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 |
|---|---|---|---|---|---|
| Sargent Investment Group, LLC | 1,104 | $329.4K | 0.08% | +33+3.1% | Added |
| Cypress Wealth Services, LLC | 1,118 | $329.4K | 0.09% | −11−1.0% | Reduced |
| Bank of Stockton | 1,103 | $329.1K | 0.11% | −260−19.1% | Reduced |
| Guardian Wealth Advisors, LLC | 1,101 | $328.5K | 0.24% | −26−2.3% | Reduced |
| Overbrook Management Corp | 1,100 | $328.3K | 0.08% | 00.0% | Unchanged |
| Phocas Financial Corp. | 1,099 | $328.0K | 0.04% | 00.0% | Unchanged |
| Aprio Wealth Management, LLC | 1,098 | $327.7K | 0.09% | +177+19.2% | Added |
| Fort, L.P. | 1,097 | $327.4K | 0.87% | −93−7.8% | Reduced |
| Morton Brown Family Wealth, LLC | 1,097 | $327.2K | 0.17% | −8−0.7% | Reduced |
| Epic Trust Investment Advisors, LLC | 1,096 | $327.1K | 0.46% | −79−6.7% | Reduced |
| Ullmann Financial Group, Inc. | 1,094 | $326.5K | 0.07% | +46+4.4% | Added |
| Occidental Asset Management, LLC | 1,094 | $326.3K | 0.07% | 00.0% | Unchanged |
| Gitterman Wealth Management, LLC | 1,093 | $326.2K | 0.15% | +1,093 | New |
| David J Yvars Group | 1,093 | $326.1K | 0.27% | −55−4.8% | Reduced |
| RMR Wealth Builders | 1,093 | $326.1K | 0.06% | −53−4.6% | Reduced |
| Essex LLC | 1,091 | $325.6K | 0.09% | −338−23.7% | Reduced |
| Channel Wealth LLC | 1,090 | $325.3K | 0.19% | +51+4.9% | Added |
| Blackston Financial Advisory Group, LLC | 1,090 | $325.0K | 0.23% | −83−7.1% | Reduced |
| Family Firm, Inc. | 1,086 | $323.9K | 0.09% | +4+0.4% | Added |
| 4J Wealth Management LLC | 1,080 | $322.4K | 0.31% | −10−0.9% | Reduced |
| Univest Financial Corp | 1,080 | $322.3K | 0.10% | −206−16.0% | Reduced |
| Presidio Capital Management, LLC | 1,080 | $322.2K | 0.26% | +1,080 | New |
| Cape Investment Advisory, Inc. | 1,078 | $321.6K | 0.18% | +355+49.1% | Added |
| Fagan Associates, Inc. | 1,077 | $321.4K | 0.08% | 00.0% | Unchanged |
| Sage Rhino Capital LLC | 1,077 | $321.4K | 0.09% | −66−5.8% | Reduced |
| West Coast Financial LLC | 1,077 | $321.4K | 0.05% | +16+1.5% | Added |
| Allied Investment Advisors, LLC | 1,073 | $320.2K | 0.09% | −221−17.1% | Reduced |
| Oak Family Advisors, LLC | 1,071 | $319.5K | 0.15% | 00.0% | Unchanged |
| Walkner Condon Financial Advisors LLC | 1,027 | $319.5K | 0.08% | +292+39.7% | Added |
| Godsey & Gibb Associates | 1,070 | $319.3K | 0.04% | +84+8.5% | Added |
| Fortis Group Advisors, LLC | 1,067 | $318.4K | 0.08% | +132+14.1% | Added |
| Hutchens & Kramer Investment Management Group, LLC | 1,062 | $316.9K | 0.25% | +62+6.2% | Added |
| Jacobsen Capital Management | 1,062 | $316.9K | 0.16% | +345+48.1% | Added |
| Capital Square, LLC | 1,060 | $316.3K | 0.29% | −242−18.6% | Reduced |
| Chilton Capital Management LLC | 1,056 | $315.1K | 0.02% | +11+1.1% | Added |
| FinTrust Capital Advisors, LLC | 1,195 | $314.8K | 0.08% | 00.0% | Unchanged |
| Values Added Financial LLC | 1,054 | $314.5K | 0.29% | +1,054 | New |
| Flynn Zito Capital Management, LLC | 1,053 | $314.2K | 0.21% | +17+1.6% | Added |
| W.H. Cornerstone Investments Inc. | 1,051 | $314.0K | 0.28% | +66+6.7% | Added |
| Pensionmark Financial Group, LLC | 1,052 | $313.9K | 0.06% | +1,052 | New |
| RHS Financial, LLC | 1,051 | $313.7K | 0.23% | 00.0% | Unchanged |
| Madison Wealth Management | 1,050 | $313.4K | 0.06% | +33+3.2% | Added |
| DT Investment Partners, LLC | 1,076 | $313.2K | 0.04% | 00.0% | Unchanged |
| RWWM, Inc. | 1,049 | $313.0K | 0.04% | 00.0% | Unchanged |
| IFG Advisors, LLC | 1,048 | $312.7K | 0.11% | +32+3.1% | Added |
| Synergy Financial Management, LLC | 1,048 | $312.7K | 0.08% | +91+9.5% | Added |
| Alphadyne Asset Management LP | 1,048 | $312.7K | 0.96% | +1,048 | New |
| WFA Asset Management Corp | 1,045 | $311.9K | 0.18% | +4+0.4% | Added |
| Hofer & Associates. Inc | 1,041 | $310.6K | 0.30% | −85−7.5% | Reduced |
| EdgeRock Capital LLC | 1,039 | $310.0K | 0.15% | +164+18.7% | Added |
