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; 3,482 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
- 2,952
- +90 vs. Q4 2022
- Shares held
- 503.0M
- −1.20M (−0.2%) vs. Q4 2022
- Total value
- $140.5B
- +$7.79B (+5.9%) vs. Q4 2022
- New holders
- 185
- 1,216 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 | 3,482 | $142.5B |
| Q1 2026 | 3,604 | $163.1B |
| Q4 2025 | 3,589 | $160.4B |
| Q3 2025 | 3,424 | $155.5B |
| Q2 2025 | 3,424 | $152.9B |
| Q1 2025 | 3,423 | $165.7B |
| Q4 2024 | 3,392 | $150.8B |
| Q3 2024 | 3,172 | $156.2B |
| Q2 2024 | 3,087 | $129.1B |
| Q1 2024 | 3,172 | $143.6B |
| Q4 2023 | 3,192 | $151.1B |
| Q3 2023 | 3,000 | $131.5B |
| Q2 2023 | 3,011 | $150.1B |
| Q1 2023 | 2,952 | $140.5B |
| Q4 2022 | 2,927 | $133.0B |
| Q3 2022 | 2,702 | $115.7B |
| Q2 2022 | 2,724 | $123.7B |
| Q1 2022 | 2,741 | $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 |
|---|---|---|---|---|---|
| Ruggaard & Associates LLC | 949 | $265.4K | 0.16% | +949 | New |
| Truepoint, Inc. | 947 | $264.8K | 0.01% | +947 | New |
| American Institute for Advanced Investment Management, LLP | 945 | $264.2K | 0.28% | −550−36.8% | Reduced |
| Cassady Schiller Wealth Management, LLC | 945 | $264.1K | 0.12% | −10−1.0% | Reduced |
| Heritage Investment Group, Inc. | 940 | $263.0K | 0.08% | 00.0% | Unchanged |
| Northstar Advisory Group, LLC | 940 | $262.8K | 0.20% | +13+1.4% | Added |
| NFP Retirement, Inc. | 939 | $262.6K | 0.05% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 939 | $262.5K | 0.07% | +939 | New |
| Shufro Rose & Co LLC | 937 | $262.0K | 0.02% | −180−16.1% | Reduced |
| Bridge Advisory, LLC | 933 | $261.0K | 0.10% | +103+12.4% | Added |
| Pinnacle Financial Group, LLC | 932 | $260.7K | 0.16% | +39+4.4% | Added |
| One Wealth Advisors, LLC | 931 | $260.3K | 0.06% | +770+478.3% | Added |
| Middleton & Co Inc | 931 | $260.2K | 0.04% | 00.0% | Unchanged |
| Access Financial Services, Inc. | 928 | $259.5K | 0.16% | +928 | New |
| Norris Perne & French LLP | 926 | $258.8K | 0.02% | −38,763−97.7% | Reduced |
| Avalon Trust Co | 922 | $257.8K | 0.03% | +922 | New |
| Aprio Wealth Management, LLC | 921 | $257.5K | 0.08% | +131+16.6% | Added |
| Pegasus Partners Ltd. | 919 | $257.0K | 0.04% | 00.0% | Unchanged |
| Howard Financial Services, Ltd. | 918 | $256.7K | 0.06% | +60+7.0% | Added |
| Palladiem, LLC | 917 | $256.4K | 0.27% | 00.0% | Unchanged |
| RW Investment Management LLC | 916 | $256.1K | 0.07% | 00.0% | Unchanged |
| Sunflower Bank, N.A. | 916 | $256.1K | 0.06% | 00.0% | Unchanged |
| Burt Wealth Advisors | 915 | $255.8K | 0.08% | +16+1.8% | Added |
| Old Port Advisors | 897 | $255.2K | 0.09% | +20+2.3% | Added |
| Smith & Howard Wealth Management, LLC | 911 | $254.7K | 0.09% | 00.0% | Unchanged |
| Kohmann Bosshard Financial Services, LLC | 910 | $254.4K | 0.05% | 00.0% | Unchanged |
| Montis Financial, LLC | 909 | $254.3K | 0.20% | 00.0% | Unchanged |
| Apriem Advisors | 908 | $253.9K | 0.04% | +908 | New |
| Calton & Associates, Inc. | 906 | $253.2K | 0.12% | −1,076−54.3% | Reduced |
| Horan Capital Advisors, LLC. | 905 | $253.1K | 0.10% | +905 | 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 |
| Beirne Wealth Consulting Services, LLC | 903 | $252.5K | 0.18% | +903 | New |
| Lifestyle Asset Management, Inc. | 902 | $252.2K | 0.17% | +50+5.9% | Added |
| First Fiduciary Investment Counsel, Inc. | 900 | $252.0K | 0.06% | +100+12.5% | Added |
| Emfo, LLC | 895 | $250.3K | 0.24% | −160−15.2% | Reduced |
| Grassi Investment Management | 894 | $250.0K | 0.03% | 00.0% | Unchanged |
| Kooman & Associates | 894 | $250.0K | 0.14% | −11−1.2% | Reduced |
| Accel Wealth Management | 894 | $250.0K | 0.10% | +1+0.1% | Added |
| Fusion Capital, LLC | 895 | $249.8K | 0.14% | +102+12.9% | Added |
| SeaBridge Investment Advisors LLC | 890 | $248.9K | 0.09% | 00.0% | Unchanged |
| Nelson Capital Management, LLC | 890 | $248.9K | 0.07% | 00.0% | Unchanged |
| Lee Financial Co | 890 | $248.8K | 0.04% | −162−15.4% | Reduced |
| Firethorn Wealth Partners, LLC | 835 | $248.4K | 0.19% | +1+0.1% | Added |
