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 |
|---|---|---|---|---|---|
| Alhambra Investment Partners LLC | 3,253 | $856.9K | 0.56% | −12−0.4% | Reduced |
| W Advisors, LLC | 3,252 | $856.8K | 0.70% | −35−1.1% | Reduced |
| KRS Capital Management, LLC | 3,250 | $856.1K | 0.91% | +2+0.1% | Added |
| ELCO Management Co., LLC | 3,243 | $854.3K | 0.62% | −347−9.7% | Reduced |
| WealthPlan Investment Management, LLC | 3,242 | $854.1K | 0.15% | +1,517+87.9% | Added |
| Options Solutions, LLC | 3,241 | $853.7K | 0.98% | −199−5.8% | Reduced |
| Constitution Capital LLC | 3,234 | $852.0K | 0.58% | −1,100−25.4% | Reduced |
| Geller Advisors LLC | 3,230 | $850.9K | 0.10% | +1,470+83.5% | Added |
| Twin Capital Management Inc | 3,227 | $850.1K | 0.12% | +3,227 | New |
| Fortune Financial Advisors, LLC | 3,227 | $850.0K | 0.65% | −40−1.2% | Reduced |
| Everhart Financial Group, Inc. | 3,224 | $848.7K | 0.36% | −155−4.6% | Reduced |
| Silverlake Wealth Management LLC | 3,212 | $846.3K | 0.48% | +444+16.0% | Added |
| Unique Wealth, LLC | 3,211 | $845.8K | 0.35% | 00.0% | Unchanged |
| Gould Asset Management LLC | 3,210 | $845.5K | 0.24% | −70−2.1% | Reduced |
| WD Rutherford LLC | 3,200 | $843.0K | 0.58% | +150+4.9% | Added |
| Sax Wealth Advisors, LLC | 3,199 | $842.9K | 0.17% | +81+2.6% | Added |
| Center for Financial Planning, Inc. | 3,197 | $842.2K | 0.18% | +47+1.5% | Added |
| Westmount Partners, LLC | 3,193 | $841.1K | 0.37% | +9+0.3% | Added |
| Dominguez Wealth Management Solutions, Inc. | 3,191 | $840.6K | 0.78% | −60−1.8% | Reduced |
| Live Oak Private Wealth LLC | 3,190 | $840.4K | 0.18% | −32−1.0% | Reduced |
| Lesa Sroufe & Co | 3,188 | $840.0K | 0.90% | 00.0% | Unchanged |
| Winning Points Advisors, LLC | 3,160 | $839.3K | 1.49% | −210−6.2% | Reduced |
| WoodTrust Financial Corp | 3,185 | $839.0K | 0.16% | −37−1.1% | Reduced |
| Private Ocean, LLC | 3,177 | $836.9K | 0.11% | 00.0% | Unchanged |
| Vanguard Capital Wealth Advisors | 3,163 | $833.3K | 0.77% | +260+9.0% | Added |
| Evanson Asset Management, LLC | 3,161 | $832.7K | 0.08% | −77−2.4% | Reduced |
| IMS Capital Management | 3,154 | $830.8K | 0.50% | −3−0.1% | Reduced |
| Sound Financial Strategies Group, LLC | 3,147 | $829.0K | 0.69% | −222−6.6% | Reduced |
| Rollins Financial | 3,147 | $829.0K | 0.20% | +50+1.6% | Added |
| Catalyst Financial Partners LLC | 3,140 | $827.2K | 0.27% | +209+7.1% | Added |
| Axiom Investors LLC | 3,140 | $827.2K | 0.01% | +922+41.6% | Added |
| Peoples Bank | 3,134 | $825.6K | 0.54% | −78−2.4% | Reduced |
| Lafayette Investments, Inc. | 3,131 | $824.8K | 0.22% | +74+2.4% | Added |
| Savoie Capital LLC | 3,129 | $824.3K | 0.22% | +3,129 | New |
| Goelzer Investment Management, Inc. | 3,120 | $821.9K | 0.06% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 3,116 | $820.9K | 0.41% | +488+18.6% | Added |
| Edge Capital Group, LLC | 3,114 | $820.2K | 0.05% | −7,048−69.4% | Reduced |
| DeDora Capital, Inc. | 3,110 | $819.4K | 0.32% | 00.0% | Unchanged |
| Park Edge Advisors, LLC | 3,105 | $818.0K | 0.29% | +322+11.6% | Added |
| Charter Oak Capital Management, LLC | 3,098 | $816.0K | 0.11% | −168−5.1% | Reduced |
| Annex Advisory Services, LLC | 3,095 | $815.5K | 0.05% | −60−1.9% | Reduced |
| Principal Street Partners, LLC | 3,084 | $812.6K | 0.16% | +1,542+100.0% | Added |
| West Bancorporation Inc | 3,084 | $812.4K | 0.57% | −482−13.5% | Reduced |
| RMR Wealth Builders | 3,081 | $811.6K | 0.13% | +1,988+181.9% | Added |
| Benin Management CORP | 3,081 | $811.6K | 0.30% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 3,060 | $806.1K | 0.31% | +27+0.9% | Added |
| Walleye Capital LLC | 3,060 | $806.1K | 0.01% | −90,713−96.7% | Reduced |
| Integral Investment Advisors, Inc. | 3,050 | $803.6K | 0.56% | +288+10.4% | Added |
| Altus Wealth Group LLC | 3,035 | $799.6K | 0.51% | −38−1.2% | Reduced |