| Partners Capital Investment Group, LLP | 1,038 | $309.8K | 0.01% | +1,038 | New |
| Newton One Investments LLC | 1,037 | $309.4K | 0.18% | +5+0.5% | Added |
| Hamilton Wealth, LLC | 1,036 | $309.2K | 0.11% | +1,036 | New |
| Members Capital Advisors Inc | 1,036 | $309.2K | 0.32% | −8,400−89.0% | Reduced |
| Cora Capital Advisors LLC | 1,034 | $308.5K | 0.21% | +80+8.4% | Added |
| Noesis Capital Mangement Corp | 1,032 | $308.0K | 0.08% | +40+4.0% | Added |
| Hoey Investments, Inc | 1,031 | $307.7K | 0.10% | 00.0% | Unchanged |
| BIP Wealth, LLC | 1,029 | $307.1K | 0.03% | −265−20.5% | Reduced |
| Vivaldi Capital Management, LLC | 1,029 | $307.1K | 0.09% | −1,095−51.6% | Reduced |
| Dorsey Wright & Associates | 1,026 | $306.0K | 0.09% | −3−0.3% | Reduced |
| J. Goldman & Co LP | 1,024 | $305.6K | 0.02% | −436−29.9% | Reduced |
| Arkansas Financial Group, Inc. | 1,022 | $305.0K | 0.06% | +171+20.1% | Added |
| Gemmer Asset Management LLC | 1,017 | $303.5K | 0.04% | +22+2.2% | Added |
| Strategic Financial Services, Inc, | 1,052 | $303.2K | 0.02% | +1,052 | New |
| Northern Capital Management, Inc. | 1,016 | $303.2K | 0.23% | −83−7.6% | Reduced |
| RTD Financial Advisors, Inc. | 1,013 | $302.3K | 0.04% | 00.0% | Unchanged |
| Waddell & Associates, LLC | 1,012 | $302.0K | 0.04% | −2−0.2% | Reduced |
| Francis Financial, Inc. | 1,012 | $302.0K | 0.16% | 00.0% | Unchanged |
| BMS Financial Advisors, LLC | 1,012 | $302.0K | 0.20% | 00.0% | Unchanged |
| Blue Barn Wealth, LLC | 1,011 | $301.7K | 0.20% | −247−19.6% | Reduced |
| Investors Research Corp | 1,010 | $301.4K | 0.08% | −42−4.0% | Reduced |
| Ingalls & Snyder LLC | 1,008 | $301.0K | 0.01% | +167+19.9% | Added |
| Prostatis Group LLC | 137,874 | $300.0K | 0.14% | +134,863+4,479.0% | Added |
| Carr Financial Group Corp | 1,005 | $299.9K | 0.12% | +19+1.9% | Added |
| Buffington Mohr McNeal | 1,004 | $299.7K | 0.06% | +1,004 | New |
| Cherry Tree Wealth Management, LLC | 1,003 | $299.2K | 0.09% | +1,003 | New |
| Slagle Financial, LLC | 1,001 | $298.8K | 0.19% | +1,001 | New |
| Watershed Private Wealth LLC | 1,001 | $298.7K | 0.18% | 00.0% | Unchanged |
| Greytown Advisors Inc. | 1,000 | $298.4K | 0.16% | −141−12.4% | Reduced |
| Gordian Capital Singapore Pte Ltd | 1,000 | $298.4K | 0.41% | 00.0% | Unchanged |
| Legal Advantage Investments, Inc. | 1,000 | $298.4K | 0.20% | 00.0% | Unchanged |
| Hedges Asset Management LLC | 1,000 | $298.4K | 0.25% | 00.0% | Unchanged |
| Caption Management, LLC | 1,000 | $298.4K | 0.05% | +1,000 | New |
| LFA - Lugano Financial Advisors SA | 1,000 | $298.4K | 0.20% | +1,000 | New |
| Deroy & Devereaux Private Investment Counsel Inc | 1,000 | $298.0K | 0.02% | 00.0% | Unchanged |
| True North Advisors, LLC | 998 | $297.7K | 0.08% | +998 | New |
| Hall Private Wealth Advisors | 997 | $297.6K | 0.16% | +22+2.3% | Added |
| Northwest Wealth Management, LLC | 996 | $297.2K | 0.11% | +10+1.0% | Added |
| Lockerman Financial Group, Inc. | 995 | $296.9K | 0.82% | −29−2.8% | Reduced |
| Full Sail Capital, LLC | 994 | $296.6K | 0.03% | +118+13.5% | Added |
| Pacific Sun Financial Corp | 1,060 | $296.4K | 0.20% | +1,060 | New |
| Plotkin Financial Advisors, LLC | 992 | $296.0K | 0.25% | 00.0% | Unchanged |
| Kapstone Financial Advisors LLC | 1,015 | $295.4K | 0.24% | +24+2.4% | Added |
| Barnes Pettey Financial Advisors, LLC | 990 | $295.4K | 0.26% | +15+1.5% | Added |
| Signature Wealth Management Partners, LLC | 988 | $294.8K | 0.27% | −269−21.4% | Reduced |
| Crumly & Associates Inc. | 986 | $294.1K | 0.12% | −538−35.3% | Reduced |
| Advisors Management Group Inc | 986 | $294.0K | 0.09% | +1+0.1% | Added |
| Coastal Capital Group, Inc. | 985 | $293.9K | 0.06% | −2−0.2% | Reduced |
| Versant Capital Management, Inc | 983 | $293.3K | 0.09% | −4−0.4% | Reduced |
| Beck Bode, LLC | 982 | $293.0K | 0.07% | +103+11.7% | Added |