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; 3,481 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 3,481 | $142.5B |
| Q1 2026 | 3,605 | $163.1B |
| Q4 2025 | 3,590 | $160.4B |
| Q3 2025 | 3,425 | $155.5B |
| Q2 2025 | 3,425 | $152.9B |
| Q1 2025 | 3,424 | $165.7B |
| Q4 2024 | 3,393 | $150.8B |
| Q3 2024 | 3,173 | $156.2B |
| Q2 2024 | 3,088 | $129.1B |
| Q1 2024 | 3,173 | $143.6B |
| Q4 2023 | 3,192 | $151.1B |
| Q3 2023 | 3,001 | $131.5B |
| Q2 2023 | 3,011 | $150.1B |
| Q1 2023 | 2,953 | $140.5B |
| Q4 2022 | 2,928 | $133.0B |
| Q3 2022 | 2,703 | $115.7B |
| Q2 2022 | 2,725 | $123.7B |
| Q1 2022 | 2,742 | $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, Q4 2023
Shares, value and share of portfolio for each institution holding McDonalds Corp; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Rakuten Investment Management, Inc. | 1,796 | $531.3K | 0.00% | +1,796 | New |
| Capital Group Investment Management Pte. Ltd. | 1,792 | $531.3K | 0.06% | 00.0% | Unchanged |
| Full Sail Capital, LLC | 1,792 | $531.3K | 0.04% | +798+80.3% | Added |
| Millington Financial Advisors, LLC | 1,793 | $531.7K | 0.43% | −51−2.8% | Reduced |
| Capital Insight Partners, LLC | 1,796 | $532.5K | 0.11% | 00.0% | Unchanged |
| Alta Advisers Ltd | 1,800 | $533.7K | 0.29% | 00.0% | Unchanged |
| Montz Harcus Wealth Management LLC | 1,805 | $535.1K | 0.41% | +16+0.9% | Added |
| LWMG, LLC | 1,810 | $536.5K | 0.13% | +162+9.8% | Added |
| MBE Wealth Management, LLC | 1,812 | $537.2K | 0.27% | −4−0.2% | Reduced |
| Spectrum Asset Management, Inc. (NB/CA) | 1,814 | $537.8K | 0.24% | +1+0.1% | Added |
| First National Bank | 1,814 | $537.9K | 0.43% | 00.0% | Unchanged |
| Eagle Harbor Asset Management Inc | 1,816 | $538.5K | 0.62% | −88−4.6% | Reduced |
| Dravo Bay LLC | 1,820 | $539.6K | 0.36% | +15+0.8% | Added |
| Morris Retirement Advisors, LLC | 1,821 | $539.9K | 0.36% | −491−21.2% | Reduced |
| Hartford Funds Management Co LLC | 1,823 | $540.6K | 0.05% | +118+6.9% | Added |
| Glass Jacobson Investment Advisors llc | 1,826 | $541.6K | 0.22% | −20−1.1% | Reduced |
| Centurion Wealth Management LLC | 1,827 | $541.6K | 0.23% | −44−2.4% | Reduced |
| Advus Financial Partners, LLC | 1,830 | $542.6K | 0.19% | −203−10.0% | Reduced |
| Cape Investment Advisory, Inc. | 1,835 | $544.1K | 0.27% | +919+100.3% | Added |
| Journey Strategic Wealth LLC | 1,837 | $544.7K | 0.03% | +923+101.0% | Added |
| Ambassador Advisors, LLC | 1,906 | $545.1K | 0.12% | +12+0.6% | Added |
| Hilltop Partners LLC | 1,840 | $545.5K | 0.21% | +11+0.6% | Added |
| One Charles Private Wealth Services, LLC | 1,841 | $546.0K | 0.29% | −56−3.0% | Reduced |
| Lipe & Dalton | 1,843 | $546.0K | 0.30% | 00.0% | Unchanged |
| City State Bank | 1,844 | $547.0K | 0.27% | 00.0% | Unchanged |
| Wallace Capital Management Inc. | 1,845 | $547.0K | 0.08% | +393+27.1% | Added |
