Skip to main content

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.

Institutional holdersQ2 2023: 3,011 institutions
Q1 2021: 2,501 institutionsQ2 2021: 2,535 institutionsQ3 2021: 2,523 institutionsQ4 2021: 2,801 institutionsQ1 2022: 2,742 institutionsQ2 2022: 2,725 institutionsQ3 2022: 2,703 institutionsQ4 2022: 2,928 institutionsQ1 2023: 2,953 institutionsQ2 2023: 3,011 institutionsQ3 2023: 3,001 institutionsQ4 2023: 3,192 institutionsQ1 2024: 3,173 institutionsQ2 2024: 3,088 institutionsQ3 2024: 3,173 institutionsQ4 2024: 3,393 institutionsQ1 2025: 3,424 institutionsQ2 2025: 3,425 institutionsQ3 2025: 3,425 institutionsQ4 2025: 3,590 institutionsQ1 2026: 3,605 institutionsQ2 2026: 3,481 institutions
Value heldQ2 2023: $150.1B
Q1 2021: $113.2BQ2 2021: $116.6BQ3 2021: $122.2BQ4 2021: $136.1BQ1 2022: $124.3BQ2 2022: $123.7BQ3 2022: $115.7BQ4 2022: $133.0BQ1 2023: $140.5BQ2 2023: $150.1BQ3 2023: $131.5BQ4 2023: $151.1BQ1 2024: $143.6BQ2 2024: $129.1BQ3 2024: $156.2BQ4 2024: $150.8BQ1 2025: $165.7BQ2 2025: $152.9BQ3 2025: $155.5BQ4 2025: $160.4BQ1 2026: $163.1BQ2 2026: $142.5B
Institutions holding MCD and their total value by quarter
QuarterHoldersValue
Q2 20263,481$142.5B
Q1 20263,605$163.1B
Q4 20253,590$160.4B
Q3 20253,425$155.5B
Q2 20253,425$152.9B
Q1 20253,424$165.7B
Q4 20243,393$150.8B
Q3 20243,173$156.2B
Q2 20243,088$129.1B
Q1 20243,173$143.6B
Q4 20233,192$151.1B
Q3 20233,001$131.5B
Q2 20233,011$150.1B
Q1 20232,953$140.5B
Q4 20222,928$133.0B
Q3 20222,703$115.7B
Q2 20222,725$123.7B
Q1 20222,742$124.3B
Q4 20212,801$136.1B
Q3 20212,523$122.2B
Q2 20212,535$116.6B
Q1 20212,501$113.2B

Institutions, Q2 2023

Shares, value and share of portfolio for each institution holding McDonalds Corp; share changes are against Q1 2023.

