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 |
|---|---|---|---|---|---|
| Onyx Bridge Wealth Group LLC | 1,067 | $281.0K | 0.07% | +132+14.1% | Added |
| Cypress Wealth Services, LLC | 1,068 | $281.3K | 0.08% | −50−4.5% | Reduced |
| Courage Miller Partners, LLC | 1,071 | $282.1K | 0.12% | −200−15.7% | Reduced |
| Conservest Capital Advisors, Inc. | 1,072 | $282.4K | 0.03% | −32−2.9% | Reduced |
| Highland Capital Management, LLC | 1,072 | $282.4K | 0.02% | −43−3.9% | Reduced |
| Allied Investment Advisors, LLC | 1,073 | $282.7K | 0.08% | 00.0% | Unchanged |
| Dakota Community Bank & Trust NA | 1,074 | $282.9K | 1.80% | −100−8.5% | Reduced |
| Sargent Investment Group, LLC | 1,074 | $282.9K | 0.07% | −30−2.7% | Reduced |
| West Coast Financial LLC | 1,074 | $282.9K | 0.04% | −3−0.3% | Reduced |
| BIP Wealth, LLC | 1,074 | $283.0K | 0.03% | +45+4.4% | Added |
| DT Investment Partners, LLC | 1,076 | $283.5K | 0.03% | 00.0% | Unchanged |
| Sage Rhino Capital LLC | 1,078 | $284.0K | 0.08% | +1+0.1% | Added |
| Presidio Capital Management, LLC | 1,080 | $284.5K | 0.25% | 00.0% | Unchanged |
| Essex LLC | 1,080 | $284.5K | 0.08% | −11−1.0% | Reduced |
| 4J Wealth Management LLC | 1,080 | $284.6K | 0.28% | 00.0% | Unchanged |
| Channel Wealth LLC | 1,081 | $284.8K | 0.16% | −9−0.8% | Reduced |
| Fagan Associates, Inc. | 1,082 | $285.1K | 0.07% | +5+0.5% | Added |
| Leonard Rickey Investment Advisors P.L.L.C. | 1,083 | $285.3K | 0.09% | +1,083 | New |
| Family Firm, Inc. | 1,089 | $287.0K | 0.08% | +3+0.3% | Added |
| Guardian Wealth Advisors, LLC | 1,089 | $287.0K | 0.22% | −12−1.1% | Reduced |
| Fort, L.P. | 1,090 | $287.1K | 0.79% | −7−0.6% | Reduced |
| Manchester Financial Inc | 1,096 | $288.6K | 0.08% | −14−1.3% | Reduced |
| Pacific Sun Financial Corp | 1,096 | $288.7K | 0.20% | +36+3.4% | Added |
| Morton Brown Family Wealth, LLC | 1,098 | $289.2K | 0.15% | +1+0.1% | Added |
| BNC Wealth Management, LLC | 1,100 | $289.8K | 0.16% | −19−1.7% | Reduced |
| Overbrook Management Corp | 1,100 | $289.8K | 0.07% | 00.0% | Unchanged |
| Waddell & Associates, LLC | 1,100 | $289.8K | 0.04% | +88+8.7% | Added |
| New Republic Capital, LLC | 1,101 | $290.2K | 0.24% | −67−5.7% | Reduced |
| Lifestyle Asset Management, Inc. | 1,102 | $290.3K | 0.18% | +245+28.6% | Added |
| Univest Financial Corp | 1,103 | $290.6K | 0.10% | +23+2.1% | Added |
| Agate Pass Investment Management, LLC | 1,104 | $290.8K | 0.20% | −40−3.5% | Reduced |
| Occidental Asset Management, LLC | 1,111 | $292.6K | 0.07% | +17+1.6% | Added |
| EdgeRock Capital LLC | 1,111 | $292.7K | 0.18% | +72+6.9% | Added |
| American Planning Services, Inc. | 1,114 | $293.5K | 0.20% | 00.0% | Unchanged |
| Caerus Investment Advisors, LLC | 1,119 | $294.8K | 0.30% | 00.0% | Unchanged |
| Redmond Asset Management, LLC | 1,119 | $294.9K | 0.11% | −39−3.4% | Reduced |
| Claret Asset Management Corp | 1,120 | $295.0K | 0.06% | −37−3.2% | Reduced |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 1,120 | $295.1K | 0.06% | 00.0% | Unchanged |
| Dudley Capital Management, LLC | 1,120 | $295.1K | 0.21% | +275+32.5% | Added |
| Empirical Finance, LLC | 1,122 | $295.6K | 0.02% | 00.0% | Unchanged |
| Arkansas Financial Group, Inc. | 1,122 | $295.6K | 0.06% | +100+9.8% | Added |
| TFC Financial Management | 1,124 | $296.1K | 0.07% | +418+59.2% | Added |
| Kohmann Bosshard Financial Services, LLC | 1,125 | $296.4K | 0.05% | 00.0% | Unchanged |
| Matrix Asset Advisors Inc | 1,130 | $297.7K | 0.04% | −196−14.8% | Reduced |
| Eagle Bluffs Wealth Management LLC | 1,133 | $298.5K | 0.23% | 00.0% | Unchanged |
| Blackston Financial Advisory Group, LLC | 1,134 | $298.7K | 0.21% | +44+4.0% | Added |
| AlphaMark Advisors, LLC | 1,135 | $299.0K | 0.13% | 00.0% | Unchanged |
| Canal Capital Management, LLC | 1,135 | $299.1K | 0.06% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 1,136 | $299.2K | 0.15% | +1+0.1% | Added |
| Wiley Bros.-Aintree Capital, LLC | 1,136 | $299.3K | 0.14% | +2+0.2% | Added |
