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 |
|---|---|---|---|---|---|
| J. L. Bainbridge & Co., Inc. | 2,297 | $681.1K | 0.08% | +28+1.2% | Added |
| Gabelli & Co Investment Advisers, Inc. | 2,300 | $682.0K | 0.13% | 00.0% | Unchanged |
| LongView Wealth Management | 2,346 | $682.4K | 0.30% | +2,346 | New |
| Applied Capital LLC | 2,304 | $683.2K | 0.38% | 00.0% | Unchanged |
| Sym Financial Corp | 2,306 | $683.8K | 0.11% | +85+3.8% | Added |
| Live Oak Investment Partners | – | $684.3K | 0.62% | – | – |
| 3Chopt Investment Partners, LLC | 2,310 | $684.9K | 0.25% | +2,310 | New |
| Vectors Research Management, LLC | 2,314 | $685.0K | 0.19% | −4−0.2% | Reduced |
| Sand Hill Global Advisors, LLC | 2,315 | $686.3K | 0.03% | +128+5.9% | Added |
| LM Advisors LLC | 2,320 | $687.9K | 0.14% | +2,320 | New |
| Opus Capital Group, LLC | 2,332 | $691.0K | 0.11% | −100−4.1% | Reduced |
| Seed Wealth Management, Inc. | 2,332 | $692.7K | 0.70% | 00.0% | Unchanged |
| L2 Asset Management, LLC | 2,339 | $693.5K | 0.29% | +2,278+3,734.4% | Added |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 2,311 | $694.3K | 0.29% | +30+1.3% | Added |
| Congress Park Capital LLC | 2,345 | $695.3K | 0.34% | 00.0% | Unchanged |
| Peregrine Asset Advisers, Inc. | 2,354 | $697.9K | 0.34% | +401+20.5% | Added |
| Fiducient Advisors LLC | 2,355 | $698.3K | 0.13% | +665+39.3% | Added |
| D'Orazio & Associates, Inc. | 2,356 | $698.6K | 0.13% | +125+5.6% | Added |
| First American Trust, FSB | 2,361 | $700.2K | 0.09% | +162+7.4% | Added |
| Gillespie Robinson & Grimm Inc | 2,368 | $702.1K | 0.06% | +190+8.7% | Added |
| Ninepoint Partners LP | 2,376 | $704.5K | 0.10% | +100+4.4% | Added |
| Aletheian Wealth Advisors LLC | 2,380 | $705.7K | 0.47% | −9−0.4% | Reduced |
| Ballast, Inc. | 2,381 | $706.0K | 0.24% | +225+10.4% | Added |
| 180 Wealth Advisors, LLC | 2,377 | $706.1K | 0.14% | +18+0.8% | Added |
| Acropolis Investment Management, LLC | 2,387 | $707.6K | 0.05% | +90+3.9% | Added |
| Atlas Private Wealth Management | 2,396 | $710.5K | 0.33% | +81+3.5% | Added |
| Van Strum & Towne Inc. | 2,400 | $711.6K | 0.28% | 00.0% | Unchanged |
| Sovereign Financial Group, Inc. | 2,403 | $712.5K | 0.22% | +146+6.5% | Added |
| Lodestar Private Asset Management LLC | 2,405 | $713.1K | 0.11% | −165−6.4% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 2,405 | $713.1K | 0.43% | −16−0.7% | Reduced |
| SNS Financial Group, LLC | 2,406 | $713.3K | 0.08% | +55+2.3% | Added |
| Horizon Wealth Management, LLC | 2,408 | $713.9K | 0.20% | +114+5.0% | Added |
| Financial Synergies Wealth Advisors, Inc. | 2,710 | $714.2K | 0.11% | −288−9.6% | Reduced |
| Delta Investment Management, LLC | 2,413 | $715.5K | 0.18% | −19−0.8% | Reduced |
| D L Carlson Investment Group Inc | 2,452 | $715.6K | 0.15% | −15−0.6% | Reduced |
| Keebeck Wealth Management, LLC | 2,414 | $715.8K | 0.12% | +55+2.3% | Added |
| Strategic Advisors LLC | 2,417 | $716.6K | 0.14% | +116+5.0% | Added |
| Gray Wealth Management Inc. | 2,421 | $717.9K | 0.35% | −114−4.5% | Reduced |
| WealthPlan Investment Management, LLC | 2,421 | $717.9K | 0.11% | −821−25.3% | Reduced |
| Gleason Group, Inc. | 2,424 | $718.8K | 0.17% | +14+0.6% | Added |
| Kozak & Associates, Inc. | 2,470 | $718.9K | 0.23% | −522−17.4% | Reduced |
| Total Clarity Wealth Management, Inc. | 2,428 | $719.9K | 0.30% | −357−12.8% | Reduced |
| Sunpointe, LLC | 2,428 | $719.9K | 0.91% | +2,428 | New |
| Legacy Bridge, LLC | 2,428 | $719.9K | 0.47% | 00.0% | Unchanged |
| Hamilton Capital, LLC | 2,432 | $721.1K | 0.06% | −311−11.3% | Reduced |
| Ridgecrest Wealth Partners, LLC | 2,435 | $722.0K | 0.48% | 00.0% | Unchanged |
| Mill Creek Capital Advisors, LLC | 2,441 | $723.6K | 0.02% | −121−4.7% | Reduced |
| GHP Investment Advisors, Inc. | 2,443 | $724.3K | 0.04% | −256−9.5% | Reduced |
| Integrated Investment Consultants, LLC | 2,443 | $724.4K | 0.23% | −3−0.1% | Reduced |
