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 |
|---|---|---|---|---|---|
| TKG Advisors, LLC | 1,192 | $314.1K | 0.21% | −862−42.0% | Reduced |
| Northside Capital Management, LLC | 1,191 | $313.9K | 0.07% | 00.0% | Unchanged |
| Financial Engines Advisors L.L.C. | 1,191 | $313.8K | 0.00% | +382+47.2% | Added |
| Goepper Burkhardt LLC | 1,190 | $313.5K | 0.19% | 00.0% | Unchanged |
| Keebeck Alpha, LP | 1,190 | $313.5K | 0.31% | +1,190 | New |
| VisionPoint Advisory Group, LLC | 1,189 | $313.3K | 0.13% | +1,034+667.1% | Added |
| Compass Financial Group, INC | 1,188 | $313.2K | 0.09% | −1−0.1% | Reduced |
| Curi Capital | 1,184 | $312.0K | 0.05% | −158−11.8% | Reduced |
| West Oak Capital, LLC | 1,184 | $312.0K | 0.15% | 00.0% | Unchanged |
| Broadleaf Partners, LLC | 1,181 | $311.1K | 0.10% | 00.0% | Unchanged |
| Tempus Wealth Planning, LLC | 1,180 | $310.9K | 0.16% | −71−5.7% | Reduced |
| Almanack Investment Partners, LLC. | 1,178 | $310.4K | 0.06% | −2,089−63.9% | Reduced |
| Northwest Capital Management Inc | 1,178 | $310.4K | 0.12% | +2+0.2% | Added |
| New England Capital Financial Advisors LLC | 1,176 | $309.9K | 0.21% | +2+0.2% | Added |
| Midwest Financial Group LLC | 1,175 | $309.0K | 0.26% | +1+0.1% | Added |
| Hutchinson Capital Management | 1,169 | $308.0K | 0.07% | +1+0.1% | Added |
| Sunburst Financial Group, LLC | 1,168 | $307.7K | 0.11% | −189−13.9% | Reduced |
| Park Place Capital Corp | 1,165 | $306.9K | 0.09% | −1,894−61.9% | Reduced |
| Old Point Trust & Financial Services N A | 1,164 | $306.6K | 0.14% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 1,163 | $306.4K | 0.03% | −101−8.0% | Reduced |
| Crescent Sterling, Ltd. | 1,163 | $306.4K | 0.32% | −165−12.4% | Reduced |
| Satovsky Asset Management LLC | 1,162 | $306.1K | 0.10% | +6+0.5% | Added |
| Brooks, Moore & Associates, Inc. | 1,162 | $306.0K | 0.23% | 00.0% | Unchanged |
| Silver Oak Securities, Inc | 1,161 | $306.0K | 0.07% | −296−20.3% | Reduced |
| Vicus Capital | 1,160 | $305.7K | 0.03% | +1,160 | New |
| Private Wealth Advisors | 1,159 | $305.4K | 0.13% | −9−0.8% | Reduced |
| Verus Financial Partners, Inc. | 1,230 | $305.4K | 0.04% | 00.0% | Unchanged |
| Partners Capital Investment Group, LLP | 1,159 | $305.3K | 0.01% | +121+11.7% | Added |
| Capital Square, LLC | 1,190 | $304.7K | 0.41% | +130+12.3% | Added |
| Brown, Lisle/Cummings, Inc. | 1,155 | $304.3K | 0.14% | 00.0% | Unchanged |
| Nova R Wealth, Inc. | 1,155 | $304.2K | 0.21% | 00.0% | Unchanged |
| Texas Capital Bank Wealth Management Services Inc | 1,154 | $303.9K | 0.04% | −491−29.8% | Reduced |
| Jackson Square Capital, LLC | 1,153 | $303.7K | 0.12% | −1,143−49.8% | Reduced |
| Summit Financial Wealth Advisors, LLC | 1,129 | $303.4K | 0.07% | 00.0% | Unchanged |
| BCJ Capital Management, LLC | 1,152 | $303.4K | 0.03% | −2,276−66.4% | Reduced |
| Parkside Advisors LLC | 1,151 | $303.3K | 0.09% | 00.0% | Unchanged |
| Atlas Wealth LLC | 1,151 | $303.2K | 0.06% | 00.0% | Unchanged |
| McGowan Group Asset Management, Inc. | 1,149 | $302.7K | 0.05% | −102−8.2% | Reduced |
| Tortoise Investment Management, LLC | 1,149 | $302.7K | 0.05% | +2+0.2% | Added |
| Alesco Advisors LLC | 1,149 | $302.7K | 0.01% | 00.0% | Unchanged |
| Phoenix Wealth Advisors | 1,148 | $302.4K | 0.18% | +13+1.1% | Added |
| Capital Investment Services of America, Inc. | 1,147 | $302.3K | 0.04% | 00.0% | Unchanged |
| First National Advisers, LLC | 1,145 | $301.6K | 0.13% | +395+52.7% | Added |
| Fairfield, Bush & Co. | 1,144 | $301.3K | 0.20% | −20,000−94.6% | Reduced |
| Birchcreek Wealth Management, LLC | 1,140 | $300.2K | 0.20% | −109−8.7% | Reduced |
| Hemington Wealth Management | 1,139 | $300.0K | 0.14% | −122−9.7% | Reduced |
| E Fund Management Co., Ltd. | 1,138 | $300.0K | 0.02% | −82−6.7% | Reduced |
| Seascape Capital Management | 1,140 | $300.0K | 0.14% | +1+0.1% | Added |
| Armstrong, Fleming & Moore, Inc | 1,137 | $299.5K | 0.29% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 1,136 | $299.3K | 0.14% | +2+0.2% | Added |
