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 |
|---|---|---|---|---|---|
| XR Securities LLC | 3,043 | $902.3K | 0.28% | +3,043 | New |
| MBL Wealth, LLC | 3,045 | $902.9K | 0.11% | +780+34.4% | Added |
| Avestar Capital, LLC | 3,049 | $904.2K | 0.11% | +650+27.1% | Added |
| Gould Asset Management LLC | 3,050 | $904.2K | 0.23% | −160−5.0% | Reduced |
| Human Investing LLC | 3,051 | $904.7K | 0.20% | −372−10.9% | Reduced |
| Roman Butler Fullerton & Co | 3,097 | $905.0K | 0.35% | −539−14.8% | Reduced |
| Westmount Partners, LLC | 3,054 | $905.5K | 0.37% | −139−4.4% | Reduced |
| Prepared Retirement Institute LLC | 3,054 | $905.6K | 0.68% | +3,054 | New |
| Eisler Capital (UK) Ltd. | 3,058 | $906.7K | 0.08% | +3,058 | New |
| Catalyst Financial Partners LLC | 3,060 | $907.3K | 0.26% | −80−2.5% | Reduced |
| Schrum Private Wealth Management LLC | 3,070 | $910.3K | 1.29% | −743−19.5% | Reduced |
| Richardson Financial Services Inc. | 3,071 | $910.6K | 0.80% | +3,071 | New |
| Partnership Wealth Management, LLC | 3,114 | $911.4K | 0.69% | +3,114 | New |
| Hill Island Financial LLC | 3,076 | $912.0K | 0.31% | +360+13.3% | Added |
| Highview Capital Management LLC | 3,079 | $913.0K | 0.49% | +50+1.7% | Added |
| Personal Cfo Solutions, LLC | 3,080 | $913.4K | 0.16% | +206+7.2% | Added |
| West Bancorporation Inc | 3,084 | $914.4K | 0.59% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 3,084 | $914.5K | 0.11% | −14−0.5% | Reduced |
| Meadow Creek Wealth Advisors LLC | 3,091 | $916.5K | 0.89% | +3,091 | New |
| Benin Management CORP | 3,092 | $916.8K | 0.31% | +11+0.4% | Added |
| Rollins Financial Advisors, LLC | 3,097 | $918.3K | 0.19% | +3,097 | New |
| Castle Rock Wealth Management, LLC | 3,181 | $918.3K | 0.28% | +302+10.5% | Added |
| Two Sigma Securities, LLC | 3,125 | $926.6K | 0.04% | +3,125 | New |
| Mango Five Family, Inc. | 3,129 | $927.8K | 0.35% | +3,129 | New |
| Aspiriant, LLC | 3,129 | $928.3K | 0.04% | −218−6.5% | Reduced |
| OneAscent Financial Services LLC | 3,132 | $929.0K | 0.12% | +1,300+71.0% | Added |
| Atwood & Palmer Inc | 3,140 | $931.0K | 0.08% | −125−3.8% | Reduced |
| Consolidated Planning Corp | 3,153 | $934.9K | 0.17% | −220−6.5% | Reduced |
| IMS Capital Management | 3,154 | $935.1K | 0.46% | 00.0% | Unchanged |
| Everpar Advisors LLC | 3,158 | $936.4K | 0.44% | +3,158 | New |
| Tobam | 3,160 | $937.0K | 0.08% | −522−14.2% | Reduced |
| Aviance Capital Partners, LLC | 3,164 | $938.0K | 0.20% | −642−16.9% | Reduced |
| Evanson Asset Management, LLC | 3,164 | $938.1K | 0.08% | +3+0.1% | Added |
| Scholtz & Company, LLC | 3,170 | $940.0K | 0.47% | +3,170 | New |
| Vanguard Capital Wealth Advisors | 3,174 | $941.1K | 0.76% | +11+0.3% | Added |
| KRS Capital Management, LLC | 3,174 | $941.3K | 0.88% | −76−2.3% | Reduced |
| Saxon Interests, Inc. | 3,181 | $943.1K | 0.47% | +3,181 | New |
| Dominguez Wealth Management Solutions, Inc. | 3,183 | $943.9K | 0.78% | −8−0.3% | Reduced |
| Constitution Capital LLC | 3,184 | $944.1K | 0.57% | −50−1.5% | Reduced |
| Lesa Sroufe & Co | 3,188 | $945.0K | 0.96% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 3,197 | $947.9K | 0.17% | 00.0% | Unchanged |
| US Asset Management LLC | 3,212 | $952.0K | 0.94% | +3,212 | New |
| Live Oak Private Wealth LLC | 3,220 | $954.8K | 0.18% | +30+0.9% | Added |
| WD Rutherford LLC | 3,200 | $954.9K | 0.56% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 3,225 | $956.2K | 0.18% | −2,710−45.7% | Reduced |
| Twin Capital Management Inc | 3,227 | $956.8K | 0.13% | 00.0% | Unchanged |
| Fortune Financial Advisors, LLC | 3,228 | $957.0K | 0.67% | +10.0% | Added |
| Patrick M Sweeney & Associates, Inc | 3,236 | $959.5K | 0.88% | +3,236 | New |
| Alhambra Investment Partners LLC | 3,238 | $960.1K | 0.57% | −15−0.5% | Reduced |
| Altus Wealth Group LLC | 3,240 | $960.6K | 0.53% | +205+6.8% | Added |
