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
- +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
- 1,155 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 | 3,193 | $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 |
|---|---|---|---|---|---|
| Ar Asset Management Inc | 7,000 | $1.84M | 0.52% | 00.0% | Unchanged |
| Arbor Trust Wealth Advisors, LLC | 6,997 | $1.84M | 1.21% | +17+0.2% | Added |
| Baldwin Investment Management, LLC | 6,986 | $1.84M | 0.31% | −375−5.1% | Reduced |
| Belmont Capital, LLC | 6,985 | $1.84M | 0.99% | +6,878+6,428.0% | Added |
| Pavion Blue Capital, LLC | 6,958 | $1.83M | 1.11% | 00.0% | Unchanged |
| Investors Asset Management of Georgia Inc | 7,068 | $1.83M | 1.01% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 6,940 | $1.83M | 0.44% | +525+8.2% | Added |
| Affiance Financial, LLC | 6,933 | $1.83M | 0.93% | +63+0.9% | Added |
| Ogorek Anthony Joseph | 6,925 | $1.82M | 0.72% | −45−0.6% | Reduced |
| Integrated Advisors Network LLC | 6,908 | $1.82M | 0.11% | −220−3.1% | Reduced |
| Tiedemann Advisors, LLC | 6,897 | $1.82M | 0.08% | +108+1.6% | Added |
| Beacon Investment Advisory Services, Inc. | 6,879 | $1.81M | 0.09% | −117−1.7% | Reduced |
| Barr E S & Co | 6,873 | $1.81M | 0.13% | −48−0.7% | Reduced |
| Signet Financial Management, LLC | 6,857 | $1.81M | 0.30% | +5+0.1% | Added |
| Capital International Inc | 6,848 | $1.80M | 0.03% | +660+10.7% | Added |
| TriaGen Wealth Management LLC | 6,832 | $1.80M | 0.92% | −36−0.5% | Reduced |
| Sturgeon Ventures LLP | 6,817 | $1.80M | 2.36% | +6,732+7,920.0% | Added |
| Transamerica Financial Advisors, Inc. | 6,814 | $1.79M | 0.24% | −1,103−13.9% | Reduced |
| Stolper Co | 6,789 | $1.79M | 0.78% | −36−0.5% | Reduced |
| SkyOak Wealth, LLC | 6,784 | $1.79M | 0.52% | −81−1.2% | Reduced |
| WealthShield Partners, LLC | 6,770 | $1.78M | 0.27% | +4,011+145.4% | Added |
| Evermay Wealth Management LLC | 6,745 | $1.78M | 0.36% | −201−2.9% | Reduced |
| Advisor OS, LLC | 6,731 | $1.77M | 0.27% | −2,553−27.5% | Reduced |
| Bridgefront Capital, LLC | 6,731 | $1.77M | 1.24% | +6,731 | New |
| Signet Investment Advisory Group, Inc. | 6,725 | $1.77M | 1.18% | +363+5.7% | Added |
| Cape Ann Savings Bank | 6,701 | $1.77M | 1.24% | −229−3.3% | Reduced |
| Granite Investment Partners, LLC | 6,696 | $1.76M | 0.07% | 00.0% | Unchanged |
| Montecito Bank & Trust | 6,646 | $1.75M | 0.41% | +277+4.3% | Added |
| Cito Capital Group, LLC | 6,642 | $1.75M | 0.85% | +700+11.8% | Added |
| American Trust | 6,628 | $1.75M | 0.14% | −1,394−17.4% | Reduced |
| Trustco Bank Corp N Y | 6,626 | $1.75M | 1.99% | −90−1.3% | Reduced |
| Laidlaw Wealth Management LLC | 6,625 | $1.75M | 0.58% | −2,723−29.1% | Reduced |
| Powers Advisory Group, LLC | 6,623 | $1.74M | 1.19% | +21+0.3% | Added |
| Act Two Investors LLC | 6,620 | $1.74M | 0.47% | 00.0% | Unchanged |
| Valley Brook Capital Group | 6,615 | $1.74M | 1.72% | +20+0.3% | Added |
| Northstar Group, Inc. | 6,593 | $1.74M | 0.41% | +6+0.1% | Added |
| Arthur M. Cohen & Associates, LLC | 6,590 | $1.74M | 0.45% | +155+2.4% | Added |
| Deane Retirement Strategies, Inc. | 6,576 | $1.73M | 0.97% | +12+0.2% | Added |
| Cadinha & Co LLC | 6,562 | $1.73M | 0.38% | +970+17.3% | Added |
| Avidian Wealth Solutions, LLC | 6,562 | $1.73M | 0.12% | −962−12.8% | Reduced |
| Westhampton Capital, LLC | 6,538 | $1.72M | 1.11% | 00.0% | Unchanged |
| Monetary Management Group Inc | 6,534 | $1.72M | 0.57% | −225−3.3% | Reduced |
| Flagship Harbor Advisors, LLC | 6,527 | $1.72M | 0.14% | +563+9.4% | Added |
| Westwood Holdings Group Inc. | 6,525 | $1.72M | 0.02% | −673−9.3% | Reduced |
| Citizens & Northern Corp | 6,498 | $1.71M | 0.69% | −75−1.1% | Reduced |
| Smith, Moore & Co. | 6,476 | $1.71M | 0.23% | +189+3.0% | Added |
| SOA Wealth Advisors, LLC. | 6,471 | $1.70M | 0.42% | −141−2.1% | Reduced |
| Mosaic Family Wealth Partners, LLC | 6,459 | $1.70M | 0.34% | −29−0.4% | Reduced |
