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
- 3,000
- +21 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
- 137
- 1,154 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 | 3,193 | $151.1B |
| Q3 2023 | 3,001 | $131.5B |
| Q2 2023 | 3,012 | $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 |
|---|---|---|---|---|---|
| Johnson Financial Group, Inc. | 8,232 | $2.17M | 0.15% | +4,009+94.9% | Added |
| StrategIQ Financial Group, LLC | 8,228 | $2.17M | 0.25% | +25+0.3% | Added |
| Westover Capital Advisors, LLC | 8,188 | $2.16M | 0.78% | −96−1.2% | Reduced |
| Boothbay Fund Management, LLC | 8,173 | $2.15M | 0.08% | −5,197−38.9% | Reduced |
| Procyon Private Wealth Partners, LLC | 8,168 | $2.15M | 0.22% | +98+1.2% | Added |
| BlueCrest Capital Management Ltd | 8,163 | $2.15M | 0.33% | +8,163 | New |
| Mitchell & Pahl Private Wealth, LLC | 8,163 | $2.15M | 1.28% | +354+4.5% | Added |
| Ipswich Investment Management Co., Inc. | 8,160 | $2.15M | 0.59% | 00.0% | Unchanged |
| Harbor Advisory Corp | 8,153 | $2.15M | 0.78% | 00.0% | Unchanged |
| Lederer & Associates Investment Counsel | 8,146 | $2.15M | 1.71% | −91−1.1% | Reduced |
| Calamos Wealth Management LLC | 8,140 | $2.14M | 0.16% | +127+1.6% | Added |
| Team Hewins, LLC | 8,140 | $2.14M | 0.49% | +8,140 | New |
| Shepherd Financial Partners LLC | 8,106 | $2.14M | 0.34% | +498+6.5% | Added |
| Bremer Bank National Association | 8,098 | $2.13M | 0.42% | −199−2.4% | Reduced |
| Am Investment Strategies LLC | 8,066 | $2.13M | 0.69% | −307−3.7% | Reduced |
| Tealwood Asset Management Inc | 8,063 | $2.12M | 1.09% | −22−0.3% | Reduced |
| Duff & Phelps Investment Management Co | 8,051 | $2.12M | 0.03% | +67+0.8% | Added |
| Etesian Wealth Advisors, Inc. | 8,049 | $2.12M | 1.43% | −16−0.2% | Reduced |
| CX Institutional | 8,024 | $2.11M | 0.12% | +76+1.0% | Added |
| Papp L Roy & Associates | 8,023 | $2.11M | 0.29% | −65−0.8% | Reduced |
| Farmers Trust Co | 8,016 | $2.11M | 0.49% | 00.0% | Unchanged |
| Key Financial Inc | 8,008 | $2.11M | 0.71% | +40.0% | Added |
| Lineweaver Wealth Advisors, LLC | 7,990 | $2.11M | 0.61% | −65−0.8% | Reduced |
| Comerica Securities,inc. | 7,983 | $2.10M | 0.17% | +139+1.8% | Added |
| Oak Thistle LLC | 7,981 | $2.10M | 0.62% | +7,981 | New |
| Atlas Private Wealth Advisors | 7,977 | $2.10M | 0.40% | +1,284+19.2% | Added |
| BOK Financial Private Wealth, Inc. | 7,936 | $2.09M | 0.18% | +1,091+15.9% | Added |
| Rehmann Capital Advisory Group | 7,918 | $2.09M | 0.19% | −279−3.4% | Reduced |
| Boulder Hill Capital Management LP | 7,900 | $2.08M | 1.29% | +7,900 | New |
| Sentinel Trust Co Lba | 7,900 | $2.08M | 0.29% | +201+2.6% | Added |
| J.P. Marvel Investment Advisors, LLC | 7,889 | $2.08M | 0.45% | 00.0% | Unchanged |
| Cypress Capital, LLC | 7,887 | $2.08M | 0.61% | −499−6.0% | Reduced |
| Fishman Jay A Ltd | 7,864 | $2.07M | 0.26% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 7,843 | $2.07M | 0.13% | −683−8.0% | Reduced |
| Cigna Investments Inc | 7,796 | $2.05M | 0.47% | −1,023−11.6% | Reduced |
| Cypress Asset Management Inc | 7,770 | $2.05M | 0.68% | +250+3.3% | Added |
| Lindbrook Capital, LLC | 7,766 | $2.05M | 0.23% | +107+1.4% | Added |
| Field & Main Bank | 7,766 | $2.05M | 0.96% | −520−6.3% | Reduced |
| Outfitter Financial LLC | 7,759 | $2.04M | 1.92% | −45−0.6% | Reduced |
| LGT Fund Management Co Ltd. | 7,930 | $2.04M | 0.99% | +5,750+263.8% | Added |
| Wealthspan Partners, LLC | 7,721 | $2.03M | 1.61% | +12+0.2% | Added |
| JB Capital LLC | 7,721 | $2.03M | 0.17% | +26+0.3% | Added |
| Pettee Investors, Inc. | 7,706 | $2.03M | 0.96% | 00.0% | Unchanged |
| Beech Hill Advisors, Inc. | 7,700 | $2.03M | 1.02% | −5−0.1% | Reduced |
| Kingswood Wealth Advisors, LLC | 3,328 | $2.03M | 0.35% | +1,422+74.6% | Added |
| B&D White Capital Company, LLC | 7,685 | $2.02M | 0.76% | +7,685 | New |
| Ramsay, Stattman, Vela & Price, Inc. | 7,662 | $2.02M | 0.44% | −23−0.3% | Reduced |
| Hilltop Holdings Inc. | 7,659 | $2.02M | 0.25% | +782+11.4% | Added |
