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 |
|---|---|---|---|---|---|
| Clearview Wealth Advisors LLC | 1,993 | $590.9K | 0.69% | +2+0.1% | Added |
| Lokken Investment Group LLC | 1,998 | $592.4K | 0.34% | +41+2.1% | Added |
| Jupiter Wealth Management LLC | 2,000 | $593.0K | 0.35% | 00.0% | Unchanged |
| Seven Mile Advisory | 2,001 | $593.3K | 0.51% | −25−1.2% | Reduced |
| Yarbrough Capital, LLC | 2,003 | $593.9K | 0.03% | 00.0% | Unchanged |
| Stonebridge Capital Management Inc | 2,015 | $597.0K | 0.29% | 00.0% | Unchanged |
| Veracity Capital LLC | 2,014 | $597.2K | 0.24% | −2−0.1% | Reduced |
| Virtue Capital Management, LLC | 2,067 | $597.2K | 0.12% | −535−20.6% | Reduced |
| Planned Solutions, Inc. | 2,015 | $597.5K | 0.28% | −600−22.9% | Reduced |
| MSH Capital Advisors LLC | 2,017 | $598.1K | 0.22% | −539−21.1% | Reduced |
| Childress Capital Advisors, LLC | 2,017 | $598.1K | 0.18% | −69−3.3% | Reduced |
| Waterfront Wealth Inc. | 2,018 | $598.4K | 0.18% | 00.0% | Unchanged |
| Berger Financial Group, Inc | 2,022 | $599.5K | 0.06% | −10.0% | Reduced |
| Family Capital Trust Co | 2,024 | $600.1K | 0.19% | 00.0% | Unchanged |
| BEAM Asset Management, LLC | 2,027 | $601.0K | 0.38% | +18+0.9% | Added |
| McAdam, LLC | 2,027 | $601.1K | 0.04% | +7+0.3% | Added |
| Orrstown Financial Services Inc | 2,028 | $601.3K | 0.48% | +2,028 | New |
| Farmers & Merchants Trust Co of Long Beach | 2,030 | $601.9K | 0.16% | +187+10.1% | Added |
| Spouting Rock Asset Management, LLC | 2,030 | $601.9K | 0.22% | 00.0% | Unchanged |
| Ellenbecker Investment Group | 2,031 | $602.0K | 0.14% | −10.0% | Reduced |
| ASB Consultores, LLC | 2,033 | $602.8K | 0.20% | −439−17.8% | Reduced |
| Bridgeworth, LLC | 2,035 | $603.3K | 0.06% | −6−0.3% | Reduced |
| Bollard Group LLC | 2,036 | $604.0K | 0.02% | +11+0.5% | Added |
| FLC Capital Advisors | 2,040 | $604.8K | 0.16% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 2,041 | $605.2K | 0.27% | −31−1.5% | Reduced |
| Sterling Financial Planning, Inc. | 2,042 | $605.4K | 0.26% | +91+4.7% | Added |
| Baker Avenue Asset Management, LP | 2,046 | $606.6K | 0.03% | −14−0.7% | Reduced |
| Fortis Group Advisors, LLC | 2,101 | $607.2K | 0.15% | +583+38.4% | Added |
| Legacy Trust | 2,051 | $608.1K | 0.16% | −8−0.4% | Reduced |
| Annex Advisory Services, LLC | 2,056 | $609.9K | 0.03% | −1,039−33.6% | Reduced |
| Wall Street Access Asset Management, LLC | 2,058 | $610.2K | 0.29% | −500−19.5% | Reduced |
| Sterling Wealth Management, Inc. | 2,061 | $611.1K | 0.34% | +2,061 | New |
| Buck Wealth Strategies, LLC | 2,063 | $611.7K | 0.23% | +65+3.3% | Added |
| Texas Capital Bancshares Inc | 2,072 | $614.4K | 0.33% | −8−0.4% | Reduced |
| Sound Financial Strategies Group, LLC | 2,081 | $617.0K | 0.52% | −1,066−33.9% | Reduced |
| DMG Group, LLC | 2,081 | $617.0K | 0.58% | −196−8.6% | Reduced |
| Waterloo Capital, L.P. | 2,082 | $617.3K | 0.10% | +2,082 | New |
| Marathon Capital Management | 2,089 | $619.4K | 0.16% | 00.0% | Unchanged |
| Riverpark Capital Management LLC | 2,090 | $619.7K | 0.95% | +671+47.3% | Added |
| Advance Capital Management, Inc. | 2,095 | $621.2K | 0.05% | +5+0.2% | Added |
| Wedgewood Investors Inc | 2,100 | $622.7K | 0.77% | −25−1.2% | Reduced |
| Austin Private Wealth, LLC | 2,103 | $623.7K | 0.08% | +11+0.5% | Added |
| Redhawk Wealth Advisors, Inc. | 2,105 | $624.0K | 0.12% | −6−0.3% | Reduced |
| Quotient Wealth Partners, LLC | 2,110 | $625.6K | 0.02% | +2,110 | New |
| Sivia Capital Partners, LLC | 2,113 | $626.1K | 0.48% | +2,113 | New |
| Byrne Asset Management LLC | – | $627.4K | 0.48% | – | – |
| Port Capital LLC | 2,119 | $628.0K | 0.04% | −23−1.1% | Reduced |
| Coyle Financial Counsel LLC | 2,132 | $632.2K | 0.24% | −10.0% | Reduced |
| Woodward Diversified Capital, LLC | 2,132 | $632.2K | 0.40% | −38−1.8% | Reduced |
