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, Q2 2023
Institutional positions in McDonalds Corp as of Jun 30, 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
- 3,011
- +86 vs. Q1 2023
- Shares held
- 504.0M
- +1.48M (+0.3%) vs. Q1 2023
- Total value
- $150.1B
- +$9.68B (+6.9%) vs. Q1 2023
- New holders
- 175
- 1,157 more added
- Sold out
- 89
- 1,253 more reduced
28 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding McDonalds Corp; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Moisand Fitzgerald Tamayo, LLC | 834 | $248.9K | 0.05% | −50−5.7% | Reduced |
| KG&L Capital Management,LLC | 834 | $249.0K | 0.12% | −26−3.0% | Reduced |
| Burt Wealth Advisors | 835 | $249.2K | 0.08% | −80−8.7% | Reduced |
| Firethorn Wealth Partners, LLC | 839 | $250.2K | 0.19% | +4+0.5% | Added |
| Private Management Group Inc | 839 | $250.4K | 0.01% | −353−29.6% | Reduced |
| Oberweis Asset Management Inc | 841 | $250.8K | 0.03% | +1+0.1% | Added |
| Pinnacle Financial Group, LLC | 843 | $251.7K | 0.14% | −89−9.5% | Reduced |
| Dudley Capital Management, LLC | 845 | $252.2K | 0.17% | +20+2.4% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 846 | $252.5K | 0.02% | −12−1.4% | Reduced |
| Bristlecone Advisors, LLC | 848 | $253.1K | 0.03% | +32+3.9% | Added |
| Red Wave Investments LLC | 852 | $254.2K | 0.10% | +1+0.1% | Added |
| Signature Estate & Investment Advisors LLC | 854 | $255.0K | 0.01% | +854 | New |
| Lifestyle Asset Management, Inc. | 857 | $255.7K | 0.15% | −45−5.0% | Reduced |
| Wealth Management Partners, LLC | 857 | $255.7K | 0.16% | −21−2.4% | Reduced |
| Traverso Chambers Private Wealth Management, LLC | 859 | $256.3K | 0.07% | 00.0% | Unchanged |
| Innova Wealth Partners | 860 | $256.6K | 0.22% | +50+6.2% | Added |
| Owen LaRue, LLC | 871 | $256.7K | 0.27% | +871 | New |
| Alerus Financial NA | 861 | $256.9K | 0.02% | −10−1.1% | Reduced |
| Marietta Investment Partners LLC | 865 | $258.1K | 0.07% | 00.0% | Unchanged |
| SMART Wealth LLC | 865 | $258.1K | 0.19% | +865 | New |
| Wagner Wealth Management, LLC | 866 | $258.6K | 0.10% | +1+0.1% | Added |
| Apriem Advisors | 867 | $258.7K | 0.04% | −41−4.5% | Reduced |
| Arlington Partners LLC | 869 | $259.3K | 0.04% | +75+9.4% | Added |
| Dunhill Financial, LLC | 926 | $259.8K | 0.17% | +926 | New |
| Fi3 FINANCIAL ADVISORS, LLC | 872 | $260.3K | 0.14% | +145+19.9% | Added |
| Wittenberg Investment Management, Inc. | 875 | $261.1K | 0.09% | −200−18.6% | Reduced |
| Resolute Wealth Strategies, LLC | 876 | $261.4K | 0.20% | −222−20.2% | Reduced |
| Beacon Financial Strategies CORP | 878 | $262.1K | 0.21% | +5+0.6% | Added |
| Archer Investment Corp | 884 | $263.8K | 0.09% | −476−35.0% | Reduced |
| Rather & Kittrell, Inc. | 884 | $263.8K | 0.11% | +884 | New |
| Rockbridge Investment Management, LCC | 885 | $264.1K | 0.05% | +13+1.5% | Added |
| Horizon Investment Services, LLC | 885 | $264.1K | 0.16% | +1+0.1% | Added |
| Levy Wealth Management Group, LLC | 888 | $264.9K | 0.08% | +2+0.2% | Added |
| NFP Retirement, Inc. | 888 | $264.9K | 0.05% | −51−5.4% | Reduced |
| Keudell/Morrison Wealth Management | 889 | $265.3K | 0.08% | −75−7.8% | Reduced |
| Northeast Financial Group, Inc. | 889 | $265.3K | 0.17% | +889 | New |
| Transatlantique Private Wealth LLC | 890 | $265.6K | 0.14% | −123−12.1% | Reduced |
| SeaBridge Investment Advisors LLC | 890 | $265.6K | 0.09% | 00.0% | Unchanged |
| Nelson Capital Management, LLC | 890 | $265.6K | 0.07% | 00.0% | Unchanged |
| Fusion Capital, LLC | 890 | $265.6K | 0.15% | −5−0.6% | Reduced |
| Capital Wealth Alliance, LLC | 890 | $265.6K | 0.20% | +7+0.8% | Added |
| GeoWealth Management, LLC | 893 | $266.0K | 0.03% | −94−9.5% | Reduced |
| Grassi Investment Management | 894 | $267.0K | 0.03% | 00.0% | Unchanged |
| Morningstar Investment Services LLC | 908 | $267.0K | 0.00% | +908 | New |
| Emfo, LLC | 895 | $267.1K | 0.24% | 00.0% | Unchanged |
| Kooman & Associates | 900 | $268.6K | 0.13% | +6+0.7% | Added |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 900 | $268.6K | 0.00% | +900 | New |
