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 |
|---|---|---|---|---|---|
| Mid-American Wealth Advisory Group, Inc. | 3,516 | $1.04M | 0.81% | +3,516 | New |
| Cardiff Park Advisors, LLC | 3,478 | $1.04M | 0.13% | 00.0% | Unchanged |
| Abacus Planning Group, Inc. | 3,476 | $1.04M | 0.25% | +3+0.1% | Added |
| Front Row Advisors LLC | 3,471 | $1.04M | 0.46% | 00.0% | Unchanged |
| Harbour Capital Advisors, LLC | 3,512 | $1.04M | 0.31% | −250−6.6% | Reduced |
| Americana Partners, LLC | 3,470 | $1.04M | 0.13% | +529+18.0% | Added |
| Strategic Investment Solutions, Inc. | 3,595 | $1.04M | 0.21% | −209−5.5% | Reduced |
| First Financial Corp | 3,467 | $1.03M | 0.66% | −87−2.4% | Reduced |
| Charles Schwab Trust Co | 3,626 | $1.03M | 0.12% | −775−17.6% | Reduced |
| Proquility Private Wealth Partners, LLC | 3,450 | $1.03M | 0.40% | −82−2.3% | Reduced |
| McMillion Capital Management Inc | 3,440 | $1.03M | 0.91% | 00.0% | Unchanged |
| Options Solutions, LLC | 3,440 | $1.03M | 1.01% | +440+14.7% | Added |
| Prossimo Advisors, LLC | 3,435 | $1.02M | 0.99% | +3,435 | New |
| Ti-Trust, Inc | 3,434 | $1.02M | 0.94% | 00.0% | Unchanged |
| WNY Asset Management, LLC | 3,431 | $1.02M | 0.22% | +72+2.1% | Added |
| First American Bank | 3,430 | $1.02M | 0.09% | 00.0% | Unchanged |
| MidWestOne Financial Group, Inc. | 3,428 | $1.02M | 0.22% | +145+4.4% | Added |
| BCJ Capital Management, LLC | 3,428 | $1.02M | 0.09% | −358−9.5% | Reduced |
| Cahaba Wealth Management, Inc. | 3,426 | $1.02M | 0.11% | −183−5.1% | Reduced |
| Landaas & Co | 3,426 | $1.02M | 0.45% | −120−3.4% | Reduced |
| Tectonic Advisors LLC | 3,423 | $1.02M | 0.13% | −78−2.2% | Reduced |
| Strategic Blueprint, LLC | 3,411 | $1.02M | 0.10% | +35+1.0% | Added |
| PDS Planning, Inc | 3,405 | $1.02M | 0.13% | +266+8.5% | Added |
| Navellier & Associates Inc | 3,400 | $1.01M | 0.20% | +200+6.3% | Added |
| Smith, Salley & Associates | 3,398 | $1.01M | 0.07% | −60−1.7% | Reduced |
| Foster Dykema Cabot & Co Inc | 3,392 | $1.01M | 0.12% | +188+5.9% | Added |
| Sound Financial Strategies Group, LLC | 3,369 | $1.01M | 0.73% | −409−10.8% | Reduced |
| Winning Points Advisors, LLC | 3,370 | $999.2K | 1.54% | −1,002−22.9% | Reduced |
| Gilbert & Cook, Inc. | 3,348 | $999.1K | 0.16% | +242+7.8% | Added |
| LVM Capital Management Ltd | 3,343 | $997.0K | 0.13% | −359−9.7% | Reduced |
| San Luis Wealth Advisors LLC | 3,342 | $997.0K | 0.35% | −247−6.9% | Reduced |
| Sterling Investment Counsel, LLC | 3,341 | $996.9K | 0.54% | +40+1.2% | Added |
| Sterling Investment Advisors, Ltd. | 3,338 | $996.0K | 0.33% | +34+1.0% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 3,384 | $996.0K | 0.50% | +684+25.3% | Added |
| Geneva Partners, LLC | 3,335 | $995.2K | 0.65% | −90−2.6% | Reduced |
| Frisch Financial Group, Inc. | 3,334 | $995.0K | 0.48% | +216+6.9% | Added |
| Investment Partners, Ltd. | 3,334 | $994.9K | 0.52% | −390−10.5% | Reduced |
| Inspirion Wealth Advisors, LLC | 3,330 | $993.7K | 0.19% | +57+1.7% | Added |
| Advance Capital Management, Inc. | 3,328 | $993.1K | 0.11% | +95+2.9% | Added |
| Forza Wealth Management, LLC | 3,322 | $991.3K | 0.50% | −200−5.7% | Reduced |
| Oarsman Capital, Inc. | 3,318 | $990.1K | 0.43% | −21−0.6% | Reduced |
| Well Done, LLC | 3,317 | $989.8K | 0.21% | −67−2.0% | Reduced |
| Woodley Farra Manion Portfolio Management Inc | 3,317 | $989.8K | 0.06% | +50+1.5% | Added |
| Capital Management Associates | 3,300 | $984.8K | 1.45% | +1,500+83.3% | Added |
| Strong Tower Advisory Services | 3,299 | $984.6K | 0.47% | +122+3.8% | Added |
| W Advisors, LLC | 3,287 | $981.0K | 0.77% | −10.0% | Reduced |
| Aspiriant, LLC | 3,284 | $979.9K | 0.05% | −23−0.7% | Reduced |
| SPC Financial, Inc. | 3,282 | $979.4K | 0.11% | −77−2.3% | Reduced |
| Gould Asset Management LLC | 3,280 | $978.7K | 0.27% | 00.0% | Unchanged |
