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, Q1 2023
Institutional positions in McDonalds Corp as of Mar 31, 2023. 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
- 2,953
- +90 vs. Q4 2022
- Shares held
- 503.1M
- −1.20M (−0.2%) vs. Q4 2022
- Total value
- $140.5B
- +$7.79B (+5.9%) vs. Q4 2022
- New holders
- 185
- 1,217 more added
- Sold out
- 95
- 1,139 more reduced
65 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding McDonalds Corp; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Horizon Investment Services, LLC | 884 | $247.4K | 0.16% | −15−1.7% | Reduced |
| Summit Wealth Partners, LLC | 886 | $247.7K | 0.06% | 00.0% | Unchanged |
| Levy Wealth Management Group, LLC | 886 | $247.8K | 0.08% | +1+0.1% | Added |
| Compass Ion Advisors, LLC | 886 | $247.9K | 0.06% | +31+3.6% | Added |
| McDonough Capital Management, Inc | 888 | $248.4K | 0.26% | +1+0.1% | Added |
| Firethorn Wealth Partners, LLC | 835 | $248.4K | 0.19% | +1+0.1% | Added |
| Lee Financial Co | 890 | $248.8K | 0.04% | −162−15.4% | Reduced |
| SeaBridge Investment Advisors LLC | 890 | $248.9K | 0.09% | 00.0% | Unchanged |
| Nelson Capital Management, LLC | 890 | $248.9K | 0.07% | 00.0% | Unchanged |
| Fusion Capital, LLC | 895 | $249.8K | 0.14% | +102+12.9% | Added |
| Accel Wealth Management | 894 | $250.0K | 0.10% | +1+0.1% | Added |
| Kooman & Associates | 894 | $250.0K | 0.14% | −11−1.2% | Reduced |
| Grassi Investment Management | 894 | $250.0K | 0.03% | 00.0% | Unchanged |
| Emfo, LLC | 895 | $250.3K | 0.24% | −160−15.2% | Reduced |
| First Fiduciary Investment Counsel, Inc. | 900 | $252.0K | 0.06% | +100+12.5% | Added |
| Lifestyle Asset Management, Inc. | 902 | $252.2K | 0.17% | +50+5.9% | Added |
| Beirne Wealth Consulting Services, LLC | 903 | $252.5K | 0.18% | +903 | New |
| Cabot Wealth Management Inc | 904 | $253.0K | 0.04% | 00.0% | Unchanged |
| Spotlight Asset Group, Inc. | 992 | $253.0K | 0.25% | +992 | New |
| NinePointTwo Capital | 906 | $253.0K | 0.10% | +906 | New |
| Horan Capital Advisors, LLC. | 905 | $253.1K | 0.10% | +905 | New |
| Calton & Associates, Inc. | 906 | $253.2K | 0.12% | −1,076−54.3% | Reduced |
| Apriem Advisors | 908 | $253.9K | 0.04% | +908 | New |
| Montis Financial, LLC | 909 | $254.3K | 0.20% | 00.0% | Unchanged |
| Kohmann Bosshard Financial Services, LLC | 910 | $254.4K | 0.05% | 00.0% | Unchanged |
| Smith & Howard Wealth Management, LLC | 911 | $254.7K | 0.09% | 00.0% | Unchanged |
| Old Port Advisors | 897 | $255.2K | 0.09% | +20+2.3% | Added |
| Burt Wealth Advisors | 915 | $255.8K | 0.08% | +16+1.8% | Added |
| RW Investment Management LLC | 916 | $256.1K | 0.07% | 00.0% | Unchanged |
| Sunflower Bank, N.A. | 916 | $256.1K | 0.06% | 00.0% | Unchanged |
| Palladiem, LLC | 917 | $256.4K | 0.27% | 00.0% | Unchanged |
| Howard Financial Services, Ltd. | 918 | $256.7K | 0.06% | +60+7.0% | Added |
| Pegasus Partners Ltd. | 919 | $257.0K | 0.04% | 00.0% | Unchanged |
| Aprio Wealth Management, LLC | 921 | $257.5K | 0.08% | +131+16.6% | Added |
| Avalon Trust Co | 922 | $257.8K | 0.03% | +922 | New |
| Norris Perne & French LLP | 926 | $258.8K | 0.02% | −38,763−97.7% | Reduced |
| Access Financial Services, Inc. | 928 | $259.5K | 0.16% | +928 | New |
| Middleton & Co Inc | 931 | $260.2K | 0.04% | 00.0% | Unchanged |
| One Wealth Advisors, LLC | 931 | $260.3K | 0.06% | +770+478.3% | Added |
| Pinnacle Financial Group, LLC | 932 | $260.7K | 0.16% | +39+4.4% | Added |
| Bridge Advisory, LLC | 933 | $261.0K | 0.10% | +103+12.4% | Added |
| Shufro Rose & Co LLC | 937 | $262.0K | 0.02% | −180−16.1% | Reduced |
| AlphaCore Capital LLC | 939 | $262.5K | 0.07% | +939 | New |
| NFP Retirement, Inc. | 939 | $262.6K | 0.05% | 00.0% | Unchanged |
| Northstar Advisory Group, LLC | 940 | $262.8K | 0.20% | +13+1.4% | Added |
| Heritage Investment Group, Inc. | 940 | $263.0K | 0.08% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 945 | $264.1K | 0.12% | −10−1.0% | Reduced |
