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; 3,482 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 | 3,482 | $142.5B |
| Q1 2026 | 3,604 | $163.1B |
| Q4 2025 | 3,589 | $160.4B |
| Q3 2025 | 3,424 | $155.5B |
| Q2 2025 | 3,424 | $152.9B |
| Q1 2025 | 3,423 | $165.7B |
| Q4 2024 | 3,392 | $150.8B |
| Q3 2024 | 3,172 | $156.2B |
| Q2 2024 | 3,087 | $129.1B |
| Q1 2024 | 3,172 | $143.6B |
| Q4 2023 | 3,192 | $151.1B |
| Q3 2023 | 3,000 | $131.5B |
| Q2 2023 | 3,011 | $150.1B |
| Q1 2023 | 2,952 | $140.5B |
| Q4 2022 | 2,927 | $133.0B |
| Q3 2022 | 2,702 | $115.7B |
| Q2 2022 | 2,724 | $123.7B |
| Q1 2022 | 2,741 | $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 |
|---|---|---|---|---|---|
| Jentner Corp | 3,750 | $987.8K | 0.61% | +220+6.2% | Added |
| Burke & Herbert Bank & Trust Co | 3,747 | $987.1K | 0.80% | −301−7.4% | Reduced |
| Arbor Capital Management Inc | 3,807 | $987.1K | 0.88% | −207−5.2% | Reduced |
| Somerset Group LLC | 3,734 | $983.7K | 0.93% | 00.0% | Unchanged |
| Old North State Trust, LLC | 3,728 | $982.0K | 0.77% | −31−0.8% | Reduced |
| Hendershot Investments Inc. | 3,707 | $976.7K | 0.16% | 00.0% | Unchanged |
| Cottonwood Capital Advisors, LLC | 3,703 | $975.5K | 0.91% | +124+3.5% | Added |
| Raleigh Capital Management Inc. | 3,701 | $975.0K | 0.50% | +179+5.1% | Added |
| American Investment Services, Inc. | 3,696 | $973.6K | 0.21% | +20+0.5% | Added |
| Eldridge Investment Advisors, Inc. | 3,684 | $971.0K | 0.32% | −45−1.2% | Reduced |
| Tobam | 3,682 | $970.0K | 0.08% | −247−6.3% | Reduced |
| Guardian Wealth Advisors, LLC | 3,682 | $969.9K | 0.16% | −144−3.8% | Reduced |
| Intelligent Financial Strategies | 3,665 | $965.6K | 0.72% | +2+0.1% | Added |
| Corundum Group, Inc. | 3,660 | $964.2K | 0.55% | −193−5.0% | Reduced |
| Greenline Partners, LLC | 3,657 | $963.4K | 0.18% | 00.0% | Unchanged |
| Eagle Ridge Investment Management | 3,656 | $963.1K | 0.10% | −37−1.0% | Reduced |
| Compass Capital Management, Inc | 3,656 | $963.1K | 0.08% | 00.0% | Unchanged |
| Triangle Securities Wealth Management | 3,656 | $963.0K | 0.34% | +79+2.2% | Added |
| Kenfarb & Co. | 3,649 | $961.3K | 0.88% | 00.0% | Unchanged |
| Coastal Bridge Advisors, LLC | 3,644 | $960.1K | 0.26% | +112+3.2% | Added |
| Rede Wealth, LLC | 3,643 | $959.7K | 0.48% | −200−5.2% | Reduced |
| BSW Wealth Partners | 3,638 | $958.3K | 0.21% | −21−0.6% | Reduced |
| PFG Investments, LLC | 3,637 | $958.3K | 0.18% | +365+11.2% | Added |
| Gilbert & Cook, Inc. | 3,631 | $956.7K | 0.15% | +283+8.5% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 3,604 | $949.7K | 0.34% | +3,604 | New |
| Axq Capital, LP | 3,600 | $948.4K | 0.33% | +3,600 | New |
| Armstrong Advisory Group, Inc | 3,596 | $947.5K | 0.10% | +10.0% | Added |
