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 |
|---|---|---|---|---|---|
| Cedar Brook Financial Partners, LLC | 2,450 | $645.5K | 0.17% | −176−6.7% | Reduced |
| Meeder Asset Management Inc | 2,452 | $646.0K | 0.05% | −127−4.9% | Reduced |
| D L Carlson Investment Group Inc | 2,467 | $649.9K | 0.13% | −30−1.2% | Reduced |
| Oldfather Financial Services, LLC | 2,469 | $650.6K | 0.33% | +2+0.1% | Added |
| Trust Co | 2,470 | $650.7K | 0.10% | +133+5.7% | Added |
| Oak Hill Wealth Advisors, LLC | 2,470 | $650.8K | 0.25% | +235+10.5% | Added |
| ASB Consultores, LLC | 2,472 | $651.2K | 0.26% | −336−12.0% | Reduced |
| Paragon Private Wealth Management, LLC | 2,480 | $653.3K | 0.54% | +20+0.8% | Added |
| Karpas Strategies, LLC | 2,483 | $654.2K | 0.24% | −403−14.0% | Reduced |
| Measured Wealth Private Client Group, LLC | 2,492 | $656.5K | 0.26% | −130−5.0% | Reduced |
| Holland Advisory Services, Inc. | 2,493 | $656.8K | 0.83% | +424+20.5% | Added |
| Delta Financial Group, Inc. | 2,499 | $658.0K | 0.23% | +2,499 | New |
| Beck Mack & Oliver LLC | 2,500 | $658.6K | 0.02% | 00.0% | Unchanged |
| TCM Advisors, LLC | – | $658.6K | 0.59% | – | – |
| West Wealth Group, LLC | 2,503 | $659.4K | 0.29% | −60−2.3% | Reduced |
| Klingman & Associates, LLC | 2,504 | $659.7K | 0.05% | −81−3.1% | Reduced |
| Allstate Corp | 2,505 | $659.9K | 0.04% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 2,510 | $661.1K | 0.69% | +134+5.6% | Added |
| Centennial Bank | 2,516 | $662.8K | 0.46% | +280+12.5% | Added |
| Concentric Wealth Management, LLC | 2,516 | $662.8K | 0.22% | 00.0% | Unchanged |
| IAM Advisory, LLC | 2,517 | $663.0K | 0.23% | +14+0.6% | Added |
| Owen LaRue, LLC | 2,521 | $664.0K | 0.73% | +1,650+189.4% | Added |
| Notis-McConarty Edward | 2,523 | $664.7K | 0.27% | 00.0% | Unchanged |
| Mayfair Advisory Group, LLC | 2,646 | $665.5K | 0.64% | 00.0% | Unchanged |
| Gray Wealth Management Inc. | 2,535 | $667.9K | 0.34% | −18−0.7% | Reduced |
| O'Rourke & Company, Inc | 2,535 | $668.0K | 0.49% | +23+0.9% | Added |
| Aldebaran Financial Inc. | 2,537 | $668.3K | 1.09% | −25−1.0% | Reduced |
| KFG Wealth Management, LLC | 2,540 | $669.1K | 0.36% | +49+2.0% | Added |
| Redwood Investment Management, LLC | 2,545 | $670.0K | 0.06% | +2,545 | New |
| GHP Investment Advisors, Inc. | 2,699 | $670.2K | 0.04% | −63−2.3% | Reduced |
| Angeles Wealth Management, LLC | 2,552 | $672.3K | 0.09% | +84+3.4% | Added |
| SS&H Financial Advisors, Inc. | 2,553 | $673.0K | 0.32% | +2,553 | New |
| MSH Capital Advisors LLC | 2,556 | $673.3K | 0.26% | +69+2.8% | Added |
| Gateway Wealth Partners, LLC | 2,556 | $673.3K | 0.12% | +224+9.6% | Added |
| Wall Street Access Asset Management, LLC | 2,558 | $673.9K | 0.35% | −200−7.3% | Reduced |
| ETF Store, Inc. | 2,633 | $674.2K | 0.48% | +14+0.5% | Added |
| Baystate Wealth Management LLC | 2,561 | $674.8K | 0.06% | +69+2.8% | Added |
| Mill Creek Capital Advisors, LLC | 2,562 | $674.8K | 0.02% | −403−13.6% | Reduced |
| Sage Mountain Advisors LLC | 2,562 | $675.0K | 0.09% | +13+0.5% | Added |
| Eudaimonia Advisors LLC | 2,563 | $675.2K | 0.47% | −107−4.0% | Reduced |
| Balboa Wealth Partners | 2,568 | $676.5K | 0.25% | −419−14.0% | Reduced |
| Lodestar Private Asset Management LLC | 2,570 | $677.0K | 0.12% | +3+0.1% | Added |
| Cary Street Partners Asset Management LLC | 2,575 | $678.3K | 0.13% | −97−3.6% | Reduced |
| Waycross Partners, LLC | 2,578 | $679.1K | 0.15% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 2,584 | $680.8K | 0.11% | +410+18.9% | Added |
| RiverFront Investment Group, LLC | 2,589 | $682.0K | 0.02% | +92+3.7% | Added |
| Hudock, Inc. | 2,589 | $682.2K | 0.16% | +8+0.3% | Added |
| Keel Point, LLC | 2,590 | $682.4K | 0.09% | +50+2.0% | Added |
| Spears Abacus Advisors LLC | 2,592 | $682.8K | 0.06% | +6+0.2% | Added |
| Quent Capital, LLC | 2,597 | $684.0K | 0.11% | +115+4.6% | Added |
