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 |
|---|---|---|---|---|---|
| Fortis Group Advisors, LLC | 1,518 | $415.0K | 0.13% | +451+42.3% | Added |
| Vantage Financial Partners Ltd., Inc. | 1,575 | $414.9K | 0.24% | −50−3.1% | Reduced |
| Cassia Capital Partners, LLC | 1,575 | $414.9K | 0.34% | +39+2.5% | Added |
| Commonwealth Financial Services, LLC | 1,574 | $414.6K | 0.12% | +1,574 | New |
| BCGM Wealth Management, LLC | 1,571 | $413.8K | 0.19% | 00.0% | Unchanged |
| Aspen Investment Management Inc | 1,568 | $413.0K | 0.25% | +71+4.7% | Added |
| Pathway Financial Advisors LLC | 1,567 | $412.8K | 0.14% | 00.0% | Unchanged |
| Kensington Investment Counsel, LLC | 1,567 | $412.8K | 0.26% | +172+12.3% | Added |
| Financial Partners Group, Inc | 1,546 | $412.7K | 0.09% | +52+3.5% | Added |
| Clear Creek Financial Management, LLC | 1,566 | $412.4K | 0.07% | +378+31.8% | Added |
| Excalibur Management Corp | 1,563 | $411.8K | 0.21% | +14+0.9% | Added |
| Carson Advisory Inc. | 1,560 | $411.1K | 0.36% | +259+19.9% | Added |
| Israel Discount Bank of New York | 1,560 | $411.0K | 0.34% | −5−0.3% | Reduced |
| Perennial Investment Advisors, LLC | 1,557 | $410.2K | 0.07% | +38+2.5% | Added |
| CSM Advisors, LLC | 1,553 | $409.0K | 0.04% | −650−29.5% | Reduced |
| NSI Retail Advisors, LLC | 1,553 | $409.0K | 0.09% | −650−29.5% | Reduced |
| McLean Asset Management Corp | 1,623 | $408.1K | 0.17% | −3−0.2% | Reduced |
| Flaharty Asset Management, LLC | 1,549 | $408.1K | 0.07% | 00.0% | Unchanged |
| Hartline Investment Corp | 1,540 | $405.7K | 0.07% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 1,621 | $405.2K | 0.10% | +4+0.2% | Added |
| ML & R Wealth Management LLC | 1,535 | $404.4K | 0.11% | +241+18.6% | Added |
| Source Financial Advisors LLC | 1,533 | $403.9K | 0.14% | −90−5.5% | Reduced |
| German American Bancorp, Inc. | 1,531 | $403.3K | 0.06% | +350+29.6% | Added |
| Capula Management Ltd | 1,530 | $403.1K | 0.03% | +1,530 | New |
| Occudo Quantitative Strategies LP | 1,530 | $403.1K | 0.05% | +1,530 | New |
| Legacy Capital Group California, Inc. | 1,527 | $402.3K | 0.17% | +4+0.3% | Added |
| Walled Lake Planning & Wealth Management, LLC | 1,523 | $401.1K | 0.20% | +2+0.1% | Added |
| McElhenny Sheffield Capital Management, LLC | 1,539 | $400.6K | 0.20% | −2,435−61.3% | Reduced |
| First National Bank Sioux Falls | 1,519 | $400.2K | 0.24% | 00.0% | Unchanged |
| Crescent Grove Advisors, LLC | 1,514 | $398.8K | 0.05% | +164+12.1% | Added |
| Financial Planning & Information Services, Inc. | 1,504 | $396.2K | 0.07% | −20−1.3% | Reduced |
| CVA Family Office, LLC | 1,503 | $395.9K | 0.09% | +48+3.3% | Added |
| Hillsdale Investment Management Inc. | 1,503 | $395.9K | 0.04% | +983+189.0% | Added |
| Bienville Capital Management, LLC | 1,500 | $395.2K | 0.13% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 1,499 | $394.9K | 0.16% | −3−0.2% | Reduced |
| Provence Wealth Management Group | 1,498 | $394.6K | 0.24% | +69+4.8% | Added |
| Capital Advisors, Ltd. LLC | 1,490 | $393.0K | 0.06% | −41−2.7% | Reduced |
| American Institute for Advanced Investment Management, LLP | 1,490 | $392.5K | 0.36% | +95+6.8% | Added |
| Hyperion Partners, LLC | 1,485 | $391.1K | 0.34% | −9−0.6% | Reduced |
| 626 Financial, LLC | 1,484 | $390.9K | 0.26% | 00.0% | Unchanged |
| Columbia Advisory Partners LLC | 1,481 | $390.2K | 0.43% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 1,480 | $390.0K | 0.13% | −11−0.7% | Reduced |
| Meredith Wealth Planning | 1,477 | $389.2K | 0.29% | +46+3.2% | Added |
| Alliance Wealth Advisors, LLC | 1,477 | $389.1K | 0.28% | 00.0% | Unchanged |
| Summit Asset Management, LLC | 1,475 | $388.4K | 0.11% | +1+0.1% | Added |
| Noble Family Wealth, LLC | 1,470 | $387.3K | 0.13% | +20+1.4% | Added |
| Ssi Investment Management LLC | 1,469 | $387.0K | 0.03% | −15−1.0% | Reduced |
| Brevan Howard Capital Management LP | 1,466 | $386.2K | 0.11% | +1,466 | New |
