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 |
|---|---|---|---|---|---|
| City State Bank | 1,844 | $486.0K | 0.27% | −1−0.1% | Reduced |
| Lipe & Dalton | 1,843 | $486.0K | 0.29% | 00.0% | Unchanged |
| Lorne Steinberg Wealth Management Inc. | 1,846 | $486.3K | 0.19% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 1,846 | $486.4K | 0.22% | −100−5.1% | Reduced |
| St. Louis Trust Co | 1,850 | $487.4K | 0.09% | 00.0% | Unchanged |
| BCS Wealth Management | 1,852 | $488.0K | 0.20% | +1,852 | New |
| Goldstein Advisors, LLC | 1,857 | $489.2K | 0.10% | +100+5.7% | Added |
| Riverview Trust Co | 1,861 | $490.3K | 0.43% | 00.0% | Unchanged |
| Clearwater Capital Advisors, LLC | 1,866 | $491.6K | 0.06% | −147−7.3% | Reduced |
| Milestone Investment Advisors LLC | 1,866 | $491.6K | 0.14% | +1,866 | New |
| Centurion Wealth Management LLC | 1,871 | $492.9K | 0.24% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 1,872 | $493.0K | 0.00% | 00.0% | Unchanged |
| Bernardo Wealth Planning LLC | 1,874 | $493.6K | 0.20% | +2+0.1% | Added |
| Autumn Glory Partners, LLC | 1,874 | $493.7K | 0.30% | +47+2.6% | Added |
| Richard W. Paul & Associates, LLC | 1,875 | $494.0K | 0.23% | +102+5.8% | Added |
| Punch & Associates Investment Management, Inc. | 1,880 | $495.3K | 0.03% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 1,884 | $496.2K | 0.08% | +181+10.6% | Added |
| Capital Planning Advisors, LLC | 1,884 | $496.3K | 0.10% | −333−15.0% | Reduced |
| Newbridge Financial Services Group, Inc. | 1,886 | $497.0K | 0.25% | +610+47.8% | Added |
| Sonata Capital Group Inc | 1,887 | $497.0K | 0.27% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 1,887 | $497.1K | 0.05% | −84−4.3% | Reduced |
| Revolve Wealth Partners, LLC | 1,891 | $498.2K | 0.12% | −65−3.3% | Reduced |
| Acorn Financial Advisory Services Inc | 1,908 | $498.7K | 0.09% | +592+45.0% | Added |
| LGL Partners, LLC | 1,894 | $499.0K | 0.09% | 00.0% | Unchanged |
| Audent Global Asset Management, LLC | 1,894 | $499.0K | 0.57% | −29−1.5% | Reduced |
| One Charles Private Wealth Services, LLC | 1,897 | $499.7K | 0.29% | +1+0.1% | Added |
| Gouws Capital LLC | 1,900 | $500.5K | 0.42% | 00.0% | Unchanged |
| RiverPark Advisors, LLC | 1,903 | $501.3K | 0.45% | +1,903 | New |
| Eagle Harbor Asset Management Inc | 1,904 | $501.6K | 0.66% | −100−5.0% | Reduced |
| Drive Wealth Management, LLC | 1,904 | $501.7K | 0.18% | +196+11.5% | Added |
| Bond & Devick Financial Network, Inc. | 1,908 | $502.6K | 0.32% | −100−5.0% | Reduced |
| Corundum Trust Company, INC | 1,910 | $503.2K | 1.50% | −39−2.0% | Reduced |
| Apexium Financial, LP | 1,916 | $504.7K | 0.05% | −25−1.3% | Reduced |
| Symmetry Investments LP | 1,916 | $504.8K | 0.15% | +215+12.6% | Added |
| Jessup Wealth Management, Inc | 1,918 | $505.4K | 0.29% | +10+0.5% | Added |
| DF Dent & Co Inc | 1,921 | $506.2K | 0.01% | −5−0.3% | Reduced |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 1,932 | $509.0K | 0.01% | −54−2.7% | Reduced |
| Independent Solutions Wealth Management, LLC | 1,933 | $509.3K | 0.14% | −266−12.1% | Reduced |
| Centennial Wealth Advisory LLC | 1,934 | $509.6K | 0.27% | +13+0.7% | Added |
| Fingerlakes Wealth Management, Inc. | 1,935 | $509.8K | 0.62% | 00.0% | Unchanged |
| Ambassador Advisors, LLC | 1,894 | $509.9K | 0.12% | +109+6.1% | Added |
| NTV Asset Management LLC | 1,940 | $511.1K | 0.09% | +17+0.9% | Added |
| Tower Wealth Partners, Inc. | 1,941 | $511.3K | 0.42% | +14+0.7% | Added |
| KLR Investment Advisors, LLC | 1,837 | $513.6K | 0.47% | +124+7.2% | Added |
| Sterling Financial Planning, Inc. | 1,951 | $513.9K | 0.26% | 00.0% | Unchanged |
| Summit Financial Strategies, Inc. | 1,954 | $514.7K | 0.10% | +452+30.1% | Added |
| Private Portfolio Partners LLC | 1,956 | $515.3K | 0.13% | +1+0.1% | Added |
| Waterfront Wealth Inc. | 2,018 | $515.4K | 0.17% | 00.0% | Unchanged |
