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 |
|---|---|---|---|---|---|
| Blue Edge Capital, LLC | 2,820 | $742.9K | 0.16% | 00.0% | Unchanged |
| Zhang Financial LLC | 2,869 | $743.7K | 0.08% | −259−8.3% | Reduced |
| Miller Investment Management, LP | 2,826 | $744.5K | 0.12% | 00.0% | Unchanged |
| Winthrop Advisory Group LLC | 2,830 | $745.4K | 0.12% | +14+0.5% | Added |
| WR Wealth Planners, LLC | 2,832 | $746.1K | 0.28% | −22−0.8% | Reduced |
| Mountain Pacific Investment Advisers Inc | 2,842 | $748.6K | 0.05% | −89−3.0% | Reduced |
| Arden Trust Co | 2,846 | $749.8K | 0.12% | −800−21.9% | Reduced |
| Prairie Sky Financial Group LLC | 2,848 | $750.4K | 0.53% | +12+0.4% | Added |
| Hanson & Doremus Investment Management | 2,856 | $752.0K | 0.16% | 00.0% | Unchanged |
| CapWealth Advisors, LLC | 2,855 | $752.1K | 0.10% | 00.0% | Unchanged |
| TLWM | 2,857 | $752.6K | 0.20% | +179+6.7% | Added |
| Tucker Asset Management LLC | 2,866 | $755.0K | 0.20% | +793+38.3% | Added |
| PSI Advisors, LLC | 2,868 | $755.5K | 0.33% | +750+35.4% | Added |
| LCM Capital Management Inc | 2,873 | $756.9K | 0.62% | +121+4.4% | Added |
| GDS Wealth Management | 2,874 | $757.1K | 0.12% | −400−12.2% | Reduced |
| Personal Cfo Solutions, LLC | 2,874 | $757.3K | 0.15% | +60+2.1% | Added |
| TBH Global Asset Management, LLC | 2,875 | $757.4K | 0.15% | +5+0.2% | Added |
| Column Capital Advisors, LLC | 2,878 | $758.2K | 0.11% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 2,893 | $762.1K | 0.06% | +2,893 | New |
| Brown Miller Wealth Management, LLC | 2,896 | $763.1K | 0.43% | −15−0.5% | Reduced |
| Toews Corp | 2,900 | $764.0K | 0.46% | +2,900 | New |
| Clarus Group, Inc. | 2,900 | $764.1K | 0.55% | −123−4.1% | Reduced |
| Cornerstone Advisory, LLC | 2,905 | $765.4K | 0.13% | +224+8.4% | Added |
| Alta Wealth Advisors LLC | 2,914 | $767.8K | 0.47% | −153−5.0% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 2,919 | $769.0K | 0.12% | −175−5.7% | Reduced |
| Virtue Capital Management, LLC | 2,602 | $772.5K | 0.13% | 00.0% | Unchanged |
| Riverbridge Partners LLC | 2,935 | $773.2K | 0.01% | 00.0% | Unchanged |
| PFG Advisors | 2,937 | $773.8K | 0.07% | −14,078−82.7% | Reduced |
| Founders Financial Securities LLC | 2,940 | $774.5K | 0.10% | −250−7.8% | Reduced |
| Prudent Man Advisors, LLC | 2,951 | $777.4K | 0.31% | +2,951 | New |
| First Citizens Financial Corp | 2,952 | $777.7K | 0.55% | −200−6.3% | Reduced |
| Bristol John W & Co Inc | 2,952 | $777.7K | 0.02% | 00.0% | Unchanged |
| Bellecapital International Ltd. | 2,954 | $778.2K | 0.20% | −92−3.0% | Reduced |
| Gryphon Financial Partners LLC | 2,957 | $778.9K | 0.19% | +148+5.3% | Added |
| Indie Asset Partners, LLC | 2,960 | $779.9K | 0.79% | +23+0.8% | Added |
| GYL Financial Synergies, LLC | 2,969 | $782.2K | 0.08% | +251+9.2% | Added |
| Fidelity D & D Bancorp Inc | 2,971 | $782.7K | 0.80% | +2,971 | New |
| Westbourne Investment Advisors, Inc. | 2,981 | $785.0K | 0.36% | 00.0% | Unchanged |
| Spirit of America Management Corp | 2,980 | $785.1K | 0.18% | 00.0% | Unchanged |
| Garrison Point Advisors, LLC | 2,980 | $785.1K | 0.61% | 00.0% | Unchanged |
| Stableford Capital II LLC | 3,075 | $786.7K | 0.36% | +238+8.4% | Added |
| WealthBridge Capital Management, LLC | 2,987 | $786.9K | 0.32% | −203−6.4% | Reduced |
| Red Door Wealth Management, LLC | 2,989 | $787.3K | 0.20% | +265+9.7% | Added |
| MONECO Advisors, LLC | 2,997 | $789.5K | 0.21% | +60+2.0% | Added |
| Financial Synergies Wealth Advisors, Inc. | 2,998 | $789.8K | 0.11% | +175+6.2% | Added |
| Warner Financial, Inc | 3,000 | $790.0K | 0.52% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 3,000 | $790.0K | 0.65% | – | – |
| Blackhill Capital Inc | 3,000 | $790.3K | 0.08% | 00.0% | Unchanged |
| Dover Advisors, LLC | 3,022 | $796.1K | 0.81% | +80+2.7% | Added |
| Diversified Portfolios, Inc. | 3,028 | $797.6K | 0.15% | +201+7.1% | Added |
