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 |
|---|---|---|---|---|---|
| Steel Peak Wealth Management LLC | 5,982 | $1.58M | 0.10% | −25,873−81.2% | Reduced |
| TFG Advisers LLC | 5,974 | $1.57M | 0.74% | +411+7.4% | Added |
| Clarkston Capital Partners, LLC | 5,966 | $1.57M | 0.03% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 5,935 | $1.56M | 0.32% | −102−1.7% | Reduced |
| Bedell Frazier Investment Counseling, LLC | 5,934 | $1.56M | 0.47% | −85−1.4% | Reduced |
| Pettyjohn, Wood & White, Inc | 5,934 | $1.56M | 0.37% | +165+2.9% | Added |
| Greenwood Gearhart Inc | 5,926 | $1.56M | 0.18% | +19+0.3% | Added |
| Beacon Financial Advisory LLC | 5,918 | $1.56M | 0.86% | −41−0.7% | Reduced |
| Albert D Mason Inc | 5,864 | $1.54M | 1.12% | −111−1.9% | Reduced |
| Baader Bank INC | 6,089 | $1.54M | 0.14% | +867+16.6% | Added |
| Gilman Hill Asset Management, LLC | 5,843 | $1.54M | 0.30% | −28−0.5% | Reduced |
| Souders Financial Advisors | 5,837 | $1.54M | 0.30% | −31−0.5% | Reduced |
| Atlas Brown,Inc. | 5,835 | $1.54M | 0.70% | 00.0% | Unchanged |
| Southeast Asset Advisors Inc. | 5,832 | $1.54M | 0.22% | +7+0.1% | Added |
| Newman Dignan & Sheerar, Inc. | 5,829 | $1.54M | 0.50% | −100−1.7% | Reduced |
| Columbia Trust Co 01012016 | 5,824 | $1.53M | 0.89% | +82+1.4% | Added |
| Gradient Investments LLC | 5,815 | $1.53M | 0.04% | +66+1.1% | Added |
| TruWealth Advisors, LLC | 5,815 | $1.53M | 0.13% | −21−0.4% | Reduced |
| Vaughan David Investments LLC | 5,811 | $1.53M | 0.05% | +10.0% | Added |
| Smith Shellnut Wilson LLC | 5,808 | $1.53M | 0.94% | −7−0.1% | Reduced |
| Howe & Rusling Inc | 5,808 | $1.53M | 0.18% | −37−0.6% | Reduced |
| First Commonwealth Financial Corp | 5,806 | $1.53M | 0.51% | +4+0.1% | Added |
| Patton Albertson Miller Group, LLC | 5,780 | $1.52M | 0.30% | −60−1.0% | Reduced |
| FOCUS Wealth Advisors, LLC | 5,766 | $1.52M | 1.05% | +133+2.4% | Added |
| Imprint Wealth LLC | 5,765 | $1.52M | 1.28% | +301+5.5% | Added |
| Eastern Bank | 5,756 | $1.52M | 0.08% | −47−0.8% | Reduced |
| D.B. Root & Company, LLC | 5,746 | $1.51M | 0.59% | −51−0.9% | Reduced |
| Summit X, LLC | 5,741 | $1.51M | 0.48% | −4,213−42.3% | Reduced |
| Kovitz Investment Group Partners, LLC | 5,738 | $1.51M | 0.03% | −607−9.6% | Reduced |
| Monument Capital Management | 5,698 | $1.50M | 0.50% | −130−2.2% | Reduced |
| McDonald Partners LLC | 5,691 | $1.50M | 0.49% | +849+17.5% | Added |
| Delta Financial Advisors LLC | 5,672 | $1.49M | 0.67% | −10−0.2% | Reduced |
| Baker Tilly Wealth Management, LLC | 5,662 | $1.49M | 0.25% | −880−13.5% | Reduced |
| Absoluto Partners Gestao de Recursos Ltda | 5,661 | $1.49M | 0.68% | −1,994−26.0% | Reduced |
| Mill Capital Management, LLC | 5,643 | $1.49M | 0.15% | 00.0% | Unchanged |
| North Star Asset Management Inc | 5,639 | $1.49M | 0.09% | +562+11.1% | Added |
| Ameritas Advisory Services, LLC | 5,758 | $1.48M | 0.07% | +1,811+45.9% | Added |
| Freedom Day Solutions, LLC | 5,634 | $1.48M | 0.65% | −90−1.6% | Reduced |
| Townsend Asset Management Corp | 5,624 | $1.48M | 0.75% | +62+1.1% | Added |
| Probity Advisors, Inc. | 5,623 | $1.48M | 0.34% | −482−7.9% | Reduced |
| Advisory Research Inc | 5,600 | $1.48M | 0.20% | −66−1.2% | Reduced |
| Iams Wealth Management, LLC | 5,580 | $1.47M | 1.02% | +5,580 | New |
| Monticello Wealth Management, LLC | 5,573 | $1.47M | 0.15% | −234−4.0% | Reduced |
| Klingenstein Fields & Co LP | 5,561 | $1.46M | 0.07% | +57+1.0% | Added |
| Lavaca Capital LLC | 5,535 | $1.46M | 0.52% | −1,582−22.2% | Reduced |
| V-Square Quantitative Management LLC | 5,519 | $1.45M | 0.64% | +1,083+24.4% | Added |
| Operose Advisors LLC | 5,514 | $1.45M | 0.58% | +666+13.7% | Added |
| Symmetry Partners, LLC | 5,506 | $1.45M | 0.08% | −187−3.3% | Reduced |
| Navellier & Associates Inc | 5,503 | $1.45M | 0.25% | +2,103+61.9% | Added |