| Sanders Morris Harris LLC | 2,600 | $684.9K | 0.14% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 2,602 | $685.6K | 0.16% | +1,055+68.2% | Added |
| Wellington Shields & Co., LLC | 2,606 | $686.6K | 0.17% | +1,472+129.8% | Added |
| Planned Solutions, Inc. | 2,615 | $688.9K | 0.41% | −310−10.6% | Reduced |
| Pure Financial Advisors, Inc. | 2,619 | $690.0K | 0.03% | −97−3.6% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 2,780 | $690.0K | 0.09% | 00.0% | Unchanged |
| Latitude Advisors, LLC | 2,622 | $690.8K | 0.49% | +56+2.2% | Added |
| Advisory Alpha, LLC | 2,630 | $692.9K | 0.04% | −151−5.4% | Reduced |
| MJP Associates Inc | 2,636 | $694.5K | 0.20% | −1,789−40.4% | Reduced |
| General Partner, Inc. | 2,728 | $694.7K | 0.62% | 00.0% | Unchanged |
| Fairhaven Wealth Management, LLC | 2,641 | $695.6K | 0.28% | −4−0.2% | Reduced |
| Arrien Investments, Inc. | 2,646 | $697.1K | 0.66% | +97+3.8% | Added |
| Summit Financial Group Inc | 2,647 | $697.3K | 0.29% | −151−5.4% | Reduced |
| Vertex Planning Partners, LLC | 2,648 | $697.7K | 0.24% | −81−3.0% | Reduced |
| Wealthsource Partners, LLC | 2,658 | $700.2K | 0.05% | −104−3.8% | Reduced |
| Independence Bank of Kentucky | 2,665 | $702.1K | 0.30% | +216+8.8% | Added |
| Viawealth, LLC | 2,668 | $702.9K | 0.52% | −15−0.6% | Reduced |
| Smith Anglin Financial, LLC | 2,677 | $705.2K | 0.09% | +9+0.3% | Added |
| 9258 Wealth Management, LLC | 2,683 | $706.8K | 0.14% | −5−0.2% | Reduced |
| Wealthquest Corp | 2,683 | $707.0K | 0.09% | +213+8.6% | Added |
| FSB Premier Wealth Management, Inc. | 2,685 | $707.2K | 0.39% | 00.0% | Unchanged |
| Cooper Financial Group | 2,688 | $708.2K | 0.17% | +262+10.8% | Added |
| BOS Asset Management, LLC | 2,689 | $708.4K | 0.52% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 2,691 | $708.9K | 0.01% | +2,691 | New |
| TRUE Private Wealth Advisors | 2,694 | $709.7K | 0.10% | +93+3.6% | Added |
| Tyler-Stone Wealth Management | 2,697 | $711.0K | 0.41% | +35+1.3% | Added |
| Bordeaux Wealth Advisors LLC | 2,715 | $715.2K | 0.29% | −174−6.0% | Reduced |
| Hill Island Financial LLC | 2,716 | $715.5K | 0.28% | +8+0.3% | Added |
| Castle Rock Wealth Management, LLC | 2,879 | $716.3K | 0.24% | +21+0.7% | Added |
| JT Stratford LLC | 2,720 | $716.6K | 0.18% | +64+2.4% | Added |
| Simon Quick Advisors, LLC | 2,722 | $717.0K | 0.07% | −55−2.0% | Reduced |
| Hummer Financial Advisory Services Inc | 2,730 | $719.2K | 0.73% | 00.0% | Unchanged |
| Greenwich Wealth Management LLC | 2,735 | $721.0K | 0.08% | +437+19.0% | Added |
| Hamilton Capital, LLC | 2,743 | $722.6K | 0.06% | +136+5.2% | Added |
| Ignite Planners, LLC | 2,881 | $726.7K | 0.22% | +667+30.1% | Added |
| Highline Wealth Partners LLC | 2,760 | $727.1K | 0.45% | 00.0% | Unchanged |
| Hurlow Wealth Management Group, Inc. | 2,764 | $728.1K | 0.32% | +200+7.8% | Added |
| First International Bank & Trust | 2,784 | $733.4K | 0.26% | −766−21.6% | Reduced |
| S.A. Mason LLC | 2,785 | $733.7K | 0.53% | +2+0.1% | Added |
| Total Clarity Wealth Management, Inc. | 2,785 | $733.7K | 0.35% | −30−1.1% | Reduced |
| Heritage Financial Services, LLC | 2,785 | $733.7K | 0.14% | −100−3.5% | Reduced |
| OmniStar Financial Group, Inc. | 2,762 | $733.8K | 0.87% | +134+5.1% | Added |
| Semus Wealth Partners LLC | 2,786 | $733.9K | 0.68% | +48+1.8% | Added |
| Planning Directions Inc | 2,790 | $735.0K | 0.56% | −101−3.5% | Reduced |
| Samalin Investment Counsel, LLC | 2,794 | $736.0K | 0.42% | −4−0.1% | Reduced |
| Exchange Bank | 2,794 | $736.1K | 0.71% | 00.0% | Unchanged |
| Charter Research & Investment Group, Inc. | 2,800 | $737.6K | 0.66% | 00.0% | Unchanged |
| One + One Wealth Management, LLC | 2,805 | $738.9K | 0.48% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 2,992 | $742.6K | 0.27% | −245−7.6% | Reduced |
| MWA Asset Management | 2,819 | $742.6K | 0.72% | +2,819 | New |