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 |
|---|---|---|---|---|---|
| Albion Financial Group | 28,946 | $7.63M | 0.74% | −433−1.5% | Reduced |
| Cypress Capital Group | 28,896 | $7.61M | 1.15% | −284−1.0% | Reduced |
| Relative Value Partners Group, LLC | 28,863 | $7.61M | 0.54% | +2,274+8.6% | Added |
| Cassaday & Co Wealth Management LLC | 28,823 | $7.60M | 0.35% | +28,823 | New |
| Toth Financial Advisory Corp | 28,728 | $7.57M | 1.23% | +300+1.1% | Added |
| Jackson Wealth Management, LLC | 28,657 | $7.55M | 2.78% | −2,671−8.5% | Reduced |
| Cresset Asset Management, LLC | 35,475 | $7.52M | 0.10% | +1,722+5.1% | Added |
| Covington Investment Advisors Inc. | 28,375 | $7.48M | 1.79% | +2,105+8.0% | Added |
| Bleakley Financial Group, LLC | 28,143 | $7.42M | 0.27% | +28,143 | New |
| Sigma Planning Corp | 28,132 | $7.41M | 0.27% | +495+1.8% | Added |
| Savant Capital, LLC | 31,074 | $7.34M | 0.18% | +5,531+21.7% | Added |
| Private Advisor Group, LLC | 81,820 | $7.32M | 0.37% | +5,251+6.9% | Added |
| Cambridge Financial Group, Inc. | 27,546 | $7.26M | 4.05% | −1,600−5.5% | Reduced |
| Trust Co of Toledo NA | 27,457 | $7.24M | 1.37% | −499−1.8% | Reduced |
| Kiwi Wealth Investments Limited Partnership | 27,430 | $7.23M | 0.48% | −21,422−43.9% | Reduced |
| Marble Harbor Investment Counsel, LLC | 27,377 | $7.21M | 0.97% | −400−1.4% | Reduced |
| Stokes Capital Advisors, LLC | 27,377 | $7.21M | 2.48% | −1,444−5.0% | Reduced |
| Vident Investment Advisory, LLC | 27,211 | $7.17M | 0.27% | +8,905+48.6% | Added |
| Coldstream Capital Management Inc | 27,179 | $7.16M | 0.26% | +27,179 | New |
| Regal Investment Advisors LLC | 26,982 | $7.11M | 0.69% | +1,240+4.8% | Added |
| FDx Advisors, Inc. | 26,950 | $7.10M | 0.31% | +564+2.1% | Added |
| Freemont Management S.A. | 26,900 | $7.09M | 1.13% | 00.0% | Unchanged |
| Wedbush Securities Inc | 26,882 | $7.08M | 0.39% | +2,027+8.2% | Added |
| Benedict Financial Advisors Inc | 26,807 | $7.06M | 2.10% | −289−1.1% | Reduced |
| Edge Wealth Management LLC | 26,949 | $7.05M | 1.64% | −2,185−7.5% | Reduced |
| NatWest Group plc | 26,736 | $7.05M | 4.00% | −1,609−5.7% | Reduced |
| Eliot Finkel Investment Counsel, LLC | 26,490 | $6.98M | 4.43% | −630−2.3% | Reduced |
| Farmers National Bank | 26,437 | $6.97M | 2.48% | −605−2.2% | Reduced |
| Dana Investment Advisors, Inc. | 26,389 | $6.95M | 0.36% | −1,319−4.8% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 26,366 | $6.95M | 0.60% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 26,248 | $6.92M | 0.19% | +13,984+114.0% | Added |
| Community Bank & Trust, Waco, Texas | 25,988 | $6.85M | 2.23% | −34−0.1% | Reduced |
| Resources Investment Advisors, LLC. | 25,915 | $6.83M | 0.20% | +2,318+9.8% | Added |
| Lincoln National Corp | 25,790 | $6.80M | 0.15% | +1,990+8.4% | Added |
| Crestwood Advisors Group LLC | 25,653 | $6.76M | 0.23% | −2,086−7.5% | Reduced |
| Chatham Capital Group, Inc. | 25,642 | $6.76M | 1.58% | −2,793−9.8% | Reduced |
| Campbell Newman Asset Management Inc | 25,467 | $6.71M | 0.67% | 00.0% | Unchanged |
| Perennial Advisors, LLC | 25,046 | $6.60M | 2.10% | −910−3.5% | Reduced |
| Quantbot Technologies LP | 25,030 | $6.60M | 0.47% | −368−1.4% | Reduced |
| Hills Bank & Trust Co | 25,016 | $6.59M | 0.97% | −152−0.6% | Reduced |
| Wetherby Asset Management Inc | 25,006 | $6.59M | 0.42% | −195−0.8% | Reduced |
| Leelyn Smith, LLC | 24,862 | $6.55M | 1.80% | +2,010+8.8% | Added |
| Thomasville National Bank | 24,775 | $6.53M | 0.75% | −407−1.6% | Reduced |
| Bogart Wealth, LLC | 24,463 | $6.45M | 0.45% | +3,223+15.2% | Added |
| Belpointe Asset Management LLC | 24,407 | $6.43M | 0.39% | +135+0.6% | Added |
| Donaldson Capital Management, LLC | 24,379 | $6.42M | 0.31% | −1,340−5.2% | Reduced |
| Mattern Capital Management, LLC | 24,379 | $6.42M | 1.19% | −607−2.4% | Reduced |
| Rothschild Investment Corp | 24,220 | $6.38M | 0.59% | −397−1.6% | Reduced |