| ICA Group Wealth Management, LLC | 901 | $268.8K | 0.07% | −3,396−79.0% | Reduced |
| Fort Point Capital Partners LLC | 901 | $268.9K | 0.04% | +901 | New |
| Second Half Financial Partners, LLC | 901 | $268.9K | 0.06% | +901 | New |
| First Fiduciary Investment Counsel, Inc. | 900 | $269.0K | 0.06% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 20,767 | $269.1K | 0.05% | −99−0.5% | Reduced |
| Beirne Wealth Consulting Services, LLC | 903 | $269.5K | 0.21% | 00.0% | Unchanged |
| Compass Ion Advisors, LLC | 903 | $269.6K | 0.07% | +17+1.9% | Added |
| Bay Harbor Wealth Management, LLC | 904 | $269.8K | 0.11% | +904 | New |
| Brooktree Capital Management | 904 | $269.8K | 0.21% | −250−21.7% | Reduced |
| Cabot Wealth Management Inc | 904 | $270.0K | 0.04% | 00.0% | Unchanged |
| NinePointTwo Capital | 906 | $270.0K | 0.10% | 00.0% | Unchanged |
| Horan Capital Advisors, LLC. | 905 | $270.1K | 0.11% | 00.0% | Unchanged |
| Smith & Howard Wealth Management, LLC | 911 | $271.9K | 0.10% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 914 | $272.6K | 0.07% | −1,212−57.0% | Reduced |
| Cambridge Advisors Inc. | 914 | $272.8K | 0.07% | −78−7.9% | Reduced |
| RW Investment Management LLC | 916 | $273.3K | 0.06% | 00.0% | Unchanged |
| Lion Street Advisors, LLC | 1,112 | $273.5K | 0.09% | +1,112 | New |
| Palladiem, LLC | 917 | $273.6K | 0.28% | 00.0% | Unchanged |
| Joule Financial, LLC | 918 | $273.9K | 0.14% | +67+7.9% | Added |
| BancFirst Trust & Investment Management | 930 | $274.0K | 0.16% | +90+10.7% | Added |
| Pegasus Partners Ltd. | 919 | $274.2K | 0.04% | 00.0% | Unchanged |
| Avalon Trust Co | 922 | $275.1K | 0.02% | 00.0% | Unchanged |
| McDonough Capital Management, Inc | 923 | $275.5K | 0.25% | +35+3.9% | Added |
| Madrona Financial Services, LLC | 928 | $276.9K | 0.14% | −174−15.8% | Reduced |
| Lane & Associates LLC | 928 | $277.0K | 0.22% | −109−10.5% | Reduced |
| Middleton & Co Inc | 931 | $277.7K | 0.04% | 00.0% | Unchanged |
| Eclectic Associates Inc | 931 | $277.7K | 0.14% | −60−6.1% | Reduced |
| One Wealth Advisors, LLC | 931 | $277.8K | 0.06% | 00.0% | Unchanged |
| Access Financial Services, Inc. | 933 | $278.4K | 0.16% | +5+0.5% | Added |
| Legacy Financial Group, Inc. | 933 | $278.4K | 0.14% | +203+27.8% | Added |
| Onyx Bridge Wealth Group LLC | 935 | $278.9K | 0.07% | +72+8.3% | Added |
| Triton Wealth Management, PLLC | 960 | $279.2K | 0.16% | 00.0% | Unchanged |
| Shufro Rose & Co LLC | 937 | $279.6K | 0.03% | 00.0% | Unchanged |
| Crewe Advisors LLC | 939 | $280.2K | 0.04% | −285−23.3% | Reduced |
| Invst, LLC | 939 | $280.2K | 0.04% | +23+2.5% | Added |
| Trilogy Capital Inc. | 952 | $281.4K | 0.02% | +102+12.0% | Added |
| Certified Advisory Corp | 944 | $281.6K | 0.05% | −800−45.9% | Reduced |
| Cassady Schiller Wealth Management, LLC | 945 | $281.9K | 0.15% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 947 | $282.5K | 0.20% | +300+46.4% | Added |
| Amica Retiree Medical Trust | 947 | $283.0K | 0.32% | −60−6.0% | Reduced |
| Broderick Brian C | 950 | $283.5K | 0.07% | 00.0% | Unchanged |
| Skylands Capital, LLC | 950 | $283.5K | 0.04% | 00.0% | Unchanged |
| Truepoint, Inc. | 952 | $284.1K | 0.01% | +5+0.5% | Added |
| Bridge Advisory, LLC | 952 | $284.1K | 0.10% | +19+2.0% | Added |
| Capital Financial Planning, LLC | 953 | $284.3K | 0.10% | −48−4.8% | Reduced |
| QP Wealth Management, LLC | 955 | $285.0K | 0.45% | 00.0% | Unchanged |
| Transform Wealth, LLC | 956 | $285.3K | 0.03% | −70−6.8% | Reduced |
| Northstar Advisory Group, LLC | 958 | $285.9K | 0.19% | +18+1.9% | Added |
| FirstPurpose Wealth LLC | 959 | $286.2K | 0.12% | −96−9.1% | Reduced |
| Adams Wealth Management | 960 | $286.4K | 0.09% | −19−1.9% | Reduced |
| Kerntke Otto McGlone Wealth Management Group | 961 | $287.0K | 0.28% | −82−7.9% | Reduced |
| Shulman DeMeo Asset Management LLC | 963 | $287.4K | 0.09% | −1−0.1% | Reduced |
| Provident Wealth Management, LLC | 965 | $288.0K | 0.14% | −2−0.2% | Reduced |