| American Institute for Advanced Investment Management, LLP | 945 | $264.2K | 0.28% | −550−36.8% | Reduced |
| Truepoint, Inc. | 947 | $264.8K | 0.01% | +947 | New |
| Ruggaard & Associates LLC | 949 | $265.4K | 0.16% | +949 | New |
| Broderick Brian C | 950 | $265.6K | 0.07% | 00.0% | Unchanged |
| Skylands Capital, LLC | 950 | $265.6K | 0.04% | −100−9.5% | Reduced |
| Trinity Legacy Partners, LLC | 953 | $266.4K | 0.10% | +953 | New |
| Cora Capital Advisors LLC | 954 | $266.7K | 0.20% | +7+0.7% | Added |
| QP Wealth Management, LLC | 955 | $267.0K | 0.44% | 00.0% | Unchanged |
| Synergy Financial Management, LLC | 957 | $267.6K | 0.07% | −95−9.0% | Reduced |
| Edgestream Partners, L.P. | 958 | $267.9K | 0.03% | −2,606−73.1% | Reduced |
| Keudell/Morrison Wealth Management | 964 | $269.5K | 0.08% | −3−0.3% | Reduced |
| Shulman DeMeo Asset Management LLC | 964 | $269.6K | 0.08% | −6−0.6% | Reduced |
| Invst, LLC | 916 | $269.9K | 0.04% | +66+7.8% | Added |
| Van Cleef Asset Management,Inc | 966 | $270.2K | 0.04% | +4+0.4% | Added |
| Provident Wealth Management, LLC | 967 | $270.4K | 0.14% | +75+8.4% | Added |
| Wills Financial Group, Inc. | 969 | $270.9K | 0.15% | +969 | New |
| Arcus Capital Partners, LLC | 969 | $271.0K | 0.09% | 00.0% | Unchanged |
| First National Corp | 969 | $271.0K | 0.06% | +2+0.2% | Added |
| Asset Management Group, Inc. | 970 | $271.2K | 0.06% | +6+0.6% | Added |
| Hall Private Wealth Advisors | 975 | $272.6K | 0.14% | +975 | New |
| Barnes Pettey Financial Advisors, LLC | 975 | $272.6K | 0.26% | 00.0% | Unchanged |
| Adams Wealth Management | 979 | $273.7K | 0.09% | 00.0% | Unchanged |
| Advisors Management Group Inc | 985 | $275.0K | 0.09% | +1+0.1% | Added |
| Carr Financial Group Corp | 986 | $275.7K | 0.12% | −200−16.9% | Reduced |
| Godsey & Gibb Associates | 986 | $275.7K | 0.03% | −336−25.4% | Reduced |
| Northwest Wealth Management, LLC | 986 | $275.8K | 0.11% | +30+3.1% | Added |
| Triton Wealth Management, PLLC | 960 | $276.0K | 0.17% | +960 | New |
| Versant Capital Management, Inc | 987 | $276.0K | 0.09% | +483+95.8% | Added |
| W.H. Cornerstone Investments Inc. | 985 | $276.0K | 0.25% | +5+0.5% | Added |
| GeoWealth Management, LLC | 987 | $276.0K | 0.03% | +2+0.2% | Added |
| Coastal Capital Group, Inc. | 987 | $276.0K | 0.06% | −35−3.4% | Reduced |
| Fortis Group Advisors, LLC | 935 | $276.5K | 0.08% | +935 | New |
| Eclectic Associates Inc | 991 | $276.9K | 0.14% | +24+2.5% | Added |
| Atomi Financial Group, Inc. | 990 | $276.9K | 0.15% | +990 | New |
| Noesis Capital Mangement Corp | 992 | $277.0K | 0.07% | −15−1.5% | Reduced |
| Plotkin Financial Advisors, LLC | 992 | $277.4K | 0.26% | 00.0% | Unchanged |
| New Republic Capital, LLC | 992 | $277.4K | 0.21% | +195+24.5% | Added |
| Cambridge Advisors Inc. | 992 | $277.4K | 0.07% | −80−7.5% | Reduced |
| Gemmer Asset Management LLC | 995 | $278.2K | 0.04% | +1+0.1% | Added |
| Hutchens & Kramer Investment Management Group, LLC | 1,000 | $279.6K | 0.24% | −69−6.5% | Reduced |
| Legal Advantage Investments, Inc. | 1,000 | $279.6K | 0.21% | 00.0% | Unchanged |
| Hedges Asset Management LLC | 1,000 | $279.6K | 0.24% | 00.0% | Unchanged |
| Core Wealth Management, Inc. | 1,001 | $279.9K | 0.15% | 00.0% | Unchanged |
| Watershed Private Wealth LLC | 1,001 | $279.9K | 0.19% | 00.0% | Unchanged |
| Capital Financial Planning, LLC | 1,001 | $280.0K | 0.11% | +19+1.9% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 1,000 | $280.0K | 0.02% | 00.0% | Unchanged |
| Gordian Capital Singapore Pte Ltd | 1,000 | $280.0K | 0.47% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 20,866 | $281.2K | 0.06% | +374+1.8% | Added |
| Amica Retiree Medical Trust | 1,007 | $282.0K | 0.30% | −189−15.8% | Reduced |
| BMS Financial Advisors, LLC | 1,012 | $283.0K | 0.20% | +12+1.2% | Added |
| Francis Financial, Inc. | 1,012 | $283.0K | 0.19% | +112+12.4% | Added |
| Transatlantique Private Wealth LLC | 1,013 | $283.2K | 0.16% | 00.0% | Unchanged |
| RTD Financial Advisors, Inc. | 1,013 | $283.3K | 0.04% | −190−15.8% | Reduced |