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 |
|---|---|---|---|---|---|
| Levin Capital Strategies, L.P. | 1,196 | $315.1K | 0.04% | 00.0% | Unchanged |
| Grant Street Asset Management, Inc. | 1,200 | $316.1K | 0.13% | −54−4.3% | Reduced |
| TCWP LLC | 1,201 | $316.4K | 0.24% | +2+0.2% | Added |
| Prostatis Group LLC | 1,086 | $316.5K | 0.15% | −136,788−99.2% | Reduced |
| Investmark Advisory Group LLC | 1,203 | $316.9K | 0.21% | −3−0.2% | Reduced |
| Monterey Private Wealth, Inc. | 1,208 | $318.2K | 0.16% | +20+1.7% | Added |
| Oder Investment Management, LLC | 1,209 | $318.5K | 0.34% | 00.0% | Unchanged |
| Mayport, LLC | 1,209 | $318.5K | 0.18% | 00.0% | Unchanged |
| Cedrus LLC | 1,212 | $319.3K | 0.23% | −240−16.5% | Reduced |
| Private Capital Management LLC | 1,214 | $319.7K | 0.09% | −139−10.3% | Reduced |
| KFA Private Wealth Group, LLC | 1,213 | $319.8K | 0.13% | +3+0.2% | Added |
| Private Asset Management Inc | 1,215 | $320.1K | 0.08% | −641−34.5% | Reduced |
| Gardner Lewis Asset Management L P | 1,215 | $320.1K | 0.12% | +1,215 | New |
| Rodgers Brothers Inc. | 1,219 | $321.1K | 0.05% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 1,223 | $322.4K | 0.23% | +4+0.3% | Added |
| Ballast Advisors LLC | 1,226 | $323.0K | 0.13% | −83−6.3% | Reduced |
| Garden State Investment Advisory Services LLC | 1,227 | $323.1K | 0.15% | +88+7.7% | Added |
| FinTrust Capital Advisors, LLC | 1,232 | $324.6K | 0.07% | +37+3.1% | Added |
| Resurgent Financial Advisors LLC | 1,236 | $325.6K | 0.22% | +107+9.5% | Added |
| Merriman Wealth Management, LLC | 1,237 | $325.9K | 0.02% | 00.0% | Unchanged |
| Convergence Investment Partners, LLC | 1,237 | $326.0K | 0.19% | +15+1.2% | Added |
| Total Investment Management Inc | 1,238 | $326.2K | 0.05% | +61+5.2% | Added |
| APCM Wealth Management for Individuals | 1,240 | $326.7K | 0.05% | −10−0.8% | Reduced |
| McIlrath & Eck, LLC | 1,245 | $328.0K | 0.07% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 1,245 | $328.0K | 0.06% | +193+18.3% | Added |
| Titleist Asset Management, LLC | 1,246 | $328.2K | 0.07% | −58−4.4% | Reduced |
| Marks Group Wealth Management, Inc | 1,248 | $328.8K | 0.04% | −122−8.9% | Reduced |
| Edgemoor Investment Advisors, Inc. | 1,248 | $328.9K | 0.04% | −30−2.3% | Reduced |
| Obsidian Personal Planning Solutions LLC | 1,254 | $330.4K | 0.28% | 00.0% | Unchanged |
| Youngs Advisory Group, Inc. | 1,255 | $330.8K | 0.18% | −1−0.1% | Reduced |
| Mirador Capital Partners LP | 1,256 | $330.8K | 0.08% | −98−7.2% | Reduced |
| Grey Street Capital, LLC | 1,257 | $331.1K | 0.19% | 00.0% | Unchanged |
| Callan Capital, LLC | 1,258 | $331.4K | 0.04% | +100+8.6% | Added |
| Stone Run Capital, LLC | 1,260 | $331.9K | 0.16% | 00.0% | Unchanged |
| Wealthstream Advisors, Inc. | 1,261 | $332.1K | 0.17% | −2−0.2% | Reduced |
| Sweeney & Michel, LLC | 1,243 | $332.6K | 0.17% | +1,243 | New |
| Beacon Capital Management, LLC | 1,116 | $332.9K | 0.09% | 00.0% | Unchanged |
| Pegasus Partners Ltd. | 1,269 | $334.3K | 0.05% | +350+38.1% | Added |
| Insight 2811, Inc. | 1,274 | $335.6K | 0.19% | −181−12.4% | Reduced |
| Innovis Asset Management LLC | 1,276 | $336.1K | 0.13% | +1,276 | New |
| James J. Burns & Company, LLC | 1,283 | $338.0K | 0.09% | 00.0% | Unchanged |
| Clear Harbor Asset Management, LLC | 1,285 | $338.5K | 0.04% | 00.0% | Unchanged |
| Blossom Wealth Management | 1,287 | $339.0K | 1.09% | +1,287 | New |
| Richmond Brothers, Inc. | 1,287 | $339.5K | 0.64% | −254−16.5% | Reduced |
| Hamilton Point Investment Advisors, LLC | 1,289 | $339.6K | 0.08% | 00.0% | Unchanged |
| Avaii Wealth Management, LLC | 1,290 | $339.9K | 0.26% | −58−4.3% | Reduced |
| Kennedy Investment Group | 1,292 | $340.5K | 0.20% | +5+0.4% | Added |
| GEM Asset Management, LLC | 1,293 | $340.6K | 0.27% | 00.0% | Unchanged |
| Trillium Asset Management, LLC | 1,295 | $341.0K | 0.01% | −5−0.4% | Reduced |