Institutions holding MCD in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
KLR Investment Advisors, LLC1,713$511.2K0.42%−124−6.8%Reduced
Quadrant Private Wealth Management, LLC1,717$512.4K0.15%+101+6.3%Added
Johnson Bixby & Associates, LLC1,725$514.8K0.11%+68+4.1%Added
WealthPlan Investment Management, LLC1,725$514.8K0.15%−1,570−47.6%Reduced
Ambassador Advisors, LLC1,785$515.0K0.12%−37−2.0%Reduced
Fortem Financial Group, LLC1,737$518.2K0.31%+57+3.4%Added
Schaper Benz & Wise Investment Counsel Inc1,737$518.3K0.05%00.0%Unchanged
Sterling Group Wealth Management, LLC1,746$521.0K0.45%+19+1.1%Added
Detalus Advisors, LLC1,746$521.1K0.23%−423−19.5%Reduced
Sigma Investment Counselors Inc1,750$522.1K0.04%+582+49.8%Added
Talisman Wealth Advisors LLC1,753$523.1K0.89%+99+6.0%Added
Meridian Wealth Partners, LLC1,756$524.2K0.11%+26+1.5%Added
Goldstein Advisors, LLC1,757$524.3K0.11%00.0%Unchanged
Geller Advisors LLC1,760$525.2K0.07%+318+22.1%Added
Aveo Capital Partners, LLC1,760$525.2K0.07%+104+6.3%Added
Sittner & Nelson, LLC1,761$525.5K0.29%00.0%Unchanged
Rock Creek Group, LP1,764$526.4K0.08%+177+11.2%Added
Warther Private Wealth, LLC1,765$526.6K0.36%−238−11.9%Reduced
Retirement Income Solutions, Inc1,768$527.6K0.14%00.0%Unchanged
Palisades Hudson Asset Management, L.P.1,770$528.0K0.27%+4+0.2%Added
Clare Market Investments LLC1,771$528.4K0.20%−74−4.0%Reduced
Richard W. Paul & Associates, LLC1,773$529.1K0.23%+52+3.0%Added
Shikiar Asset Management Inc1,776$530.0K0.17%00.0%Unchanged
Cranbrook Wealth Management, LLC1,777$530.3K0.15%−54−2.9%Reduced
Powell Investment Advisors, LLC1,777$530.3K0.31%00.0%Unchanged
Boltwood Capital Management1,786$533.0K0.19%−80−4.3%Reduced
BlackDiamond Wealth Management Inc.1,824$533.3K0.45%+86+4.9%Added
Capital Group Investment Management Pte. Ltd.1,792$534.8K0.03%00.0%Unchanged
Alta Advisers Ltd1,800$537.1K0.30%00.0%Unchanged
Capital Insight Partners, LLC1,805$538.6K0.12%+687+61.4%Added
LWM Advisory Services, LLC1,815$538.7K0.57%−9−0.5%Reduced
Dravo Bay LLC1,807$539.2K0.40%+24+1.3%Added
MBE Wealth Management, LLC1,807$539.4K0.29%−18−1.0%Reduced
Biltmore Family Office, LLC1,810$540.1K0.11%−28−1.5%Reduced
Montz Harcus Wealth Management LLC1,810$540.2K0.45%+45+2.5%Added
Canvas Wealth Advisors, LLC1,831$540.7K0.20%+28+1.6%Added
Spectrum Asset Management, Inc. (NB/CA)1,813$540.9K0.27%+1+0.1%Added
Quantum Private Wealth, LLC1,814$541.3K0.25%+1,014+126.8%Added
Hexagon Capital Partners LLC1,815$541.5K0.14%−87−4.6%Reduced
Northstar Asset Management Inc1,815$541.6K0.16%−100−5.2%Reduced
Camden Capital, LLC1,815$541.6K0.06%+388+27.2%Added
Headlands Technologies LLC1,816$541.9K0.17%+1,134+166.3%Added
First National Bank1,819$542.8K0.45%−6−0.3%Reduced
Kelly Lawrence W & Associates Inc1,857$544.3K0.14%−765−29.2%Reduced
Hilltop Partners LLC1,826$544.8K0.23%+3+0.2%Added
Vigilant Capital Management, LLC1,828$545.0K0.04%+88+5.1%Added
Autumn Glory Partners, LLC1,827$545.2K0.40%−47−2.5%Reduced
Zevin Asset Management LLC1,830$546.0K0.11%00.0%Unchanged
Port Capital LLC1,833$547.0K0.03%00.0%Unchanged
