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, 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
- 3,000
- +21 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
- 137
- 1,154 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 | 3,482 | $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, 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 |
|---|---|---|---|---|---|
| ClariVest Asset Management LLC | 31,080 | $8.19M | 0.45% | −2,308−6.9% | Reduced |
| Wealth Advisors of Tampa Bay, LLC | 31,502 | $8.30M | 2.28% | +15,718+99.6% | Added |
| Churchill Management Corp | 31,681 | $8.35M | 0.14% | −2,008−6.0% | Reduced |
| Fisher Asset Management, LLC | 31,870 | $8.40M | 0.00% | +604+1.9% | Added |
| Sky Investment Group LLC | 31,988 | $8.43M | 1.91% | +70+0.2% | Added |
| Cornerstone Advisors, LLC | 32,000 | $8.43M | 0.39% | +1,900+6.3% | Added |
| Alaska Permanent Fund Corp | 32,067 | $8.45M | 0.16% | +6,516+25.5% | Added |
| Meritage Portfolio Management | 32,105 | $8.46M | 0.62% | −219−0.7% | Reduced |
| Polaris Wealth Advisory Group, LLC | 32,447 | $8.55M | 0.65% | −177−0.5% | Reduced |
| Solidarilty Wealth, LLC | 32,491 | $8.56M | 3.10% | +1,929+6.3% | Added |
| Lynch & Associates | 32,886 | $8.66M | 2.29% | +119+0.4% | Added |
| Schmidt P J Investment Management Inc | 33,598 | $8.68M | 1.86% | −40.0% | Reduced |
| Bath Savings Trust Co | 32,992 | $8.69M | 1.07% | −227−0.7% | Reduced |
| Susquehanna Fundamental Investments, LLC | 33,094 | $8.72M | 0.57% | −15,770−32.3% | Reduced |
| Jamison Private Wealth Management, Inc. | 33,134 | $8.73M | 1.80% | +33,134 | New |
| BLB&B Advisors, LLC | 33,154 | $8.73M | 0.62% | +1,029+3.2% | Added |
| United Capital Financial Advisers, LLC | 33,336 | $8.78M | 0.06% | +3,032+10.0% | Added |
| Boston Family Office LLC | 33,437 | $8.81M | 0.72% | −502−1.5% | Reduced |
| Snowden Capital Advisors LLC | 33,749 | $8.89M | 0.38% | −41,622−55.2% | Reduced |
| Wolverine Trading, LLC | 33,803 | $8.91M | 0.09% | +33,803 | New |
| Banco Santander, S.A. | 33,860 | $8.92M | 0.13% | −5,328−13.6% | Reduced |
| Pinebridge Investments, L.P. | 33,905 | $8.93M | 0.10% | +19,156+129.9% | Added |
| 1st Source Bank | 33,923 | $8.94M | 0.61% | −287−0.8% | Reduced |
| Wesbanco Bank Inc | 33,938 | $8.94M | 0.39% | +1,019+3.1% | Added |
| Miracle Mile Advisors, LLC | 33,990 | $8.95M | 0.28% | −1,532−4.3% | Reduced |
| Canandaigua National Bank & Trust Co | 34,035 | $8.97M | 1.45% | −574−1.7% | Reduced |
| Jacobs & Co | 34,121 | $8.99M | 1.12% | +90.0% | Added |
| Lincoln Capital LLC | 34,526 | $9.10M | 2.39% | −70−0.2% | Reduced |
| Venture Visionary Partners LLC | 34,603 | $9.12M | 0.55% | +846+2.5% | Added |
| Pinnacle Financial Partners Inc | 34,638 | $9.13M | 0.24% | −2,746−7.3% | Reduced |
