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 |
|---|---|---|---|---|---|
| Successful Portfolios LLC | 5,032 | $1.33M | 1.17% | −12−0.2% | Reduced |
| Founders Financial Alliance, LLC | 5,026 | $1.32M | 0.58% | −520−9.4% | Reduced |
| Wedmont Private Capital | 5,277 | $1.32M | 0.13% | +6+0.1% | Added |
| Traynor Capital Management, Inc. | 5,002 | $1.32M | 0.18% | +59+1.2% | Added |
| Princeton Global Asset Management LLC | 4,998 | $1.32M | 0.37% | −440−8.1% | Reduced |
| Venturi Wealth Management, LLC | 4,995 | $1.32M | 0.10% | −88−1.7% | Reduced |
| Herold Advisors, Inc. | 4,984 | $1.31M | 0.40% | +86+1.8% | Added |
| Cypress Capital Management LLC (WY) | 4,979 | $1.31M | 1.54% | −118−2.3% | Reduced |
| ZWJ Investment Counsel Inc | 4,975 | $1.31M | 0.07% | −79−1.6% | Reduced |
| Syon Capital LLC | 4,964 | $1.31M | 0.16% | +4,964 | New |
| Warren Averett Asset Management, LLC | 4,957 | $1.31M | 0.06% | +383+8.4% | Added |
| Petix & Botte Co | 4,956 | $1.31M | 0.41% | −18−0.4% | Reduced |
| Visionary Wealth Advisors | 4,952 | $1.30M | 0.11% | −75−1.5% | Reduced |
| Eudaimonia Partners, LLC | 4,947 | $1.30M | 0.32% | −226−4.4% | Reduced |
| Centiva Capital, LP | 4,937 | $1.30M | 0.06% | +4,458+930.7% | Added |
| Concord Wealth Partners | 4,934 | $1.30M | 0.28% | +312+6.8% | Added |
| Primoris Wealth Advisors, LLC | 4,931 | $1.30M | 1.57% | +4,931 | New |
| Continuum Advisory, LLC | 26,841 | $1.30M | 0.21% | +66+0.2% | Added |
| Integrity Financial Corp | 4,918 | $1.30M | 0.98% | −22−0.4% | Reduced |
| Landscape Capital Management, L.L.C. | 4,913 | $1.29M | 0.17% | +2,894+143.3% | Added |
| Lantz Financial LLC | 4,888 | $1.29M | 0.51% | +904+22.7% | Added |
| Wealth Alliance | 4,871 | $1.28M | 0.20% | +253+5.5% | Added |
| Financial Management Network Inc | 5,015 | $1.28M | 0.42% | +447+9.8% | Added |
| Becker Capital Management Inc | 4,859 | $1.28M | 0.05% | +70+1.5% | Added |
| Family Legacy, Inc. | 4,853 | $1.28M | 0.53% | −7−0.1% | Reduced |
| Goldstone Financial Group, LLC | 4,830 | $1.27M | 0.38% | −117−2.4% | Reduced |
| First County Bank | 4,823 | $1.27M | 0.66% | +143+3.1% | Added |
| Court Place Advisors, LLC | 4,816 | $1.27M | 0.45% | 00.0% | Unchanged |
| Bennett Selby Investments LP | 4,811 | $1.27M | 0.74% | +17+0.4% | Added |
| Lakeside Advisors, INC. | 4,809 | $1.27M | 0.97% | 00.0% | Unchanged |
| Allen Mooney & Barnes Investment Advisors LLC | 4,806 | $1.27M | 0.27% | +74+1.6% | Added |
| Blodgett Wealth Advisors, LLC | 4,795 | $1.26M | 1.39% | −100−2.0% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 4,785 | $1.26M | 0.95% | −25−0.5% | Reduced |
| L.M. Kohn & Company | 4,784 | $1.26M | 0.46% | +20.0% | Added |
| Northstar Asset Management LLC | 4,776 | $1.26M | 0.36% | +260+5.8% | Added |
| Norway Savings Bank | 4,775 | $1.26M | 0.62% | −105−2.2% | Reduced |
| West Paces Advisors Inc. | 4,772 | $1.26M | 0.39% | +57+1.2% | Added |
| HCR Wealth Advisors | 4,771 | $1.26M | 0.28% | −333−6.5% | Reduced |
| One Capital Management, LLC | 4,771 | $1.26M | 0.06% | −304−6.0% | Reduced |
| Washington Trust Bank | 4,764 | $1.26M | 0.13% | +30+0.6% | Added |
| Capital Asset Advisory Services LLC | 4,999 | $1.25M | 0.09% | +730+17.1% | Added |
| Enterprise Financial Services Corp | 4,757 | $1.25M | 0.87% | −25−0.5% | Reduced |
| Security Financial Services, INC. | 4,748 | $1.25M | 0.35% | −61−1.3% | Reduced |
| Nwam LLC | 4,746 | $1.25M | 0.13% | −735−13.4% | Reduced |
| White Pine Capital LLC | 4,728 | $1.25M | 0.50% | +150+3.3% | Added |
| Strategy Asset Managers LLC | 4,708 | $1.24M | 0.32% | +1,905+68.0% | Added |
| Kovack Advisors, Inc. | 4,702 | $1.24M | 0.17% | +38+0.8% | Added |
| West Family Investments, Inc. | 4,702 | $1.24M | 0.43% | −28−0.6% | Reduced |
| Aull & Monroe Investment Management Corp | 4,686 | $1.23M | 0.64% | −49−1.0% | Reduced |
| Mendel Money Management | 4,683 | $1.23M | 0.66% | +136+3.0% | Added |