| Berkeley Capital Partners, LLC | 5,483 | $1.44M | 0.52% | +59+1.1% | Added |
| N.E.W. Advisory Services LLC | 5,475 | $1.44M | 0.21% | −64−1.2% | Reduced |
| KWB Wealth | 4,824 | $1.44M | 0.23% | 00.0% | Unchanged |
| JNBA Financial Advisors | 5,447 | $1.43M | 0.18% | −54−1.0% | Reduced |
| Hancock Whitney Corp | 5,446 | $1.43M | 0.06% | −1,009−15.6% | Reduced |
| Howard Capital Management Inc. | 5,425 | $1.43M | 0.19% | +717+15.2% | Added |
| EFG Asset Management (Americas) Corp. | 5,382 | $1.42M | 0.34% | +64+1.2% | Added |
| Capital Investment Counsel, Inc | 5,366 | $1.41M | 0.28% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 5,352 | $1.41M | 0.71% | +87+1.7% | Added |
| Accurate Wealth Management, LLC | 5,609 | $1.41M | 0.44% | −8,057−59.0% | Reduced |
| NVWM, LLC | 5,329 | $1.40M | 0.46% | −27−0.5% | Reduced |
| Brown Capital Management LLC | 5,328 | $1.40M | 0.02% | −143−2.6% | Reduced |
| WT Wealth Management | 5,323 | $1.40M | 0.60% | +406+8.3% | Added |
| Parallax Volatility Advisers, L.P. | 5,322 | $1.40M | 0.05% | +5,322 | New |
| Cornell Pochily Investment Advisors, Inc. | 5,299 | $1.40M | 0.61% | +165+3.2% | Added |
| Mechanics Financial Corp | 5,295 | $1.39M | 0.77% | −25−0.5% | Reduced |
| Bassett Hargrove Investment Counsel, LLC | 5,267 | $1.39M | 2.33% | −52−1.0% | Reduced |
| Suncoast Equity Management | 5,263 | $1.39M | 0.21% | +133+2.6% | Added |
| Grace & White Inc | 5,250 | $1.38M | 0.26% | 00.0% | Unchanged |
| Wolff Financial Management LLC | 5,250 | $1.38M | 0.47% | +5,250 | New |
| Investment Partners, Ltd. | 5,239 | $1.38M | 0.73% | +1,905+57.1% | Added |
| Y-Intercept (Hong Kong) Ltd | 5,235 | $1.38M | 0.13% | +5,235 | New |
| Pinnacle Bancorp, Inc. | 5,222 | $1.38M | 0.49% | −10−0.2% | Reduced |
| Union Savings Bank | 5,207 | $1.37M | 0.86% | +297+6.0% | Added |
| Headinvest, LLC | 5,320 | $1.37M | 0.30% | +166+3.2% | Added |
| F/M Investments LLC | 5,204 | $1.37M | 1.02% | −125−2.3% | Reduced |
| Southland Equity Partners LLC | 5,203 | $1.37M | 0.47% | +66+1.3% | Added |
| Dantai Capital Ltd | 5,200 | $1.37M | 2.94% | +3,200+160.0% | Added |
| Bedel Financial Consulting, Inc. | 5,198 | $1.37M | 0.28% | +10.0% | Added |
| Bedel Financial Consulting Inc | 5,198 | $1.37M | 0.28% | +5,198 | New |
| Hudson Value Partners, LLC | 5,178 | $1.36M | 0.72% | +168+3.4% | Added |
| Roanoke Asset Management Corp | 5,178 | $1.36M | 0.56% | −30−0.6% | Reduced |
| Summit Trail Advisors, LLC | 5,168 | $1.36M | 0.05% | −366−6.6% | Reduced |
| Retirement Planning Co of New England, Inc. | 5,161 | $1.36M | 0.76% | −665−11.4% | Reduced |
| Little House Capital LLC | 5,147 | $1.36M | 0.56% | +300+6.2% | Added |
| MEMBERS Trust Co | 5,102 | $1.36M | 0.04% | −60−1.2% | Reduced |
| Apella Capital, LLC | 5,139 | $1.35M | 0.10% | +64+1.3% | Added |
| Fox Run Management, L.L.C. | 5,134 | $1.35M | 0.40% | +5,134 | New |
| Patron Partners Advisors, LLC | 5,120 | $1.35M | 0.99% | −11−0.2% | Reduced |
| Financial Freedom, LLC | 5,096 | $1.34M | 0.95% | +16+0.3% | Added |
| My Legacy Advisors, LLC | 5,184 | $1.34M | 0.54% | −79−1.5% | Reduced |
| MCF Advisors LLC | 5,071 | $1.34M | 0.12% | +20+0.4% | Added |
| First National Bank of Omaha | 5,068 | $1.34M | 0.09% | −552−9.8% | Reduced |
| Vinva Investment Management Ltd | 5,026 | $1.33M | 0.13% | −1,481−22.8% | Reduced |
| CRA Financial Services, LLC | 5,066 | $1.33M | 0.37% | +191+3.9% | Added |
| IVC Wealth Advisors LLC | 5,051 | $1.33M | 0.89% | −8−0.2% | Reduced |
| LCNB Corp | 5,050 | $1.33M | 0.59% | −351−6.5% | Reduced |
| Curbstone Financial Management Corp | 5,050 | $1.33M | 0.33% | −100−1.9% | Reduced |
| Deseret Mutual Benefit Administrators | 5,048 | $1.33M | 0.65% | −931−15.6% | Reduced |
| Financial Advisory Group | 5,048 | $1.33M | 0.27% | 00.0% | Unchanged |
| Quest Investment Management LLC | 5,034 | $1.33M | 0.19% | −35,819−87.7% | Reduced |