| McDonough Capital Management, Inc | 888 | $248.4K | 0.26% | +1+0.1% | Added |
| Compass Ion Advisors, LLC | 886 | $247.9K | 0.06% | +31+3.6% | Added |
| Levy Wealth Management Group, LLC | 886 | $247.8K | 0.08% | +1+0.1% | Added |
| Summit Wealth Partners, LLC | 886 | $247.7K | 0.06% | 00.0% | Unchanged |
| Horizon Investment Services, LLC | 884 | $247.4K | 0.16% | −15−1.7% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 884 | $247.2K | 0.05% | +50+6.0% | Added |
| Capital Wealth Alliance, LLC | 883 | $246.9K | 0.20% | +7+0.8% | Added |
| Telos Capital Management, Inc. | 879 | $245.9K | 0.03% | +58+7.1% | Added |
| Beck Bode, LLC | 879 | $245.8K | 0.06% | −2,356−72.8% | Reduced |
| Wealth Management Partners, LLC | 878 | $245.5K | 0.17% | −122−12.2% | Reduced |
| EdgeRock Capital LLC | 875 | $245.0K | 0.13% | +110+14.4% | Added |
| Full Sail Capital, LLC | 876 | $244.9K | 0.02% | +876 | New |
| Beacon Financial Strategies CORP | 873 | $244.2K | 0.21% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 872 | $243.8K | 0.04% | +872 | New |
| Alerus Financial NA | 871 | $243.5K | 0.02% | +8+0.9% | Added |
| Collaborative Wealth Managment Inc. | 869 | $242.8K | 0.15% | +1+0.1% | Added |
| Wagner Wealth Management, LLC | 865 | $242.0K | 0.11% | +865 | New |
| Marietta Investment Partners LLC | 865 | $241.9K | 0.07% | +865 | New |
| Onyx Bridge Wealth Group LLC | 863 | $241.2K | 0.10% | −92−9.6% | Reduced |
| KG&L Capital Management,LLC | 860 | $240.5K | 0.13% | −100−10.4% | Reduced |
| Traverso Chambers Private Wealth Management, LLC | 859 | $240.2K | 0.07% | +859 | New |
| Old North State Wealth Management, LLC | 857 | $240.1K | 0.22% | +5+0.6% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 858 | $240.0K | 0.02% | +858 | New |
| Stanley-Laman Group, Ltd. | 858 | $239.9K | 0.04% | +858 | New |
| Joule Financial, LLC | 851 | $237.9K | 0.13% | −5−0.6% | Reduced |
| Vista Investment Management | 851 | $237.9K | 0.13% | −4−0.5% | Reduced |
| Arkansas Financial Group, Inc. | 851 | $237.9K | 0.05% | 00.0% | Unchanged |
| Red Wave Investments LLC | 851 | $237.9K | 0.10% | +17+2.0% | Added |
| Xcel Wealth Management, LLC | 851 | $237.9K | 0.08% | +33+4.0% | Added |
| Trilogy Capital Inc. | 850 | $237.6K | 0.02% | +16+1.9% | Added |
| Wealth Advisors, Inc. | 835 | $237.5K | 0.11% | 00.0% | Unchanged |
| LexAurum Advisors, LLC | 847 | $236.8K | 0.08% | +51+6.4% | Added |
| Navalign, LLC | 844 | $236.0K | 0.10% | −27−3.1% | Reduced |
| Seneca Financial Advisors LLC | 844 | $236.0K | 0.15% | +844 | New |
| Ingalls & Snyder LLC | 841 | $235.0K | 0.01% | −100−10.6% | Reduced |
| Aua Capital Management, LLC | 840 | $234.9K | 0.16% | +3+0.4% | Added |
| Oberweis Asset Management Inc | 840 | $234.7K | 0.04% | +2+0.2% | Added |
| Sweeney & Michel, LLC | 823 | $234.0K | 0.12% | +823 | New |
| Cable Hill Partners, LLC | 835 | $233.5K | 0.04% | −205−19.7% | Reduced |
| BancFirst Trust & Investment Management | 840 | $233.3K | 0.14% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 834 | $233.2K | 0.10% | −1,704−67.1% | Reduced |
| GenTrust, LLC | 833 | $233.0K | 0.02% | +833 | New |
| Global Strategic Investment Solutions, LLC | 833 | $232.9K | 0.03% | +31+3.9% | Added |
| Boyd Watterson Asset Management LLC | 830 | $232.1K | 0.09% | 00.0% | Unchanged |
| Objective Capital Management, LLC | 829 | $231.7K | 0.21% | +6+0.7% | Added |
| Emerald Advisors, LLC | 827 | $231.1K | 0.06% | −51−5.8% | Reduced |
| Weaver Consulting Group | 827 | $231.1K | 0.11% | +66+8.7% | Added |
| Sage Investment Advisers LLC | 826 | $231.0K | 0.31% | +3+0.4% | Added |
| Colony Family Offices, LLC | 825 | $230.7K | 0.09% | 00.0% | Unchanged |
| Dudley Capital Management, LLC | 825 | $230.7K | 0.16% | 00.0% | Unchanged |
| Castleview Partners, LLC | 820 | $229.2K | 0.20% | +23+2.9% | Added |
| Fox Run Management, L.L.C. | 819 | $229.0K | 0.07% | −851−51.0% | Reduced |
| Independent Wealth Network Inc. | 818 | $228.7K | 0.15% | +20+2.5% | Added |
| PRW Wealth Management LLC | 773 | $228.6K | 0.09% | +773 | New |
| Financial Council Asset Management Inc | 817 | $228.4K | 0.19% | 00.0% | Unchanged |