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 | 3,192 | $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 |
|---|---|---|---|---|---|
| Caerus Investment Advisors, LLC | 1,619 | $426.7K | 0.65% | −500−23.6% | Reduced |
| Aureus Asset Management, LLC | 1,619 | $426.7K | 0.04% | +276+20.6% | Added |
| ERn Financial, LLC | 1,622 | $427.4K | 0.10% | +162+11.1% | Added |
| Meridian Wealth Partners, LLC | 1,622 | $427.6K | 0.10% | +9+0.6% | Added |
| Carlson Capital Management | 1,626 | $428.5K | 0.03% | −9−0.6% | Reduced |
| M. Kraus & Co | 1,632 | $430.1K | 0.16% | +19+1.2% | Added |
| Certified Advisory Corp | 1,633 | $430.3K | 0.09% | −290−15.1% | Reduced |
| Eagle Bay Advisors LLC | 1,633 | $430.4K | 0.24% | +139+9.3% | Added |
| Curi Capital | 1,634 | $430.6K | 0.06% | +321+24.4% | Added |
| CJM Wealth Advisers, Ltd. | 1,635 | $430.8K | 0.26% | +2+0.1% | Added |
| Beach Investment Counsel Inc | 1,635 | $431.0K | 0.05% | 00.0% | Unchanged |
| Financial Engines Advisors L.L.C. | 1,636 | $431.2K | 0.00% | −31−1.9% | Reduced |
| Dentgroup LLC | 1,640 | $432.2K | 0.37% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 1,607 | $433.1K | 0.12% | +5+0.3% | Added |
| Connecticut Wealth Management, LLC | 1,648 | $434.3K | 0.04% | +74+4.7% | Added |
| Willner & Heller, LLC | 1,655 | $436.1K | 0.62% | +9+0.5% | Added |
| Cedar Mountain Advisors, LLC | 1,661 | $437.7K | 0.14% | −50−2.9% | Reduced |
| Gladius Capital Management LP | 1,664 | $438.5K | 0.14% | −8,186−83.1% | Reduced |
| Oder Investment Management, LLC | 1,666 | $439.0K | 0.55% | +108+6.9% | Added |
| Omnia Family Wealth, LLC | 1,669 | $439.8K | 0.36% | −13−0.8% | Reduced |
| Fox Run Management, L.L.C. | 1,670 | $440.1K | 0.18% | −1,576−48.6% | Reduced |
| Brooktree Capital Management | 1,679 | $442.5K | 0.36% | −497−22.8% | Reduced |
| Laird Norton Trust Company, LLC | 1,681 | $443.0K | 0.06% | +1,681 | New |
| Richard W. Paul & Associates, LLC | 1,685 | $444.0K | 0.22% | +1,685 | New |
| KB Financial Partners, LLC | 1,690 | $445.0K | 0.15% | −261−13.4% | Reduced |
| First Heartland Consultants, Inc. | 1,689 | $445.3K | 0.07% | −60−3.4% | Reduced |
| RBA Wealth Management, LLC | 1,695 | $446.7K | 0.23% | +60+3.7% | Added |
| Financial Advisors, LLC | 1,702 | $448.5K | 0.12% | −1,656−49.3% | Reduced |
| McLean Asset Management Corp | 1,704 | $449.1K | 0.15% | +58+3.5% | Added |
| Five Oceans Advisors | 1,706 | $449.6K | 0.31% | −23−1.3% | Reduced |
| Clare Market Investments LLC | 1,709 | $450.5K | 0.21% | +7+0.4% | Added |
| Boltwood Capital Management | 1,712 | $451.2K | 0.18% | −57−3.2% | Reduced |
| Financial Advisors Network, Inc. | 1,716 | $452.2K | 0.12% | +5+0.3% | Added |
| Johnson Bixby & Associates, LLC | 1,733 | $456.7K | 0.11% | 00.0% | Unchanged |
| KFG Wealth Management, LLC | 1,735 | $457.1K | 0.47% | +1,735 | New |
| Schaper Benz & Wise Investment Counsel Inc | 1,737 | $457.8K | 0.05% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 1,739 | $458.3K | 0.38% | −520−23.0% | Reduced |
| Goldstein Advisors, LLC | 1,742 | $459.0K | 0.11% | +1,742 | New |
| Rock Creek Group, LP | 1,744 | $459.6K | 0.06% | −1−0.1% | Reduced |
| LWMG, LLC | 1,744 | $459.7K | 0.16% | +1,744 | New |
| Apexium Financial, LP | 1,745 | $459.9K | 0.05% | −254−12.7% | Reduced |
| MBE Wealth Management, LLC | 1,746 | $460.2K | 0.30% | +1,746 | New |
| Veracity Capital LLC | 1,747 | $460.3K | 0.22% | +59+3.5% | Added |
| True Capital Management | 1,749 | $460.9K | 0.37% | +1,749 | New |
| Rappaport Reiches Capital Management, LLC | 1,760 | $463.8K | 0.23% | +76+4.5% | Added |
| Marks Wealth, LLC | 1,760 | $463.8K | 1.94% | 00.0% | Unchanged |
| McAdam, LLC | 1,731 | $464.0K | 0.05% | −59−3.3% | Reduced |
| Palisades Hudson Asset Management, L.P. | 1,761 | $464.0K | 0.26% | +5+0.3% | Added |
| Montz Harcus Wealth Management LLC | 1,764 | $464.9K | 0.46% | +9+0.5% | Added |
