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, Q3 2023
Institutional positions in McDonalds Corp as of Sep 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
- 3,001
- +22 vs. Q2 2023
- Shares held
- 499.1M
- −4.10M (−0.8%) vs. Q2 2023
- Total value
- $131.5B
- −$18.3B (−12.2%) vs. Q2 2023
- New holders
- 158
- 1,228 more added
- Sold out
- 136
- 1,155 more reduced
32 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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 | 3,481 | $142.5B |
| Q1 2026 | 3,605 | $163.1B |
| Q4 2025 | 3,590 | $160.4B |
| Q3 2025 | 3,425 | $155.5B |
| Q2 2025 | 3,425 | $152.9B |
| Q1 2025 | 3,424 | $165.7B |
| Q4 2024 | 3,393 | $150.8B |
| Q3 2024 | 3,173 | $156.2B |
| Q2 2024 | 3,088 | $129.1B |
| Q1 2024 | 3,173 | $143.6B |
| Q4 2023 | 3,192 | $151.1B |
| Q3 2023 | 3,001 | $131.5B |
| Q2 2023 | 3,011 | $150.1B |
| Q1 2023 | 2,953 | $140.5B |
| Q4 2022 | 2,928 | $133.0B |
| Q3 2022 | 2,703 | $115.7B |
| Q2 2022 | 2,725 | $123.7B |
| Q1 2022 | 2,742 | $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, Q3 2023
Shares, value and share of portfolio for each institution holding McDonalds Corp; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Kelly Lawrence W & Associates Inc | 2,090 | $550.7K | 0.15% | +233+12.5% | Added |
| CFO4Life Group, LLC | 2,091 | $550.8K | 0.13% | −67−3.1% | Reduced |
| Austin Private Wealth, LLC | 2,092 | $551.2K | 0.08% | +106+5.3% | Added |
| L2 Asset Management, LLC | 61 | $554.5K | 0.27% | −1,831−96.8% | Reduced |
| Sandbox Financial Partners, LLC | 2,109 | $555.7K | 0.29% | −108−4.9% | Reduced |
| Redhawk Wealth Advisors, Inc. | 2,111 | $556.2K | 0.19% | −4−0.2% | Reduced |
| Aureus Asset Management, LLC | 2,124 | $559.6K | 0.04% | +635+42.6% | Added |
| Wedgewood Investors Inc | 2,125 | $559.8K | 0.76% | −100−4.5% | Reduced |
| Douglas Lane & Associates, LLC | 2,129 | $560.8K | 0.01% | +78+3.8% | Added |
| Kingfisher Capital LLC | 2,476 | $561.0K | 0.15% | +7+0.3% | Added |
| Coyle Financial Counsel LLC | 2,133 | $561.9K | 0.24% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 2,134 | $562.2K | 0.07% | −173−7.5% | Reduced |
| Johnson Midwest Financial, LLC | 2,137 | $562.9K | 1.26% | 00.0% | Unchanged |
| Port Capital LLC | 2,142 | $564.0K | 0.04% | +309+16.9% | Added |
| Stockman Wealth Management, Inc. | 2,149 | $566.1K | 0.12% | +10+0.5% | Added |
| Cognios Beta Neutral Large Cap Fund, LP | 2,150 | $566.4K | 0.73% | −410−16.0% | Reduced |
| Ballast, Inc. | 2,156 | $568.0K | 0.23% | 00.0% | Unchanged |
| MPS Loria Financial Planners, LLC | 2,158 | $568.5K | 0.22% | +11+0.5% | Added |
| Woodward Diversified Capital, LLC | 2,170 | $571.7K | 0.41% | +280+14.8% | Added |
| M. Kraus & Co | 2,172 | $572.2K | 0.20% | +47+2.2% | Added |
| Heartland Bank & Trust Co | 2,174 | $572.7K | 0.45% | −2−0.1% | Reduced |
| Gillespie Robinson & Grimm Inc | 2,178 | $573.8K | 0.06% | +85+4.1% | Added |
| Tiemann Investment Advisors, LLC | 2,179 | $574.0K | 0.31% | −40−1.8% | Reduced |
