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Livermore
ZHEN

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; 3,480 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, Q4 2023

Institutional positions in McDonalds Corp as of Dec 31, 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
3,192
+252 vs. Q3 2023
Shares held
510.3M
+12.7M (+2.6%) vs. Q3 2023
Total value
$151.1B
+$20.0B (+15.3%) vs. Q3 2023
New holders
387
1,271 more added
Sold out
135
1,142 more reduced

61 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2023: 3,192 institutions
Q1 2021: 2,501 institutionsQ2 2021: 2,535 institutionsQ3 2021: 2,523 institutionsQ4 2021: 2,801 institutionsQ1 2022: 2,742 institutionsQ2 2022: 2,725 institutionsQ3 2022: 2,703 institutionsQ4 2022: 2,928 institutionsQ1 2023: 2,953 institutionsQ2 2023: 3,011 institutionsQ3 2023: 3,001 institutionsQ4 2023: 3,192 institutionsQ1 2024: 3,173 institutionsQ2 2024: 3,088 institutionsQ3 2024: 3,173 institutionsQ4 2024: 3,393 institutionsQ1 2025: 3,424 institutionsQ2 2025: 3,425 institutionsQ3 2025: 3,425 institutionsQ4 2025: 3,590 institutionsQ1 2026: 3,605 institutionsQ2 2026: 3,480 institutions
Value heldQ4 2023: $151.1B
Q1 2021: $113.2BQ2 2021: $116.6BQ3 2021: $122.2BQ4 2021: $136.1BQ1 2022: $124.3BQ2 2022: $123.7BQ3 2022: $115.7BQ4 2022: $133.0BQ1 2023: $140.5BQ2 2023: $150.1BQ3 2023: $131.5BQ4 2023: $151.1BQ1 2024: $143.6BQ2 2024: $129.1BQ3 2024: $156.2BQ4 2024: $150.8BQ1 2025: $165.7BQ2 2025: $152.9BQ3 2025: $155.5BQ4 2025: $160.4BQ1 2026: $163.1BQ2 2026: $142.5B
Institutions holding MCD and their total value by quarter
QuarterHoldersValue
Q2 20263,480$142.5B
Q1 20263,605$163.1B
Q4 20253,590$160.4B
Q3 20253,425$155.5B
Q2 20253,425$152.9B
Q1 20253,424$165.7B
Q4 20243,393$150.8B
Q3 20243,173$156.2B
Q2 20243,088$129.1B
Q1 20243,173$143.6B
Q4 20233,192$151.1B
Q3 20233,001$131.5B
Q2 20233,011$150.1B
Q1 20232,953$140.5B
Q4 20222,928$133.0B
Q3 20222,703$115.7B
Q2 20222,725$123.7B
Q1 20222,742$124.3B
Q4 20212,801$136.1B
Q3 20212,523$122.2B
Q2 20212,535$116.6B
Q1 20212,501$113.2B

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding McDonalds Corp; share changes are against Q3 2023.

