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, 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
- +87 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
- 176
- 1,156 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 | 3,482 | $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, 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 |
|---|---|---|---|---|---|
| Washington Trust Bank | 4,734 | $1.41M | 0.14% | −591−11.1% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 4,732 | $1.41M | 0.31% | +464+10.9% | Added |
| West Family Investments, Inc. | 4,730 | $1.41M | 0.55% | +34+0.7% | Added |
| West Paces Advisors Inc. | 4,715 | $1.41M | 0.41% | +77+1.7% | Added |
| Howard Capital Management Inc. | 4,708 | $1.40M | 0.19% | +3,985+551.2% | Added |
| Richwood Investment Advisors, LLC | 4,700 | $1.40M | 1.37% | +62+1.3% | Added |
| Trust Co of Oklahoma | 4,693 | $1.40M | 0.52% | +2,305+96.5% | Added |
| Intrua Financial, LLC | 4,689 | $1.40M | 0.25% | +799+20.5% | Added |
| Harbor Investment Advisory, LLC | 4,686 | $1.40M | 0.19% | −263−5.3% | Reduced |
| First County Bank | 4,680 | $1.40M | 0.68% | −292−5.9% | Reduced |
| Kovack Advisors, Inc. | 4,664 | $1.39M | 0.18% | +728+18.5% | Added |
| BerganKDV Wealth Management, LLC | 4,662 | $1.39M | 0.14% | −415−8.2% | Reduced |
| South Street Advisors LLC | 4,654 | $1.39M | 0.28% | 00.0% | Unchanged |
| HMS Capital Management, LLC | 4,650 | $1.39M | 0.84% | −94−2.0% | Reduced |
| Lindenwold Advisors | 4,628 | $1.38M | 0.85% | −861−15.7% | Reduced |
| Concord Wealth Partners | 4,622 | $1.38M | 0.30% | +1,454+45.9% | Added |
| Meridian Wealth Advisors, LLC | 4,621 | $1.38M | 0.33% | −1,013−18.0% | Reduced |
| Wealth Alliance | 4,618 | $1.38M | 0.21% | +105+2.3% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 4,619 | $1.38M | 0.14% | −400−8.0% | Reduced |
| SignalPoint Asset Management, LLC | 4,598 | $1.37M | 0.42% | −68−1.5% | Reduced |
| Sicart Associates LLC | 4,597 | $1.37M | 0.53% | 00.0% | Unchanged |
| Violich Capital Management, Inc. | 4,595 | $1.37M | 0.22% | 00.0% | Unchanged |
| Athena Investment Management | 4,589 | $1.37M | 0.94% | −50−1.1% | Reduced |
| White Pine Capital LLC | 4,578 | $1.37M | 0.51% | +90+2.0% | Added |
| Warren Averett Asset Management, LLC | 4,574 | $1.37M | 0.06% | +565+14.1% | Added |
| JFS Wealth Advisors, LLC | 4,561 | $1.36M | 0.12% | −26−0.6% | Reduced |
| Thrive Wealth Management, LLC | 4,556 | $1.36M | 0.35% | +163+3.7% | Added |
| BigSur Wealth Management LLC | 4,552 | $1.36M | 0.65% | 00.0% | Unchanged |
| Mendel Money Management | 4,547 | $1.36M | 0.70% | +13+0.3% | Added |
| Mitchell McLeod Pugh & Williams Inc | 4,534 | $1.35M | 0.39% | −108−2.3% | Reduced |
| Nemes Rush Group LLC | 4,526 | $1.35M | 0.24% | +4,526 | New |
| Aberdeen Wealth Management LLC | 4,517 | $1.35M | 0.97% | 00.0% | Unchanged |
| Northstar Asset Management LLC | 4,516 | $1.35M | 0.37% | +20+0.4% | Added |
| Financial Management Network Inc | 4,568 | $1.35M | 0.47% | +3+0.1% | Added |
| Claar Advisors LLC | 4,500 | $1.34M | 0.51% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 4,497 | $1.34M | 0.34% | +432+10.6% | Added |
| BDO Wealth Advisors, LLC | 4,484 | $1.34M | 0.15% | +140+3.2% | Added |
| Royal Harbor Partners, LLC | 4,480 | $1.34M | 0.66% | 00.0% | Unchanged |
| Diligent Investors, LLC | 4,473 | $1.33M | 0.39% | −153−3.3% | Reduced |
| Weik Capital Management | 4,460 | $1.33M | 0.63% | −640−12.5% | Reduced |
| Taylor Hoffman Wealth Management | 4,460 | $1.33M | 0.67% | 00.0% | Unchanged |
| Legacy Financial Advisors, Inc. | 4,458 | $1.33M | 0.25% | −58−1.3% | Reduced |
| V-Square Quantitative Management LLC | 4,436 | $1.32M | 0.97% | −35−0.8% | Reduced |
| New England Research & Management, Inc. | 4,432 | $1.32M | 0.77% | −1,010−18.6% | Reduced |
| MJP Associates Inc | 4,425 | $1.32M | 0.44% | −329−6.9% | Reduced |
| Magnus Financial Group LLC | 4,419 | $1.32M | 0.19% | −71−1.6% | Reduced |
| West Michigan Advisors, LLC | 4,411 | $1.32M | 0.53% | −202−4.4% | Reduced |
| American State Bank (Iowa) | 4,402 | $1.31M | 0.91% | −201−4.4% | Reduced |