| Ackerman Capital Advisors, LLC | 2,450 | $726.5K | 0.20% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 2,455 | $728.0K | 0.36% | +569+30.2% | Added |
| Ignite Planners, LLC | 2,459 | $730.3K | 0.22% | −422−14.6% | Reduced |
| Winthrop Capital Management, LLC | 2,464 | $730.5K | 0.24% | +2,464 | New |
| Novak & Powell Financial Services, Inc. | 2,464 | $730.7K | 0.49% | +2,464 | New |
| Oak Hill Wealth Advisors, LLC | 2,470 | $732.5K | 0.25% | 00.0% | Unchanged |
| Steele Capital Management, Inc. | 2,471 | $732.7K | 0.05% | +2,471 | New |
| Octavia Wealth Advisors, LLC | 2,479 | $735.1K | 0.13% | +137+5.8% | Added |
| First Business Financial Services, Inc. | 2,480 | $735.3K | 0.09% | −4,708−65.5% | Reduced |
| Kingfisher Capital LLC | 2,484 | $736.0K | 0.19% | +8+0.3% | Added |
| Allen Capital Group, LLC | 2,484 | $736.5K | 0.12% | +153+6.6% | Added |
| Geller Advisors LLC | 2,491 | $738.6K | 0.07% | −739−22.9% | Reduced |
| Charles Schwab Trust Co | 2,492 | $739.0K | 0.07% | −922−27.0% | Reduced |
| Karpas Strategies, LLC | 2,494 | $739.6K | 0.24% | +11+0.4% | Added |
| Measured Wealth Private Client Group, LLC | 2,497 | $740.4K | 0.27% | +5+0.2% | Added |
| Klingman & Associates, LLC | 2,499 | $741.0K | 0.05% | −5−0.2% | Reduced |
| Beck Mack & Oliver LLC | 2,500 | $741.3K | 0.02% | 00.0% | Unchanged |
| TCM Advisors, LLC | – | $741.3K | 0.60% | – | – |
| Diversified, LLC | 2,504 | $742.5K | 0.16% | +264+11.8% | Added |
| Holland Advisory Services, Inc. | 2,506 | $743.1K | 0.85% | +13+0.5% | Added |
| Guidance Capital, Inc | 2,503 | $743.5K | 0.30% | +82+3.4% | Added |
| Threadgill Financial, LLC | 2,508 | $743.6K | 0.49% | +42+1.7% | Added |
| Fairhaven Wealth Management, LLC | 2,511 | $744.6K | 0.27% | −130−4.9% | Reduced |
| Aldebaran Financial Inc. | 2,514 | $745.5K | 1.15% | −23−0.9% | Reduced |
| Oldfather Financial Services, LLC | 2,516 | $746.0K | 0.33% | +47+1.9% | Added |
| Notis-McConarty Edward | 2,523 | $748.1K | 0.30% | 00.0% | Unchanged |
| Strategic Wealth Designers | 2,531 | $750.3K | 0.11% | +317+14.3% | Added |
| IAM Advisory, LLC | 2,531 | $750.5K | 0.24% | +14+0.6% | Added |
| O'Rourke & Company, Inc | 2,539 | $753.0K | 0.49% | +4+0.2% | Added |
| Twelve Points Wealth Management LLC | 2,545 | $754.5K | 0.36% | +139+5.8% | Added |
| Advisor Resource Council | 2,548 | $755.6K | 0.09% | +2,548 | New |
| Fiduciary Alliance LLC | 2,549 | $755.9K | 0.15% | −53−2.0% | Reduced |
| Cove Private Wealth, LLC | 2,550 | $756.1K | 0.72% | +2,550 | New |
| Concentric Wealth Management, LLC | 2,551 | $756.4K | 0.22% | +35+1.4% | Added |
| SS&H Financial Advisors, Inc. | 2,553 | $757.0K | 0.32% | 00.0% | Unchanged |
| Cooper Financial Group | 2,564 | $760.3K | 0.14% | −124−4.6% | Reduced |
| Baystate Wealth Management LLC | 2,569 | $762.0K | 0.06% | +8+0.3% | Added |
| Delta Financial Group, Inc. | 2,570 | $762.0K | 0.24% | +71+2.8% | Added |
| Summit Financial Group Inc | 2,570 | $762.0K | 0.29% | −77−2.9% | Reduced |
| Taylor Financial Group, Inc. | 2,575 | $763.4K | 0.63% | +2,575 | New |
| WoodTrust Financial Corp | 2,576 | $764.0K | 0.13% | −609−19.1% | Reduced |
| Waycross Partners, LLC | 2,578 | $764.4K | 0.14% | 00.0% | Unchanged |
| Spirit of America Management Corp | 2,580 | $765.0K | 0.17% | −400−13.4% | Reduced |
| Hudock, Inc. | 2,595 | $769.5K | 0.16% | +6+0.2% | Added |
| JT Stratford LLC | 2,596 | $769.7K | 0.18% | −124−4.6% | Reduced |
| Zions Bancorporation, N.A. | 2,600 | $770.9K | 0.05% | +234+9.9% | Added |
| Lakeshore Financial Planning, Inc. | 2,601 | $771.2K | 0.43% | −2,033−43.9% | Reduced |
| Latitude Advisors, LLC | 2,603 | $771.9K | 0.54% | −19−0.7% | Reduced |
| Exchange Bank | 2,607 | $773.0K | 0.67% | −187−6.7% | Reduced |
| Keel Point, LLC | 2,615 | $775.5K | 0.09% | +25+1.0% | Added |
| Wealthsource Partners, LLC | 2,619 | $776.6K | 0.05% | −39−1.5% | Reduced |