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 |
|---|---|---|---|---|---|
| Wedge Capital Management L L P | 1,273 | $379.9K | 0.01% | −123−8.8% | Reduced |
| Courage Miller Partners, LLC | 1,271 | $379.3K | 0.16% | 00.0% | Unchanged |
| Aspen Grove Capital, LLC | 1,268 | $378.4K | 0.12% | +1,268 | New |
| Sound Income Strategies, LLC | 1,264 | $377.1K | 0.04% | −391−23.6% | Reduced |
| Wealthstream Advisors, Inc. | 1,263 | $377.0K | 0.20% | +1,263 | New |
| Hemington Wealth Management | 1,261 | $376.0K | 0.15% | −30−2.3% | Reduced |
| Stone Run Capital, LLC | 1,260 | $376.0K | 0.17% | −100−7.4% | Reduced |
| Grey Street Capital, LLC | 1,257 | $375.1K | 0.20% | +156+14.2% | Added |
| Youngs Advisory Group, Inc. | 1,256 | $374.7K | 0.20% | +1+0.1% | Added |
| Grant Street Asset Management, Inc. | 1,254 | $374.2K | 0.14% | +60+5.0% | Added |
| Obsidian Personal Planning Solutions LLC | 1,254 | $374.1K | 0.46% | +1+0.1% | Added |
| McGowan Group Asset Management, Inc. | 1,251 | $373.4K | 0.06% | +106+9.3% | Added |
| Tempus Wealth Planning, LLC | 1,251 | $373.3K | 0.17% | 00.0% | Unchanged |
| APCM Wealth Management for Individuals | 1,250 | $373.0K | 0.06% | −40−3.1% | Reduced |
| Birchcreek Wealth Management, LLC | 1,249 | $372.6K | 0.26% | −195−13.5% | Reduced |
| McDaniel Terry & Co | 1,245 | $372.0K | 0.04% | +70+6.0% | Added |
| McIlrath & Eck, LLC | 1,245 | $371.5K | 0.08% | 00.0% | Unchanged |
| Merriman Wealth Management, LLC | 1,237 | $369.1K | 0.02% | −26−2.1% | Reduced |
| Rise Advisors, LLC | 1,236 | $368.9K | 0.29% | −86−6.5% | Reduced |
| Verum Partners LLC | 1,235 | $368.5K | 0.33% | +1,235 | New |
| Inlet Private Wealth, LLC | 1,233 | $368.0K | 0.09% | 00.0% | Unchanged |
| 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 |
| Convergence Investment Partners, LLC | 1,222 | $365.0K | 0.21% | −36−2.9% | Reduced |
| E Fund Management Co., Ltd. | 1,220 | $364.0K | 0.03% | −145−10.6% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 1,219 | $363.9K | 0.27% | +4+0.3% | Added |
| Rodgers Brothers Inc. | 1,219 | $363.8K | 0.06% | 00.0% | Unchanged |
| KFA Private Wealth Group, LLC | 1,210 | $361.4K | 0.15% | −76−5.9% | Reduced |
| Cadent Capital Advisors, LLC | 1,210 | $361.2K | 0.22% | −7−0.6% | Reduced |
| Mayport, LLC | 1,209 | $360.8K | 0.20% | 00.0% | Unchanged |
| Oder Investment Management, LLC | 1,209 | $360.8K | 0.40% | −132−9.8% | Reduced |
| Investmark Advisory Group LLC | 1,206 | $359.8K | 0.24% | −98−7.5% | Reduced |
| Verus Financial Partners, Inc. | 1,230 | $359.5K | 0.05% | −42−3.3% | Reduced |
| TCWP LLC | 1,199 | $357.8K | 0.08% | −545−31.3% | Reduced |
| 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 |
| Morningstar Investment Management LLC | 1,196 | $357.0K | 0.05% | 00.0% | Unchanged |
| Levin Capital Strategies, L.P. | 1,196 | $356.9K | 0.04% | 00.0% | Unchanged |
| Northside Capital Management, LLC | 1,191 | $355.5K | 0.12% | 00.0% | Unchanged |
| Cornerstone Advisors Asset Management, LLC | 1,191 | $355.4K | 0.15% | +16+1.4% | Added |
| Goepper Burkhardt LLC | 1,190 | $355.1K | 0.21% | +6+0.5% | Added |
| Compass Financial Group, INC | 1,189 | $354.7K | 0.11% | 00.0% | Unchanged |
| Monterey Private Wealth, Inc. | 1,188 | $354.6K | 0.17% | −26−2.1% | Reduced |
| Clear Creek Financial Management, LLC | 1,188 | $354.5K | 0.06% | 00.0% | Unchanged |
| West Oak Capital, LLC | 1,184 | $353.3K | 0.17% | −50−4.1% | Reduced |
| 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 |
| Total Investment Management Inc | 1,177 | $351.3K | 0.05% | +21+1.8% | Added |
| Northwest Capital Management Inc | 1,176 | $350.8K | 0.15% | +3+0.3% | Added |
| Dakota Community Bank & Trust NA | 1,174 | $350.3K | 2.07% | −128−9.8% | Reduced |