| Hartford Financial Management Inc. | 4,393 | $1.31M | 0.32% | −114−2.5% | Reduced |
| Centric Wealth Management | 4,449 | $1.31M | 0.52% | −6−0.1% | Reduced |
| Weatherly Asset Management L. P. | 4,383 | $1.31M | 0.15% | −235−5.1% | Reduced |
| First Nebraska Trust Co | 4,378 | $1.31M | 0.16% | +1,683+62.4% | Added |
| River Wealth Advisors LLC | 4,366 | $1.30M | 0.22% | −27−0.6% | Reduced |
| Washington Trust Advisors, Inc. | 4,358 | $1.30M | 0.13% | −160−3.5% | Reduced |
| Constitution Capital LLC | 4,334 | $1.29M | 0.74% | +1,152+36.2% | Added |
| Core Wealth Management, Inc. | 4,333 | $1.29M | 0.66% | +3,332+332.9% | Added |
| Acima Private Wealth, LLC | 4,329 | $1.29M | 0.62% | 00.0% | Unchanged |
| Todd Asset Management LLC | 4,308 | $1.29M | 0.03% | 00.0% | Unchanged |
| Glassman Wealth Services | 4,298 | $1.28M | 0.21% | +301+7.5% | Added |
| Oakworth Capital, Inc. | 4,290 | $1.28M | 0.11% | −245−5.4% | Reduced |
| Mystic Asset Management, Inc. | 4,269 | $1.27M | 0.68% | −70−1.6% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 4,317 | $1.27M | 0.67% | +21+0.5% | Added |
| Capstone Triton Financial Group, LLC | 4,262 | $1.27M | 0.87% | +86+2.1% | Added |
| Sabadell Asset Management, S.A S.G.I.I.C | 4,308 | $1.27M | 0.26% | −320−6.9% | Reduced |
| Stiles Financial Services Inc | 4,251 | $1.27M | 0.63% | −191−4.3% | Reduced |
| Tradewinds, LLC. | 4,250 | $1.27M | 0.75% | +70+1.7% | Added |
| Kennon-Green & Company, LLC | 4,237 | $1.26M | 1.18% | −225−5.0% | Reduced |
| Intellectus Partners, LLC | 4,230 | $1.26M | 0.38% | −1,486−26.0% | Reduced |
| Financial Architects, Inc | 4,226 | $1.26M | 0.19% | +228+5.7% | Added |
| Johnson Financial Group, Inc. | 4,223 | $1.26M | 0.09% | −1,482−26.0% | Reduced |
| Capital Asset Advisory Services LLC | 4,269 | $1.26M | 0.09% | +153+3.7% | Added |
| Symphony Financial, Ltd. Co. | 4,277 | $1.26M | 0.31% | −341−7.4% | Reduced |
| Nadler Financial Group, Inc. | 4,212 | $1.26M | 0.18% | −3,501−45.4% | Reduced |
| Baker Boyer National Bank | 4,197 | $1.25M | 0.46% | −59−1.4% | Reduced |
| Paradigm Asset Management Co LLC | 4,193 | $1.25M | 0.34% | +3,700+750.5% | Added |
| First Dallas Securities Inc. | 4,191 | $1.25M | 0.70% | +6+0.1% | Added |
| Mengis Capital Management, Inc. | 4,191 | $1.25M | 0.25% | 00.0% | Unchanged |
| Edmonds Duncan Registered Investment Advisors, LLC | 4,189 | $1.25M | 0.38% | 00.0% | Unchanged |
| Wealth Dimensions Group, Ltd. | 4,144 | $1.24M | 0.45% | +130+3.2% | Added |
| Oxbow Advisors, LLC | 4,142 | $1.24M | 0.19% | +79+1.9% | Added |
| Northern Financial Advisors Inc | 4,278 | $1.24M | 1.09% | +80+1.9% | Added |
| Nomura Holdings Inc | 4,130 | $1.23M | 0.01% | −814−16.5% | Reduced |
| Colonial Trust Co | 4,126 | $1.23M | 0.29% | +71+1.8% | Added |
| Aaron Wealth Advisors | 4,122 | $1.23M | 0.16% | +89+2.2% | Added |
| Horizon Kinetics Asset Management LLC | 4,107 | $1.23M | 0.03% | 00.0% | Unchanged |
| Range Financial Group LLC | 4,096 | $1.22M | 0.78% | −397−8.8% | Reduced |
| Brown Shipley& Co Ltd | 4,082 | $1.22M | 0.50% | −119−2.8% | Reduced |
| FourThought Financial Partners, LLC | 4,073 | $1.22M | 0.16% | −120−2.9% | Reduced |
| Connolly Sarah T. | 4,065 | $1.21M | 0.73% | −325−7.4% | Reduced |
| Northwest Bancshares, Inc. | 4,056 | $1.21M | 0.22% | +70+1.8% | Added |
| Burke & Herbert Bank & Trust Co | 4,048 | $1.21M | 0.82% | −208−4.9% | Reduced |
| Orser Capital Management, LLC | 4,035 | $1.20M | 1.23% | 00.0% | Unchanged |
| Wayfinding Financial, LLC | 4,083 | $1.20M | 0.83% | −44−1.1% | Reduced |
| Aurora Private Wealth, Inc. | 4,014 | $1.20M | 1.36% | −165−3.9% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 4,011 | $1.20M | 0.09% | −229−5.4% | Reduced |
| Relyea Zuckerberg Hanson LLC | 4,013 | $1.20M | 0.27% | +525+15.1% | Added |
| Viking Fund Management LLC | 4,000 | $1.19M | 0.23% | −5,000−55.6% | Reduced |
| Arbor Capital Management Inc | 4,014 | $1.19M | 0.93% | +4+0.1% | Added |
| Renaissance Investment Group LLC | 3,990 | $1.19M | 0.31% | −279−6.5% | Reduced |
| Sheets Smith Wealth Management | 3,987 | $1.19M | 0.17% | +2+0.1% | Added |