| MTM Investment Management, LLC | 1,136 | $299.2K | 0.15% | +1+0.1% | Added |
| Canal Capital Management, LLC | 1,135 | $299.1K | 0.06% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 1,135 | $299.0K | 0.13% | 00.0% | Unchanged |
| Blackston Financial Advisory Group, LLC | 1,134 | $298.7K | 0.21% | +44+4.0% | Added |
| Eagle Bluffs Wealth Management LLC | 1,133 | $298.5K | 0.23% | 00.0% | Unchanged |
| Matrix Asset Advisors Inc | 1,130 | $297.7K | 0.04% | −196−14.8% | Reduced |
| Kohmann Bosshard Financial Services, LLC | 1,125 | $296.4K | 0.05% | 00.0% | Unchanged |
| TFC Financial Management | 1,124 | $296.1K | 0.07% | +418+59.2% | Added |
| Empirical Finance, LLC | 1,122 | $295.6K | 0.02% | 00.0% | Unchanged |
| Arkansas Financial Group, Inc. | 1,122 | $295.6K | 0.06% | +100+9.8% | Added |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 1,120 | $295.1K | 0.06% | 00.0% | Unchanged |
| Dudley Capital Management, LLC | 1,120 | $295.1K | 0.21% | +275+32.5% | Added |
| Claret Asset Management Corp | 1,120 | $295.0K | 0.06% | −37−3.2% | Reduced |
| Redmond Asset Management, LLC | 1,119 | $294.9K | 0.11% | −39−3.4% | Reduced |
| Caerus Investment Advisors, LLC | 1,119 | $294.8K | 0.30% | 00.0% | Unchanged |
| American Planning Services, Inc. | 1,114 | $293.5K | 0.20% | 00.0% | Unchanged |
| EdgeRock Capital LLC | 1,111 | $292.7K | 0.18% | +72+6.9% | Added |
| Occidental Asset Management, LLC | 1,111 | $292.6K | 0.07% | +17+1.6% | Added |
| Agate Pass Investment Management, LLC | 1,104 | $290.8K | 0.20% | −40−3.5% | Reduced |
| Univest Financial Corp | 1,103 | $290.6K | 0.10% | +23+2.1% | Added |
| Lifestyle Asset Management, Inc. | 1,102 | $290.3K | 0.18% | +245+28.6% | Added |
| New Republic Capital, LLC | 1,101 | $290.2K | 0.24% | −67−5.7% | Reduced |
| BNC Wealth Management, LLC | 1,100 | $289.8K | 0.16% | −19−1.7% | Reduced |
| Overbrook Management Corp | 1,100 | $289.8K | 0.07% | 00.0% | Unchanged |
| Waddell & Associates, LLC | 1,100 | $289.8K | 0.04% | +88+8.7% | Added |
| Morton Brown Family Wealth, LLC | 1,098 | $289.2K | 0.15% | +1+0.1% | Added |
| Pacific Sun Financial Corp | 1,096 | $288.7K | 0.20% | +36+3.4% | Added |
| Manchester Financial Inc | 1,096 | $288.6K | 0.08% | −14−1.3% | Reduced |
| Fort, L.P. | 1,090 | $287.1K | 0.79% | −7−0.6% | Reduced |
| Guardian Wealth Advisors, LLC | 1,089 | $287.0K | 0.22% | −12−1.1% | Reduced |
| Family Firm, Inc. | 1,089 | $287.0K | 0.08% | +3+0.3% | Added |
| Leonard Rickey Investment Advisors P.L.L.C. | 1,083 | $285.3K | 0.09% | +1,083 | New |
| Fagan Associates, Inc. | 1,082 | $285.1K | 0.07% | +5+0.5% | Added |
| Channel Wealth LLC | 1,081 | $284.8K | 0.16% | −9−0.8% | Reduced |
| 4J Wealth Management LLC | 1,080 | $284.6K | 0.28% | 00.0% | Unchanged |
| Essex LLC | 1,080 | $284.5K | 0.08% | −11−1.0% | Reduced |
| Presidio Capital Management, LLC | 1,080 | $284.5K | 0.25% | 00.0% | Unchanged |
| Sage Rhino Capital LLC | 1,078 | $284.0K | 0.08% | +1+0.1% | Added |
| DT Investment Partners, LLC | 1,076 | $283.5K | 0.03% | 00.0% | Unchanged |
| BIP Wealth, LLC | 1,074 | $283.0K | 0.03% | +45+4.4% | Added |
| Dakota Community Bank & Trust NA | 1,074 | $282.9K | 1.80% | −100−8.5% | Reduced |
| Sargent Investment Group, LLC | 1,074 | $282.9K | 0.07% | −30−2.7% | Reduced |
| West Coast Financial LLC | 1,074 | $282.9K | 0.04% | −3−0.3% | Reduced |
| Allied Investment Advisors, LLC | 1,073 | $282.7K | 0.08% | 00.0% | Unchanged |
| Highland Capital Management, LLC | 1,072 | $282.4K | 0.02% | −43−3.9% | Reduced |
| Conservest Capital Advisors, Inc. | 1,072 | $282.4K | 0.03% | −32−2.9% | Reduced |
| Courage Miller Partners, LLC | 1,071 | $282.1K | 0.12% | −200−15.7% | Reduced |
| Cypress Wealth Services, LLC | 1,068 | $281.3K | 0.08% | −50−4.5% | Reduced |
| Onyx Bridge Wealth Group LLC | 1,067 | $281.0K | 0.07% | +132+14.1% | Added |
| Aua Capital Management, LLC | 1,059 | $279.0K | 0.20% | +249+30.7% | Added |