| Highview Capital Management LLC | 3,029 | $798.0K | 0.46% | −1,748−36.6% | Reduced |
| Diversified Portfolios, Inc. | 3,028 | $797.6K | 0.15% | +201+7.1% | Added |
| Dover Advisors, LLC | 3,022 | $796.1K | 0.81% | +80+2.7% | Added |
| Blackhill Capital Inc | 3,000 | $790.3K | 0.08% | 00.0% | Unchanged |
| Warner Financial, Inc | 3,000 | $790.0K | 0.52% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 3,000 | $790.0K | 0.65% | – | – |
| Financial Synergies Wealth Advisors, Inc. | 2,998 | $789.8K | 0.11% | +175+6.2% | Added |
| MONECO Advisors, LLC | 2,997 | $789.5K | 0.21% | +60+2.0% | Added |
| Red Door Wealth Management, LLC | 2,989 | $787.3K | 0.20% | +265+9.7% | Added |
| WealthBridge Capital Management, LLC | 2,987 | $786.9K | 0.32% | −203−6.4% | Reduced |
| Stableford Capital II LLC | 3,075 | $786.7K | 0.36% | +238+8.4% | Added |
| Spirit of America Management Corp | 2,980 | $785.1K | 0.18% | 00.0% | Unchanged |
| Garrison Point Advisors, LLC | 2,980 | $785.1K | 0.61% | 00.0% | Unchanged |
| Westbourne Investment Advisors, Inc. | 2,981 | $785.0K | 0.36% | 00.0% | Unchanged |
| Fidelity D & D Bancorp Inc | 2,971 | $782.7K | 0.80% | +2,971 | New |
| GYL Financial Synergies, LLC | 2,969 | $782.2K | 0.08% | +251+9.2% | Added |
| Indie Asset Partners, LLC | 2,960 | $779.9K | 0.79% | +23+0.8% | Added |
| Gryphon Financial Partners LLC | 2,957 | $778.9K | 0.19% | +148+5.3% | Added |
| Bellecapital International Ltd. | 2,954 | $778.2K | 0.20% | −92−3.0% | Reduced |
| First Citizens Financial Corp | 2,952 | $777.7K | 0.55% | −200−6.3% | Reduced |
| Bristol John W & Co Inc | 2,952 | $777.7K | 0.02% | 00.0% | Unchanged |
| Prudent Man Advisors, LLC | 2,951 | $777.4K | 0.31% | +2,951 | New |
| Founders Financial Securities LLC | 2,940 | $774.5K | 0.10% | −250−7.8% | Reduced |
| PFG Advisors | 2,937 | $773.8K | 0.07% | −14,078−82.7% | Reduced |
| Riverbridge Partners LLC | 2,935 | $773.2K | 0.01% | 00.0% | Unchanged |
| Virtue Capital Management, LLC | 2,602 | $772.5K | 0.13% | 00.0% | Unchanged |
| W.G. Shaheen & Associates DBA Whitney & Co | 2,919 | $769.0K | 0.12% | −175−5.7% | Reduced |
| Alta Wealth Advisors LLC | 2,914 | $767.8K | 0.47% | −153−5.0% | Reduced |
| Cornerstone Advisory, LLC | 2,905 | $765.4K | 0.13% | +224+8.4% | Added |
| Clarus Group, Inc. | 2,900 | $764.1K | 0.55% | −123−4.1% | Reduced |
| Toews Corp | 2,900 | $764.0K | 0.46% | +2,900 | New |
| Brown Miller Wealth Management, LLC | 2,896 | $763.1K | 0.43% | −15−0.5% | Reduced |
| Edgestream Partners, L.P. | 2,893 | $762.1K | 0.06% | +2,893 | New |
| Column Capital Advisors, LLC | 2,878 | $758.2K | 0.11% | 00.0% | Unchanged |
| TBH Global Asset Management, LLC | 2,875 | $757.4K | 0.15% | +5+0.2% | Added |
| Personal Cfo Solutions, LLC | 2,874 | $757.3K | 0.15% | +60+2.1% | Added |
| GDS Wealth Management | 2,874 | $757.1K | 0.12% | −400−12.2% | Reduced |
| LCM Capital Management Inc | 2,873 | $756.9K | 0.62% | +121+4.4% | Added |
| PSI Advisors, LLC | 2,868 | $755.5K | 0.33% | +750+35.4% | Added |
| Tucker Asset Management LLC | 2,866 | $755.0K | 0.20% | +793+38.3% | Added |
| TLWM | 2,857 | $752.6K | 0.20% | +179+6.7% | Added |
| CapWealth Advisors, LLC | 2,855 | $752.1K | 0.10% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 2,856 | $752.0K | 0.16% | 00.0% | Unchanged |
| Prairie Sky Financial Group LLC | 2,848 | $750.4K | 0.53% | +12+0.4% | Added |
| Arden Trust Co | 2,846 | $749.8K | 0.12% | −800−21.9% | Reduced |
| Mountain Pacific Investment Advisers Inc | 2,842 | $748.6K | 0.05% | −89−3.0% | Reduced |
| WR Wealth Planners, LLC | 2,832 | $746.1K | 0.28% | −22−0.8% | Reduced |
| Winthrop Advisory Group LLC | 2,830 | $745.4K | 0.12% | +14+0.5% | Added |
| Miller Investment Management, LP | 2,826 | $744.5K | 0.12% | 00.0% | Unchanged |
| Zhang Financial LLC | 2,869 | $743.7K | 0.08% | −259−8.3% | Reduced |
| Blue Edge Capital, LLC | 2,820 | $742.9K | 0.16% | 00.0% | Unchanged |