| River Street Advisors LLC | 3,593 | $946.5K | 0.89% | +91+2.6% | Added |
| Jeppson Wealth Management, LLC | 3,592 | $946.3K | 0.43% | +13+0.4% | Added |
| Townsend & Associates, Inc | 3,698 | $945.8K | 0.20% | 00.0% | Unchanged |
| Elgethun Capital Management | 3,625 | $945.1K | 0.29% | −97−2.6% | Reduced |
| NCM Capital Management, LLC | 3,586 | $944.8K | 0.67% | −7−0.2% | Reduced |
| Heartwood Wealth Advisors LLC | 3,583 | $943.9K | 0.14% | −26−0.7% | Reduced |
| LMCG Investments, LLC | 3,579 | $942.9K | 0.06% | 00.0% | Unchanged |
| Circle Wealth Management, LLC | 3,578 | $942.5K | 0.02% | +40+1.1% | Added |
| Michael B. Yongue | 3,574 | $941.5K | 0.92% | −135−3.6% | Reduced |
| Mountain Capital Investment Advisors, Inc | 3,509 | $939.6K | 0.35% | −2,949−45.7% | Reduced |
| Fragasso Group Inc. | 3,566 | $939.3K | 0.10% | −5−0.1% | Reduced |
| Keating Investment Counselors Inc | 3,565 | $939.2K | 0.32% | +1,000+39.0% | Added |
| Parkside Financial Bank & Trust | 3,560 | $937.9K | 0.22% | +42+1.2% | Added |
| Wealth Management Associates, Inc. | 3,555 | $936.7K | 0.55% | +33+0.9% | Added |
| Redwood Wealth Management Group, LLC | 3,549 | $934.9K | 1.09% | +61+1.7% | Added |
| Buckley Wealth Management, LLC | 3,545 | $933.9K | 0.35% | +25+0.7% | Added |
| Corton Capital Inc. | 3,541 | $932.8K | 0.47% | +573+19.3% | Added |
| JTC Employer Solutions Trusteee Ltd | 3,540 | $932.0K | 0.09% | 00.0% | Unchanged |
| PYA Waltman Capital, LLC | 3,535 | $931.4K | 0.39% | +474+15.5% | Added |
| Bill Few Associates, Inc. | 3,525 | $928.8K | 0.49% | −18−0.5% | Reduced |
| Forza Wealth Management, LLC | 3,522 | $927.8K | 0.48% | +200+6.0% | Added |
| Cubic Asset Management, LLC | 3,520 | $927.3K | 0.26% | +3,520 | New |
| Morris Financial Concepts, Inc. | 3,514 | $925.7K | 0.62% | +15+0.4% | Added |
| DHJJ Financial Advisors, Ltd. | 3,512 | $925.2K | 0.47% | −100−2.8% | Reduced |
| Harbour Capital Advisors, LLC | 3,512 | $925.2K | 0.28% | 00.0% | Unchanged |
| MidWestOne Financial Group, Inc. | 3,511 | $924.9K | 0.21% | +83+2.4% | Added |
| WNY Asset Management, LLC | 3,499 | $922.0K | 0.18% | +68+2.0% | Added |
| Olistico Wealth, LLC | 3,490 | $919.5K | 0.82% | +221+6.8% | Added |
| First American Bank | 3,481 | $917.0K | 0.08% | +51+1.5% | Added |
| Piscataqua Savings Bank | 3,479 | $916.5K | 0.80% | −42−1.2% | Reduced |
| Cardiff Park Advisors, LLC | 3,478 | $916.3K | 0.12% | 00.0% | Unchanged |
| MQS Management LLC | 3,478 | $916.2K | 0.56% | +3,478 | New |
| First Financial Corp | 3,467 | $913.3K | 0.54% | 00.0% | Unchanged |
| InTrack Investment Management Inc | 3,467 | $913.2K | 0.80% | +3,467 | New |
| Ti-Trust, Inc | 3,464 | $912.6K | 0.87% | +30+0.9% | Added |
| Fortem Financial Group, LLC | 3,464 | $912.5K | 0.54% | +1,727+99.4% | Added |
| Richelieu Gestion PLC | 3,456 | $910.0K | 0.85% | −4,244−55.1% | Reduced |
