2K0.23%00.0%Unchanged
Itau Unibanco Holding S.A.1,227$325.6K0.01%−53−4.1%Reduced
Trail Ridge Investment Advisors, LLC1,238$326.3K0.22%00.0%Unchanged
Perennial Investment Advisors, LLC1,243$327.5K0.13%+74+6.3%Added
PYA Waltman Capital, LLC1,243$327.6K0.17%+180+16.9%Added
Matthew Goff Investment Advisor, LLC1,247$328.6K0.09%00.0%Unchanged
Camden Capital, LLC1,250$329.3K0.05%−1,146−47.8%Reduced
Crescent Grove Advisors, LLC1,252$330.0K0.03%+222+21.6%Added
Sunburst Financial Group, LLC1,253$330.2K0.13%00.0%Unchanged
Optas, LLC1,253$330.2K0.14%+24+2.0%Added
Youngs Advisory Group, Inc.1,255$330.9K0.20%−1−0.1%Reduced
Garden State Investment Advisory Services LLC1,256$331.2K0.20%+1,256New
Signature Wealth Management Partners, LLC1,257$331.3K0.33%00.0%Unchanged
Carmel Capital Partners, LLC1,260$332.0K0.23%+1,260New
Merriman Wealth Management, LLC1,262$332.6K0.02%+320+34.0%Added
Koss-Olinger Consulting, LLC1,266$333.0K0.05%+35+2.8%Added
FSM Wealth Advisors, LLC1,271$334.9K0.24%−335−20.9%Reduced
Convergence Investment Partners, LLC1,271$334.9K0.20%−43−3.3%Reduced
Tufton Capital Management1,277$336.5K0.07%−100−7.3%Reduced
Poehling Capital Management, LLC1,282$337.8K0.13%+1+0.1%Added
Tempus Wealth Planning, LLC1,283$338.1K0.21%00.0%Unchanged
Old Mission Investment Co LLC1,285$338.6K0.14%−60−4.5%Reduced
Kennedy Investment Group1,286$339.0K0.22%+1,286New
Talisman Wealth Advisors LLC1,287$339.0K0.72%+1,287New
XR Securities LLC1,290$340.0K0.40%−1,137−46.8%Reduced
APCM Wealth Management for Individuals1,290$340.0K0.06%00.0%Unchanged
Marks Group Wealth Management, Inc1,290$340.0K0.05%00.0%Unchanged
Hemington Wealth Management1,291$340.0K0.15%−24−1.8%Reduced
Gries Financial LLC1,290$340.0K0.11%00.0%Unchanged
LGT Financial Advisors LLC1,292$340.6K0.40%+1,292New
Dakota Community Bank & Trust NA1,294$341.0K1.94%−10−0.8%Reduced
Allied Investment Advisors, LLC1,294$341.0K0.11%00.0%Unchanged
Vise Technologies, Inc.1,294$341.0K0.11%+136+11.7%Added
Campbell & CO Investment Adviser LLC1,294$341.0K0.08%+1,294New
Avaii Wealth Management, LLC1,295$341.4K0.31%−5−0.4%Reduced
CVA Family Office, LLC1,298$342.1K0.08%+115+9.7%Added
Investmark Advisory Group LLC1,299$342.3K0.25%+50+4.0%Added
Carson Advisory Inc.1,299$342.4K0.33%+7+0.5%Added
Burton Enright Welch1,299$342.4K0.14%+74+6.0%Added
O'Keefe Stevens Advisory, Inc.1,300$342.6K0.20%00.0%Unchanged
GEM Asset Management, LLC1,300$342.6K0.29%+1,300New
RHS Financial, LLC1,300$343.0K0.27%+10+0.8%Added
Capital Square, LLC1,302$343.1K0.31%00.0%Unchanged
Riversedge Advisors, LLC1,304$343.6K0.11%−36−2.7%Reduced
Ballast Advisors LLC1,309$345.0K0.15%+14+1.1%Added
Altfest L J & Co Inc1,312$346.0K0.06%−131−9.1%Reduced
Brooks, Moore & Associates, Inc.1,312$346.0K0.25%+136+11.6%Added
Lodestone Wealth Management LLC1,315$346.6K0.28%+1,315New
Beacon Bridge Wealth Partners, LLC1,316$346.8K0.25%+1,316New
Kolinsky Wealth Management, LLC1,315$347.0K0.40%−212−13.9%Reduced
Fort, L.P.1,318$347.3K0.53%+225+20.6%Added
Financial Perspectives, Inc1,320$347.9K0.18%+1+0.1%Added
Wedge Capital Management L L P1,320$348.0K0.01%+18+1.4%Added
Godsey & Gibb Associates1,322$348.4K0.07%+1,322New
Hartford Funds Management Co LLC1,329$350.2K0.04%+380+40.0%Added
Mirador Capital Partners LP1,333$351.2K0.08%+2+0.2%Added
Wealth Effects LLC1,333$351.3K0.20%+1,333New
CMG Global Holdings, LLC1,335$351.8K0.33%−2−0.1%Reduced
Paragon Capital Management Ltd1,338$352.6K0.09%00.0%Unchanged
Holistic Financial Partners1,339$352.9K0.32%+19+1.4%Added
Single Point Partners, LLC1,339$353.0K0.08%−6−0.4%Reduced
Blue Barn Wealth, LLC1,340$353.1K0.23%+17+1.3%Added
Moreno Evelyn V1,340$353.1K0.08%+1,340New
Arkfeld Wealth Strategies, L.L.C.1,317$354.2K0.23%−33−2.4%Reduced
Summit Trail Advisors, LLC1,347$354.9K0.02%−328−19.6%Reduced
Verus Financial Partners, Inc.1,329$355.4K0.05%−456−25.5%Reduced
Drive Wealth Management, LLC1,350$355.8K0.18%+466+52.7%Added
Seascape Capital Management1,354$357.0K0.19%−391−22.4%Reduced
Brown, Lisle/Cummings, Inc.1,356$357.3K0.19%+165+13.9%Added
Archer Investment Corp1,360$358.4K0.14%00.0%Unchanged
Winch Advisory Services, LLC1,365$360.0K0.15%+41+3.1%Added
Consilium Wealth Advisory, LLC1,367$360.2K0.31%00.0%Unchanged
Bank of Stockton1,378$363.0K0.13%00.0%Unchanged
Private Management Group Inc1,388$365.8K0.02%−8−0.6%Reduced
Brogan Financial, Inc.1,389$366.1K0.33%+1,389New
Pacific Sage Partners, LLC1,390$366.4K0.12%+1,390New