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; 3,481 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 | 3,481 | $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 |
|---|---|---|---|---|---|
| Aprio Wealth Management, LLC | 1,383 | $364.3K | 0.10% | +285+26.0% | Added |
| Koss-Olinger Consulting, LLC | 1,384 | $365.0K | 0.05% | +2+0.1% | Added |
| Capital Advisory Group Advisory Services, LLC | 1,387 | $365.4K | 0.21% | +1,387 | New |
| Wealth Architects, LLC | 1,387 | $365.4K | 0.06% | −1−0.1% | Reduced |
| REDW Wealth LLC | 1,388 | $365.7K | 0.11% | +9+0.7% | Added |
| Brogan Financial, Inc. | 1,389 | $366.0K | 0.32% | 00.0% | Unchanged |
| Bigelow Investment Advisors, LLC | 1,391 | $366.4K | 0.21% | −20−1.4% | Reduced |
| Quantum Financial Advisors, LLC | 1,394 | $367.2K | 0.11% | +677+94.4% | Added |
| Tufton Capital Management | 1,395 | $367.5K | 0.08% | 00.0% | Unchanged |
| Key Client Fiduciary Advisors, LLC | 1,395 | $367.6K | 0.23% | +37+2.7% | Added |
| Stanley-Laman Group, Ltd. | 1,396 | $367.8K | 0.06% | +11+0.8% | Added |
| Astoria Portfolio Advisors LLC. | 1,439 | $368.1K | 0.18% | −48−3.2% | Reduced |
| Syntegra Private Wealth Group, LLC | 1,398 | $368.3K | 0.06% | +116+9.0% | Added |
| Kure Advisory, LLC | 1,400 | $368.7K | 0.21% | +1,400 | New |
| Vise Technologies, Inc. | 1,401 | $369.1K | 0.09% | −443−24.0% | Reduced |
| Invst, LLC | 1,401 | $369.2K | 0.05% | +462+49.2% | Added |
| Montag & Caldwell, LLC | 1,402 | $369.3K | 0.05% | −41−2.8% | Reduced |
| LBMC Investment Advisors, LLC | 1,453 | $369.7K | 0.04% | +20+1.4% | Added |
| Alpha Family Trust | 1,405 | $370.1K | 0.28% | 00.0% | Unchanged |
| Canvas Wealth Advisors, LLC | 1,435 | $370.3K | 0.15% | −396−21.6% | Reduced |
| Greenup Street Wealth Management LLC | 1,406 | $370.4K | 0.12% | +1,406 | New |
| Holistic Financial Partners | 1,411 | $371.7K | 0.25% | +34+2.5% | Added |
| Kelly Financial Services LLC | 1,416 | $373.1K | 0.17% | +4+0.3% | Added |
| Riverpark Capital Management LLC | 1,419 | $373.8K | 0.68% | +1,419 | New |
| Readystate Asset Management LP | 1,421 | $374.3K | 0.03% | +1,421 | New |
| Pettinga Financial Advisors, LLC | 1,422 | $374.7K | 0.11% | −17−1.2% | Reduced |
| Insight Inv LLC | 1,451 | $374.9K | 0.42% | −35−2.4% | Reduced |
| Patriot Investment Management Inc. | 1,426 | $375.6K | 0.03% | −73−4.9% | Reduced |
| Revisor Wealth Management LLC | 1,426 | $375.7K | 0.32% | +202+16.5% | Added |
| New Jersey Better Educational Savings Trust | 1,428 | $376.2K | 0.92% | 00.0% | Unchanged |
| Ellevest, Inc. | 1,431 | $377.0K | 0.03% | −46−3.1% | Reduced |
| Caxton Associates LP | 1,432 | $377.2K | 0.05% | −1,238−46.4% | Reduced |
