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, 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 | 3,481 | $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, 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 |
|---|---|---|---|---|---|
| Gries Financial LLC | 1,170 | $327.1K | 0.10% | −120−9.3% | Reduced |
| Summit Financial Wealth Advisors, LLC | 1,171 | $327.4K | 0.08% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 1,172 | $327.6K | 0.23% | +3+0.3% | Added |
| Blackston Financial Advisory Group, LLC | 1,173 | $328.0K | 0.25% | −24−2.0% | Reduced |
| Midwest Financial Group LLC | 1,174 | $328.0K | 0.30% | +1,174 | New |
| Northwest Capital Management Inc | 1,173 | $328.0K | 0.16% | +174+17.4% | Added |
| Cornerstone Advisors Asset Management, LLC | 1,175 | $328.5K | 0.16% | −40−3.3% | Reduced |
| Osborne Partners Capital Management, LLC | 1,175 | $328.5K | 0.02% | +128+12.2% | Added |
| Epic Trust Investment Advisors, LLC | 1,175 | $328.7K | 0.41% | +407+53.0% | Added |
| McDaniel Terry & Co | 1,175 | $329.0K | 0.04% | 00.0% | Unchanged |
| Broadleaf Partners, LLC | 1,181 | $330.2K | 0.12% | 00.0% | Unchanged |
| Goepper Burkhardt LLC | 1,184 | $331.1K | 0.22% | 00.0% | Unchanged |
| Clear Creek Financial Management, LLC | 1,188 | $332.2K | 0.06% | +96+8.8% | Added |
| Compass Financial Group, INC | 1,189 | $332.4K | 0.11% | +1+0.1% | Added |
| Fort, L.P. | 1,190 | $332.7K | 0.86% | −128−9.7% | Reduced |
| Northside Capital Management, LLC | 1,191 | $333.1K | 0.09% | +381+47.0% | Added |
| Private Management Group Inc | 1,192 | $333.3K | 0.01% | −196−14.1% | Reduced |
| Agate Pass Investment Management, LLC | 1,194 | $333.9K | 0.22% | −40−3.2% | Reduced |
| Grant Street Asset Management, Inc. | 1,194 | $333.9K | 0.14% | +320+36.6% | Added |
| Morningstar Investment Management LLC | 1,196 | $334.0K | 0.05% | 00.0% | Unchanged |
| Levin Capital Strategies, L.P. | 1,196 | $334.4K | 0.04% | 00.0% | Unchanged |
| Symmetry Investments LP | 1,200 | $335.5K | 0.16% | +1,200 | New |
| Fiduciary Alliance LLC | 1,201 | $335.9K | 0.08% | +81+7.2% | Added |
| German American Bancorp, Inc. | 1,202 | $336.1K | 0.05% | +22+1.9% | Added |
| Mayport, LLC | 1,209 | $338.1K | 0.21% | 00.0% | Unchanged |
| Alpha Financial Partners, LLC | 1,212 | $338.9K | 0.38% | +38+3.2% | Added |
| Wealth Advisors of Iowa, LLC | 1,213 | $339.2K | 0.27% | −20−1.6% | Reduced |
| Monterey Private Wealth, Inc. | 1,214 | $339.5K | 0.17% | +17+1.4% | Added |
| Pension & Wealth Management Advisors, Inc. | 1,215 | $339.8K | 0.27% | +5+0.4% | Added |
| Cadent Capital Advisors, LLC | 1,217 | $340.3K | 0.20% | +63+5.5% | Added |
| Rodgers Brothers Inc. | 1,219 | $340.8K | 0.07% | 00.0% | Unchanged |
| Canal Capital Management, LLC | 1,221 | $341.5K | 0.08% | +83+7.3% | Added |
| Beacon Bridge Wealth Partners, LLC | 1,224 | $342.2K | 0.21% | −92−7.0% | Reduced |
| Crewe Advisors LLC | 1,224 | $342.2K | 0.05% | +234+23.6% | Added |
| Crescent Sterling, Ltd. | 1,228 | $343.4K | 0.33% | +165+15.5% | Added |
| Inlet Private Wealth, LLC | 1,233 | $344.8K | 0.09% | 00.0% | Unchanged |
| West Oak Capital, LLC | 1,234 | $345.0K | 0.17% | 00.0% | Unchanged |
| Provence Wealth Management Group | 1,237 | $345.9K | 0.23% | +283+29.7% | Added |
| Matthew Goff Investment Advisor, LLC | 1,239 | $346.4K | 0.09% | −8−0.6% | Reduced |
| Moreno Evelyn V | 1,240 | $346.7K | 0.08% | −100−7.5% | Reduced |
| McIlrath & Eck, LLC | 1,245 | $348.1K | 0.08% | +478+62.3% | Added |
| Garden State Investment Advisory Services LLC | 1,249 | $349.4K | 0.18% | −7−0.6% | Reduced |
| Tempus Wealth Planning, LLC | 1,251 | $349.8K | 0.17% | −32−2.5% | Reduced |
| Sunburst Financial Group, LLC | 1,253 | $350.4K | 0.13% | 00.0% | Unchanged |
| Obsidian Personal Planning Solutions LLC | 1,253 | $350.4K | 0.51% | +306+32.3% | Added |
| Concorde Asset Management, LLC | 1,254 | $350.8K | 0.42% | −228−15.4% | Reduced |
| Youngs Advisory Group, Inc. | 1,255 | $351.1K | 0.20% | 00.0% | Unchanged |