| Clean Yield Group | 1,362 | $341.8K | 0.15% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 1,298 | $341.9K | 0.15% | −12−0.9% | Reduced |
| Traphagen Investment Advisors LLC | 1,299 | $342.2K | 0.04% | +1+0.1% | Added |
| Hedges Asset Management LLC | 1,300 | $342.5K | 0.30% | +300+30.0% | Added |
| G&S Capital LLC | 1,300 | $342.5K | 0.17% | −967−42.7% | Reduced |
| Kingdom Financial Group LLC. | 1,301 | $342.8K | 0.32% | +530+68.7% | Added |
| Altfest L J & Co Inc | 1,302 | $343.0K | 0.05% | −3−0.2% | Reduced |
| X-Square Capital, LLC | 1,149 | $343.0K | 0.23% | 00.0% | Unchanged |
| Meridian Financial, LLC | 1,302 | $343.1K | 0.32% | −73−5.3% | Reduced |
| OneAscent Wealth Management LLC | 1,307 | $344.0K | 0.15% | +1,307 | New |
| E&G Advisors, LP | 1,307 | $344.8K | 0.13% | 00.0% | Unchanged |
| Pacific Sage Partners, LLC | 1,311 | $345.4K | 0.10% | 00.0% | Unchanged |
| Green Harvest Asset Management LLC | 1,314 | $346.2K | 0.01% | +157+13.6% | Added |
| Vivaldi Capital Management, LLC | 1,318 | $347.2K | 0.11% | +289+28.1% | Added |
| Arkfeld Wealth Strategies, L.L.C. | 1,382 | $347.7K | 0.25% | 00.0% | Unchanged |
| Rock Creek Group, LP | 1,323 | $348.5K | 0.04% | −441−25.0% | Reduced |
| O'Keefe Stevens Advisory, Inc. | 1,323 | $348.5K | 0.16% | +23+1.8% | Added |
| LGT Financial Advisors LLC | 1,324 | $348.7K | 0.44% | +21+1.6% | Added |
| Rise Advisors, LLC | 1,325 | $349.0K | 0.28% | +89+7.2% | Added |
| Beacon Financial Group | 1,240 | $349.0K | 0.05% | −15,278−92.5% | Reduced |
| Wealth Advisors of Iowa, LLC | 1,328 | $349.9K | 0.25% | 00.0% | Unchanged |
| AAFMAA Wealth Management & Trust LLC | 1,330 | $350.4K | 0.33% | −895−40.2% | Reduced |
| Old Mission Investment Co LLC | 1,330 | $350.4K | 0.14% | +15+1.1% | Added |
| Arvest Trust Co N A | 1,330 | $350.4K | 0.02% | +25+1.9% | Added |
| Fortitude Advisory Group L.L.C. | 1,334 | $351.4K | 0.24% | +181+15.7% | Added |
| Insight Folios Inc | 1,336 | $352.1K | 0.17% | −134−9.1% | Reduced |
| Peak Asset Management, LLC | 1,337 | $352.2K | 0.09% | −35−2.6% | Reduced |
| Chemistry Wealth Management LLC | 1,337 | $352.3K | 0.12% | +2+0.1% | Added |
| Paragon Capital Management Ltd | 1,338 | $352.5K | 0.08% | 00.0% | Unchanged |
| Luts & Greenleigh Group, Inc | 1,339 | $352.7K | 0.44% | −9−0.7% | Reduced |
| Chase Investment Counsel Corp | 1,344 | $354.0K | 0.18% | 00.0% | Unchanged |
| McDaniel Terry & Co | 1,342 | $354.0K | 0.04% | +97+7.8% | Added |
| Wealth Effects LLC | 1,346 | $354.6K | 0.18% | +13+1.0% | Added |
| Rooted Wealth Advisors, Inc. | 1,286 | $355.0K | 0.22% | +139+12.1% | Added |
| Aspire Capital Advisors LLC | 1,349 | $355.4K | 0.16% | +1,349 | New |
| Cornerstone Advisors Asset Management, LLC | 1,350 | $355.6K | 0.14% | +159+13.4% | Added |
| Per Stirling Capital Management, LLC. | 1,351 | $355.9K | 0.07% | +1+0.1% | Added |
| Trail Ridge Investment Advisors, LLC | 1,352 | $356.2K | 0.24% | −487−26.5% | Reduced |
| Optas, LLC | 1,353 | $356.4K | 0.12% | +30+2.3% | Added |
| Winch Advisory Services, LLC | 1,356 | $357.0K | 0.13% | −12−0.9% | Reduced |
| Unio Capital LLC | 1,357 | $357.5K | 0.19% | 00.0% | Unchanged |
| Moss Adams Wealth Advisors LLC | 1,358 | $357.8K | 0.12% | +533+64.6% | Added |
| Davidson Investment Advisors | 1,360 | $358.3K | 0.02% | +1,360 | New |
| Rappaport Reiches Capital Management, LLC | 1,361 | $358.5K | 0.15% | +41+3.1% | Added |
| FNY Investment Advisers, LLC | 1,363 | $359.0K | 0.21% | +1,363 | New |
| Consilium Wealth Advisory, LLC | 1,367 | $360.1K | 0.25% | 00.0% | Unchanged |
| Stone Point Wealth LLC | 1,368 | $360.4K | 0.15% | 00.0% | Unchanged |
| Watchman Group, Inc. | 1,371 | $361.2K | 0.15% | 00.0% | Unchanged |
| Kathmere Capital Management, LLC | 1,373 | $361.7K | 0.05% | +699+103.7% | Added |
| ICA Group Wealth Management, LLC | 1,392 | $362.7K | 0.10% | +491+54.5% | Added |
| Alpha Financial Partners, LLC | 1,380 | $363.7K | 0.42% | +5+0.4% | Added |