Pacitti Group Inc.1,834$547.3K0.39%00.0%Unchanged
Morris Retirement Advisors, LLC1,836$547.9K0.38%−121−6.2%Reduced
Millington Financial Advisors, LLC1,836$548.0K0.49%−305−14.2%Reduced
Dumont & Blake Investment Advisors LLC1,837$548.0K0.18%−403−18.0%Reduced
Financial Insights, Inc.1,837$548.3K0.20%−47−2.5%Reduced
Trail Ridge Investment Advisors, LLC1,839$548.8K0.34%+14+0.8%Added
Baron Silver Stevens Financial Advisors, LLC1,839$548.8K0.12%−50−2.6%Reduced
T. Rowe Price Investment Management, Inc.1,839$549.0K0.00%+1,839New
Lipe & Dalton1,843$550.0K0.31%00.0%Unchanged
Vise Technologies, Inc.1,844$550.3K0.13%+357+24.0%Added
Lorne Steinberg Wealth Management Inc.1,846$550.9K0.21%+35+1.9%Added
City State Bank1,845$551.0K0.30%−89−4.6%Reduced
St. Louis Trust Co1,850$551.9K0.10%00.0%Unchanged
Harvest Fund Management Co., Ltd1,852$552.0K0.11%00.0%Unchanged
Private Asset Management Inc1,856$554.1K0.11%−95−4.9%Reduced
Riverview Trust Co1,861$555.3K0.50%−743−28.5%Reduced
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors1,866$556.5K0.08%+367+24.5%Added
Centurion Wealth Management LLC1,871$558.2K0.27%+23+1.2%Added
Bernardo Wealth Planning LLC1,872$558.8K0.22%−28−1.5%Reduced
Cohen & Steers, Inc.1,872$559.0K0.00%00.0%Unchanged
Punch & Associates Investment Management, Inc.1,880$561.0K0.03%00.0%Unchanged
Sonata Capital Group Inc1,887$563.0K0.29%00.0%Unchanged
Heritage Investment Group, Inc.1,887$563.0K0.16%+947+100.7%Added
Woodward Diversified Capital, LLC1,890$564.0K0.43%−64−3.3%Reduced
L2 Asset Management, LLC1,892$564.6K0.28%+1,892New
LGL Partners, LLC1,894$565.1K0.10%+1+0.1%Added
One Charles Private Wealth Services, LLC1,896$565.9K0.33%−69−3.5%Reduced
Gouws Capital LLC1,900$567.0K0.47%00.0%Unchanged
Kingswood Wealth Advisors, LLC1,906$568.8K0.18%+1,906New
Jessup Wealth Management, Inc1,908$569.4K0.30%−52−2.7%Reduced
Cladis Investment Advisory, LLC1,915$571.5K0.50%00.0%Unchanged
FIL Ltd1,920$572.9K0.00%−152−7.3%Reduced
Centennial Wealth Advisory LLC1,921$573.2K0.30%−558−22.5%Reduced
NTV Asset Management LLC1,923$573.8K0.10%−381−16.5%Reduced
Audent Global Asset Management, LLC1,923$574.0K0.69%−2,461−56.1%Reduced
Security National Bank1,924$574.1K0.15%+80+4.3%Added
DF Dent & Co Inc1,926$574.9K0.01%−9−0.5%Reduced
Tower Wealth Partners, Inc.1,927$575.0K0.46%−81−4.0%Reduced
Fingerlakes Wealth Management, Inc.1,935$577.4K0.66%−13−0.7%Reduced
Apexium Financial, LP1,941$579.1K0.05%+196+11.2%Added
Glass Jacobson Investment Advisors llc1,946$580.8K0.27%+1,946New
Corundum Trust Company, INC1,949$581.6K1.59%+1,949New
Sterling Financial Planning, Inc.1,951$582.1K0.29%00.0%Unchanged
RWM Asset Management, LLC1,973$583.1K0.11%−341−14.7%Reduced
Private Portfolio Partners LLC1,955$583.4K0.15%−66−3.3%Reduced
Revolve Wealth Partners, LLC1,956$583.7K0.14%+68+3.6%Added
SL Advisors, LLC1,964$586.1K1.32%−35−1.8%Reduced
Spinnaker Investment Group, LLC1,964$586.1K0.19%−9−0.5%Reduced
McAdam, LLC1,966$586.6K0.05%+76+4.0%Added
Mount Yale Investment Advisors, LLC1,971$588.2K0.06%−106−5.1%Reduced
Jump Financial, LLC1,973$588.8K0.02%−2,958−60.0%Reduced