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 |
|---|---|---|---|---|---|
| ICA Group Wealth Management, LLC | 1,392 | $362.7K | 0.10% | +491+54.5% | Added |
| Kathmere Capital Management, LLC | 1,373 | $361.7K | 0.05% | +699+103.7% | Added |
| Watchman Group, Inc. | 1,371 | $361.2K | 0.15% | 00.0% | Unchanged |
| Stone Point Wealth LLC | 1,368 | $360.4K | 0.15% | 00.0% | Unchanged |
| Consilium Wealth Advisory, LLC | 1,367 | $360.1K | 0.25% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 1,363 | $359.0K | 0.21% | +1,363 | New |
| Rappaport Reiches Capital Management, LLC | 1,361 | $358.5K | 0.15% | +41+3.1% | Added |
| Davidson Investment Advisors | 1,360 | $358.3K | 0.02% | +1,360 | New |
| Moss Adams Wealth Advisors LLC | 1,358 | $357.8K | 0.12% | +533+64.6% | Added |
| Unio Capital LLC | 1,357 | $357.5K | 0.19% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 1,356 | $357.0K | 0.13% | −12−0.9% | Reduced |
| Optas, LLC | 1,353 | $356.4K | 0.12% | +30+2.3% | Added |
| Trail Ridge Investment Advisors, LLC | 1,352 | $356.2K | 0.24% | −487−26.5% | Reduced |
| Per Stirling Capital Management, LLC. | 1,351 | $355.9K | 0.07% | +1+0.1% | Added |
| Cornerstone Advisors Asset Management, LLC | 1,350 | $355.6K | 0.14% | +159+13.4% | Added |
| Aspire Capital Advisors LLC | 1,349 | $355.4K | 0.16% | +1,349 | New |
| Rooted Wealth Advisors, Inc. | 1,286 | $355.0K | 0.22% | +139+12.1% | Added |
| Wealth Effects LLC | 1,346 | $354.6K | 0.18% | +13+1.0% | Added |
| Chase Investment Counsel Corp | 1,344 | $354.0K | 0.18% | 00.0% | Unchanged |
| McDaniel Terry & Co | 1,342 | $354.0K | 0.04% | +97+7.8% | Added |
| Luts & Greenleigh Group, Inc | 1,339 | $352.7K | 0.44% | −9−0.7% | Reduced |
| Paragon Capital Management Ltd | 1,338 | $352.5K | 0.08% | 00.0% | Unchanged |
| Chemistry Wealth Management LLC | 1,337 | $352.3K | 0.12% | +2+0.1% | Added |
| Peak Asset Management, LLC | 1,337 | $352.2K | 0.09% | −35−2.6% | Reduced |
| Insight Folios Inc | 1,336 | $352.1K | 0.17% | −134−9.1% | Reduced |
| Fortitude Advisory Group L.L.C. | 1,334 | $351.4K | 0.24% | +181+15.7% | Added |
| AAFMAA Wealth Management & Trust LLC | 1,330 | $350.4K | 0.33% | −895−40.2% | Reduced |
| Old Mission Investment Co LLC | 1,330 | $350.4K | 0.14% | +15+1.1% | Added |
| Arvest Trust Co N A | 1,330 | $350.4K | 0.02% | +25+1.9% | Added |
| Wealth Advisors of Iowa, LLC | 1,328 | $349.9K | 0.25% | 00.0% | Unchanged |
| Beacon Financial Group | 1,240 | $349.0K | 0.05% | −15,278−92.5% | Reduced |
| Rise Advisors, LLC | 1,325 | $349.0K | 0.28% | +89+7.2% | Added |
| LGT Financial Advisors LLC | 1,324 | $348.7K | 0.44% | +21+1.6% | Added |
| Rock Creek Group, LP | 1,323 | $348.5K | 0.04% | −441−25.0% | Reduced |
| O'Keefe Stevens Advisory, Inc. | 1,323 | $348.5K | 0.16% | +23+1.8% | Added |
| Arkfeld Wealth Strategies, L.L.C. | 1,382 | $347.7K | 0.25% | 00.0% | Unchanged |
| Vivaldi Capital Management, LLC | 1,318 | $347.2K | 0.11% | +289+28.1% | Added |
| Green Harvest Asset Management LLC | 1,314 | $346.2K | 0.01% | +157+13.6% | Added |
| Pacific Sage Partners, LLC | 1,311 | $345.4K | 0.10% | 00.0% | Unchanged |
| E&G Advisors, LP | 1,307 | $344.8K | 0.13% | 00.0% | Unchanged |
| OneAscent Wealth Management LLC | 1,307 | $344.0K | 0.15% | +1,307 | New |
| Meridian Financial, LLC | 1,302 | $343.1K | 0.32% | −73−5.3% | Reduced |
| Altfest L J & Co Inc | 1,302 | $343.0K | 0.05% | −3−0.2% | Reduced |
| X-Square Capital, LLC | 1,149 | $343.0K | 0.23% | 00.0% | Unchanged |
| Kingdom Financial Group LLC. | 1,301 | $342.8K | 0.32% | +530+68.7% | Added |
| G&S Capital LLC | 1,300 | $342.5K | 0.17% | −967−42.7% | Reduced |
| Hedges Asset Management LLC | 1,300 | $342.5K | 0.30% | +300+30.0% | Added |
| Traphagen Investment Advisors LLC | 1,299 | $342.2K | 0.04% | +1+0.1% | Added |
| Carmel Capital Partners, LLC | 1,298 | $341.9K | 0.15% | −12−0.9% | Reduced |
| Clean Yield Group | 1,362 | $341.8K | 0.15% | 00.0% | Unchanged |
