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 |
|---|---|---|---|---|---|
| Morton Brown Family Wealth, LLC | 1,097 | $327.2K | 0.17% | −8−0.7% | Reduced |
| Fort, L.P. | 1,097 | $327.4K | 0.87% | −93−7.8% | Reduced |
| Aprio Wealth Management, LLC | 1,098 | $327.7K | 0.09% | +177+19.2% | Added |
| Phocas Financial Corp. | 1,099 | $328.0K | 0.04% | 00.0% | Unchanged |
| Overbrook Management Corp | 1,100 | $328.3K | 0.08% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 1,101 | $328.5K | 0.24% | −26−2.3% | Reduced |
| Bank of Stockton | 1,103 | $329.1K | 0.11% | −260−19.1% | Reduced |
| Cypress Wealth Services, LLC | 1,118 | $329.4K | 0.09% | −11−1.0% | Reduced |
| Sargent Investment Group, LLC | 1,104 | $329.4K | 0.08% | +33+3.1% | Added |
| Conservest Capital Advisors, Inc. | 1,104 | $329.5K | 0.04% | +33+3.1% | Added |
| Manchester Financial Inc | 1,110 | $331.3K | 0.09% | −49−4.2% | Reduced |
| American Planning Services, Inc. | 1,114 | $332.4K | 0.22% | 00.0% | Unchanged |
| Highland Capital Management, LLC | 1,115 | $332.7K | 0.02% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 1,116 | $332.9K | 0.09% | −12−1.1% | Reduced |
| Caerus Investment Advisors, LLC | 1,119 | $333.9K | 0.38% | −500−30.9% | Reduced |
| BNC Wealth Management, LLC | 1,119 | $333.9K | 0.18% | −24−2.1% | Reduced |
| First American Trust, FSB | 1,120 | $334.0K | 0.05% | −352−23.9% | Reduced |
| Osborne Partners Capital Management, LLC | 1,120 | $334.2K | 0.02% | −55−4.7% | Reduced |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 1,120 | $334.2K | 0.06% | 00.0% | Unchanged |
| Empirical Finance, LLC | 1,122 | $334.8K | 0.03% | 00.0% | Unchanged |
| Partners in Financial Planning | 1,122 | $334.9K | 0.09% | 00.0% | Unchanged |
| Kohmann Bosshard Financial Services, LLC | 1,125 | $335.7K | 0.06% | +215+23.6% | Added |
| Resurgent Financial Advisors LLC | 1,129 | $336.9K | 0.22% | +6+0.5% | Added |
| Summit Financial Wealth Advisors, LLC | 1,129 | $336.9K | 0.08% | −42−3.6% | Reduced |
| Eagle Bluffs Wealth Management LLC | 1,133 | $338.1K | 0.26% | 00.0% | Unchanged |
| Atlas Wealth LLC | 1,151 | $338.2K | 0.06% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 1,134 | $338.4K | 0.15% | +68+6.4% | Added |
| Wellington Shields & Co., LLC | 1,134 | $338.4K | 0.08% | −1,254−52.5% | Reduced |
| Phoenix Wealth Advisors | 1,135 | $338.7K | 0.20% | 00.0% | Unchanged |
| Canal Capital Management, LLC | 1,135 | $338.8K | 0.07% | −86−7.0% | Reduced |
| MTM Investment Management, LLC | 1,135 | $338.8K | 0.17% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 1,135 | $339.0K | 0.16% | 00.0% | Unchanged |
| Armstrong, Fleming & Moore, Inc | 1,137 | $339.3K | 0.31% | +1,137 | New |
| Rooted Wealth Advisors, Inc. | 1,147 | $340.0K | 0.23% | −74−6.1% | Reduced |
| Seascape Capital Management | 1,139 | $340.0K | 0.16% | +2+0.2% | Added |
| Garden State Investment Advisory Services LLC | 1,139 | $340.0K | 0.15% | −110−8.8% | Reduced |
| Agate Pass Investment Management, LLC | 1,144 | $341.4K | 0.21% | −50−4.2% | Reduced |
| Tortoise Investment Management, LLC | 1,147 | $342.3K | 0.05% | +365+46.7% | Added |
| Capital Investment Services of America, Inc. | 1,147 | $342.4K | 0.04% | 00.0% | Unchanged |
| Alesco Advisors LLC | 1,149 | $342.9K | 0.01% | 00.0% | Unchanged |
| X-Square Capital, LLC | 1,149 | $343.0K | 0.23% | 00.0% | Unchanged |
| Parkside Advisors LLC | 1,151 | $343.5K | 0.11% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 1,154 | $344.0K | 0.05% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 1,153 | $344.1K | 0.15% | +1+0.1% | Added |
| Fortitude Advisory Group L.L.C. | 1,153 | $344.1K | 0.25% | +64+5.9% | Added |
| Nova R Wealth, Inc. | 1,155 | $344.6K | 0.23% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 1,155 | $344.7K | 0.15% | −201−14.8% | Reduced |
| Satovsky Asset Management LLC | 1,156 | $344.9K | 0.12% | +31+2.8% | Added |
| Claret Asset Management Corp | 1,157 | $345.0K | 0.07% | −14−1.2% | Reduced |