| W.H. Cornerstone Investments Inc. | 1,465 | $386.0K | 0.34% | +414+39.4% | Added |
| Lodestone Wealth Management LLC | 1,464 | $385.6K | 0.27% | +178+13.8% | Added |
| Providence Wealth Advisors, LLC | 1,492 | $385.4K | 0.43% | 00.0% | Unchanged |
| Day & Ennis, LLC | 1,461 | $384.9K | 0.14% | −626−30.0% | Reduced |
| Concorde Asset Management, LLC | 1,459 | $384.5K | 0.35% | −68−4.5% | Reduced |
| Burton Enright Welch | 1,458 | $384.2K | 0.12% | −245−14.4% | Reduced |
| Quadrant Private Wealth Management, LLC | 1,457 | $383.9K | 0.13% | −260−15.1% | Reduced |
| Novare Capital Management LLC | 1,455 | $383.3K | 0.04% | 00.0% | Unchanged |
| North Point Portfolio Managers Corp | 1,455 | $383.3K | 0.08% | 00.0% | Unchanged |
| Alaethes Wealth LLC | 1,452 | $382.5K | 0.21% | −3−0.2% | Reduced |
| Wallace Capital Management Inc. | 1,452 | $382.5K | 0.06% | +2+0.1% | Added |
| Poehling Capital Management, LLC | 1,451 | $382.2K | 0.13% | +114+8.5% | Added |
| Hirtle Callaghan & Co LLC | 1,450 | $382.0K | 0.02% | −550−27.5% | Reduced |
| TrueWealth Advisors, LLC | 1,446 | $380.8K | 0.16% | +21+1.5% | Added |
| Sage Private Wealth Group, LLC | 1,444 | $380.6K | 0.52% | +33+2.3% | Added |
| Archer Investment Corp | 1,440 | $379.4K | 0.13% | +556+62.9% | Added |
| Tsai Capital Corp | 1,435 | $378.0K | 0.36% | −1,145−44.4% | Reduced |
| Verum Partners LLC | 1,433 | $377.6K | 0.17% | +198+16.0% | Added |
| SBB Research Group LLC | 1,433 | $377.4K | 0.67% | +6+0.4% | Added |
| Caxton Associates LP | 1,432 | $377.2K | 0.05% | −1,238−46.4% | Reduced |
| Ellevest, Inc. | 1,431 | $377.0K | 0.03% | −46−3.1% | Reduced |
| New Jersey Better Educational Savings Trust | 1,428 | $376.2K | 0.92% | 00.0% | Unchanged |
| Revisor Wealth Management LLC | 1,426 | $375.7K | 0.32% | +202+16.5% | Added |
| Patriot Investment Management Inc. | 1,426 | $375.6K | 0.03% | −73−4.9% | Reduced |
| Insight Inv LLC | 1,451 | $374.9K | 0.42% | −35−2.4% | Reduced |
| Pettinga Financial Advisors, LLC | 1,422 | $374.7K | 0.11% | −17−1.2% | Reduced |
| Readystate Asset Management LP | 1,421 | $374.3K | 0.03% | +1,421 | New |
| Riverpark Capital Management LLC | 1,419 | $373.8K | 0.68% | +1,419 | New |
| Kelly Financial Services LLC | 1,416 | $373.1K | 0.17% | +4+0.3% | Added |
| Holistic Financial Partners | 1,411 | $371.7K | 0.25% | +34+2.5% | Added |
| Greenup Street Wealth Management LLC | 1,406 | $370.4K | 0.12% | +1,406 | New |
| Canvas Wealth Advisors, LLC | 1,435 | $370.3K | 0.15% | −396−21.6% | Reduced |
| Alpha Family Trust | 1,405 | $370.1K | 0.28% | 00.0% | Unchanged |
| LBMC Investment Advisors, LLC | 1,453 | $369.7K | 0.04% | +20+1.4% | Added |
| Montag & Caldwell, LLC | 1,402 | $369.3K | 0.05% | −41−2.8% | Reduced |
| Invst, LLC | 1,401 | $369.2K | 0.05% | +462+49.2% | Added |
| Vise Technologies, Inc. | 1,401 | $369.1K | 0.09% | −443−24.0% | Reduced |
| Kure Advisory, LLC | 1,400 | $368.7K | 0.21% | +1,400 | New |
| Syntegra Private Wealth Group, LLC | 1,398 | $368.3K | 0.06% | +116+9.0% | Added |
| Astoria Portfolio Advisors LLC. | 1,439 | $368.1K | 0.18% | −48−3.2% | Reduced |
| Stanley-Laman Group, Ltd. | 1,396 | $367.8K | 0.06% | +11+0.8% | Added |
| Key Client Fiduciary Advisors, LLC | 1,395 | $367.6K | 0.23% | +37+2.7% | Added |
| Tufton Capital Management | 1,395 | $367.5K | 0.08% | 00.0% | Unchanged |
| Quantum Financial Advisors, LLC | 1,394 | $367.2K | 0.11% | +677+94.4% | Added |
| Bigelow Investment Advisors, LLC | 1,391 | $366.4K | 0.21% | −20−1.4% | Reduced |
| Brogan Financial, Inc. | 1,389 | $366.0K | 0.32% | 00.0% | Unchanged |
| REDW Wealth LLC | 1,388 | $365.7K | 0.11% | +9+0.7% | Added |
| Wealth Architects, LLC | 1,387 | $365.4K | 0.06% | −1−0.1% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 1,387 | $365.4K | 0.21% | +1,387 | New |
| Koss-Olinger Consulting, LLC | 1,384 | $365.0K | 0.05% | +2+0.1% | Added |
| Aprio Wealth Management, LLC | 1,383 | $364.3K | 0.10% | +285+26.0% | Added |
| Alpha Financial Partners, LLC | 1,380 | $363.7K | 0.42% | +5+0.4% | Added |