| Eubel Brady & Suttman Asset Management Inc | 1,766 | $465.0K | 0.07% | +8+0.5% | Added |
| Sandbox Financial Partners, LLC | 1,765 | $465.1K | 0.32% | +9+0.5% | Added |
| Polaris Wealth Advisory Group, LLC | 1,731 | $465.3K | 0.03% | −5,651−76.6% | Reduced |
| BlackDiamond Wealth Management Inc. | 1,733 | $466.0K | 0.53% | +52+3.1% | Added |
| Baron Silver Stevens Financial Advisors, LLC | 1,769 | $466.2K | 0.11% | +1,769 | New |
| Country Trust Bank | 1,770 | $466.4K | 0.01% | −101−5.4% | Reduced |
| Vantage Financial Partners Ltd., Inc. | 1,775 | $467.8K | 0.27% | −25−1.4% | Reduced |
| Powell Investment Advisors, LLC | 1,777 | $468.3K | 0.27% | −257−12.6% | Reduced |
| Vigilant Capital Management, LLC | 1,779 | $469.0K | 0.04% | −531−23.0% | Reduced |
| Ninepoint Partners LP | 1,778 | $469.0K | 0.07% | 00.0% | Unchanged |
| Sovereign Financial Group, Inc. | 1,785 | $470.4K | 0.19% | +464+35.1% | Added |
| LSV Asset Management | 1,800 | $474.0K | 0.00% | −1,800−50.0% | Reduced |
| Alta Advisers Ltd | 1,800 | $474.0K | 0.28% | 00.0% | Unchanged |
| Charter Research & Investment Group, Inc. | 1,800 | $474.4K | 0.45% | 00.0% | Unchanged |
| Capital Management Associates | 1,800 | $474.4K | 0.70% | +1,800 | New |
| Hilltop Partners LLC | 1,808 | $476.5K | 0.25% | +1,808 | New |
| LWM Advisory Services, LLC | 1,803 | $477.6K | 0.53% | −609−25.2% | Reduced |
| Port Capital LLC | 1,822 | $480.0K | 0.03% | −17−0.9% | Reduced |
| Zevin Asset Management LLC | 1,830 | $482.0K | 0.10% | 00.0% | Unchanged |
| Revolve Wealth Partners, LLC | 1,830 | $482.3K | 0.14% | −253−12.1% | Reduced |
| Austin Private Wealth, LLC | 1,831 | $482.6K | 0.08% | −6−0.3% | Reduced |
| Pacitti Group Inc. | 1,834 | $483.2K | 0.38% | +1+0.1% | Added |
| KLR Investment Advisors, LLC | 1,837 | $484.1K | 0.40% | +1,837 | New |
| Biltmore Family Office, LLC | 1,838 | $484.4K | 0.10% | −150−7.5% | Reduced |
| Lorne Steinberg Wealth Management Inc. | 1,841 | $485.2K | 0.21% | +97+5.6% | Added |
| Lipe & Dalton | 1,843 | $486.0K | 0.28% | 00.0% | Unchanged |
| Wallace Capital Management Inc. | 1,847 | $486.7K | 0.08% | +2+0.1% | Added |
| St. Louis Trust Co | 1,850 | $487.5K | 0.10% | +50+2.8% | Added |
| YorkBridge Wealth Partners, LLC | 1,851 | $487.8K | 0.12% | +118+6.8% | Added |
| Jessup Wealth Management, Inc | 1,861 | $490.3K | 0.31% | +1,861 | New |
| TriaGen Wealth Management LLC | 1,867 | $492.0K | 0.27% | −40−2.1% | Reduced |
| Cranbrook Wealth Management, LLC | 1,868 | $492.3K | 0.13% | 00.0% | Unchanged |
| Bernardo Wealth Planning LLC | 1,870 | $492.8K | 0.23% | +2+0.1% | Added |
| Annapolis Financial Services, LLC | 1,873 | $493.6K | 0.16% | 00.0% | Unchanged |
| Autumn Glory Partners, LLC | 1,874 | $493.9K | 0.26% | +717+62.0% | Added |
| Punch & Associates Investment Management, Inc. | 1,880 | $495.4K | 0.03% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 1,881 | $495.6K | 0.23% | −48−2.5% | Reduced |
| MSH Capital Advisors LLC | 1,881 | $495.7K | 0.22% | +153+8.9% | Added |
| CFO4Life Group, LLC | 1,883 | $496.3K | 0.11% | −198−9.5% | Reduced |
| CFO4Life, L.P. | 1,883 | $496.3K | 0.11% | +1,883 | New |
| Advus Financial Partners, LLC | 1,884 | $496.5K | 0.22% | −483−20.4% | Reduced |
| Vantage Consulting Group Inc | 1,885 | $496.8K | 0.29% | −216−10.3% | Reduced |
| Syntax Advisors, LLC | 1,885 | $496.8K | 0.41% | −216−10.3% | Reduced |
| Sonata Capital Group Inc | 1,887 | $497.0K | 0.28% | −187−9.0% | Reduced |
| Dravo Bay LLC | 1,892 | $498.6K | 0.41% | +19+1.0% | Added |
| LGL Partners, LLC | 1,892 | $498.7K | 0.09% | 00.0% | Unchanged |
| Domani Wealth, LLC | 1,892 | $499.0K | 0.12% | +350+22.7% | Added |
| Headlands Technologies LLC | 1,895 | $499.0K | 0.40% | +1,895 | New |
| Security National Bank | 1,894 | $499.1K | 0.13% | 00.0% | Unchanged |
| Cladis Investment Advisory, LLC | 1,900 | $500.7K | 0.50% | 00.0% | Unchanged |
| Gouws Capital LLC | 1,900 | $500.7K | 0.47% | 00.0% | Unchanged |