| Armstrong, Fleming & Moore, Inc | 1,137 | $299.5K | 0.29% | 00.0% | Unchanged |
| Hemington Wealth Management | 1,139 | $300.0K | 0.14% | −122−9.7% | Reduced |
| E Fund Management Co., Ltd. | 1,138 | $300.0K | 0.02% | −82−6.7% | Reduced |
| Seascape Capital Management | 1,140 | $300.0K | 0.14% | +1+0.1% | Added |
| Birchcreek Wealth Management, LLC | 1,140 | $300.2K | 0.20% | −109−8.7% | Reduced |
| Fairfield, Bush & Co. | 1,144 | $301.3K | 0.20% | −20,000−94.6% | Reduced |
| First National Advisers, LLC | 1,145 | $301.6K | 0.13% | +395+52.7% | Added |
| Capital Investment Services of America, Inc. | 1,147 | $302.3K | 0.04% | 00.0% | Unchanged |
| Phoenix Wealth Advisors | 1,148 | $302.4K | 0.18% | +13+1.1% | Added |
| Alesco Advisors LLC | 1,149 | $302.7K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 1,149 | $302.7K | 0.05% | +2+0.2% | Added |
| McGowan Group Asset Management, Inc. | 1,149 | $302.7K | 0.05% | −102−8.2% | Reduced |
| Atlas Wealth LLC | 1,151 | $303.2K | 0.06% | 00.0% | Unchanged |
| Parkside Advisors LLC | 1,151 | $303.3K | 0.09% | 00.0% | Unchanged |
| BCJ Capital Management, LLC | 1,152 | $303.4K | 0.03% | −2,276−66.4% | Reduced |
| Summit Financial Wealth Advisors, LLC | 1,129 | $303.4K | 0.07% | 00.0% | Unchanged |
| Jackson Square Capital, LLC | 1,153 | $303.7K | 0.12% | −1,143−49.8% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 1,154 | $303.9K | 0.04% | −491−29.8% | Reduced |
| Nova R Wealth, Inc. | 1,155 | $304.2K | 0.21% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 1,155 | $304.3K | 0.14% | 00.0% | Unchanged |
| Capital Square, LLC | 1,190 | $304.7K | 0.41% | +130+12.3% | Added |
| Partners Capital Investment Group, LLP | 1,159 | $305.3K | 0.01% | +121+11.7% | Added |
| Verus Financial Partners, Inc. | 1,230 | $305.4K | 0.04% | 00.0% | Unchanged |
| Private Wealth Advisors | 1,159 | $305.4K | 0.13% | −9−0.8% | Reduced |
| Vicus Capital | 1,160 | $305.7K | 0.03% | +1,160 | New |
| Silver Oak Securities, Inc | 1,161 | $306.0K | 0.07% | −296−20.3% | Reduced |
| Brooks, Moore & Associates, Inc. | 1,162 | $306.0K | 0.23% | 00.0% | Unchanged |
| Satovsky Asset Management LLC | 1,162 | $306.1K | 0.10% | +6+0.5% | Added |
| Crescent Sterling, Ltd. | 1,163 | $306.4K | 0.32% | −165−12.4% | Reduced |
| Sound Income Strategies, LLC | 1,163 | $306.4K | 0.03% | −101−8.0% | Reduced |
| Old Point Trust & Financial Services N A | 1,164 | $306.6K | 0.14% | 00.0% | Unchanged |
| Park Place Capital Corp | 1,165 | $306.9K | 0.09% | −1,894−61.9% | Reduced |
| Sunburst Financial Group, LLC | 1,168 | $307.7K | 0.11% | −189−13.9% | Reduced |
| Hutchinson Capital Management | 1,169 | $308.0K | 0.07% | +1+0.1% | Added |
| Midwest Financial Group LLC | 1,175 | $309.0K | 0.26% | +1+0.1% | Added |
| New England Capital Financial Advisors LLC | 1,176 | $309.9K | 0.21% | +2+0.2% | Added |
| Northwest Capital Management Inc | 1,178 | $310.4K | 0.12% | +2+0.2% | Added |
| Almanack Investment Partners, LLC. | 1,178 | $310.4K | 0.06% | −2,089−63.9% | Reduced |
| Tempus Wealth Planning, LLC | 1,180 | $310.9K | 0.16% | −71−5.7% | Reduced |
| Broadleaf Partners, LLC | 1,181 | $311.1K | 0.10% | 00.0% | Unchanged |
| West Oak Capital, LLC | 1,184 | $312.0K | 0.15% | 00.0% | Unchanged |
| Curi Capital | 1,184 | $312.0K | 0.05% | −158−11.8% | Reduced |
| Compass Financial Group, INC | 1,188 | $313.2K | 0.09% | −1−0.1% | Reduced |
| VisionPoint Advisory Group, LLC | 1,189 | $313.3K | 0.13% | +1,034+667.1% | Added |
| Goepper Burkhardt LLC | 1,190 | $313.5K | 0.19% | 00.0% | Unchanged |
| Keebeck Alpha, LP | 1,190 | $313.5K | 0.31% | +1,190 | New |
| Financial Engines Advisors L.L.C. | 1,191 | $313.8K | 0.00% | +382+47.2% | Added |
| Northside Capital Management, LLC | 1,191 | $313.9K | 0.07% | 00.0% | Unchanged |
| TKG Advisors, LLC | 1,192 | $314.1K | 0.21% | −862−42.0% | Reduced |
| Morningstar Investment Management LLC | 1,196 | $315.0K | 0.04% | 00.0% | Unchanged |