| Richwood Investment Advisors, LLC | 4,675 | $1.23M | 1.26% | −25−0.5% | Reduced |
| Y.D. More Investments Ltd | 4,665 | $1.23M | 0.25% | +168+3.7% | Added |
| Archford Capital Strategies, LLC | 4,659 | $1.23M | 0.25% | −345−6.9% | Reduced |
| Lindenwold Advisors | 4,641 | $1.22M | 0.76% | +13+0.3% | Added |
| Lakeshore Financial Planning, Inc. | 4,634 | $1.22M | 0.70% | +4,634 | New |
| South Street Advisors LLC | 4,618 | $1.22M | 0.24% | −36−0.8% | Reduced |
| TD Private Client Wealth LLC | 4,601 | $1.21M | 0.05% | −717−13.5% | Reduced |
| Absolute Capital Management, LLC | 4,600 | $1.21M | 1.16% | +798+21.0% | Added |
| Thrive Wealth Management, LLC | 4,599 | $1.21M | 0.32% | +43+0.9% | Added |
| ORG Partners LLC | 4,593 | $1.21M | 0.36% | −1,239−21.2% | Reduced |
| Sicart Associates LLC | 4,597 | $1.21M | 0.47% | 00.0% | Unchanged |
| Violich Capital Management, Inc. | 4,595 | $1.21M | 0.21% | 00.0% | Unchanged |
| SignalPoint Asset Management, LLC | 4,596 | $1.21M | 0.39% | −20.0% | Reduced |
| Front Barnett Associates LLC | 4,571 | $1.20M | 0.14% | −316−6.5% | Reduced |
| Rogco, LP | 4,563 | $1.20M | 0.59% | +4,563 | New |
| JFS Wealth Advisors, LLC | 4,547 | $1.20M | 0.11% | −14−0.3% | Reduced |
| HMS Capital Management, LLC | 4,543 | $1.20M | 0.79% | −107−2.3% | Reduced |
| Taylor Hoffman Wealth Management | 4,530 | $1.19M | 0.61% | +70+1.6% | Added |
| Meridian Wealth Advisors, LLC | 4,523 | $1.19M | 0.30% | −98−2.1% | Reduced |
| Mengis Capital Management, Inc. | 4,522 | $1.19M | 0.25% | +331+7.9% | Added |
| Coppell Advisory Solutions LLC | 4,518 | $1.19M | 0.43% | −1,186−20.8% | Reduced |
| ABLE Financial Group, LLC | 4,519 | $1.19M | 0.59% | +743+19.7% | Added |
| Aberdeen Wealth Management LLC | 4,517 | $1.19M | 0.90% | 00.0% | Unchanged |
| Intrua Financial, LLC | 4,512 | $1.19M | 0.22% | −177−3.8% | Reduced |
| Diligent Investors, LLC | 4,510 | $1.19M | 0.36% | +37+0.8% | Added |
| Mitchell McLeod Pugh & Williams Inc | 4,507 | $1.19M | 0.35% | −27−0.6% | Reduced |
| Athena Investment Management | 4,503 | $1.19M | 0.85% | −86−1.9% | Reduced |
| Claar Advisors LLC | 4,500 | $1.19M | 0.47% | 00.0% | Unchanged |
| SFMG, LLC | 4,476 | $1.18M | 0.12% | −272−5.7% | Reduced |
| Weik Capital Management | 4,460 | $1.17M | 0.58% | 00.0% | Unchanged |
| Symphony Financial, Ltd. Co. | 4,559 | $1.17M | 0.29% | +282+6.6% | Added |
| BigSur Wealth Management LLC | 4,452 | $1.17M | 0.59% | −100−2.2% | Reduced |
| Ethos Financial Group, LLC | 4,445 | $1.17M | 0.30% | +2,256+103.1% | Added |
| New England Research & Management, Inc. | 4,432 | $1.17M | 0.67% | 00.0% | Unchanged |
| Magnus Financial Group LLC | 4,431 | $1.17M | 0.17% | +12+0.3% | Added |
| Capstone Triton Financial Group, LLC | 4,420 | $1.16M | 0.85% | +158+3.7% | Added |
| Legacy Financial Advisors, Inc. | 4,419 | $1.16M | 0.23% | −39−0.9% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 4,419 | $1.16M | 0.13% | −200−4.3% | Reduced |
| AdvisorNet Financial, Inc | 4,405 | $1.16M | 0.11% | −3,292−42.8% | Reduced |
| Baker Boyer National Bank | 4,401 | $1.16M | 0.47% | +204+4.9% | Added |
| Machina Capital S.A.S. | 4,399 | $1.16M | 0.65% | +4,399 | New |
| Weatherly Asset Management L. P. | 4,383 | $1.15M | 0.14% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 4,381 | $1.15M | 0.29% | −12−0.3% | Reduced |
| American State Bank (Iowa) | 4,377 | $1.15M | 0.83% | −25−0.6% | Reduced |
| Oxbow Advisors, LLC | 4,371 | $1.15M | 0.18% | +229+5.5% | Added |
| Nemes Rush Group LLC | 4,368 | $1.15M | 0.21% | −158−3.5% | Reduced |
| West Michigan Advisors, LLC | 4,367 | $1.15M | 0.61% | −44−1.0% | Reduced |
| Gyroscope Capital Management Group, LLC | 4,366 | $1.15M | 0.26% | +542+14.2% | Added |
| Walter & Keenan Financial Consulting Co | 4,360 | $1.15M | 0.45% | −600−12.1% | Reduced |
| Centric Wealth Management | 4,360 | $1.15M | 0.48% | −89−2.0% | Reduced |