| Signature Wealth Management Partners, LLC | 1,257 | $351.5K | 0.33% | 00.0% | Unchanged |
| Blue Barn Wealth, LLC | 1,258 | $351.7K | 0.22% | −82−6.1% | Reduced |
| Convergence Investment Partners, LLC | 1,258 | $352.0K | 0.21% | −13−1.0% | Reduced |
| Rooted Wealth Advisors, Inc. | 1,221 | $353.0K | 0.26% | +156+14.6% | Added |
| Merriman Wealth Management, LLC | 1,263 | $353.1K | 0.02% | +1+0.1% | Added |
| Silver Oak Securities, Inc | 1,267 | $354.0K | 0.06% | +262+26.1% | Added |
| E&G Advisors, LP | 1,267 | $354.3K | 0.13% | −200−13.6% | Reduced |
| Courage Miller Partners, LLC | 1,271 | $355.4K | 0.15% | +388+43.9% | Added |
| Strategic Wealth Designers | 1,272 | $355.6K | 0.07% | +390+44.2% | Added |
| Carmel Capital Partners, LLC | 1,273 | $355.9K | 0.21% | +13+1.0% | Added |
| TrueWealth Advisors, LLC | 1,274 | $356.3K | 0.15% | +188+17.3% | Added |
| Tufton Capital Management | 1,277 | $357.1K | 0.08% | 00.0% | Unchanged |
| Edgemoor Investment Advisors, Inc. | 1,277 | $357.2K | 0.04% | +491+62.5% | Added |
| Chemistry Wealth Management LLC | 1,284 | $358.9K | 0.12% | +185+16.8% | Added |
| Pallas Capital Advisors LLC | 1,226 | $359.4K | 0.03% | +283+30.0% | Added |
| Univest Financial Corp | 1,286 | $359.6K | 0.11% | +152+13.4% | Added |
| KFA Private Wealth Group, LLC | 1,286 | $359.6K | 0.16% | +270+26.6% | Added |
| Lodestone Wealth Management LLC | 1,287 | $359.9K | 0.28% | −28−2.1% | Reduced |
| Hemington Wealth Management | 1,291 | $360.0K | 0.15% | 00.0% | Unchanged |
| APCM Wealth Management for Individuals | 1,290 | $360.7K | 0.06% | 00.0% | Unchanged |
| GEM Asset Management, LLC | 1,292 | $361.3K | 0.29% | −8−0.6% | Reduced |
| Allied Investment Advisors, LLC | 1,294 | $361.8K | 0.11% | 00.0% | Unchanged |
| BIP Wealth, LLC | 1,294 | $361.9K | 0.04% | +1,294 | New |
| Kennedy Investment Group | 1,296 | $362.3K | 0.22% | +10+0.8% | Added |
| LGT Financial Advisors LLC | 1,298 | $362.9K | 0.68% | +6+0.5% | Added |
| Heron Financial Group, LLC | 1,298 | $362.9K | 0.20% | +195+17.7% | Added |
| Carson Advisory Inc. | 1,300 | $363.5K | 0.32% | +1+0.1% | Added |
| O'Keefe Stevens Advisory, Inc. | 1,300 | $363.5K | 0.18% | 00.0% | Unchanged |
| Avaii Wealth Management, LLC | 1,301 | $363.9K | 0.32% | +6+0.5% | Added |
| Dakota Community Bank & Trust NA | 1,302 | $364.1K | 2.25% | +8+0.6% | Added |
| Investmark Advisory Group LLC | 1,304 | $364.5K | 0.27% | +5+0.4% | Added |
| Arvest Trust Co N A | 1,304 | $364.6K | 0.02% | +134+11.5% | Added |
| Farther Finance Advisors, LLC | 1,306 | $365.1K | 0.11% | +404+44.8% | Added |
| Altfest L J & Co Inc | 1,309 | $366.0K | 0.06% | −3−0.2% | Reduced |
| Pacific Sage Partners, LLC | 1,311 | $366.6K | 0.12% | −79−5.7% | Reduced |
| Old Mission Investment Co LLC | 1,315 | $367.7K | 0.14% | +30+2.3% | Added |
| Capital Square, LLC | 1,302 | $368.3K | 0.34% | 00.0% | Unchanged |
| Rise Advisors, LLC | 1,322 | $369.6K | 0.28% | +167+14.5% | Added |
| Ballast Advisors LLC | 1,324 | $370.2K | 0.15% | +15+1.1% | Added |
| Legacy Advisors, LLC | 1,328 | $371.3K | 0.07% | +170+14.7% | Added |
| Wealth Effects LLC | 1,333 | $372.7K | 0.19% | 00.0% | Unchanged |
| Poehling Capital Management, LLC | 1,336 | $373.7K | 0.13% | +54+4.2% | Added |
| Mirador Capital Partners LP | 1,337 | $373.8K | 0.09% | +4+0.3% | Added |
| Paragon Capital Management Ltd | 1,338 | $374.1K | 0.09% | 00.0% | Unchanged |
| Optas, LLC | 1,339 | $374.4K | 0.13% | +86+6.9% | Added |
| Arkfeld Wealth Strategies, L.L.C. | 1,317 | $374.7K | 0.27% | 00.0% | Unchanged |
| Oder Investment Management, LLC | 1,341 | $375.0K | 0.44% | −325−19.5% | Reduced |
| Chase Investment Counsel Corp | 1,344 | $375.0K | 0.21% | +116+9.4% | Added |
| Verus Financial Partners, Inc. | 1,272 | $375.6K | 0.05% | −57−4.3% | Reduced |
| Essex LLC | 1,429 | $376.6K | 0.11% | 00.0% | Unchanged |
| CVA Family Office, LLC | 1,348 | $376.9K | 0.08% | +50+3.9% | Added |
| Single Point Partners, LLC | 1,348 | $377.0K | 0.08% | +9+0.7% | Added |
| Brown, Lisle/Cummings, Inc. | 1,356 | $379.2K | 0.19% | 00.0% | Unchanged |