| SBB Research Group LLC | 1,433 | $377.4K | 0.67% | +6+0.4% | Added |
| Verum Partners LLC | 1,433 | $377.6K | 0.17% | +198+16.0% | Added |
| Tsai Capital Corp | 1,435 | $378.0K | 0.36% | −1,145−44.4% | Reduced |
| Archer Investment Corp | 1,440 | $379.4K | 0.13% | +556+62.9% | Added |
| Sage Private Wealth Group, LLC | 1,444 | $380.6K | 0.52% | +33+2.3% | Added |
| TrueWealth Advisors, LLC | 1,446 | $380.8K | 0.16% | +21+1.5% | Added |
| Hirtle Callaghan & Co LLC | 1,450 | $382.0K | 0.02% | −550−27.5% | Reduced |
| Poehling Capital Management, LLC | 1,451 | $382.2K | 0.13% | +114+8.5% | Added |
| Wallace Capital Management Inc. | 1,452 | $382.5K | 0.06% | +2+0.1% | Added |
| Alaethes Wealth LLC | 1,452 | $382.5K | 0.21% | −3−0.2% | Reduced |
| North Point Portfolio Managers Corp | 1,455 | $383.3K | 0.08% | 00.0% | Unchanged |
| Novare Capital Management LLC | 1,455 | $383.3K | 0.04% | 00.0% | Unchanged |
| Quadrant Private Wealth Management, LLC | 1,457 | $383.9K | 0.13% | −260−15.1% | Reduced |
| Burton Enright Welch | 1,458 | $384.2K | 0.12% | −245−14.4% | Reduced |
| Concorde Asset Management, LLC | 1,459 | $384.5K | 0.35% | −68−4.5% | Reduced |
| Day & Ennis, LLC | 1,461 | $384.9K | 0.14% | −626−30.0% | Reduced |
| Providence Wealth Advisors, LLC | 1,492 | $385.4K | 0.43% | 00.0% | Unchanged |
| Lodestone Wealth Management LLC | 1,464 | $385.6K | 0.27% | +178+13.8% | Added |
| W.H. Cornerstone Investments Inc. | 1,465 | $386.0K | 0.34% | +414+39.4% | Added |
| Brevan Howard Capital Management LP | 1,466 | $386.2K | 0.11% | +1,466 | New |
| Ssi Investment Management LLC | 1,469 | $387.0K | 0.03% | −15−1.0% | Reduced |
| Noble Family Wealth, LLC | 1,470 | $387.3K | 0.13% | +20+1.4% | Added |
| Summit Asset Management, LLC | 1,475 | $388.4K | 0.11% | +1+0.1% | Added |
| Alliance Wealth Advisors, LLC | 1,477 | $389.1K | 0.28% | 00.0% | Unchanged |
| Meredith Wealth Planning | 1,477 | $389.2K | 0.29% | +46+3.2% | Added |
| Atomi Financial Group, Inc. | 1,480 | $390.0K | 0.13% | −11−0.7% | Reduced |
| Columbia Advisory Partners LLC | 1,481 | $390.2K | 0.43% | 00.0% | Unchanged |
| 626 Financial, LLC | 1,484 | $390.9K | 0.26% | 00.0% | Unchanged |
| Hyperion Partners, LLC | 1,485 | $391.1K | 0.34% | −9−0.6% | Reduced |
| American Institute for Advanced Investment Management, LLP | 1,490 | $392.5K | 0.36% | +95+6.8% | Added |
| Capital Advisors, Ltd. LLC | 1,490 | $393.0K | 0.06% | −41−2.7% | Reduced |
| Provence Wealth Management Group | 1,498 | $394.6K | 0.24% | +69+4.8% | Added |
| Oliver Lagore Vanvalin Investment Group | 1,499 | $394.9K | 0.16% | −3−0.2% | Reduced |
| Bienville Capital Management, LLC | 1,500 | $395.2K | 0.13% | 00.0% | Unchanged |
| CVA Family Office, LLC | 1,503 | $395.9K | 0.09% | +48+3.3% | Added |