| STAR Financial Bank | 3,447 | $908.1K | 0.93% | −320−8.5% | Reduced |
| Concord Asset Management, LLC | 3,433 | $904.4K | 0.30% | +709+26.0% | Added |
| Sterling Investment Counsel, LLC | 3,428 | $903.0K | 0.52% | +87+2.6% | Added |
| Landaas & Co | 3,426 | $903.0K | 0.39% | 00.0% | Unchanged |
| Roman Butler Fullerton & Co | 3,636 | $902.8K | 0.43% | −136−3.6% | Reduced |
| Proquility Private Wealth Partners, LLC | 3,425 | $902.3K | 0.37% | −25−0.7% | Reduced |
| Chesapeake Asset Management LLC | 3,423 | $902.0K | 0.88% | +546+19.0% | Added |
| Human Investing LLC | 3,423 | $901.8K | 0.21% | −153−4.3% | Reduced |
| Core Wealth Management, Inc. | 3,423 | $901.8K | 0.47% | −910−21.0% | Reduced |
| Charles Schwab Trust Co | 3,414 | $899.4K | 0.10% | −212−5.8% | Reduced |
| Tectonic Advisors LLC | 3,413 | $899.0K | 0.08% | −10−0.3% | Reduced |
| Philadelphia Trust Co | 3,402 | $896.0K | 0.09% | −550−13.9% | Reduced |
| PBMares Wealth Management LLC | 3,397 | $894.9K | 0.32% | +239+7.6% | Added |
| Foster Dykema Cabot & Co Inc | 3,392 | $894.0K | 0.11% | 00.0% | Unchanged |
| Consolidated Planning Corp | 3,373 | $888.6K | 0.20% | −203−5.7% | Reduced |
| Abacus Planning Group, Inc. | 3,371 | $888.0K | 0.22% | −105−3.0% | Reduced |
| Front Row Advisors LLC | 3,359 | $884.9K | 0.41% | −112−3.2% | Reduced |
| Aspiriant, LLC | 3,347 | $882.2K | 0.05% | +63+1.9% | Added |
| LVM Capital Management Ltd | 3,343 | $881.0K | 0.12% | 00.0% | Unchanged |
| Connectus Wealth, LLC | 3,337 | $880.6K | 0.02% | −260−7.2% | Reduced |
| Inspirion Wealth Advisors, LLC | 3,330 | $877.3K | 0.17% | 00.0% | Unchanged |
| Strong Tower Advisory Services | 3,321 | $875.1K | 0.44% | +22+0.7% | Added |
| Well Done, LLC | 3,317 | $873.8K | 0.19% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 3,313 | $872.8K | 0.30% | −25−0.7% | Reduced |
| Oarsman Capital, Inc. | 3,304 | $870.4K | 0.36% | −14−0.4% | Reduced |
| PDS Planning, Inc | 3,302 | $869.8K | 0.11% | −103−3.0% | Reduced |
| Cahaba Wealth Management, Inc. | 3,300 | $869.3K | 0.10% | −126−3.7% | Reduced |
| Frisch Financial Group, Inc. | 3,299 | $869.0K | 0.35% | −35−1.0% | Reduced |
| Capital Management Associates | 3,300 | $869.0K | 1.28% | 00.0% | Unchanged |
| SPC Financial, Inc. | 3,283 | $864.9K | 0.10% | +10.0% | Added |
| Prestige Wealth Management Group LLC | 3,274 | $862.6K | 0.21% | +178+5.7% | Added |
| Geneva Partners, LLC | 3,270 | $861.5K | 0.57% | −65−1.9% | Reduced |
| Cyrus J. Lawrence, LLC | 3,269 | $861.0K | 0.24% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 3,265 | $860.1K | 0.08% | 00.0% | Unchanged |
| Coury Firm Asset Management LLC | 3,262 | $859.3K | 1.37% | +915+39.0% | Added |
| Meitav Dash Investments Ltd | 3,250 | $858.0K | 0.01% | 00.0% | Unchanged |