| Wealth Management Solutions, LLC | 2,180 | $574.2K | 0.39% | −18−0.8% | Reduced |
| Core Wealth Partners LLC | 2,181 | $574.8K | 0.52% | +8+0.4% | Added |
| Vigilare Wealth Management | 2,183 | $575.1K | 0.37% | +7+0.3% | Added |
| Castle Wealth Management LLC | 2,184 | $575.4K | 0.41% | −10.0% | Reduced |
| SC&H Financial Advisors, Inc. | 2,186 | $575.8K | 0.19% | +10.0% | Added |
| Sand Hill Global Advisors, LLC | 2,187 | $576.1K | 0.03% | +3+0.1% | Added |
| Campion Asset Management LLC | 2,187 | $576.1K | 0.53% | 00.0% | Unchanged |
| Hollencrest Capital Management | 2,190 | $576.9K | 0.07% | −129−5.6% | Reduced |
| Lion Street Advisors, LLC | 2,194 | $577.9K | 0.19% | +1,082+97.3% | Added |
| Strategic Investment Advisors | 2,194 | $577.9K | 0.10% | −69−3.0% | Reduced |
| First American Trust, FSB | 2,199 | $579.2K | 0.08% | +1,079+96.3% | Added |
| Strategic Wealth Designers | 2,214 | $583.1K | 0.11% | −38−1.7% | Reduced |
| tru Independence LLC | 2,220 | $584.8K | 0.20% | −51−2.2% | Reduced |
| Sym Financial Corp | 2,221 | $585.1K | 0.10% | +1,545+228.6% | Added |
| D'Orazio & Associates, Inc. | 2,231 | $587.6K | 0.13% | −225−9.2% | Reduced |
| CM Wealth Advisors LLC | 2,166 | $588.0K | 0.23% | −200−8.5% | Reduced |
| Nebula Research & Development LLC | 2,234 | $588.5K | 0.31% | +2,234 | New |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 2,281 | $588.6K | 0.27% | +25+1.1% | Added |
| Centaurus Financial, Inc. | 2,235 | $589.0K | 0.05% | +76+3.5% | Added |
| Schear Investment Advisers, LLC | 2,237 | $589.3K | 0.64% | 00.0% | Unchanged |
| Chapin Davis, Inc. | 2,237 | $589.3K | 0.28% | −482−17.7% | Reduced |
| Diversified, LLC | 2,240 | $590.1K | 0.15% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 2,241 | $590.5K | 0.14% | +10.0% | Added |
| Estabrook Capital Management | 2,243 | $590.9K | 0.10% | +168+8.1% | Added |
| Camden Capital, LLC | 2,248 | $592.2K | 0.07% | +433+23.9% | Added |
| Sovereign Financial Group, Inc. | 2,257 | $594.6K | 0.21% | −176−7.2% | Reduced |
| Missouri Trust & Investment Co | 2,259 | $595.1K | 0.27% | 00.0% | Unchanged |
| MBL Wealth, LLC | 2,265 | $596.7K | 0.08% | −120−5.0% | Reduced |
| J. L. Bainbridge & Co., Inc. | 2,269 | $597.7K | 0.08% | 00.0% | Unchanged |
| First City Capital Management, Inc. | 2,271 | $598.3K | 0.38% | −10−0.4% | Reduced |
| Ninepoint Partners LP | 2,276 | $599.6K | 0.06% | 00.0% | Unchanged |
| West Chester Capital Advisors, Inc | 2,277 | $599.9K | 1.11% | −99−4.2% | Reduced |
| DMG Group, LLC | 2,277 | $599.9K | 0.61% | +137+6.4% | Added |
| Cutter & CO Brokerage, Inc. | 2,280 | $600.7K | 0.18% | −29−1.3% | Reduced |
| Allen Capital Group, LLC | 2,331 | $600.9K | 0.11% | +28+1.2% | Added |
| Allegheny Financial Group LTD | 2,282 | $601.1K | 0.23% | +802+54.2% | Added |
| Legacy Wealth Asset Management, LLC | 2,285 | $602.0K | 0.22% | −9−0.4% | Reduced |
| NorthCrest Asset Manangement, LLC | 2,293 | $604.2K | 0.02% | −191−7.7% | Reduced |