| Clare Market Investments LLC | 1,850 | $548.4K | 0.19% | +73+4.1% | Added |
| St. Louis Trust Co | 1,850 | $548.5K | 0.09% | 00.0% | Unchanged |
| BCS Wealth Management | 1,852 | $549.0K | 0.20% | 00.0% | Unchanged |
| Autumn Glory Partners, LLC | 1,874 | $549.9K | 0.31% | 00.0% | Unchanged |
| TriaGen Wealth Management LLC | 1,856 | $550.3K | 0.26% | −4,976−72.8% | Reduced |
| LWM Advisory Services, LLC | 1,860 | $551.4K | 0.48% | +11+0.6% | Added |
| Riverview Trust Co | 1,861 | $551.8K | 0.56% | 00.0% | Unchanged |
| Wealthstream Advisors, Inc. | 1,863 | $552.3K | 0.23% | +602+47.7% | Added |
| Prentice Wealth Management LLC | 1,863 | $552.4K | 0.22% | +204+12.3% | Added |
| Baron Silver Stevens Financial Advisors, LLC | 1,865 | $553.0K | 0.12% | +185+11.0% | Added |
| Financial Insights, Inc. | 1,865 | $553.1K | 0.17% | +29+1.6% | Added |
| Clearwater Capital Advisors, LLC | 1,866 | $553.3K | 0.06% | 00.0% | Unchanged |
| CFO4Life Group, LLC | 1,871 | $554.8K | 0.11% | −220−10.5% | Reduced |
| Stevens Capital Management LP | 1,871 | $555.0K | 0.14% | −22,813−92.4% | Reduced |
| Cohen & Steers, Inc. | 1,872 | $555.0K | 0.00% | 00.0% | Unchanged |
| Zevin Asset Management LLC | 1,872 | $555.0K | 0.10% | +42+2.3% | Added |
| Oracle Alpha Inc. | 1,878 | $556.8K | 0.72% | +1,878 | New |
| Sompo Asset Management Co., Ltd. | 1,880 | $557.4K | 0.10% | −120−6.0% | Reduced |
| Punch & Associates Investment Management, Inc. | 1,880 | $557.4K | 0.03% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 1,882 | $558.1K | 0.23% | +7+0.4% | Added |
| AdvisorShares Investments LLC | 1,883 | $558.3K | 0.13% | +1,343+248.7% | Added |
| Keystone Wealth Services, LLC | 1,884 | $558.5K | 0.19% | −106−5.3% | Reduced |
| Revolve Wealth Partners, LLC | 1,887 | $559.5K | 0.11% | −4−0.2% | Reduced |
| BlackDiamond Wealth Management Inc. | 1,958 | $559.8K | 0.41% | +115+6.2% | Added |
| Sonata Capital Group Inc | 1,887 | $560.0K | 0.28% | 00.0% | Unchanged |
| Kelly Lawrence W & Associates Inc | 1,890 | $560.5K | 0.13% | −200−9.6% | Reduced |
| Sepio Capital, LP | 1,892 | $561.0K | 0.05% | −111−5.5% | Reduced |
| Motiv8 Investments LLC | 1,893 | $561.2K | 0.50% | +1,893 | New |
| Oxler Private Wealth LLC | 1,893 | $561.2K | 0.47% | −4,164−68.7% | Reduced |
| LGL Partners, LLC | 1,895 | $561.8K | 0.08% | +1+0.1% | Added |
| Retirement Guys Formula LLC | 1,897 | $562.5K | 0.30% | +1,897 | New |
| Maple Capital Management, Inc. | 1,899 | $563.1K | 0.06% | +57+3.1% | Added |
| Aveo Capital Partners, LLC | 1,899 | $563.1K | 0.07% | +240+14.5% | Added |
| Centennial Wealth Advisory LLC | 1,900 | $563.4K | 0.29% | −34−1.8% | Reduced |
| Strategic Wealth Partners, Ltd. | 1,901 | $563.7K | 0.07% | −233−10.9% | Reduced |
| PSI Advisors, LLC | 1,906 | $565.0K | 0.21% | −962−33.5% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 1,908 | $565.7K | 0.08% | +24+1.3% | Added |