| Trillium Asset Management, LLC | 1,295 | $341.0K | 0.01% | −5−0.4% | Reduced |
| GEM Asset Management, LLC | 1,293 | $340.6K | 0.27% | 00.0% | Unchanged |
| Kennedy Investment Group | 1,292 | $340.5K | 0.20% | +5+0.4% | Added |
| Avaii Wealth Management, LLC | 1,290 | $339.9K | 0.26% | −58−4.3% | Reduced |
| Hamilton Point Investment Advisors, LLC | 1,289 | $339.6K | 0.08% | 00.0% | Unchanged |
| Richmond Brothers, Inc. | 1,287 | $339.5K | 0.64% | −254−16.5% | Reduced |
| Blossom Wealth Management | 1,287 | $339.0K | 1.09% | +1,287 | New |
| Clear Harbor Asset Management, LLC | 1,285 | $338.5K | 0.04% | 00.0% | Unchanged |
| James J. Burns & Company, LLC | 1,283 | $338.0K | 0.09% | 00.0% | Unchanged |
| Innovis Asset Management LLC | 1,276 | $336.1K | 0.13% | +1,276 | New |
| Insight 2811, Inc. | 1,274 | $335.6K | 0.19% | −181−12.4% | Reduced |
| Pegasus Partners Ltd. | 1,269 | $334.3K | 0.05% | +350+38.1% | Added |
| Beacon Capital Management, LLC | 1,116 | $332.9K | 0.09% | 00.0% | Unchanged |
| Sweeney & Michel, LLC | 1,243 | $332.6K | 0.17% | +1,243 | New |
| Wealthstream Advisors, Inc. | 1,261 | $332.1K | 0.17% | −2−0.2% | Reduced |
| Stone Run Capital, LLC | 1,260 | $331.9K | 0.16% | 00.0% | Unchanged |
| Callan Capital, LLC | 1,258 | $331.4K | 0.04% | +100+8.6% | Added |
| Grey Street Capital, LLC | 1,257 | $331.1K | 0.19% | 00.0% | Unchanged |
| Mirador Capital Partners LP | 1,256 | $330.8K | 0.08% | −98−7.2% | Reduced |
| Youngs Advisory Group, Inc. | 1,255 | $330.8K | 0.18% | −1−0.1% | Reduced |
| Obsidian Personal Planning Solutions LLC | 1,254 | $330.4K | 0.28% | 00.0% | Unchanged |
| Edgemoor Investment Advisors, Inc. | 1,248 | $328.9K | 0.04% | −30−2.3% | Reduced |
| Marks Group Wealth Management, Inc | 1,248 | $328.8K | 0.04% | −122−8.9% | Reduced |
| Titleist Asset Management, LLC | 1,246 | $328.2K | 0.07% | −58−4.4% | Reduced |
| McIlrath & Eck, LLC | 1,245 | $328.0K | 0.07% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 1,245 | $328.0K | 0.06% | +193+18.3% | Added |
| APCM Wealth Management for Individuals | 1,240 | $326.7K | 0.05% | −10−0.8% | Reduced |
| Total Investment Management Inc | 1,238 | $326.2K | 0.05% | +61+5.2% | Added |
| Convergence Investment Partners, LLC | 1,237 | $326.0K | 0.19% | +15+1.2% | Added |
| Merriman Wealth Management, LLC | 1,237 | $325.9K | 0.02% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 1,236 | $325.6K | 0.22% | +107+9.5% | Added |
| FinTrust Capital Advisors, LLC | 1,232 | $324.6K | 0.07% | +37+3.1% | Added |
| Garden State Investment Advisory Services LLC | 1,227 | $323.1K | 0.15% | +88+7.7% | Added |
| Ballast Advisors LLC | 1,226 | $323.0K | 0.13% | −83−6.3% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 1,223 | $322.4K | 0.23% | +4+0.3% | Added |
| Rodgers Brothers Inc. | 1,219 | $321.1K | 0.05% | 00.0% | Unchanged |
| Private Asset Management Inc | 1,215 | $320.1K | 0.08% | −641−34.5% | Reduced |
| Gardner Lewis Asset Management L P | 1,215 | $320.1K | 0.12% | +1,215 | New |
| KFA Private Wealth Group, LLC | 1,213 | $319.8K | 0.13% | +3+0.2% | Added |
| Private Capital Management LLC | 1,214 | $319.7K | 0.09% | −139−10.3% | Reduced |
| Cedrus LLC | 1,212 | $319.3K | 0.23% | −240−16.5% | Reduced |
| Mayport, LLC | 1,209 | $318.5K | 0.18% | 00.0% | Unchanged |
| Oder Investment Management, LLC | 1,209 | $318.5K | 0.34% | 00.0% | Unchanged |
| Monterey Private Wealth, Inc. | 1,208 | $318.2K | 0.16% | +20+1.7% | Added |
| Investmark Advisory Group LLC | 1,203 | $316.9K | 0.21% | −3−0.2% | Reduced |
| Prostatis Group LLC | 1,086 | $316.5K | 0.15% | −136,788−99.2% | Reduced |
| TCWP LLC | 1,201 | $316.4K | 0.24% | +2+0.2% | Added |
| Grant Street Asset Management, Inc. | 1,200 | $316.1K | 0.13% | −54−4.3% | Reduced |
| Levin Capital Strategies, L.P. | 1,196 | $315.1K | 0.04% | 00.0% | Unchanged |
| Morningstar Investment Management LLC | 1,196 | $315.0K | 0.04% | 00.0% | Unchanged |