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 |
|---|---|---|---|---|---|
| MWA Asset Management | 2,819 | $742.6K | 0.72% | +2,819 | New |
| Kozak & Associates, Inc. | 2,992 | $742.6K | 0.27% | −245−7.6% | Reduced |
| One + One Wealth Management, LLC | 2,805 | $738.9K | 0.48% | 00.0% | Unchanged |
| Charter Research & Investment Group, Inc. | 2,800 | $737.6K | 0.66% | 00.0% | Unchanged |
| Exchange Bank | 2,794 | $736.1K | 0.71% | 00.0% | Unchanged |
| Samalin Investment Counsel, LLC | 2,794 | $736.0K | 0.42% | −4−0.1% | Reduced |
| Planning Directions Inc | 2,790 | $735.0K | 0.56% | −101−3.5% | Reduced |
| Semus Wealth Partners LLC | 2,786 | $733.9K | 0.68% | +48+1.8% | Added |
| OmniStar Financial Group, Inc. | 2,762 | $733.8K | 0.87% | +134+5.1% | Added |
| Heritage Financial Services, LLC | 2,785 | $733.7K | 0.14% | −100−3.5% | Reduced |
| Total Clarity Wealth Management, Inc. | 2,785 | $733.7K | 0.35% | −30−1.1% | Reduced |
| S.A. Mason LLC | 2,785 | $733.7K | 0.53% | +2+0.1% | Added |
| First International Bank & Trust | 2,784 | $733.4K | 0.26% | −766−21.6% | Reduced |
| Hurlow Wealth Management Group, Inc. | 2,764 | $728.1K | 0.32% | +200+7.8% | Added |
| Highline Wealth Partners LLC | 2,760 | $727.1K | 0.45% | 00.0% | Unchanged |
| Ignite Planners, LLC | 2,881 | $726.7K | 0.22% | +667+30.1% | Added |
| Hamilton Capital, LLC | 2,743 | $722.6K | 0.06% | +136+5.2% | Added |
| Greenwich Wealth Management LLC | 2,735 | $721.0K | 0.08% | +437+19.0% | Added |
| Hummer Financial Advisory Services Inc | 2,730 | $719.2K | 0.73% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 2,722 | $717.0K | 0.07% | −55−2.0% | Reduced |
| JT Stratford LLC | 2,720 | $716.6K | 0.18% | +64+2.4% | Added |
| Castle Rock Wealth Management, LLC | 2,879 | $716.3K | 0.24% | +21+0.7% | Added |
| Hill Island Financial LLC | 2,716 | $715.5K | 0.28% | +8+0.3% | Added |
| Bordeaux Wealth Advisors LLC | 2,715 | $715.2K | 0.29% | −174−6.0% | Reduced |
| Tyler-Stone Wealth Management | 2,697 | $711.0K | 0.41% | +35+1.3% | Added |
| TRUE Private Wealth Advisors | 2,694 | $709.7K | 0.10% | +93+3.6% | Added |
| First Command Advisory Services, Inc. | 2,691 | $708.9K | 0.01% | +2,691 | New |
| BOS Asset Management, LLC | 2,689 | $708.4K | 0.52% | 00.0% | Unchanged |
| Cooper Financial Group | 2,688 | $708.2K | 0.17% | +262+10.8% | Added |
| FSB Premier Wealth Management, Inc. | 2,685 | $707.2K | 0.39% | 00.0% | Unchanged |
| Wealthquest Corp | 2,683 | $707.0K | 0.09% | +213+8.6% | Added |
| 9258 Wealth Management, LLC | 2,683 | $706.8K | 0.14% | −5−0.2% | Reduced |
| Smith Anglin Financial, LLC | 2,677 | $705.2K | 0.09% | +9+0.3% | Added |
| Viawealth, LLC | 2,668 | $702.9K | 0.52% | −15−0.6% | Reduced |
| Independence Bank of Kentucky | 2,665 | $702.1K | 0.30% | +216+8.8% | Added |
| Wealthsource Partners, LLC | 2,658 | $700.2K | 0.05% | −104−3.8% | Reduced |
| Vertex Planning Partners, LLC | 2,648 | $697.7K | 0.24% | −81−3.0% | Reduced |
| Summit Financial Group Inc | 2,647 | $697.3K | 0.29% | −151−5.4% | Reduced |
| Arrien Investments, Inc. | 2,646 | $697.1K | 0.66% | +97+3.8% | Added |
| Fairhaven Wealth Management, LLC | 2,641 | $695.6K | 0.28% | −4−0.2% | Reduced |
| General Partner, Inc. | 2,728 | $694.7K | 0.62% | 00.0% | Unchanged |
| MJP Associates Inc | 2,636 | $694.5K | 0.20% | −1,789−40.4% | Reduced |
| Advisory Alpha, LLC | 2,630 | $692.9K | 0.04% | −151−5.4% | Reduced |
| Latitude Advisors, LLC | 2,622 | $690.8K | 0.49% | +56+2.2% | Added |
| Graves-Light Private Wealth Management, Inc. | 2,780 | $690.0K | 0.09% | 00.0% | Unchanged |
| Pure Financial Advisors, Inc. | 2,619 | $690.0K | 0.03% | −97−3.6% | Reduced |
| Planned Solutions, Inc. | 2,615 | $688.9K | 0.41% | −310−10.6% | Reduced |
| Wellington Shields & Co., LLC | 2,606 | $686.6K | 0.17% | +1,472+129.8% | Added |
| Fiduciary Alliance LLC | 2,602 | $685.6K | 0.16% | +1,055+68.2% | Added |
