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 |
|---|---|---|---|---|---|
| Annis Gardner Whiting Capital Advisors, LLC | 2,624 | $778.0K | 0.34% | +282+12.0% | Added |
| Sage Mountain Advisors LLC | 2,627 | $779.0K | 0.09% | +65+2.5% | Added |
| AlphaCore Capital LLC | 2,630 | $779.7K | 0.11% | +46+1.8% | Added |
| Wealthquest Corp | 2,632 | $780.4K | 0.09% | −51−1.9% | Reduced |
| Centennial Bank | 2,633 | $780.7K | 0.47% | +117+4.7% | Added |
| ETF Store, Inc. | 2,648 | $785.1K | 0.51% | +15+0.6% | Added |
| Mayfair Advisory Group, LLC | 2,646 | $786.0K | 0.67% | 00.0% | Unchanged |
| Paragon Private Wealth Management, LLC | 2,652 | $786.3K | 0.55% | +172+6.9% | Added |
| TBH Global Asset Management, LLC | 2,655 | $787.3K | 0.16% | −220−7.7% | Reduced |
| Arrien Investments, Inc. | 2,659 | $788.5K | 0.69% | +13+0.5% | Added |
| RiverFront Investment Group, LLC | 2,661 | $789.0K | 0.02% | +72+2.8% | Added |
| Viawealth, LLC | 2,668 | $791.1K | 0.54% | 00.0% | Unchanged |
| Hurlow Wealth Management Group, Inc. | 2,674 | $792.9K | 0.30% | −90−3.3% | Reduced |
| Nomura Holdings Inc | 2,681 | $794.9K | 0.01% | −9,166−77.4% | Reduced |
| FSB Premier Wealth Management, Inc. | 2,685 | $796.0K | 0.40% | 00.0% | Unchanged |
| Smith Anglin Financial, LLC | 2,686 | $796.6K | 0.09% | +9+0.3% | Added |
| BOS Asset Management, LLC | 2,689 | $797.3K | 0.55% | 00.0% | Unchanged |
| Carlson Capital Management | 2,697 | $799.7K | 0.04% | +1,095+68.4% | Added |
| Angeles Wealth Management, LLC | 2,705 | $802.1K | 0.10% | +153+6.0% | Added |
| Tyler-Stone Wealth Management | 2,713 | $804.5K | 0.40% | +16+0.6% | Added |
| Quent Capital, LLC | 2,724 | $807.7K | 0.11% | +127+4.9% | Added |
| Hummer Financial Advisory Services Inc | 2,730 | $809.5K | 0.74% | 00.0% | Unchanged |
| General Partner, Inc. | 2,728 | $810.0K | 0.68% | 00.0% | Unchanged |
| First Citizens Financial Corp | 2,732 | $810.1K | 0.52% | −220−7.5% | Reduced |
| Greenwich Wealth Management LLC | 2,734 | $811.0K | 0.08% | −10.0% | Reduced |
| Private Ocean, LLC | 2,737 | $811.5K | 0.08% | −440−13.8% | Reduced |
| Eudaimonia Advisors LLC | 2,757 | $817.5K | 0.53% | +194+7.6% | Added |
| Prudent Man Advisors, LLC | 2,772 | $821.9K | 0.31% | −179−6.1% | Reduced |
| Astoria Portfolio Advisors LLC. | 2,888 | $822.2K | 0.33% | +1,449+100.7% | Added |
| Graves-Light Private Wealth Management, Inc. | 2,780 | $824.3K | 0.10% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 2,796 | $829.0K | 0.15% | +113+4.2% | Added |
| Soltis Investment Advisors LLC | 2,797 | $829.3K | 0.09% | −1,286−31.5% | Reduced |
| Semus Wealth Partners LLC | 2,799 | $829.8K | 0.68% | +13+0.5% | Added |
| Charter Research & Investment Group, Inc. | 2,800 | $830.2K | 0.69% | 00.0% | Unchanged |
| Lebenthal Global Advisors, LLC | 2,803 | $831.1K | 0.19% | +388+16.1% | Added |
| Spears Abacus Advisors LLC | 2,804 | $831.4K | 0.07% | +212+8.2% | Added |
| One + One Wealth Management, LLC | 2,805 | $831.7K | 0.51% | 00.0% | Unchanged |
| LCM Capital Management Inc | 2,805 | $831.8K | 0.60% | −68−2.4% | Reduced |
| Simon Quick Advisors, LLC | 2,806 | $831.9K | 0.07% | +84+3.1% | Added |
| GYL Financial Synergies, LLC | 2,816 | $835.1K | 0.07% | −153−5.2% | Reduced |
| Blue Edge Capital, LLC | 2,820 | $836.2K | 0.16% | 00.0% | Unchanged |
| Samalin Investment Counsel, LLC | 2,823 | $837.3K | 0.42% | +29+1.0% | Added |
| Bordeaux Wealth Advisors LLC | 2,824 | $837.5K | 0.28% | +109+4.0% | Added |
| Miller Investment Management, LP | 2,826 | $837.9K | 0.12% | 00.0% | Unchanged |
| RiverPark Advisors, LLC | 2,826 | $837.9K | 0.77% | +923+48.5% | Added |
| Mountain Pacific Investment Advisers Inc | 2,828 | $838.4K | 0.05% | −14−0.5% | Reduced |
| WR Wealth Planners, LLC | 2,850 | $845.2K | 0.31% | +18+0.6% | Added |
| Cornerstone Advisory, LLC | 2,853 | $845.9K | 0.13% | −52−1.8% | Reduced |