| Chemung Canal Trust Co | 34,699 | $9.14M | 2.10% | −2,266−6.1% | Reduced |
| Gotham Asset Management, LLC | 34,762 | $9.16M | 0.19% | +10,583+43.8% | Added |
| Executive Wealth Management, LLC | 34,840 | $9.18M | 0.95% | +799+2.3% | Added |
| Azimuth Capital Investment Management LLC | 34,877 | $9.19M | 0.45% | −325−0.9% | Reduced |
| TCG Advisory Services, LLC | 35,217 | $9.28M | 1.44% | +2,914+9.0% | Added |
| Chiron Investment Management, LLC | 35,275 | $9.29M | 3.93% | +35,275 | New |
| Clearstead Advisors, LLC | 35,375 | $9.32M | 0.57% | +993+2.9% | Added |
| Adell Harriman & Carpenter Inc | 35,575 | $9.37M | 0.97% | +1,071+3.1% | Added |
| Select Asset Management & Trust | 35,996 | $9.48M | 5.51% | −10,000−21.7% | Reduced |
| Interval Partners, LP | 36,000 | $9.48M | 0.39% | +36,000 | New |
| Atwater Malick LLC | 36,184 | $9.53M | 4.20% | +314+0.9% | Added |
| Stansberry Asset Management, LLC | 36,339 | $9.57M | 1.68% | +2,038+5.9% | Added |
| Bailard, Inc. | 36,418 | $9.59M | 0.32% | −1,115−3.0% | Reduced |
| Great Valley Advisor Group, Inc. | 36,464 | $9.61M | 0.40% | +4,344+13.5% | Added |
| Birmingham Capital Management Co Inc | 36,463 | $9.61M | 3.97% | +1,130+3.2% | Added |
| Empowered Funds, LLC | 36,484 | $9.61M | 0.28% | +11,546+46.3% | Added |
| Roundview Capital LLC | 36,548 | $9.63M | 0.97% | −1,013−2.7% | Reduced |
| Dakota Wealth Management | 36,763 | $9.68M | 0.43% | −4,539−11.0% | Reduced |
| Perfromance Wealth Partners, LLC | 36,779 | $9.69M | 0.47% | +2,048+5.9% | Added |
| Prio Wealth Limited Partnership | 36,959 | $9.74M | 0.37% | −476−1.3% | Reduced |
| Brinker Capital Investments, LLC | 37,131 | $9.78M | 0.12% | −1,143−3.0% | Reduced |
| Orion Portfolio Solutions, LLC | 37,131 | $9.78M | 0.12% | −1,143−3.0% | Reduced |
| Arete Wealth Advisors, LLC | 37,213 | $9.80M | 1.70% | +4,423+13.5% | Added |
| Leavell Investment Management, Inc. | 37,250 | $9.81M | 0.69% | +999+2.8% | Added |
| Metis Global Partners, LLC | 37,295 | $9.82M | 0.47% | +4,154+12.5% | Added |
| Daymark Wealth Partners, LLC | 142,050 | $9.87M | 0.68% | +105,249+286.0% | Added |
| Old National Bancorp | 37,512 | $9.88M | 0.29% | −450−1.2% | Reduced |
| YHB Investment Advisors, Inc. | 37,654 | $9.92M | 0.92% | +179+0.5% | Added |
| Bedrijfstakpensioenfonds Voor de Media Pno | 40,000 | $9.95M | 1.60% | 00.0% | Unchanged |
| Morgan Dempsey Capital Management LLC | 37,875 | $9.98M | 3.11% | −1,760−4.4% | Reduced |
| Savant Capital, LLC | 37,926 | $9.99M | 0.15% | −962−2.5% | Reduced |
| Westpac Banking Corp | 37,963 | $10.0M | 0.75% | −10,397−21.5% | Reduced |
| New Mexico Educational Retirement Board | 38,019 | $10.0M | 0.43% | +2,400+6.7% | Added |
| Greenleaf Trust | 38,050 | $10.0M | 0.12% | +535+1.4% | Added |
| Biondo Investment Advisors, LLC | 38,369 | $10.1M | 1.90% | +1,141+3.1% | Added |
