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; 3,480 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 | 3,480 | $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 |
|---|---|---|---|---|---|
| Sunflower Bank, N.A. | 809 | $213.1K | 0.05% | −21−2.5% | Reduced |
| Jacobson & Schmitt Advisors, LLC | 809 | $213.1K | 0.06% | +9+1.1% | Added |
| Bowman & Co S.C. | 809 | $213.1K | 0.17% | 00.0% | Unchanged |
| Waypoint Capital Advisors, LLC | 810 | $213.3K | 0.07% | +37+4.8% | Added |
| Garrison Asset Management, LLC | 812 | $213.9K | 0.13% | 00.0% | Unchanged |
| Burt Wealth Advisors | 813 | $214.2K | 0.07% | −22−2.6% | Reduced |
| Weaver Consulting Group | 814 | $214.3K | 0.10% | +6+0.7% | Added |
| Thompson Investment Management, Inc. | 814 | $214.4K | 0.04% | 00.0% | Unchanged |
| Continuum Wealth Advisors, LLC | 814 | $214.4K | 0.15% | 00.0% | Unchanged |
| St. Clair Advisors, LLC | 815 | $214.7K | 0.08% | 00.0% | Unchanged |
| Telos Capital Management, Inc. | 815 | $214.8K | 0.03% | +15+1.9% | Added |
| MB, Levis & Associates, LLC | 816 | $214.9K | 0.14% | +1+0.1% | Added |
| Financial Council Asset Management Inc | 817 | $215.2K | 0.17% | 00.0% | Unchanged |
| Bensler, LLC | 819 | $215.6K | 0.04% | +3+0.4% | Added |
| Private Management Group Inc | 821 | $216.3K | 0.01% | −18−2.1% | Reduced |
| Ellis Investment Partners, LLC | 824 | $217.1K | 0.06% | +2+0.2% | Added |
| Home Federal Bank of Tennessee | 825 | $217.3K | 0.08% | +7+0.9% | Added |
| Cable Hill Partners, LLC | 825 | $217.6K | 0.03% | +8+1.0% | Added |
| Manhattan West Asset Management, LLC | 855 | $217.8K | 0.07% | +78+10.0% | Added |
| Independent Wealth Network Inc. | 828 | $218.1K | 0.13% | +10+1.2% | Added |
| Creative Capital Management Investments LLC | 828 | $218.2K | 0.15% | 00.0% | Unchanged |
| Sage Investment Advisers LLC | 832 | $219.1K | 0.30% | +3+0.4% | Added |
| Franklin, Parlapiano, Turner & Welch, LLC | 832 | $219.2K | 0.07% | 00.0% | Unchanged |
| RFP Financial Group LLC | 832 | $219.2K | 0.10% | 00.0% | Unchanged |
| GenTrust, LLC | 833 | $219.5K | 0.02% | 00.0% | Unchanged |
| Apeiron RIA LLC | 835 | $219.9K | 0.07% | +80+10.6% | Added |
| Wealth Advisors, Inc. | 835 | $220.0K | 0.10% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 836 | $220.0K | 0.05% | −78−8.5% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 836 | $220.2K | 0.05% | +2+0.2% | Added |
| Objective Capital Management, LLC | 836 | $220.3K | 0.20% | +6+0.7% | Added |
| Old North State Wealth Management, LLC | 835 | $220.6K | 0.19% | +5+0.6% | Added |
| Jacobsen Capital Management | 838 | $220.8K | 0.12% | −224−21.1% | Reduced |
| Cambridge Advisors Inc. | 839 | $221.1K | 0.06% | −75−8.2% | Reduced |
| Oberweis Asset Management Inc | 842 | $221.7K | 0.02% | +1+0.1% | Added |
| Triasima Portfolio Management inc. | 842 | $221.8K | 0.02% | +842 | New |
| Pinnacle Financial Group, LLC | 842 | $221.9K | 0.13% | −1−0.1% | Reduced |
| Mascoma Wealth Management LLC | 843 | $222.1K | 0.07% | +153+22.2% | Added |
| Firethorn Wealth Partners, LLC | 846 | $222.8K | 0.17% | +7+0.8% | Added |
| Capital Financial Planning, LLC | 846 | $222.9K | 0.09% | −107−11.2% | Reduced |
| Thompson Siegel & Walmsley LLC | 845 | $223.0K | 0.00% | +40+5.0% | Added |
| WESPAC Advisors, LLC | 849 | $223.7K | 0.17% | +849 | New |
| Skylands Capital, LLC | 850 | $223.9K | 0.03% | −100−10.5% | Reduced |
| Red Wave Investments LLC | 852 | $224.5K | 0.10% | 00.0% | Unchanged |
| Gill Capital Partners, LLC | 855 | $225.4K | 0.10% | +44+5.4% | Added |
| Wealth Management Partners, LLC | 857 | $225.8K | 0.14% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 859 | $226.0K | 0.03% | −34−3.8% | Reduced |
| Alerus Financial NA | 858 | $226.0K | 0.02% | −3−0.3% | Reduced |
| Northwest Quadrant Wealth Management, LLC | 864 | $227.5K | 0.06% | +40+4.9% | Added |