| CapWealth Advisors, LLC | 2,855 | $846.5K | 0.10% | 00.0% | Unchanged |
| Garde Capital, Inc. | 2,857 | $847.0K | 0.06% | +515+22.0% | Added |
| Prairie Sky Financial Group LLC | 2,863 | $849.0K | 0.55% | +15+0.5% | Added |
| Planning Directions Inc | 2,865 | $849.6K | 0.61% | +75+2.7% | Added |
| MWA Asset Management | 2,870 | $851.0K | 0.70% | +51+1.8% | Added |
| Clarus Group, Inc. | 2,870 | $851.1K | 0.64% | −30−1.0% | Reduced |
| Independence Bank of Kentucky | 2,875 | $852.5K | 0.30% | +210+7.9% | Added |
| Alta Wealth Advisors LLC | 2,876 | $852.9K | 0.48% | −38−1.3% | Reduced |
| GDS Wealth Management | 2,879 | $853.7K | 0.12% | +5+0.2% | Added |
| Lakeridge Wealth Management LLC | 2,879 | $853.8K | 0.62% | +2,879 | New |
| OmniStar Financial Group, Inc. | 2,889 | $856.9K | 1.08% | +127+4.6% | Added |
| TLWM | 2,891 | $857.2K | 0.20% | +34+1.2% | Added |
| Brown Miller Wealth Management, LLC | 2,898 | $859.3K | 0.43% | +2+0.1% | Added |
| Hanson & Doremus Investment Management | 2,900 | $860.0K | 0.16% | +44+1.5% | Added |
| Tucker Asset Management LLC | 2,911 | $863.2K | 0.22% | +45+1.6% | Added |
| Silverlake Wealth Management LLC | 2,912 | $863.4K | 0.48% | −300−9.3% | Reduced |
| Deltec Asset Management LLC | 2,915 | $864.3K | 0.19% | +2,915 | New |
| Heritage Financial Services, LLC | 2,921 | $866.1K | 0.15% | +136+4.9% | Added |
| Canopy Partners, LLC | 2,921 | $866.1K | 0.53% | +2,921 | New |
| Advisory Alpha, LLC | 2,922 | $866.6K | 0.04% | +292+11.1% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 2,925 | $867.3K | 0.11% | +6+0.2% | Added |
| PFG Advisors | 2,926 | $867.5K | 0.07% | −11−0.4% | Reduced |
| Philadelphia Trust Co | 2,929 | $868.0K | 0.08% | −473−13.9% | Reduced |
| Pure Financial Advisors, Inc. | 2,933 | $869.6K | 0.03% | +314+12.0% | Added |
| Winthrop Advisory Group LLC | 2,940 | $871.6K | 0.14% | +110+3.9% | Added |
| Zhang Financial LLC | 2,947 | $873.9K | 0.08% | +78+2.7% | Added |
| Indie Asset Partners, LLC | 2,951 | $875.0K | 0.79% | −9−0.3% | Reduced |
| Bristol John W & Co Inc | 2,952 | $875.3K | 0.02% | 00.0% | Unchanged |
| Stableford Capital II LLC | 2,979 | $876.3K | 0.38% | −96−3.1% | Reduced |
| Ti-Trust, Inc | 2,964 | $878.9K | 0.78% | −500−14.4% | Reduced |
| Bellecapital International Ltd. | 2,971 | $880.9K | 0.20% | +17+0.6% | Added |
| Vertex Planning Partners, LLC | 2,973 | $881.4K | 0.26% | +325+12.3% | Added |
| Garrison Point Advisors, LLC | 2,980 | $883.6K | 0.62% | 00.0% | Unchanged |
| Westbourne Investment Advisors, Inc. | 2,981 | $884.0K | 0.35% | 00.0% | Unchanged |
| Trust Co | 2,985 | $885.1K | 0.11% | +515+20.9% | Added |
| First Dallas Securities Inc. | 2,991 | $887.0K | 0.46% | −1,363−31.3% | Reduced |
| TRUE Private Wealth Advisors | 2,994 | $887.8K | 0.11% | +300+11.1% | Added |
| Blackhill Capital Inc | 3,000 | $889.5K | 0.07% | 00.0% | Unchanged |
| Front Row Advisors LLC | 3,002 | $890.1K | 0.41% | −357−10.6% | Reduced |
| Cidel Asset Management Inc | 3,005 | $891.0K | 0.04% | +3,005 | New |
| S.A. Mason LLC | 3,007 | $891.5K | 0.60% | +222+8.0% | Added |
| WealthBridge Capital Management, LLC | 3,010 | $892.5K | 0.33% | +23+0.8% | Added |
| Diversified Portfolios, Inc. | 3,013 | $893.4K | 0.14% | −15−0.5% | Reduced |
| Inceptionr LLC | 3,015 | $894.0K | 0.64% | +3,015 | New |
| Aberdeen Wealth Management LLC | 3,017 | $894.6K | 0.65% | −1,500−33.2% | Reduced |
| Fidelity D & D Bancorp Inc | 3,019 | $895.2K | 0.70% | +48+1.6% | Added |
| Peoples Bank | 3,020 | $895.5K | 0.53% | −114−3.6% | Reduced |
| Morningstar Investment Services LLC | 3,031 | $897.0K | 0.01% | +2,102+226.3% | Added |
| Wexford Capital LP | 3,030 | $898.4K | 0.19% | +1,340+79.3% | Added |
| Highline Wealth Partners LLC | 3,032 | $899.0K | 0.44% | +272+9.9% | Added |
| Pingora Partners LLC | 3,032 | $899.0K | 0.80% | +3,032 | New |
| DeDora Capital, Inc. | 3,038 | $900.9K | 0.32% | −72−2.3% | Reduced |