| Highview Capital Management LLC | 3,029 | $798.0K | 0.46% | −1,748−36.6% | Reduced |
| Altus Wealth Group LLC | 3,035 | $799.6K | 0.51% | −38−1.2% | Reduced |
| Integral Investment Advisors, Inc. | 3,050 | $803.6K | 0.56% | +288+10.4% | Added |
| Walleye Capital LLC | 3,060 | $806.1K | 0.01% | −90,713−96.7% | Reduced |
| Atticus Wealth Management, LLC | 3,060 | $806.1K | 0.31% | +27+0.9% | Added |
| Benin Management CORP | 3,081 | $811.6K | 0.30% | 00.0% | Unchanged |
| RMR Wealth Builders | 3,081 | $811.6K | 0.13% | +1,988+181.9% | Added |
| West Bancorporation Inc | 3,084 | $812.4K | 0.57% | −482−13.5% | Reduced |
| Principal Street Partners, LLC | 3,084 | $812.6K | 0.16% | +1,542+100.0% | Added |
| Annex Advisory Services, LLC | 3,095 | $815.5K | 0.05% | −60−1.9% | Reduced |
| Charter Oak Capital Management, LLC | 3,098 | $816.0K | 0.11% | −168−5.1% | Reduced |
| Park Edge Advisors, LLC | 3,105 | $818.0K | 0.29% | +322+11.6% | Added |
| DeDora Capital, Inc. | 3,110 | $819.4K | 0.32% | 00.0% | Unchanged |
| Edge Capital Group, LLC | 3,114 | $820.2K | 0.05% | −7,048−69.4% | Reduced |
| GoalVest Advisory LLC | 3,116 | $820.9K | 0.41% | +488+18.6% | Added |
| Goelzer Investment Management, Inc. | 3,120 | $821.9K | 0.06% | 00.0% | Unchanged |
| Savoie Capital LLC | 3,129 | $824.3K | 0.22% | +3,129 | New |
| Lafayette Investments, Inc. | 3,131 | $824.8K | 0.22% | +74+2.4% | Added |
| Peoples Bank | 3,134 | $825.6K | 0.54% | −78−2.4% | Reduced |
| Catalyst Financial Partners LLC | 3,140 | $827.2K | 0.27% | +209+7.1% | Added |
| Axiom Investors LLC | 3,140 | $827.2K | 0.01% | +922+41.6% | Added |
| Sound Financial Strategies Group, LLC | 3,147 | $829.0K | 0.69% | −222−6.6% | Reduced |
| Rollins Financial | 3,147 | $829.0K | 0.20% | +50+1.6% | Added |
| IMS Capital Management | 3,154 | $830.8K | 0.50% | −3−0.1% | Reduced |
| Evanson Asset Management, LLC | 3,161 | $832.7K | 0.08% | −77−2.4% | Reduced |
| Vanguard Capital Wealth Advisors | 3,163 | $833.3K | 0.77% | +260+9.0% | Added |
| Private Ocean, LLC | 3,177 | $836.9K | 0.11% | 00.0% | Unchanged |
| WoodTrust Financial Corp | 3,185 | $839.0K | 0.16% | −37−1.1% | Reduced |
| Winning Points Advisors, LLC | 3,160 | $839.3K | 1.49% | −210−6.2% | Reduced |
| Lesa Sroufe & Co | 3,188 | $840.0K | 0.90% | 00.0% | Unchanged |
| Live Oak Private Wealth LLC | 3,190 | $840.4K | 0.18% | −32−1.0% | Reduced |
| Dominguez Wealth Management Solutions, Inc. | 3,191 | $840.6K | 0.78% | −60−1.8% | Reduced |
| Westmount Partners, LLC | 3,193 | $841.1K | 0.37% | +9+0.3% | Added |
| Center for Financial Planning, Inc. | 3,197 | $842.2K | 0.18% | +47+1.5% | Added |
| Sax Wealth Advisors, LLC | 3,199 | $842.9K | 0.17% | +81+2.6% | Added |
| WD Rutherford LLC | 3,200 | $843.0K | 0.58% | +150+4.9% | Added |
| Gould Asset Management LLC | 3,210 | $845.5K | 0.24% | −70−2.1% | Reduced |
| Unique Wealth, LLC | 3,211 | $845.8K | 0.35% | 00.0% | Unchanged |
| Silverlake Wealth Management LLC | 3,212 | $846.3K | 0.48% | +444+16.0% | Added |
| Everhart Financial Group, Inc. | 3,224 | $848.7K | 0.36% | −155−4.6% | Reduced |
| Fortune Financial Advisors, LLC | 3,227 | $850.0K | 0.65% | −40−1.2% | Reduced |
| Twin Capital Management Inc | 3,227 | $850.1K | 0.12% | +3,227 | New |
| Geller Advisors LLC | 3,230 | $850.9K | 0.10% | +1,470+83.5% | Added |
| Constitution Capital LLC | 3,234 | $852.0K | 0.58% | −1,100−25.4% | Reduced |
| Options Solutions, LLC | 3,241 | $853.7K | 0.98% | −199−5.8% | Reduced |
| WealthPlan Investment Management, LLC | 3,242 | $854.1K | 0.15% | +1,517+87.9% | Added |
| ELCO Management Co., LLC | 3,243 | $854.3K | 0.62% | −347−9.7% | Reduced |
| KRS Capital Management, LLC | 3,250 | $856.1K | 0.91% | +2+0.1% | Added |
| W Advisors, LLC | 3,252 | $856.8K | 0.70% | −35−1.1% | Reduced |
| Alhambra Investment Partners LLC | 3,253 | $856.9K | 0.56% | −12−0.4% | Reduced |