| New England Capital Financial Advisors LLC | 1,174 | $350.3K | 0.23% | +2+0.2% | Added |
| Midwest Financial Group LLC | 1,174 | $350.0K | 0.30% | 00.0% | Unchanged |
| Private Wealth Advisors | 1,168 | $348.7K | 0.15% | +6+0.5% | Added |
| New Republic Capital, LLC | 1,168 | $348.6K | 0.24% | +176+17.7% | Added |
| Hutchinson Capital Management | 1,168 | $348.6K | 0.08% | +1+0.1% | Added |
| Old Point Trust & Financial Services N A | 1,164 | $347.3K | 0.14% | 00.0% | Unchanged |
| Brooks, Moore & Associates, Inc. | 1,162 | $347.0K | 0.24% | 00.0% | Unchanged |
| Redmond Asset Management, LLC | 1,158 | $345.7K | 0.11% | 00.0% | Unchanged |
| Callan Capital, LLC | 1,158 | $345.6K | 0.04% | −655−36.1% | Reduced |
| Green Harvest Asset Management LLC | 1,157 | $345.3K | 0.01% | −1,264−52.2% | Reduced |
| Claret Asset Management Corp | 1,157 | $345.0K | 0.07% | −14−1.2% | Reduced |
| Satovsky Asset Management LLC | 1,156 | $344.9K | 0.12% | +31+2.8% | Added |
| Brown, Lisle/Cummings, Inc. | 1,155 | $344.7K | 0.15% | −201−14.8% | Reduced |
| Nova R Wealth, Inc. | 1,155 | $344.6K | 0.23% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 1,153 | $344.1K | 0.25% | +64+5.9% | Added |
| Financial Perspectives, Inc | 1,153 | $344.1K | 0.15% | +1+0.1% | Added |
| Endurance Wealth Management, Inc. | 1,154 | $344.0K | 0.05% | 00.0% | Unchanged |
| Parkside Advisors LLC | 1,151 | $343.5K | 0.11% | 00.0% | Unchanged |
| X-Square Capital, LLC | 1,149 | $343.0K | 0.23% | 00.0% | Unchanged |
| Alesco Advisors LLC | 1,149 | $342.9K | 0.01% | 00.0% | Unchanged |
| Capital Investment Services of America, Inc. | 1,147 | $342.4K | 0.04% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 1,147 | $342.3K | 0.05% | +365+46.7% | Added |
| Agate Pass Investment Management, LLC | 1,144 | $341.4K | 0.21% | −50−4.2% | Reduced |
| Garden State Investment Advisory Services LLC | 1,139 | $340.0K | 0.15% | −110−8.8% | Reduced |
| 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 |
| Armstrong, Fleming & Moore, Inc | 1,137 | $339.3K | 0.31% | +1,137 | New |
| AlphaMark Advisors, LLC | 1,135 | $339.0K | 0.16% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 1,135 | $338.8K | 0.17% | 00.0% | Unchanged |
| Canal Capital Management, LLC | 1,135 | $338.8K | 0.07% | −86−7.0% | Reduced |
| Phoenix Wealth Advisors | 1,135 | $338.7K | 0.20% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 1,134 | $338.4K | 0.08% | −1,254−52.5% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 1,134 | $338.4K | 0.15% | +68+6.4% | Added |
| Atlas Wealth LLC | 1,151 | $338.2K | 0.06% | 00.0% | Unchanged |
| Eagle Bluffs Wealth Management LLC | 1,133 | $338.1K | 0.26% | 00.0% | Unchanged |
| Summit Financial Wealth Advisors, LLC | 1,129 | $336.9K | 0.08% | −42−3.6% | Reduced |
| Resurgent Financial Advisors LLC | 1,129 | $336.9K | 0.22% | +6+0.5% | Added |
| Kohmann Bosshard Financial Services, LLC | 1,125 | $335.7K | 0.06% | +215+23.6% | Added |
| Partners in Financial Planning | 1,122 | $334.9K | 0.09% | 00.0% | Unchanged |
| Empirical Finance, LLC | 1,122 | $334.8K | 0.03% | 00.0% | Unchanged |
| 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 |
| First American Trust, FSB | 1,120 | $334.0K | 0.05% | −352−23.9% | 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 |
| Beacon Capital Management, LLC | 1,116 | $332.9K | 0.09% | −12−1.1% | Reduced |
| Highland Capital Management, LLC | 1,115 | $332.7K | 0.02% | 00.0% | Unchanged |
| American Planning Services, Inc. | 1,114 | $332.4K | 0.22% | 00.0% | Unchanged |
| Manchester Financial Inc | 1,110 | $331.3K | 0.09% | −49−4.2% | Reduced |
| Conservest Capital Advisors, Inc. | 1,104 | $329.5K | 0.04% | +33+3.1% | Added |