| Horizon Wealth Management, LLC | 2,294 | $604.3K | 0.24% | −15−0.6% | Reduced |
| Acropolis Investment Management, LLC | 2,297 | $605.2K | 0.05% | −116−4.8% | Reduced |
| Gabelli & Co Investment Advisers, Inc. | 2,300 | $605.9K | 0.10% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 2,318 | $606.0K | 0.20% | −3−0.1% | Reduced |
| Rosenberg Matthew Hamilton | 2,301 | $606.1K | 0.20% | −139−5.7% | Reduced |
| Strategic Advisors LLC | 2,301 | $606.3K | 0.12% | −94−3.9% | Reduced |
| Applied Capital LLC | 2,304 | $607.0K | 0.37% | 00.0% | Unchanged |
| Morris Retirement Advisors, LLC | 2,312 | $609.1K | 0.43% | +476+25.9% | Added |
| Atlas Private Wealth Management | 2,315 | $609.9K | 0.33% | −99−4.1% | Reduced |
| Silverleafe Capital Partners, LLC | 2,323 | $611.9K | 0.31% | 00.0% | Unchanged |
| Bouchey Financial Group Ltd | 2,325 | $612.6K | 0.08% | +49+2.2% | Added |
| Seed Wealth Management, Inc. | 2,332 | $614.3K | 0.69% | 00.0% | Unchanged |
| Live Oak Investment Partners | – | $615.9K | 0.53% | – | – |
| Guidance Capital, Inc | 2,421 | $616.1K | 0.28% | +60+2.5% | Added |
| Threadgill Financial, LLC | 2,466 | $616.2K | 0.47% | +2,466 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 2,342 | $616.9K | 0.33% | +2,342 | New |
| Octavia Wealth Advisors, LLC | 2,342 | $617.0K | 0.12% | +179+8.3% | Added |
| Garde Capital, Inc. | 2,342 | $617.0K | 0.05% | +15+0.6% | Added |
| Congress Park Capital LLC | 2,345 | $617.8K | 0.36% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 2,346 | $618.1K | 0.08% | +242+11.5% | Added |
| SNS Financial Group, LLC | 2,351 | $619.3K | 0.08% | −11−0.5% | Reduced |
| 180 Wealth Advisors, LLC | 2,359 | $621.4K | 0.14% | −6−0.3% | Reduced |
| Keebeck Wealth Management, LLC | 2,359 | $621.5K | 0.11% | +12+0.5% | Added |
| Zions Bancorporation, N.A. | 2,366 | $623.3K | 0.05% | −684−22.4% | Reduced |
| Aletheian Wealth Advisors LLC | 2,389 | $629.4K | 0.48% | −188−7.3% | Reduced |
| Avestar Capital, LLC | 2,399 | $632.0K | 0.10% | −176−6.8% | Reduced |
| Van Strum & Towne Inc. | 2,400 | $632.3K | 0.27% | 00.0% | Unchanged |
| Twelve Points Wealth Management LLC | 2,406 | $634.0K | 0.32% | +45+1.9% | Added |
| Gleason Group, Inc. | 2,410 | $635.0K | 0.17% | +9+0.4% | Added |
| Lebenthal Global Advisors, LLC | 2,415 | $636.2K | 0.19% | +32+1.3% | Added |
| Baldwin Brothers Inc | 2,420 | $637.5K | 0.05% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 2,421 | $637.8K | 0.41% | 00.0% | Unchanged |
| Truepoint, Inc. | 2,427 | $639.4K | 0.02% | +1,475+154.9% | Added |
| Legacy Bridge, LLC | 2,428 | $639.6K | 0.46% | 00.0% | Unchanged |
| Delta Investment Management, LLC | 2,432 | $640.7K | 0.18% | +21+0.9% | Added |
| Opus Capital Group, LLC | 2,432 | $641.0K | 0.11% | −130−5.1% | Reduced |
| Ridgecrest Wealth Partners, LLC | 2,435 | $641.5K | 0.45% | +10.0% | Added |
| Integrated Investment Consultants, LLC | 2,446 | $644.4K | 0.23% | −121−4.7% | Reduced |
| Ackerman Capital Advisors, LLC | 2,450 | $645.4K | 0.18% | 00.0% | Unchanged |