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 |
|---|---|---|---|---|---|
| Kerntke Otto McGlone Wealth Management Group | 923 | $243.2K | 0.25% | −38−4.0% | Reduced |
| McDonough Capital Management, Inc | 923 | $243.2K | 0.23% | 00.0% | Unchanged |
| Bessemer Securities LLC | 928 | $244.0K | 0.34% | −375−28.8% | Reduced |
| Joule Financial, LLC | 928 | $244.5K | 0.12% | +10+1.1% | Added |
| Apriem Advisors | 930 | $245.0K | 0.04% | +63+7.3% | Added |
| Middleton & Co Inc | 931 | $245.1K | 0.03% | 00.0% | Unchanged |
| One Wealth Advisors, LLC | 931 | $245.3K | 0.05% | 00.0% | Unchanged |
| Fulcrum Equity Management | 933 | $245.9K | 0.29% | +933 | New |
| Heritage Investment Group, Inc. | 933 | $246.0K | 0.07% | −954−50.6% | Reduced |
| Adams Wealth Management | 934 | $246.0K | 0.08% | −26−2.7% | Reduced |
| Shulman DeMeo Asset Management LLC | 937 | $246.9K | 0.08% | −26−2.7% | Reduced |
| Morningstar Investment Services LLC | 929 | $247.0K | 0.00% | +21+2.3% | Added |
| Fi3 FINANCIAL ADVISORS, LLC | 942 | $248.3K | 0.13% | +70+8.0% | Added |
| Cassady Schiller Wealth Management, LLC | 945 | $248.8K | 0.14% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 945 | $249.1K | 0.11% | −208−18.0% | Reduced |
| First National Corp | 946 | $249.2K | 0.07% | −25−2.6% | Reduced |
| Ardent Capital Management, Inc. | 951 | $250.5K | 0.14% | +951 | New |
| Breakwater Capital Group | 958 | $251.0K | 0.09% | +958 | New |
| Members Capital Advisors Inc | 954 | $251.3K | 0.31% | −82−7.9% | Reduced |
| Certified Advisory Corp | 955 | $251.5K | 0.05% | +11+1.2% | Added |
| QP Wealth Management, LLC | 955 | $251.6K | 0.44% | 00.0% | Unchanged |
| Old Port Advisors | 958 | $252.4K | 0.09% | +958 | New |
| Register Financial Advisors LLC | 962 | $253.4K | 0.19% | +15+1.6% | Added |
| Provident Wealth Management, LLC | 965 | $254.2K | 0.12% | 00.0% | Unchanged |
| Madison Wealth Management | 966 | $254.5K | 0.05% | −84−8.0% | Reduced |
| Crumly & Associates Inc. | 968 | $254.9K | 0.10% | −18−1.8% | Reduced |
| Wills Financial Group, Inc. | 969 | $255.3K | 0.14% | 00.0% | Unchanged |
| SeaBridge Investment Advisors LLC | 970 | $255.5K | 0.08% | +80+9.0% | Added |
| Lane & Associates LLC | 971 | $255.7K | 0.21% | +43+4.6% | Added |
| Bridge Advisory, LLC | 971 | $255.8K | 0.09% | +19+2.0% | Added |
| Dunhill Financial, LLC | 1,018 | $256.0K | 0.16% | +92+9.9% | Added |
| PCG Wealth Advisors, LLC | 972 | $256.1K | 0.17% | 00.0% | Unchanged |
| Ruggaard & Associates LLC | 973 | $256.3K | 0.15% | −6−0.6% | Reduced |
| Perkins Coie Trust Co | 974 | $256.6K | 0.07% | +954+4,770.0% | Added |
| Cabot Wealth Management Inc | 975 | $257.0K | 0.04% | +71+7.9% | Added |
| Mason & Associates Inc | 977 | $257.4K | 0.08% | 00.0% | Unchanged |
| Gitterman Wealth Management, LLC | 979 | $257.9K | 0.12% | −114−10.4% | Reduced |
| Asset Management Group, Inc. | 980 | $258.2K | 0.06% | +5+0.5% | Added |
| Smith & Howard Wealth Management, LLC | 981 | $258.4K | 0.09% | +70+7.7% | Added |
| Lockerman Financial Group, Inc. | 982 | $258.7K | 0.70% | −13−1.3% | Reduced |
| Hall Private Wealth Advisors | 982 | $258.7K | 0.17% | −15−1.5% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 985 | $259.4K | 0.02% | +301+44.0% | Added |
| Advisors Management Group Inc | 987 | $260.0K | 0.08% | +1+0.1% | Added |
| David J Yvars Group | 988 | $260.3K | 0.22% | −105−9.6% | Reduced |
| Barnes Pettey Financial Advisors, LLC | 990 | $260.8K | 0.24% | 00.0% | Unchanged |
| Plotkin Financial Advisors, LLC | 992 | $261.3K | 0.23% | 00.0% | Unchanged |
| Beacon Bridge Wealth Partners, LLC | 994 | $261.9K | 0.14% | −203−17.0% | Reduced |
| Full Sail Capital, LLC | 994 | $261.9K | 0.02% | 00.0% | Unchanged |
| Precision Wealth Strategies, LLC | 997 | $262.6K | 0.28% | +997 | New |
| Deroy & Devereaux Private Investment Counsel Inc | 1,000 | $263.0K | 0.02% | 00.0% | Unchanged |