| Financial Strategies Group, Inc. | 2,113 | $634.8K | 0.18% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 2,144 | $635.7K | 0.08% | −202−8.6% | Reduced |
| Mount Yale Investment Advisors, LLC | 2,144 | $635.8K | 0.06% | +257+13.6% | Added |
| ZRC Wealth Management, LLC | 2,416 | $636.5K | 0.38% | +755+45.5% | Added |
| Empirical Asset Management, LLC | 2,151 | $637.9K | 0.52% | +146+7.3% | Added |
| MPS Loria Financial Planners, LLC | 2,154 | $638.7K | 0.22% | −4−0.2% | Reduced |
| Allegheny Financial Group LTD | 2,160 | $640.4K | 0.21% | −122−5.3% | Reduced |
| Heartland Bank & Trust Co | 2,160 | $640.5K | 0.44% | −14−0.6% | Reduced |
| Conscious Wealth Investments, LLC | 2,158 | $641.4K | 0.51% | +2,158 | New |
| CM Wealth Advisors LLC | 2,166 | $642.2K | 0.28% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 2,174 | $644.6K | 0.26% | −85−3.8% | Reduced |
| Allstate Corp | 2,175 | $644.9K | 0.04% | −330−13.2% | Reduced |
| Aureus Asset Management, LLC | 2,175 | $645.0K | 0.05% | +51+2.4% | Added |
| Tiemann Investment Advisors, LLC | 2,179 | $646.1K | 0.31% | 00.0% | Unchanged |
| Paulson Wealth Management Inc. | 2,179 | $646.2K | 0.21% | +566+35.1% | Added |
| Chapin Davis, Inc. | 2,181 | $646.8K | 0.27% | −56−2.5% | Reduced |
| SC&H Financial Advisors, Inc. | 2,186 | $648.1K | 0.19% | 00.0% | Unchanged |
| Campion Asset Management LLC | 2,187 | $648.5K | 0.55% | 00.0% | Unchanged |
| Lion Street Advisors, LLC | 2,187 | $648.6K | 0.27% | −7−0.3% | Reduced |
| Castle Wealth Management LLC | 2,188 | $648.8K | 0.39% | +4+0.2% | Added |
| MinichMacGregor Wealth Management, LLC | 2,189 | $649.1K | 0.19% | +2,189 | New |
| West Wealth Group, LLC | 2,189 | $649.2K | 0.26% | −314−12.5% | Reduced |
| Hollencrest Capital Management | 2,191 | $649.5K | 0.06% | +10.0% | Added |
| Vigilare Wealth Management | 2,191 | $649.6K | 0.33% | +8+0.4% | Added |
| Core Wealth Partners LLC | 2,191 | $649.7K | 0.53% | +10+0.5% | Added |
| tru Independence LLC | 2,193 | $650.2K | 0.20% | −27−1.2% | Reduced |
| M. Kraus & Co | 2,197 | $651.4K | 0.21% | +25+1.2% | Added |
| NorthCrest Asset Manangement, LLC | 2,197 | $651.5K | 0.02% | −96−4.2% | Reduced |
| Rosenberg Matthew Hamilton | 2,199 | $651.9K | 0.20% | −102−4.4% | Reduced |
| Fiduciary Family Office, LLC | 2,200 | $652.3K | 0.29% | +2,200 | New |
| Cullen Investment Group, Ltd. | 2,208 | $654.7K | 0.11% | +2,208 | New |
| Tilia Fiduciary Partners, Inc. | 2,218 | $657.6K | 0.61% | −292−11.6% | Reduced |
| Schear Investment Advisers, LLC | 2,231 | $661.5K | 0.64% | −6−0.3% | Reduced |
| Dohj, LLC | 2,232 | $661.7K | 0.20% | +2,232 | New |
| Duncker Streett & Co Inc | 2,235 | $662.6K | 0.14% | −6−0.3% | Reduced |
| MJP Associates Inc | 2,246 | $665.8K | 0.18% | −390−14.8% | Reduced |
| Cutter & CO Brokerage, Inc. | 2,246 | $665.9K | 0.18% | −34−1.5% | Reduced |
| Solstein Capital, LLC | 2,248 | $666.6K | 0.49% | +550+32.4% | Added |
| First City Capital Management, Inc. | 2,250 | $667.1K | 0.39% | −21−0.9% | Reduced |
| First International Bank & Trust | 2,255 | $668.6K | 0.26% | −529−19.0% | Reduced |
| Bouchey Financial Group Ltd | 2,260 | $670.1K | 0.07% | −65−2.8% | Reduced |
| Wellington Shields & Co., LLC | 2,266 | $672.0K | 0.25% | −340−13.0% | Reduced |
| Stockman Wealth Management, Inc. | 2,267 | $672.2K | 0.13% | +118+5.5% | Added |
| Riverbridge Partners LLC | 2,270 | $673.1K | 0.01% | −665−22.7% | Reduced |
| Legacy Wealth Asset Management, LLC | 2,276 | $674.9K | 0.22% | −9−0.4% | Reduced |
| Seamount Financial Group Inc | 2,280 | $676.0K | 0.65% | +2,280 | New |
| Verity Asset Management, Inc. | 2,285 | $677.5K | 0.43% | +295+14.8% | Added |
| Silverleafe Capital Partners, LLC | 2,285 | $677.5K | 0.32% | −38−1.6% | Reduced |
| Baldwin Brothers Inc | 2,287 | $678.1K | 0.05% | −133−5.5% | Reduced |
| Estabrook Capital Management | 2,293 | $679.9K | 0.11% | +50+2.2% | Added |
| Arden Trust Co | 2,296 | $680.8K | 0.10% | −550−19.3% | Reduced |