Institutions holding MCD in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Kessler Investment Group, LLC1$2970.00%00.0%Unchanged
Custom Portfolio Group LLC3$8900.00%+3New
Compass Wealth Management LLC4$1.19K0.00%00.0%Unchanged
WestEnd Advisors, LLC5$1.48K0.00%00.0%Unchanged
Able Wealth Management LLC6$1.92K0.00%+6New
New Millennium Group LLC8$2.37K0.00%00.0%Unchanged
Fairman Group, LLC8$2.37K0.00%+8New
Vaughan Nelson Investment Management, L.P.11$3.00K0.00%+11New
Vermillion & White Wealth Management Group, LLC16$4.74K0.00%+16New
Team Financial Group, LLC17$4.99K0.00%00.0%Unchanged
Lam Group, Inc.20$5.93K0.01%00.0%Unchanged
Evergreen Private Wealth LLC20$5.93K0.00%+20New
MeadowBrook Investment Advisors LLC21$6.23K0.01%+21New
Red Tortoise LLC24$7.12K0.00%00.0%Unchanged
Investment Research & Advisory Group, Inc.24$7.22K0.00%00.0%Unchanged
Your Advocates Ltd., LLP25$7.41K0.00%00.0%Unchanged
Valued Wealth Advisors LLC30$7.90K0.01%+30New
Horizons Wealth Management28$8.30K0.01%00.0%Unchanged
American Capital Advisory, LLC28$8.33K0.01%+28New
Frank, Rimerman Advisors LLC31$9.19K0.00%+31New
Naples Money Management LLC32$9.49K0.01%+32New
JDM Financial Group LLC33$9.79K0.01%00.0%Unchanged
Long Island Wealth Management, Inc.35$10.0K0.01%+35New
FWL Investment Management, LLC35$10.4K0.01%+35New
Davidson Capital Management Inc.36$10.7K0.00%+36New
Hoese & Co LLP39$11.0K0.01%00.0%Unchanged
TD Capital Management LLC38$11.2K0.00%00.0%Unchanged
4Thought Financial Group Inc.38$11.3K0.01%+38New
Atlas Capital Advisors LLC39$11.6K0.00%00.0%Unchanged
Carolina Wealth Advisors, LLC41$12.2K0.01%00.0%Unchanged
Sanctuary Wealth Management, L.L.C.41$12.2K0.01%00.0%Unchanged
Perritt Capital Management Inc46$13.7K0.01%00.0%Unchanged
Wormser Freres Gestion50$14.8K0.01%+50New
Paloma Partners Management Co50$14.8K0.00%+38+316.7%Added
Fairway Wealth LLC50$14.8K0.01%+50New
Disciplined Equity Management, Inc.51$15.1K0.01%00.0%Unchanged
SYSTM Wealth Solutions LLC51$15.2K0.00%+51New
Grayhawk Investment Strategies Inc.53$15.7K0.01%00.0%Unchanged
Providence Capital Advisors, LLC53$15.7K0.00%+34+178.9%Added
HighMark Wealth Management LLC55$16.4K0.01%00.0%Unchanged
Dogwood Wealth Management LLC57$16.8K0.01%+57New
PayPay Securities Corp59$17.6K0.87%−4−6.3%Reduced
Halpern Financial, Inc.60$17.7K0.01%00.0%Unchanged
Cedar Wealth Management, LLC67$19.9K0.01%00.0%Unchanged
Sofos Investments, Inc.70$20.9K0.01%−1,292−94.9%Reduced
Stone House Investment Management, LLC72$21.3K0.01%+1+1.4%Added
Provenance Wealth Advisors, LLC75$22.2K0.00%00.0%Unchanged
America First Investment Advisors, LLC76$22.5K0.01%00.0%Unchanged
Knuff & Co LLC80$23.7K0.01%+80New
Quarry LP82$24.3K0.01%−170−67.5%Reduced
Proffitt & Goodson Inc84$24.9K0.00%00.0%Unchanged
Altshuler Shaham Ltd89$26.4K0.00%−9−9.2%Reduced
Luken Investment Analytics, LLC92$27.3K0.01%00.0%Unchanged
Osterweis Capital Management Inc93$27.6K0.00%00.0%Unchanged
Raffa Wealth Management, LLC97$28.8K0.01%−121−55.5%Reduced
Norwood Financial Corp100$29.7K0.04%00.0%Unchanged
Core Wealth Advisors, Inc.100$29.7K0.01%+9+9.9%Added
RE Dickinson Investment Advisors, LLC105$31.0K0.02%00.0%Unchanged
Signature Resources Capital Management, LLC105$31.1K0.03%+105New
Aspire Private Capital, LLC110$32.6K0.01%+15+15.8%Added
Syntax Research, Inc.110$32.6K0.03%00.0%Unchanged
Tfo-TDC, LLC115$34.1K0.01%00.0%Unchanged
Arcadia Investment Advisors LLC116$34.4K0.02%00.0%Unchanged
Clear Point Advisors Inc.116$34.4K0.03%+116New
Mine & Arao Wealth Creation & Management, LLC.122$36.2K0.02%00.0%Unchanged
Chelsea Counsel Co125$37.1K0.02%−102−44.9%Reduced
Clear Investment Research, LLC128$38.0K0.05%+128New
DB Wealth Management Group, LLC129$38.3K0.02%00.0%Unchanged
Atlantic Edge Private Wealth Management, LLC130$38.5K0.02%+130New
Keener Financial Planning LLC133$39.0K0.03%+133New
Davis Capital Management132$39.1K0.04%+132New
Impact Partnership Wealth, LLC132$39.2K0.01%−262−66.5%Reduced
CarsonAllaria Wealth Management, Ltd.137$40.7K0.03%−19−12.2%Reduced
PFG Private Wealth Management, LLC143$42.4K0.03%−127−47.0%Reduced
Semmax Financial Advisors Inc.148$42.4K0.02%−43−22.5%Reduced
Legend Financial Advisors, Inc.143$42.5K0.03%00.0%Unchanged
West Financial Advisors, LLC145$43.0K0.01%−17−10.5%Reduced
Providence Wealth Advisors, LLC41,000$43.0K0.05%+39,508+2,648.0%Added
Bear Mountain Capital, Inc.148$43.1K0.02%+148New
Accent Capital Management, LLC150$44.5K0.04%+150New
Transcendent Capital Group LLC153$45.4K0.03%+153New
Lowe Wealth Advisors, LLC154$45.7K0.02%00.0%Unchanged
Blue Bell Private Wealth Management, LLC161$47.6K0.01%+38+30.9%Added
Canton Hathaway, LLC165$49.0K0.01%00.0%Unchanged
Mendota Financial Group, LLC170$50.4K0.04%+170New
Tanglewood Legacy Advisors, LLC181$53.7K0.03%00.0%Unchanged
McClarren Financial Advisors, Inc.183$54.0K0.04%+1+0.5%Added
Annapolis Financial Services, LLC189$56.0K0.01%00.0%Unchanged
AllSquare Wealth Management LLC193$57.2K0.04%00.0%Unchanged
Global Wealth Strategies & Associates196$58.0K0.02%+1+0.5%Added
PrairieView Partners, LLC200$59.0K0.01%−105−34.4%Reduced
AJOVista, LLC199$59.0K0.07%+199New
Rocky Mountain Advisers, LLC200$59.3K0.02%00.0%Unchanged
FSA Wealth Management LLC203$60.0K0.03%+203New
Wetzel Investment Advisors, Inc.204$60.0K0.04%+204New
Mowery & Schoenfeld Wealth Management, LLC203$60.3K0.12%+203New
Iron Horse Wealth Management, LLC204$60.5K0.03%−21−9.3%Reduced
Criterion Capital Advisors, LLC205$60.8K0.04%+205New
DiNuzzo Private Wealth, Inc.205$60.8K0.01%+205New
Loomis Sayles & Co L P208$62.0K0.00%+7+3.5%Added