| Cahaba Wealth Management, Inc. | 3,242 | $961.4K | 0.10% | −58−1.8% | Reduced |
| Atticus Wealth Management, LLC | 3,243 | $961.7K | 0.34% | +183+6.0% | Added |
| Integral Investment Advisors, Inc. | 3,247 | $962.6K | 0.61% | +197+6.5% | Added |
| PDS Planning, Inc | 3,247 | $962.7K | 0.11% | −55−1.7% | Reduced |
| Lafayette Investments, Inc. | 3,247 | $962.8K | 0.24% | +116+3.7% | Added |
| Meitav Dash Investments Ltd | 3,250 | $963.3K | 0.01% | 00.0% | Unchanged |
| Unique Wealth, LLC | 3,249 | $963.3K | 0.31% | +38+1.2% | Added |
| Northwest Bank & Trust Co | 3,264 | $967.8K | 0.87% | +3,264 | New |
| Oarsman Capital, Inc. | 3,274 | $970.8K | 0.26% | −30−0.9% | Reduced |
| Infrastructure Capital Advisors, LLC | 3,287 | $974.6K | 0.15% | +3,287 | New |
| Blodgett Wealth Advisors, LLC | 3,295 | $977.1K | 1.00% | −1,500−31.3% | Reduced |
| Capital Management Associates | 3,300 | $978.5K | 1.25% | 00.0% | Unchanged |
| Caxton Associates LP | 3,313 | $982.3K | 0.05% | +1,881+131.4% | Added |
| W Advisors, LLC | 3,314 | $982.7K | 0.73% | +62+1.9% | Added |
| Mountain Capital Investment Advisors, Inc | 3,370 | $983.8K | 0.33% | −139−4.0% | Reduced |
| Well Done, LLC | 3,321 | $984.7K | 0.19% | +4+0.1% | Added |
| Red Door Wealth Management, LLC | 3,334 | $988.5K | 0.21% | +345+11.5% | Added |
| Inspirion Wealth Advisors, LLC | 3,330 | $989.1K | 0.18% | 00.0% | Unchanged |
| LVM Capital Management Ltd | 3,338 | $990.0K | 0.13% | −5−0.1% | Reduced |
| Prestige Wealth Management Group LLC | 3,344 | $991.7K | 0.23% | +70+2.1% | Added |
| Patten Group, Inc. | 3,349 | $992.9K | 0.27% | −473−12.4% | Reduced |
| Leo Wealth, LLC | 3,355 | $993.3K | 0.10% | +3,355 | New |
| Options Solutions, LLC | 3,351 | $993.6K | 1.06% | +110+3.4% | Added |
| Foster Dykema Cabot & Partners, LLC | 3,357 | $995.4K | 0.11% | +3,357 | New |
| Winning Points Advisors, LLC | 3,370 | $999.2K | 1.54% | +210+6.6% | Added |
| Abacus Planning Group, Inc. | 3,375 | $1.00M | 0.21% | +4+0.1% | Added |
| Elgethun Capital Management | 3,387 | $1.00M | 0.28% | −238−6.6% | Reduced |
| Modern Wealth Management, LLC | 3,389 | $1.00M | 0.13% | +3,389 | New |
| BlueCrest Capital Management Ltd | 3,395 | $1.01M | 0.17% | −4,768−58.4% | Reduced |
| PBMares Wealth Management LLC | 3,408 | $1.01M | 0.30% | +11+0.3% | Added |
| Piscataqua Savings Bank | 3,422 | $1.01M | 0.95% | −57−1.6% | Reduced |
| Capital Management Associates, Inc | 3,663 | $1.01M | 0.92% | +3,663 | New |
| Edge Capital Group, LLC | 3,423 | $1.01M | 0.06% | +309+9.9% | Added |
| Core Wealth Management, Inc. | 3,423 | $1.01M | 0.48% | 00.0% | Unchanged |
| Warner Financial, Inc | 3,428 | $1.02M | 0.57% | +428+14.3% | Added |
| Tectonic Advisors LLC | 3,431 | $1.02M | 0.09% | +18+0.5% | Added |
| Cedar Brook Financial Partners, LLC | 3,461 | $1.02M | 0.23% | +1,011+41.3% | Added |
| Founders Financial Securities LLC | 3,436 | $1.02M | 0.11% | +496+16.9% | Added |
| Proquility Private Wealth Partners, LLC | 3,438 | $1.02M | 0.39% | +13+0.4% | Added |
| Wealth Quarterback LLC | 3,445 | $1.02M | 0.62% | +1,406+69.0% | Added |
| Strong Tower Advisory Services | 3,450 | $1.02M | 0.45% | +129+3.9% | Added |
| Landaas & Co | 3,467 | $1.03M | 0.38% | +41+1.2% | Added |
| McElhenny Sheffield Capital Management, LLC | 3,476 | $1.03M | 0.42% | +1,937+125.9% | Added |
| Monument Capital Management | 3,471 | $1.03M | 0.33% | −2,227−39.1% | Reduced |
| First American Bank | 3,480 | $1.03M | 0.09% | −10.0% | Reduced |
| Harbour Capital Advisors, LLC | 3,512 | $1.03M | 0.28% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 3,488 | $1.03M | 0.10% | −108−3.0% | Reduced |
| Olistico Wealth, LLC | 3,506 | $1.04M | 0.81% | +16+0.5% | Added |
| STAR Financial Bank | 3,509 | $1.04M | 0.95% | +62+1.8% | Added |
| Symmetry Partners, LLC | 3,520 | $1.04M | 0.06% | −1,986−36.1% | Reduced |