| Lokken Investment Group LLC | 1,957 | $515.7K | 0.34% | −56−2.8% | Reduced |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1,958 | $515.9K | 0.07% | +92+4.9% | Added |
| Allred Capital Management, LLC | 1,959 | $516.2K | 0.26% | −206−9.5% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 1,961 | $516.6K | 0.33% | −105−5.1% | Reduced |
| SL Advisors, LLC | 1,964 | $517.4K | 1.13% | 00.0% | Unchanged |
| Spinnaker Investment Group, LLC | 1,964 | $517.4K | 0.17% | 00.0% | Unchanged |
| Cladis Investment Advisory, LLC | 1,965 | $517.7K | 0.45% | +50+2.6% | Added |
| AIMZ Investment Advisors, LLC | 1,977 | $520.8K | 0.23% | 00.0% | Unchanged |
| Alera Investment Advisors, LLC | 1,978 | $521.1K | 0.09% | −23−1.1% | Reduced |
| Cipher Capital LP | 1,979 | $521.3K | 0.37% | +1,979 | New |
| V Wealth Advisors LLC | 1,980 | $521.6K | 0.42% | −4,283−68.4% | Reduced |
| Keystone Wealth Services, LLC | 1,990 | $524.1K | 0.20% | −62−3.0% | Reduced |
| Verity Asset Management, Inc. | 1,990 | $524.2K | 0.39% | −38−1.9% | Reduced |
| Security National Bank | 1,974 | $524.3K | 0.15% | +50+2.6% | Added |
| Clearview Wealth Advisors LLC | 1,991 | $524.5K | 0.65% | −56−2.7% | Reduced |
| WealthTrust Axiom LLC | 1,991 | $524.6K | 0.19% | −47−2.3% | Reduced |
| Bank Hapoalim BM | 1,994 | $525.0K | 0.08% | −231−10.4% | Reduced |
| BTC Capital Management, Inc. | 1,998 | $526.4K | 0.06% | −222−10.0% | Reduced |
| Buck Wealth Strategies, LLC | 1,998 | $526.4K | 0.21% | +1,776+800.0% | Added |
| Sompo Asset Management Co., Ltd. | 2,000 | $526.9K | 0.12% | +470+30.7% | Added |
| Wharton Business Group, LLC | 2,000 | $527.0K | 0.03% | 00.0% | Unchanged |
| Yarbrough Capital, LLC | 2,003 | $527.7K | 0.03% | 00.0% | Unchanged |
| Sepio Capital, LP | 2,003 | $527.7K | 0.05% | −509−20.3% | Reduced |
| Empirical Asset Management, LLC | 2,005 | $528.1K | 0.46% | −461−18.7% | Reduced |
| RWM Asset Management, LLC | 2,008 | $528.9K | 0.11% | +35+1.8% | Added |
| BEAM Asset Management, LLC | 2,009 | $529.3K | 0.38% | +5+0.2% | Added |
| Financial Strategies Group, Inc. | 2,113 | $530.7K | 0.17% | 00.0% | Unchanged |
| Stonebridge Capital Management Inc | 2,015 | $531.0K | 0.29% | −1,000−33.2% | Reduced |
| Veracity Capital LLC | 2,016 | $531.1K | 0.25% | −3,266−61.8% | Reduced |
| McAdam, LLC | 2,020 | $532.1K | 0.04% | +54+2.7% | Added |
| Goldstream Capital Management Ltd | 2,022 | $532.7K | 0.43% | 00.0% | Unchanged |
| Berger Financial Group, Inc | 2,023 | $532.8K | 0.06% | −94−4.4% | Reduced |
| Bollard Group LLC | 2,025 | $533.0K | 0.02% | −40−1.9% | Reduced |
| Family Capital Trust Co | 2,024 | $533.2K | 0.19% | 00.0% | Unchanged |
| Seven Mile Advisory | 2,026 | $533.7K | 0.56% | +33+1.7% | Added |
| Spouting Rock Asset Management, LLC | 2,030 | $534.8K | 0.17% | −25−1.2% | Reduced |
| Ellenbecker Investment Group | 2,032 | $535.0K | 0.14% | 00.0% | Unchanged |
| Jupiter Wealth Management LLC | 2,000 | $535.6K | 0.35% | 00.0% | Unchanged |
| Advus Financial Partners, LLC | 2,033 | $535.7K | 0.21% | −140−6.4% | Reduced |
| Wealth Quarterback LLC | 2,039 | $537.3K | 0.46% | −113−5.3% | Reduced |
| FLC Capital Advisors | 2,040 | $537.4K | 0.16% | 00.0% | Unchanged |
| Bridgeworth, LLC | 2,041 | $537.6K | 0.06% | −7−0.3% | Reduced |
| Legacy Trust | 2,059 | $542.4K | 0.16% | −68−3.2% | Reduced |
| Baker Avenue Asset Management, LP | 2,060 | $542.7K | 0.03% | −104−4.8% | Reduced |
| Tacita Capital Inc | 2,060 | $542.7K | 0.42% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 2,072 | $545.9K | 0.26% | −14−0.7% | Reduced |
| Marotta Asset Management | 2,079 | $547.8K | 0.13% | +50+2.5% | Added |
| Texas Capital Bancshares Inc | 2,080 | $548.0K | 0.30% | +20+1.0% | Added |
| Childress Capital Advisors, LLC | 2,086 | $549.5K | 0.18% | +2,086 | New |
| Gsa Capital Partners LLP | 2,087 | $550.0K | 0.05% | +2,087 | New |
| Marathon Capital Management | 2,089 | $550.3K | 0.14% | 00.0% | Unchanged |
| Advance Capital Management, Inc. | 2,090 | $550.6K | 0.05% | −1,238−37.2% | Reduced |