| CIC Wealth, LLC | 24,162 | $6.37M | 2.63% | +24,162 | New |
| Palisade Capital Management LLC | 24,146 | $6.36M | 0.17% | 00.0% | Unchanged |
| Burleson & Company, LLC | 24,069 | $6.34M | 1.59% | −1,635−6.4% | Reduced |
| Advocate Group LLC | 24,061 | $6.34M | 1.37% | +1,241+5.4% | Added |
| Boston Research & Management Inc | 23,980 | $6.32M | 1.96% | −270−1.1% | Reduced |
| Quantinno Capital Management LP | 23,976 | $6.32M | 0.47% | +7,624+46.6% | Added |
| Erste Asset Management GmbH | 23,730 | $6.31M | 0.13% | −1,378−5.5% | Reduced |
| ExodusPoint Capital Management, LP | 23,867 | $6.29M | 0.10% | +23,867 | New |
| Nomura Holdings Inc | 24,709 | $6.28M | 0.06% | +7,260+41.6% | Added |
| Smithfield Trust Co | 23,815 | $6.28M | 0.42% | −739−3.0% | Reduced |
| Tower Research Capital LLC (TRC) | 23,679 | $6.24M | 0.26% | −69,157−74.5% | Reduced |
| Spire Wealth Management | 23,416 | $6.17M | 0.35% | −3,063−11.6% | Reduced |
| First Interstate Bank | 23,338 | $6.15M | 0.45% | −137−0.6% | Reduced |
| Appleton Partners Inc | 23,144 | $6.10M | 0.58% | −163−0.7% | Reduced |
| Capital Analysts, LLC | 23,030 | $6.07M | 0.37% | +506+2.2% | Added |
| Atlantic Trust, LLC | 23,015 | $6.07M | 2.02% | +556+2.5% | Added |
| Stratos Wealth Advisors, LLC | 22,975 | $6.05M | 0.50% | −126−0.5% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 22,955 | $6.05M | 0.16% | −4,371−16.0% | Reduced |
| Ziegler Capital Management, LLC | 22,908 | $6.04M | 0.25% | +17,622+333.4% | Added |
| Talbot Financial, LLC | 22,839 | $6.02M | 1.24% | +22,839 | New |
| Schnieders Capital Management LLC | 22,787 | $6.01M | 1.38% | +5,475+31.6% | Added |
| WESPAC Advisors SoCal, LLC | 22,769 | $6.00M | 2.23% | +388+1.7% | Added |
| Oppenheimer Asset Management Inc. | 22,761 | $6.00M | 0.10% | +813+3.7% | Added |
| Addenda Capital Inc. | 22,713 | $5.99M | 0.26% | −294−1.3% | Reduced |
| NBW Capital LLC | 22,686 | $5.98M | 1.53% | +53+0.2% | Added |
| Apollon Wealth Management, LLC | 22,666 | $5.97M | 0.42% | +958+4.4% | Added |
| Riggs Asset Managment Co. Inc. | 22,640 | $5.97M | 2.46% | +235+1.0% | Added |
| New Hampshire Trust | 22,504 | $5.93M | 1.57% | +22,504 | New |
| Legacy Private Trust Co. | 22,430 | $5.91M | 0.53% | −2,301−9.3% | Reduced |
| Sowell Financial Services LLC | 22,397 | $5.90M | 0.38% | +2,068+10.2% | Added |
| Valeo Financial Advisors, LLC | 22,395 | $5.90M | 0.32% | +2,197+10.9% | Added |
| Metis Global Partners, LLC | 22,344 | $5.89M | 0.52% | +7,181+47.4% | Added |
| Illinois Municipal Retirement Fund | 22,309 | $5.88M | 0.13% | 00.0% | Unchanged |
| Boenning & Scattergood, Inc. | 23,769 | $5.88M | 0.95% | +30.0% | Added |
| Windle Wealth, LLC | 22,142 | $5.84M | 4.55% | +22,142 | New |
| Carnegie Capital Asset Management, LLC | 22,008 | $5.80M | 0.25% | +832+3.9% | Added |
| Balentine LLC | 21,993 | $5.80M | 0.20% | +2,027+10.2% | Added |
| Ashton Thomas Private Wealth, LLC | 21,865 | $5.76M | 0.57% | +145+0.7% | Added |
| WMS Partners, LLC | 21,691 | $5.72M | 0.57% | −586−2.6% | Reduced |
| Assetmark, Inc | 21,682 | $5.71M | 0.02% | +4,567+26.7% | Added |
| American Money Management, LLC | 21,680 | $5.71M | 1.63% | −104−0.5% | Reduced |
| IHT Wealth Management, LLC | 21,496 | $5.66M | 0.36% | −927−4.1% | Reduced |
| Allworth Financial LP | 21,475 | $5.66M | 0.06% | +2,056+10.6% | Added |
| Pioneer Trust Bank N A | 21,437 | $5.65M | 1.71% | −530−2.4% | Reduced |
| Cohen Klingenstein LLC | 21,400 | $5.64M | 0.28% | 00.0% | Unchanged |
| Seeyond | 21,222 | $5.59M | 0.54% | −10,967−34.1% | Reduced |
| Main Street Research LLC | 21,186 | $5.58M | 1.36% | −443−2.0% | Reduced |
| Peoples Financial Services Corp. | 21,170 | $5.58M | 2.61% | −59−0.3% | Reduced |
| Coston, McIsaac & Partners | 21,100 | $5.56M | 2.16% | +735+3.6% | Added |
| Davis-Rea Ltd. | 21,093 | $5.56M | 3.48% | −87−0.4% | Reduced |
| Winton Group Ltd | 21,058 | $5.55M | 0.37% | +7,889+59.9% | Added |
| Wesleyan Assurance Society | 21,000 | $5.53M | 0.68% | 00.0% | Unchanged |