| Montgomery Investment Management Inc | 6,458 | $1.70M | 0.59% | −100−1.5% | Reduced |
| Wintrust Investments LLC | 6,432 | $1.70M | 0.18% | +466+7.8% | Added |
| RMB Capital Management, LLC | 6,415 | $1.69M | 0.06% | −89−1.4% | Reduced |
| Kowal Investment Group, LLC | 6,386 | $1.68M | 0.45% | +172+2.8% | Added |
| Cim, LLC | 6,374 | $1.68M | 0.32% | +42+0.7% | Added |
| David Loasby | 6,544 | $1.67M | 0.19% | +552+9.2% | Added |
| Brighton Jones LLC | 6,352 | $1.67M | 0.08% | +600+10.4% | Added |
| Portside Wealth Group, LLC | 6,335 | $1.67M | 0.31% | +229+3.8% | Added |
| United Bank | 6,344 | $1.67M | 1.00% | −62−1.0% | Reduced |
| Invesco, LLC | 6,315 | $1.66M | 0.84% | +250+4.1% | Added |
| Investment House LLC | 6,313 | $1.66M | 0.13% | 00.0% | Unchanged |
| Portland Global Advisors LLC | 6,309 | $1.66M | 0.28% | 00.0% | Unchanged |
| RB Capital Management, LLC | 6,307 | $1.66M | 0.54% | +128+2.1% | Added |
| EverSource Wealth Advisors, LLC | 6,287 | $1.66M | 0.18% | −145−2.3% | Reduced |
| Genesee Capital Advisors, LLC | 6,282 | $1.66M | 1.19% | −302−4.6% | Reduced |
| Lakeview Capital Partners, LLC | 6,268 | $1.65M | 0.32% | −2,660−29.8% | Reduced |
| SRS Capital Advisors, Inc. | 6,266 | $1.65M | 0.21% | +403+6.9% | Added |
| Iat Reinsurance Co Ltd. | 6,250 | $1.65M | 0.33% | 00.0% | Unchanged |
| Pinnacle West Asset Management, Inc. | 6,230 | $1.64M | 1.61% | +260+4.4% | Added |
| Zullo Investment Group, Inc. | 6,228 | $1.64M | 0.96% | +321+5.4% | Added |
| Capital Advisors Inc | 6,226 | $1.64M | 0.04% | −481−7.2% | Reduced |
| Boyar Asset Management Inc. | 6,214 | $1.64M | 1.29% | 00.0% | Unchanged |
| Prosperity Consulting Group, LLC | 6,210 | $1.64M | 0.75% | +3,581+136.2% | Added |
| Vestmark Advisory Solutions, Inc. | 6,208 | $1.64M | 0.12% | −12,980−67.6% | Reduced |
| Legacy Wealth Management, LLC | 6,195 | $1.63M | 0.85% | 00.0% | Unchanged |
| Beaton Management Co. Inc. | 6,196 | $1.63M | 1.06% | +2,414+63.8% | Added |
| Siemens Fonds Invest GmbH | 6,187 | $1.63M | 0.16% | 00.0% | Unchanged |
| Hubbell Strickland Wealth Management, LLC | 6,186 | $1.63M | 0.98% | 00.0% | Unchanged |
| Accretive Wealth Partners, LLC | 6,176 | $1.63M | 0.97% | +45+0.7% | Added |
| Fernwood Investment Management, LLC | 6,166 | $1.62M | 0.58% | −19−0.3% | Reduced |
| Clearbridge Investments, LLC | 6,164 | $1.62M | 0.00% | −5−0.1% | Reduced |
| First Citizens Bank & Trust Co | 6,162 | $1.62M | 0.03% | +374+6.5% | Added |
| Leisure Capital Management | 6,156 | $1.62M | 0.93% | +52+0.9% | Added |
| Peloton Wealth Strategists | 6,145 | $1.62M | 0.75% | −1,540−20.0% | Reduced |
| SevenBridge Financial Group, LLC | 6,128 | $1.61M | 0.42% | +195+3.3% | Added |
| TCTC Holdings, LLC | 6,122 | $1.61M | 0.06% | −223−3.5% | Reduced |
| Koshinski Asset Management, Inc. | 6,120 | $1.61M | 0.19% | −195−3.1% | Reduced |
| Essex Savings Bank | 6,115 | $1.61M | 0.54% | +39+0.6% | Added |
| Evoke Wealth, LLC | 6,107 | $1.61M | 0.06% | −62−1.0% | Reduced |
| Aries Wealth Management | 6,432 | $1.61M | 0.63% | +417+6.9% | Added |
| Braun Stacey Associates Inc | 6,100 | $1.61M | 0.08% | +200+3.4% | Added |
| Strengthening Families & Communities, LLC | 6,097 | $1.61M | 0.69% | +319+5.5% | Added |
| Martin & Co Inc | 6,089 | $1.60M | 0.42% | +89+1.5% | Added |
| Birch Hill Investment Advisors LLC | 6,085 | $1.60M | 0.10% | +75+1.2% | Added |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 6,074 | $1.60M | 0.71% | +1,298+27.2% | Added |
| Oxler Private Wealth LLC | 6,057 | $1.60M | 0.80% | +28+0.5% | Added |
| Buttonwood Financial Advisors Inc. | 6,055 | $1.60M | 1.01% | −22−0.4% | Reduced |
| Grant/GrossMendelsohn, LLC | 6,040 | $1.59M | 0.69% | −119−1.9% | Reduced |
| Secure Asset Management, LLC | 6,029 | $1.59M | 0.48% | +477+8.6% | Added |
| Palumbo Wealth Management LLC | 6,018 | $1.59M | 0.87% | +1,124+23.0% | Added |
| Schulhoff & Co Inc | 5,988 | $1.58M | 0.80% | −20−0.3% | Reduced |
| Windsor Capital Management, LLC | 5,988 | $1.58M | 0.55% | −43−0.7% | Reduced |