| Marietta Investment Partners LLC | 865 | $227.9K | 0.06% | 00.0% | Unchanged |
| SMART Wealth LLC | 865 | $227.9K | 0.17% | 00.0% | Unchanged |
| Northeast Financial Group, Inc. | 866 | $228.1K | 0.14% | −23−2.6% | Reduced |
| Wagner Wealth Management, LLC | 868 | $228.6K | 0.08% | +2+0.2% | Added |
| Austin Wealth Management, LLC | 810 | $228.9K | 0.07% | +810 | New |
| Grandview Asset Management LLC | 868 | $229.0K | 0.13% | +868 | New |
| Oak Family Advisors, LLC | 871 | $229.4K | 0.11% | −200−18.7% | Reduced |
| Private Advisory Group LLC | 871 | $229.5K | 0.05% | +871 | New |
| Horizon Investment Services, LLC | 871 | $229.5K | 0.14% | −14−1.6% | Reduced |
| Fusion Capital, LLC | 872 | $229.8K | 0.13% | −18−2.0% | Reduced |
| Rather & Kittrell, Inc. | 873 | $230.0K | 0.09% | −11−1.2% | Reduced |
| Beck Bode, LLC | 874 | $230.2K | 0.06% | −108−11.0% | Reduced |
| Vista Wealth Management Group, LLC | 874 | $230.3K | 0.02% | +151+20.9% | Added |
| Capital Wealth Alliance, LLC | 874 | $230.4K | 0.17% | −16−1.8% | Reduced |
| Broderick Brian C | 875 | $230.5K | 0.06% | −75−7.9% | Reduced |
| Wittenberg Investment Management, Inc. | 875 | $230.5K | 0.08% | 00.0% | Unchanged |
| Beacon Financial Strategies CORP | 878 | $231.4K | 0.20% | 00.0% | Unchanged |
| Kooman & Associates | 880 | $231.8K | 0.12% | −20−2.2% | Reduced |
| Resolute Wealth Strategies, LLC | 880 | $231.9K | 0.17% | +4+0.5% | Added |
| Transform Wealth, LLC | 881 | $232.2K | 0.02% | −75−7.8% | Reduced |
| Traverso Chambers Private Wealth Management, LLC | 882 | $232.5K | 0.06% | +23+2.7% | Added |
| Slagle Financial, LLC | 885 | $233.1K | 0.14% | −116−11.6% | Reduced |
| Innova Wealth Partners | 886 | $233.4K | 0.21% | +26+3.0% | Added |
| Sykon Capital LLC | 887 | $233.7K | 0.10% | +887 | New |
| Bristlecone Advisors, LLC | 887 | $233.7K | 0.03% | +39+4.6% | Added |
| Levy Wealth Management Group, LLC | 889 | $234.1K | 0.07% | +1+0.1% | Added |
| Eaton Financial Holdings Company, LLC | 889 | $234.2K | 0.06% | +889 | New |
| Nelson Capital Management, LLC | 890 | $234.5K | 0.06% | 00.0% | Unchanged |
| Transatlantique Private Wealth LLC | 890 | $234.5K | 0.13% | 00.0% | Unchanged |
| Grassi Investment Management | 894 | $235.0K | 0.03% | 00.0% | Unchanged |
| Emfo, LLC | 895 | $235.8K | 0.22% | 00.0% | Unchanged |
| First Fiduciary Investment Counsel, Inc. | 900 | $237.0K | 0.06% | 00.0% | Unchanged |
| Northstar Asset Management Inc | 900 | $237.1K | 0.08% | −915−50.4% | Reduced |
| Van Cleef Asset Management,Inc | 900 | $237.2K | 0.04% | −71−7.3% | Reduced |
| NinePointTwo Capital | 906 | $238.0K | 0.10% | 00.0% | Unchanged |
| Brooktree Capital Management | 904 | $238.2K | 0.20% | 00.0% | Unchanged |
| Keudell/Morrison Wealth Management | 905 | $238.4K | 0.07% | +16+1.8% | Added |
| Horan Capital Advisors, LLC. | 905 | $238.4K | 0.10% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 20,768 | $239.0K | 0.06% | +10.0% | Added |
| Gemmer Asset Management LLC | 912 | $240.3K | 0.03% | −105−10.3% | Reduced |
| Legacy Financial Group, Inc. | 912 | $240.3K | 0.12% | −21−2.3% | Reduced |
| Journey Strategic Wealth LLC | 914 | $240.7K | 0.01% | −1,344−59.5% | Reduced |
| Greytown Advisors Inc. | 914 | $240.8K | 0.14% | −86−8.6% | Reduced |
| RW Investment Management LLC | 916 | $241.3K | 0.04% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 916 | $241.4K | 0.14% | −162−15.0% | Reduced |
| Palladiem, LLC | 917 | $241.6K | 0.26% | 00.0% | Unchanged |
| NFP Retirement, Inc. | 919 | $242.1K | 0.05% | +31+3.5% | Added |
| Shufro Rose & Co LLC | 920 | $242.4K | 0.02% | −17−1.8% | Reduced |
| Gamco Investors, Inc. Et Al | 920 | $242.4K | 0.00% | +100+12.2% | Added |
| Signature Wealth Management Partners, LLC | 921 | $242.6K | 0.24% | −67−6.8% | Reduced |
| Avalon Trust Co | 922 | $242.9K | 0.02% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 921 | $243.0K | 0.04% | +209+29.4% | Added |