| Green Harvest Asset Management LLC | 1,157 | $345.3K | 0.01% | −1,264−52.2% | Reduced |
| Callan Capital, LLC | 1,158 | $345.6K | 0.04% | −655−36.1% | Reduced |
| Redmond Asset Management, LLC | 1,158 | $345.7K | 0.11% | 00.0% | Unchanged |
| Brooks, Moore & Associates, Inc. | 1,162 | $347.0K | 0.24% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 1,164 | $347.3K | 0.14% | 00.0% | Unchanged |
| Hutchinson Capital Management | 1,168 | $348.6K | 0.08% | +1+0.1% | Added |
| New Republic Capital, LLC | 1,168 | $348.6K | 0.24% | +176+17.7% | Added |
| Private Wealth Advisors | 1,168 | $348.7K | 0.15% | +6+0.5% | Added |
| Midwest Financial Group LLC | 1,174 | $350.0K | 0.30% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 1,174 | $350.3K | 0.23% | +2+0.2% | Added |
| Dakota Community Bank & Trust NA | 1,174 | $350.3K | 2.07% | −128−9.8% | Reduced |
| Northwest Capital Management Inc | 1,176 | $350.8K | 0.15% | +3+0.3% | Added |
| Total Investment Management Inc | 1,177 | $351.3K | 0.05% | +21+1.8% | Added |
| German American Bancorp, Inc. | 1,181 | $352.4K | 0.05% | −21−1.7% | Reduced |
| Broadleaf Partners, LLC | 1,181 | $352.4K | 0.12% | 00.0% | Unchanged |
| West Oak Capital, LLC | 1,184 | $353.3K | 0.17% | −50−4.1% | Reduced |
| Clear Creek Financial Management, LLC | 1,188 | $354.5K | 0.06% | 00.0% | Unchanged |
| Monterey Private Wealth, Inc. | 1,188 | $354.6K | 0.17% | −26−2.1% | Reduced |
| Compass Financial Group, INC | 1,189 | $354.7K | 0.11% | 00.0% | Unchanged |
| Goepper Burkhardt LLC | 1,190 | $355.1K | 0.21% | +6+0.5% | Added |
| Cornerstone Advisors Asset Management, LLC | 1,191 | $355.4K | 0.15% | +16+1.4% | Added |
| Northside Capital Management, LLC | 1,191 | $355.5K | 0.12% | 00.0% | Unchanged |
| Levin Capital Strategies, L.P. | 1,196 | $356.9K | 0.04% | 00.0% | Unchanged |
| Morningstar Investment Management LLC | 1,196 | $357.0K | 0.05% | 00.0% | Unchanged |
| Beacon Bridge Wealth Partners, LLC | 1,197 | $357.2K | 0.18% | −27−2.2% | Reduced |
| Deuterium Capital Management, LLC | 1,197 | $357.2K | 0.50% | +1,197 | New |
| TCWP LLC | 1,199 | $357.8K | 0.08% | −545−31.3% | Reduced |
| Verus Financial Partners, Inc. | 1,230 | $359.5K | 0.05% | −42−3.3% | Reduced |
| Investmark Advisory Group LLC | 1,206 | $359.8K | 0.24% | −98−7.5% | Reduced |
| Oder Investment Management, LLC | 1,209 | $360.8K | 0.40% | −132−9.8% | Reduced |
| Mayport, LLC | 1,209 | $360.8K | 0.20% | 00.0% | Unchanged |
| Cadent Capital Advisors, LLC | 1,210 | $361.2K | 0.22% | −7−0.6% | Reduced |
| KFA Private Wealth Group, LLC | 1,210 | $361.4K | 0.15% | −76−5.9% | Reduced |
| Rodgers Brothers Inc. | 1,219 | $363.8K | 0.06% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 1,219 | $363.9K | 0.27% | +4+0.3% | Added |
| E Fund Management Co., Ltd. | 1,220 | $364.0K | 0.03% | −145−10.6% | Reduced |
| Convergence Investment Partners, LLC | 1,222 | $365.0K | 0.21% | −36−2.9% | Reduced |
| Revisor Wealth Management LLC | 1,224 | $365.3K | 0.33% | −274−18.3% | Reduced |
| Matthew Goff Investment Advisor, LLC | 1,224 | $365.3K | 0.09% | −15−1.2% | Reduced |
| Inlet Private Wealth, LLC | 1,233 | $368.0K | 0.09% | 00.0% | Unchanged |
| Verum Partners LLC | 1,235 | $368.5K | 0.33% | +1,235 | New |
| Rise Advisors, LLC | 1,236 | $368.9K | 0.29% | −86−6.5% | Reduced |
| Merriman Wealth Management, LLC | 1,237 | $369.1K | 0.02% | −26−2.1% | Reduced |
| McIlrath & Eck, LLC | 1,245 | $371.5K | 0.08% | 00.0% | Unchanged |
| McDaniel Terry & Co | 1,245 | $372.0K | 0.04% | +70+6.0% | Added |
| Birchcreek Wealth Management, LLC | 1,249 | $372.6K | 0.26% | −195−13.5% | Reduced |
| APCM Wealth Management for Individuals | 1,250 | $373.0K | 0.06% | −40−3.1% | Reduced |
| Tempus Wealth Planning, LLC | 1,251 | $373.3K | 0.17% | 00.0% | Unchanged |
| McGowan Group Asset Management, Inc. | 1,251 | $373.4K | 0.06% | +106+9.3% | Added |
| Obsidian Personal Planning Solutions LLC | 1,254 | $374.1K | 0.46% | +1+0.1% | Added |
| Grant Street Asset Management, Inc. | 1,254 | $374.2K | 0.14% | +60+5.0% | Added |