| ARS Wealth Advisors Group, LLC | 7,630 | $2.01M | 0.33% | −449−5.6% | Reduced |
| Cobblestone Capital Advisors LLC | 7,624 | $2.01M | 0.15% | +78+1.0% | Added |
| Platform Technology Partners | 7,617 | $2.01M | 0.94% | +380+5.3% | Added |
| VeraBank, N.A. | 7,600 | $2.00M | 0.77% | +569+8.1% | Added |
| Buckingham Capital Management, Inc. | 7,581 | $2.00M | 0.30% | −8−0.1% | Reduced |
| Credential Qtrade Securities Inc. | 7,564 | $1.99M | 0.13% | −122−1.6% | Reduced |
| Teza Capital Management LLC | 7,562 | $1.99M | 0.32% | −9,521−55.7% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 7,545 | $1.99M | 0.07% | +245+3.4% | Added |
| Meiji Yasuda Life Insurance Co | 7,512 | $1.98M | 0.05% | −80−1.1% | Reduced |
| Wimmer Associates 1, LLC | 7,491 | $1.97M | 1.23% | −101−1.3% | Reduced |
| Manchester Capital Management LLC | 7,469 | $1.97M | 0.29% | +10.0% | Added |
| Main Street Financial Solutions, LLC | 7,455 | $1.96M | 0.28% | +37+0.5% | Added |
| Kinsale Capital Group, Inc. | 7,448 | $1.96M | 1.11% | +1,558+26.5% | Added |
| Ascent Wealth Partners, LLC | 7,448 | $1.96M | 0.36% | +246+3.4% | Added |
| CAPROCK Group, Inc. | 7,441 | $1.96M | 0.15% | +1,001+15.5% | Added |
| Group One Trading, L.P. | 7,404 | $1.95M | 0.08% | +1,702+29.8% | Added |
| Fifth Third Wealth Advisors LLC | 7,400 | $1.95M | 0.79% | +1,618+28.0% | Added |
| Brick & Kyle, Associates | 7,358 | $1.94M | 1.03% | −192−2.5% | Reduced |
| Pekin Hardy Strauss, Inc. | 7,354 | $1.94M | 0.31% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 7,511 | $1.94M | 1.00% | −4−0.1% | Reduced |
| Tradition Wealth Management, LLC | 7,350 | $1.94M | 0.23% | −795−9.8% | Reduced |
| Cavalier Investments, LLC | 7,341 | $1.93M | 0.76% | +244+3.4% | Added |
| Mogy Joel R Investment Counsel Inc | 7,333 | $1.93M | 0.16% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 7,329 | $1.93M | 0.19% | −36−0.5% | Reduced |
| Forbes J M & Co LLP | 7,329 | $1.93M | 0.25% | 00.0% | Unchanged |
| Zurich Insurance Group Ltd | 7,300 | $1.92M | 0.02% | 00.0% | Unchanged |
| EPG Wealth Management LLC | 7,291 | $1.92M | 0.58% | −61−0.8% | Reduced |
| Truadvice, LLC | 7,127 | $1.91M | 0.75% | −153−2.1% | Reduced |
| West Branch Capital LLC | 7,232 | $1.91M | 1.00% | +22+0.3% | Added |
| Optimum Investment Advisors | 7,210 | $1.90M | 0.97% | −199−2.7% | Reduced |
| Insigneo Advisory Services, LLC | 7,193 | $1.89M | 0.39% | +551+8.3% | Added |
| Jackson, Grant Investment Advisers, Inc. | 7,191 | $1.89M | 0.91% | +31+0.4% | Added |
| First Business Financial Services, Inc. | 7,188 | $1.89M | 0.24% | +74+1.0% | Added |
| International Assets Investment Management, LLC | 20,129 | $1.89M | 0.26% | +40+0.2% | Added |
| Northeast Financial Consultants Inc | 7,179 | $1.89M | 0.12% | +20+0.3% | Added |
| Larson Financial Group LLC | 7,167 | $1.89M | 0.19% | +1,060+17.4% | Added |
| Abbot Financial Management, Inc. | 7,163 | $1.89M | 1.27% | −369−4.9% | Reduced |
| Sciencast Management LP | 7,157 | $1.89M | 0.86% | +7,157 | New |
| Banco de Sabadell, S.A | 7,137 | $1.88M | 1.63% | −69−1.0% | Reduced |
| Kesler, Norman & Wride, LLC | 7,134 | $1.88M | 0.47% | −527−6.9% | Reduced |
| XML Financial, LLC | 7,087 | $1.87M | 0.22% | +93+1.3% | Added |
| Clarius Group, LLC | 7,070 | $1.86M | 0.18% | −1,501−17.5% | Reduced |
| St. Johns Investment Management Company, LLC | 7,069 | $1.86M | 1.06% | −28−0.4% | Reduced |
| Peachtree Investment Partners, LLC | 7,065 | $1.86M | 0.95% | −224−3.1% | Reduced |
| SeaCrest Wealth Management, LLC | 7,061 | $1.86M | 0.24% | −316−4.3% | Reduced |
| Marcum Wealth, LLC | 7,057 | $1.86M | 0.22% | −127−1.8% | Reduced |
| Finer Wealth Management, Inc. | 7,056 | $1.86M | 1.49% | +628+9.8% | Added |
| Bank of Nova Scotia Trust Co | 7,041 | $1.85M | 0.22% | −1,905−21.3% | Reduced |
| Bank of New Hampshire | 7,039 | $1.85M | 0.56% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 7,036 | $1.85M | 0.73% | +26+0.4% | Added |
| Insight Wealth Strategies, LLC | 7,005 | $1.85M | 0.36% | +476+7.3% | Added |
| Dodge & Cox | 7,000 | $1.84M | 0.00% | −100−1.4% | Reduced |