| Advisor Partners II, LLC | 38,740 | $10.2M | 0.41% | +1,008+2.7% | Added |
| Pacific Global Investment Management CO | 38,930 | $10.3M | 2.25% | −312−0.8% | Reduced |
| Mechanics Bank Trust Department | 38,937 | $10.3M | 1.71% | −50.0% | Reduced |
| Stonegate Investment Group, LLC | 39,168 | $10.3M | 0.37% | −79−0.2% | Reduced |
| Aptus Capital Advisors, LLC | 39,259 | $10.3M | 0.30% | −826−2.1% | Reduced |
| Intact Investment Management Inc. | 39,500 | $10.4M | 0.45% | 00.0% | Unchanged |
| First Western Trust Bank | 39,718 | $10.5M | 0.56% | −1,474−3.6% | Reduced |
| Hilton Capital Management, LLC | 39,857 | $10.5M | 1.40% | −2,206−5.2% | Reduced |
| Integrated Wealth Concepts LLC | 39,929 | $10.5M | 0.19% | −488−1.2% | Reduced |
| Sonora Investment Management Group, LLC | 40,042 | $10.5M | 0.90% | +176+0.4% | Added |
| Culbertson A N & Co Inc | 40,140 | $10.6M | 2.12% | −214−0.5% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 40,246 | $10.6M | 0.41% | +3,659+10.0% | Added |
| Camden National Bank | 40,356 | $10.6M | 2.18% | −130−0.3% | Reduced |
| Argent Trust Co | 40,397 | $10.6M | 0.58% | +235+0.6% | Added |
| Chilton Investment Co LLC | 40,506 | $10.7M | 0.34% | +871+2.2% | Added |
| Logan Capital Management Inc | 40,623 | $10.7M | 0.54% | +6,211+18.0% | Added |
| Banque Cantonale Vaudoise | 40,663 | $10.7M | 0.54% | +1,821+4.7% | Added |
| Great Lakes Advisors, LLC | 40,722 | $10.7M | 0.10% | +6,914+20.5% | Added |
| Burney Co | 40,880 | $10.8M | 0.50% | +12,575+44.4% | Added |
| Franklin Street Advisors Inc | 40,933 | $10.8M | 0.96% | −32−0.1% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 41,257 | $10.9M | 0.49% | +267+0.7% | Added |
| Kempen Capital Management N.V. | 41,290 | $10.9M | 0.20% | −27,665−40.1% | Reduced |
| Ieq Capital, LLC | 41,337 | $10.9M | 0.22% | +411+1.0% | Added |
| Bryn Mawr Trust Co | 41,379 | $10.9M | 0.48% | +484+1.2% | Added |
| Linscomb & Williams, Inc. | 41,580 | $11.0M | 0.64% | −3,168−7.1% | Reduced |
| Richard C. Young & CO., LTD. | 41,616 | $11.0M | 1.56% | +128+0.3% | Added |
| Monarch Capital Management Inc | 41,846 | $11.0M | 3.54% | −233−0.6% | Reduced |
| Advisory Services Network, LLC | 42,035 | $11.1M | 0.30% | +1,125+2.7% | Added |
| Rowland & Co Investment Counsel | 42,504 | $11.2M | 2.76% | −505−1.2% | Reduced |
| Tompkins Financial Corp | 42,516 | $11.2M | 1.76% | +3,630+9.3% | Added |
| Miramar Capital, LLC | 42,759 | $11.3M | 3.06% | −621−1.4% | Reduced |
| Moody Lynn & Lieberson, LLC | 42,918 | $11.3M | 0.97% | −416−1.0% | Reduced |
| American Century Companies Inc | 43,058 | $11.3M | 0.01% | +7,045+19.6% | Added |
| Kornitzer Capital Management Inc | 43,062 | $11.3M | 0.23% | −1,025−2.3% | Reduced |
| WSFS Capital Management, LLC | 43,439 | $11.4M | 0.75% | +10,110+30.3% | Added |