| Hillsdale Investment Management Inc. | 1,503 | $395.9K | 0.04% | +983+189.0% | Added |
| Financial Planning & Information Services, Inc. | 1,504 | $396.2K | 0.07% | −20−1.3% | Reduced |
| Crescent Grove Advisors, LLC | 1,514 | $398.8K | 0.05% | +164+12.1% | Added |
| First National Bank Sioux Falls | 1,519 | $400.2K | 0.24% | 00.0% | Unchanged |
| McElhenny Sheffield Capital Management, LLC | 1,539 | $400.6K | 0.20% | −2,435−61.3% | Reduced |
| Walled Lake Planning & Wealth Management, LLC | 1,523 | $401.1K | 0.20% | +2+0.1% | Added |
| Legacy Capital Group California, Inc. | 1,527 | $402.3K | 0.17% | +4+0.3% | Added |
| Capula Management Ltd | 1,530 | $403.1K | 0.03% | +1,530 | New |
| Occudo Quantitative Strategies LP | 1,530 | $403.1K | 0.05% | +1,530 | New |
| German American Bancorp, Inc. | 1,531 | $403.3K | 0.06% | +350+29.6% | Added |
| Source Financial Advisors LLC | 1,533 | $403.9K | 0.14% | −90−5.5% | Reduced |
| ML & R Wealth Management LLC | 1,535 | $404.4K | 0.11% | +241+18.6% | Added |
| UMA Financial Services, Inc. | 1,621 | $405.2K | 0.10% | +4+0.2% | Added |
| Hartline Investment Corp | 1,540 | $405.7K | 0.07% | 00.0% | Unchanged |
| Flaharty Asset Management, LLC | 1,549 | $408.1K | 0.07% | 00.0% | Unchanged |
| McLean Asset Management Corp | 1,623 | $408.1K | 0.17% | −3−0.2% | Reduced |
| CSM Advisors, LLC | 1,553 | $409.0K | 0.04% | −650−29.5% | Reduced |
| NSI Retail Advisors, LLC | 1,553 | $409.0K | 0.09% | −650−29.5% | Reduced |
| Perennial Investment Advisors, LLC | 1,557 | $410.2K | 0.07% | +38+2.5% | Added |
| Israel Discount Bank of New York | 1,560 | $411.0K | 0.34% | −5−0.3% | Reduced |
| Carson Advisory Inc. | 1,560 | $411.1K | 0.36% | +259+19.9% | Added |
| Excalibur Management Corp | 1,563 | $411.8K | 0.21% | +14+0.9% | Added |
| Clear Creek Financial Management, LLC | 1,566 | $412.4K | 0.07% | +378+31.8% | Added |
| Financial Partners Group, Inc | 1,546 | $412.7K | 0.09% | +52+3.5% | Added |
| Pathway Financial Advisors LLC | 1,567 | $412.8K | 0.14% | 00.0% | Unchanged |
| Kensington Investment Counsel, LLC | 1,567 | $412.8K | 0.26% | +172+12.3% | Added |
| Aspen Investment Management Inc | 1,568 | $413.0K | 0.25% | +71+4.7% | Added |
| BCGM Wealth Management, LLC | 1,571 | $413.8K | 0.19% | 00.0% | Unchanged |
| Commonwealth Financial Services, LLC | 1,574 | $414.6K | 0.12% | +1,574 | New |
| Vantage Financial Partners Ltd., Inc. | 1,575 | $414.9K | 0.24% | −50−3.1% | Reduced |
| Cassia Capital Partners, LLC | 1,575 | $414.9K | 0.34% | +39+2.5% | Added |
| Fortis Group Advisors, LLC | 1,518 | $415.0K | 0.13% | +451+42.3% | Added |
| Harvest Fund Management Co., Ltd | 1,580 | $416.0K | 0.07% | −272−14.7% | Reduced |