| GDS Wealth Management | 3,274 | $977.0K | 0.16% | −233−6.6% | Reduced |
| PFG Investments, LLC | 3,272 | $976.5K | 0.17% | +164+5.3% | Added |
| Olistico Wealth, LLC | 3,269 | $975.6K | 0.84% | +724+28.4% | Added |
| Almanack Investment Partners, LLC. | 3,267 | $975.1K | 0.17% | −126−3.7% | Reduced |
| Cyrus J. Lawrence, LLC | 3,269 | $975.0K | 0.28% | 00.0% | Unchanged |
| Fortune Financial Advisors, LLC | 3,267 | $974.8K | 0.73% | +3,267 | New |
| Charter Oak Capital Management, LLC | 3,266 | $974.7K | 0.13% | −3−0.1% | Reduced |
| Atwood & Palmer Inc | 3,265 | $974.3K | 0.09% | +255+8.5% | Added |
| Alhambra Investment Partners LLC | 3,265 | $974.3K | 0.64% | +25+0.8% | Added |
| Dominguez Wealth Management Solutions, Inc. | 3,251 | $970.1K | 0.85% | −112−3.3% | Reduced |
| KRS Capital Management, LLC | 3,248 | $969.2K | 0.97% | +2+0.1% | Added |
| Evanson Asset Management, LLC | 3,238 | $966.3K | 0.09% | +83+2.6% | Added |
| US Asset Management LLC | 3,227 | $963.0K | 1.02% | −4−0.1% | Reduced |
| WoodTrust Financial Corp | 3,222 | $962.0K | 0.18% | −1,178−26.8% | Reduced |
| Live Oak Private Wealth LLC | 3,222 | $961.5K | 0.19% | +58+1.8% | Added |
| LifePro Asset Management | 3,221 | $961.2K | 0.74% | +432+15.5% | Added |
| Peoples Bank | 3,212 | $958.5K | 0.59% | −14−0.4% | Reduced |
| Unique Wealth, LLC | 3,211 | $958.1K | 0.42% | +16+0.5% | Added |
| Kozak & Associates, Inc. | 3,237 | $954.4K | 0.39% | +9+0.3% | Added |
| WealthBridge Capital Management, LLC | 3,190 | $951.9K | 0.38% | +3+0.1% | Added |
| Founders Financial Securities LLC | 3,190 | $951.8K | 0.13% | +420+15.2% | Added |
| Northwest Bank & Trust Co | 3,188 | $951.2K | 0.92% | +3,188 | New |
| Lesa Sroufe & Co | 3,188 | $951.0K | 1.01% | 00.0% | Unchanged |
| Westmount Partners, LLC | 3,184 | $950.1K | 0.41% | +5+0.2% | Added |
| Meitav Dash Investments Ltd | 3,250 | $949.8K | 0.01% | −1,070−24.8% | Reduced |
| Private Ocean, LLC | 3,177 | $948.0K | 0.12% | +994+45.5% | Added |
| Unigestion Holding SA | 3,217 | $947.3K | 0.05% | −643−16.7% | Reduced |
| PBMares Wealth Management LLC | 3,158 | $942.4K | 0.34% | −40−1.3% | Reduced |
| IMS Capital Management | 3,157 | $942.0K | 0.52% | −20−0.6% | Reduced |
| Annex Advisory Services, LLC | 3,155 | $941.7K | 0.05% | +255+8.8% | Added |
| First Citizens Financial Corp | 3,152 | $940.6K | 0.64% | +3,152 | New |
| Center for Financial Planning, Inc. | 3,150 | $939.9K | 0.20% | −179−5.4% | Reduced |
| Goelzer Investment Management, Inc. | 3,120 | $931.0K | 0.08% | −100−3.1% | Reduced |
| Sax Wealth Advisors, LLC | 3,118 | $930.5K | 0.19% | 00.0% | Unchanged |
| Zhang Financial LLC | 3,128 | $928.8K | 0.10% | +393+14.4% | Added |
| DeDora Capital, Inc. | 3,110 | $928.2K | 0.36% | −7−0.2% | Reduced |
| Rollins Financial | 3,097 | $924.2K | 0.25% | −200−6.1% | Reduced |
| Prestige Wealth Management Group LLC | 3,096 | $924.0K | 0.22% | −187−5.7% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 3,094 | $923.3K | 0.13% | 00.0% | Unchanged |
| Benin Management CORP | 3,081 | $919.3K | 0.33% | +5+0.2% | Added |
| Everhart Financial Group, Inc. | 3,379 | $918.2K | 0.39% | +391+13.1% | Added |
| Altus Wealth Group LLC | 3,073 | $917.2K | 0.56% | +18+0.6% | Added |
| Alta Wealth Advisors LLC | 3,067 | $915.4K | 0.54% | −158−4.9% | Reduced |
| Park Place Capital Corp | 3,059 | $912.8K | 0.26% | −62−2.0% | Reduced |
| Lafayette Investments, Inc. | 3,057 | $912.2K | 0.24% | −200−6.1% | Reduced |
| Zions Bancorporation, N.A. | 3,050 | $910.2K | 0.08% | −884−22.5% | Reduced |
| WD Rutherford LLC | 3,050 | $910.2K | 0.58% | +715+30.6% | Added |
| Bellecapital International Ltd. | 3,046 | $909.0K | 0.22% | −147−4.6% | Reduced |
| Clear Street Markets LLC | 3,041 | $907.0K | 0.38% | +728+31.5% | Added |
| Atticus Wealth Management, LLC | 3,033 | $905.0K | 0.33% | −152−4.8% | Reduced |
| Clarus Group, Inc. | 3,023 | $902.1K | 0.66% | +1,412+87.6% | Added |