| Sanders Morris Harris LLC | 2,600 | $684.9K | 0.14% | 00.0% | Unchanged |
| Quent Capital, LLC | 2,597 | $684.0K | 0.11% | +115+4.6% | Added |
| Spears Abacus Advisors LLC | 2,592 | $682.8K | 0.06% | +6+0.2% | Added |
| Keel Point, LLC | 2,590 | $682.4K | 0.09% | +50+2.0% | Added |
| Hudock, Inc. | 2,589 | $682.2K | 0.16% | +8+0.3% | Added |
| RiverFront Investment Group, LLC | 2,589 | $682.0K | 0.02% | +92+3.7% | Added |
| AlphaCore Capital LLC | 2,584 | $680.8K | 0.11% | +410+18.9% | Added |
| Waycross Partners, LLC | 2,578 | $679.1K | 0.15% | 00.0% | Unchanged |
| Cary Street Partners Asset Management LLC | 2,575 | $678.3K | 0.13% | −97−3.6% | Reduced |
| Lodestar Private Asset Management LLC | 2,570 | $677.0K | 0.12% | +3+0.1% | Added |
| Balboa Wealth Partners | 2,568 | $676.5K | 0.25% | −419−14.0% | Reduced |
| Eudaimonia Advisors LLC | 2,563 | $675.2K | 0.47% | −107−4.0% | Reduced |
| Sage Mountain Advisors LLC | 2,562 | $675.0K | 0.09% | +13+0.5% | Added |
| Mill Creek Capital Advisors, LLC | 2,562 | $674.8K | 0.02% | −403−13.6% | Reduced |
| Baystate Wealth Management LLC | 2,561 | $674.8K | 0.06% | +69+2.8% | Added |
| ETF Store, Inc. | 2,633 | $674.2K | 0.48% | +14+0.5% | Added |
| Wall Street Access Asset Management, LLC | 2,558 | $673.9K | 0.35% | −200−7.3% | Reduced |
| Gateway Wealth Partners, LLC | 2,556 | $673.3K | 0.12% | +224+9.6% | Added |
| MSH Capital Advisors LLC | 2,556 | $673.3K | 0.26% | +69+2.8% | Added |
| SS&H Financial Advisors, Inc. | 2,553 | $673.0K | 0.32% | +2,553 | New |
| Angeles Wealth Management, LLC | 2,552 | $672.3K | 0.09% | +84+3.4% | Added |
| GHP Investment Advisors, Inc. | 2,699 | $670.2K | 0.04% | −63−2.3% | Reduced |
| Redwood Investment Management, LLC | 2,545 | $670.0K | 0.06% | +2,545 | New |
| KFG Wealth Management, LLC | 2,540 | $669.1K | 0.36% | +49+2.0% | Added |
| Aldebaran Financial Inc. | 2,537 | $668.3K | 1.09% | −25−1.0% | Reduced |
| O'Rourke & Company, Inc | 2,535 | $668.0K | 0.49% | +23+0.9% | Added |
| Gray Wealth Management Inc. | 2,535 | $667.9K | 0.34% | −18−0.7% | Reduced |
| Mayfair Advisory Group, LLC | 2,646 | $665.5K | 0.64% | 00.0% | Unchanged |
| Notis-McConarty Edward | 2,523 | $664.7K | 0.27% | 00.0% | Unchanged |
| Owen LaRue, LLC | 2,521 | $664.0K | 0.73% | +1,650+189.4% | Added |
| IAM Advisory, LLC | 2,517 | $663.0K | 0.23% | +14+0.6% | Added |
| Concentric Wealth Management, LLC | 2,516 | $662.8K | 0.22% | 00.0% | Unchanged |
| Centennial Bank | 2,516 | $662.8K | 0.46% | +280+12.5% | Added |
| Tilia Fiduciary Partners, Inc. | 2,510 | $661.1K | 0.69% | +134+5.6% | Added |
| Allstate Corp | 2,505 | $659.9K | 0.04% | 00.0% | Unchanged |
| Klingman & Associates, LLC | 2,504 | $659.7K | 0.05% | −81−3.1% | Reduced |
| West Wealth Group, LLC | 2,503 | $659.4K | 0.29% | −60−2.3% | Reduced |
| Beck Mack & Oliver LLC | 2,500 | $658.6K | 0.02% | 00.0% | Unchanged |
| TCM Advisors, LLC | – | $658.6K | 0.59% | – | – |
| Delta Financial Group, Inc. | 2,499 | $658.0K | 0.23% | +2,499 | New |
| Holland Advisory Services, Inc. | 2,493 | $656.8K | 0.83% | +424+20.5% | Added |
| Measured Wealth Private Client Group, LLC | 2,492 | $656.5K | 0.26% | −130−5.0% | Reduced |
| Karpas Strategies, LLC | 2,483 | $654.2K | 0.24% | −403−14.0% | Reduced |
| Paragon Private Wealth Management, LLC | 2,480 | $653.3K | 0.54% | +20+0.8% | Added |
| ASB Consultores, LLC | 2,472 | $651.2K | 0.26% | −336−12.0% | Reduced |
| Oak Hill Wealth Advisors, LLC | 2,470 | $650.8K | 0.25% | +235+10.5% | Added |
| Trust Co | 2,470 | $650.7K | 0.10% | +133+5.7% | Added |
| Oldfather Financial Services, LLC | 2,469 | $650.6K | 0.33% | +2+0.1% | Added |
| D L Carlson Investment Group Inc | 2,467 | $649.9K | 0.13% | −30−1.2% | Reduced |
| Meeder Asset Management Inc | 2,452 | $646.0K | 0.05% | −127−4.9% | Reduced |
| Cedar Brook Financial Partners, LLC | 2,450 | $645.5K | 0.17% | −176−6.7% | Reduced |