| Northwest Wealth Management, LLC | 999 | $263.2K | 0.09% | +3+0.3% | Added |
| Elwood & Goetz Wealth Advisory Group, LLC | 999 | $263.2K | 0.06% | +283+39.5% | Added |
| Values Added Financial LLC | 1,000 | $263.4K | 0.24% | −54−5.1% | Reduced |
| Legal Advantage Investments, Inc. | 1,000 | $263.4K | 0.19% | 00.0% | Unchanged |
| Gordian Capital Singapore Pte Ltd | 1,000 | $263.4K | 0.28% | 00.0% | Unchanged |
| Watershed Private Wealth LLC | 1,001 | $263.7K | 0.16% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 1,003 | $264.2K | 0.08% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1,004 | $264.5K | 0.08% | +21+2.1% | Added |
| Buffington Mohr McNeal | 1,004 | $264.6K | 0.06% | 00.0% | Unchanged |
| FirstPurpose Wealth LLC | 1,005 | $264.8K | 0.11% | +46+4.8% | Added |
| Forte Capital LLC | 1,006 | $265.0K | 0.04% | +34+3.5% | Added |
| Ingalls & Snyder LLC | 1,008 | $266.0K | 0.01% | 00.0% | Unchanged |
| Greylin Investment Mangement Inc | 1,010 | $266.1K | 0.05% | −1,000−49.8% | Reduced |
| Francis Financial, Inc. | 1,012 | $266.6K | 0.14% | 00.0% | Unchanged |
| RTD Financial Advisors, Inc. | 1,013 | $266.9K | 0.04% | 00.0% | Unchanged |
| Bank of Stockton | 1,048 | $268.1K | 0.10% | −55−5.0% | Reduced |
| Cora Capital Advisors LLC | 1,018 | $268.1K | 0.18% | −16−1.5% | Reduced |
| Kapstone Financial Advisors LLC | 1,018 | $268.2K | 0.24% | +3+0.3% | Added |
| Phocas Financial Corp. | 1,020 | $268.7K | 0.04% | −79−7.2% | Reduced |
| WFA Asset Management Corp | 1,020 | $268.7K | 0.16% | −25−2.4% | Reduced |
| Carr Financial Group Corp | 1,005 | $269.2K | 0.11% | 00.0% | Unchanged |
| Beirne Wealth Consulting Services, LLC | 903 | $269.5K | 0.21% | 00.0% | Unchanged |
| True North Advisors, LLC | 1,023 | $269.6K | 0.08% | +25+2.5% | Added |
| Eclectic Associates Inc | 1,024 | $269.7K | 0.14% | +93+10.0% | Added |
| BancFirst Trust & Investment Management | 1,016 | $269.9K | 0.13% | +86+9.2% | Added |
| Dorsey Wright & Associates | 1,026 | $270.0K | 0.08% | 00.0% | Unchanged |
| Gries Financial LLC | 1,027 | $270.6K | 0.07% | −273−21.0% | Reduced |
| Madrona Financial Services, LLC | 1,027 | $270.6K | 0.12% | +99+10.7% | Added |
| Osborne Partners Capital Management, LLC | 1,028 | $270.8K | 0.02% | −92−8.2% | Reduced |
| Matthew Goff Investment Advisor, LLC | 1,030 | $271.3K | 0.07% | −194−15.8% | Reduced |
| Hoey Investments, Inc | 1,031 | $271.6K | 0.09% | 00.0% | Unchanged |
| Noesis Capital Mangement Corp | 1,032 | $271.9K | 0.07% | 00.0% | Unchanged |
| KG&L Capital Management,LLC | 1,034 | $272.5K | 0.13% | +200+24.0% | Added |
| Navalign, LLC | 1,035 | $272.6K | 0.10% | +288+38.6% | Added |
| Walkner Condon Financial Advisors LLC | 1,039 | $273.7K | 0.07% | +12+1.2% | Added |
| Hutchens & Kramer Investment Management Group, LLC | 1,062 | $273.7K | 0.22% | 00.0% | Unchanged |
| Hofer & Associates. Inc | 1,041 | $274.2K | 0.28% | 00.0% | Unchanged |
| Newton One Investments LLC | 1,043 | $274.7K | 0.16% | +6+0.6% | Added |
| Godsey & Gibb Associates | 1,043 | $274.8K | 0.03% | −27−2.5% | Reduced |
| Chilton Capital Management LLC | 1,045 | $275.3K | 0.02% | −11−1.0% | Reduced |
| Blue Barn Wealth, LLC | 1,045 | $275.3K | 0.18% | +34+3.4% | Added |
| IFG Advisors, LLC | 1,048 | $276.1K | 0.10% | 00.0% | Unchanged |
| RWWM, Inc. | 1,049 | $276.3K | 0.04% | 00.0% | Unchanged |
| RHS Financial, LLC | 1,051 | $276.9K | 0.19% | 00.0% | Unchanged |
| Strategic Financial Services, Inc, | 1,052 | $277.1K | 0.02% | 00.0% | Unchanged |
| Flynn Zito Capital Management, LLC | 1,053 | $277.4K | 0.19% | 00.0% | Unchanged |
| Epic Trust Investment Advisors, LLC | 1,055 | $278.0K | 0.44% | −41−3.7% | Reduced |
| FSM Wealth Advisors, LLC | 1,056 | $278.2K | 0.14% | −384−26.7% | Reduced |
| Hamilton Wealth, LLC | 1,056 | $278.3K | 0.10% | +20+1.9% | Added |
| Aua Capital Management, LLC | 1,059 | $279.0K | 0.20% | +249+30.7% | Added |