| Bond & Devick Financial Network, Inc. | 1,908 | $565.7K | 0.32% | 00.0% | Unchanged |
| Financial Engines Advisors L.L.C. | 1,908 | $565.8K | 0.00% | +717+60.2% | Added |
| Acorn Financial Advisory Services Inc | 1,926 | $566.0K | 0.10% | +18+0.9% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1,910 | $566.5K | 0.06% | −48−2.5% | Reduced |
| NTV Asset Management LLC | 1,911 | $566.6K | 0.10% | −29−1.5% | Reduced |
| Onefund, LLC | 1,918 | $568.7K | 0.74% | +1,918 | New |
| Private Portfolio Partners LLC | 1,919 | $569.0K | 0.13% | −37−1.9% | Reduced |
| Summit Financial Strategies, Inc. | 1,919 | $569.0K | 0.09% | −35−1.8% | Reduced |
| Gratus Wealth Advisors, LLC | 1,928 | $571.6K | 0.11% | +1,928 | New |
| Cognios Beta Neutral Large Cap Fund, LP | 1,929 | $572.0K | 0.75% | −221−10.3% | Reduced |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 1,932 | $572.9K | 0.01% | 00.0% | Unchanged |
| Strategic Investment Advisors | 1,936 | $573.9K | 0.08% | −258−11.8% | Reduced |
| Riversedge Advisors, LLC | 1,937 | $574.4K | 0.16% | +306+18.8% | Added |
| Tower Wealth Partners, Inc. | 1,938 | $574.6K | 0.41% | −3−0.2% | Reduced |
| Allred Capital Management, LLC | 1,938 | $574.7K | 0.25% | −21−1.1% | Reduced |
| Dover Advisors, LLC | 1,943 | $576.1K | 0.76% | −1,079−35.7% | Reduced |
| Fingerlakes Wealth Management, Inc. | 1,945 | $576.8K | 0.62% | +10+0.5% | Added |
| Marotta Asset Management | 1,946 | $577.1K | 0.12% | −133−6.4% | Reduced |
| Hexagon Capital Partners LLC | 1,951 | $578.5K | 0.14% | +129+7.1% | Added |
| Silver Oak Securities, Inc | 1,958 | $580.5K | 0.08% | +797+68.6% | Added |
| Douglas Lane & Associates, LLC | 1,960 | $581.2K | 0.01% | −169−7.9% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 1,961 | $581.5K | 0.36% | 00.0% | Unchanged |
| DF Dent & Co Inc | 1,961 | $581.6K | 0.01% | +40+2.1% | Added |
| Aprio Wealth Management, LLC | 1,961 | $581.6K | 0.13% | +578+41.8% | Added |
| GM Advisory Group, Inc. | 1,963 | $582.0K | 0.04% | +285+17.0% | Added |
| Tacita Capital Inc | 1,964 | $582.3K | 0.43% | −96−4.7% | Reduced |
| Cladis Investment Advisory, LLC | 1,965 | $582.6K | 0.46% | 00.0% | Unchanged |
| Alera Investment Advisors, LLC | 1,965 | $582.6K | 0.08% | −13−0.7% | Reduced |
| Spinnaker Investment Group, LLC | 1,969 | $583.8K | 0.18% | +5+0.3% | Added |
| Capital Planning Advisors, LLC | 1,969 | $583.8K | 0.11% | +85+4.5% | Added |
| Security National Bank | 1,974 | $585.3K | 0.13% | 00.0% | Unchanged |
| AIMZ Investment Advisors, LLC | 1,977 | $586.2K | 0.24% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 1,979 | $586.7K | 0.19% | +75+3.9% | Added |
| Holistic Planning, LLC | 1,982 | $587.8K | 0.50% | +1,982 | New |
| Bernardo Wealth Planning LLC | 1,988 | $589.4K | 0.19% | +114+6.1% | Added |
| Sandbox Financial Partners, LLC | 1,989 | $589.8K | 0.28% | −120−5.7% | Reduced |
| WealthTrust Axiom LLC | 1,991 | $590.4K | 0.20% | 00.0% | Unchanged |