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
- 3,193
- +253 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
- 388
- 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 | 3,193 | $151.1B |
| Q3 2023 | 3,001 | $131.5B |
| Q2 2023 | 3,012 | $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 |
|---|---|---|---|---|---|
| Symmetry Partners, LLC | 3,520 | $1.04M | 0.06% | −1,986−36.1% | Reduced |
| MidWestOne Financial Group, Inc. | 3,511 | $1.04M | 0.20% | 00.0% | Unchanged |
| Trust Co of the South | 3,512 | $1.04M | 0.28% | +3,512 | New |
| DHJJ Financial Advisors, Ltd. | 3,512 | $1.04M | 0.49% | 00.0% | Unchanged |
| Cubic Asset Management, LLC | 3,520 | $1.04M | 0.27% | 00.0% | Unchanged |
| Forza Wealth Management, LLC | 3,522 | $1.04M | 0.58% | 00.0% | Unchanged |
| Morris Financial Concepts, Inc. | 3,529 | $1.05M | 0.60% | +15+0.4% | Added |
| Redwood Wealth Management Group, LLC | 3,533 | $1.05M | 1.16% | −16−0.5% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 3,540 | $1.05M | 0.09% | 00.0% | Unchanged |
| Advisory Research Inc | 3,537 | $1.05M | 0.16% | −2,063−36.8% | Reduced |
| Michael B. Yongue | 3,539 | $1.05M | 0.94% | −35−1.0% | Reduced |
| LMCG Investments, LLC | 3,544 | $1.05M | 0.07% | −35−1.0% | Reduced |
| Buckley Wealth Management, LLC | 3,545 | $1.05M | 0.36% | 00.0% | Unchanged |
| Fox Hill Wealth Management | 3,550 | $1.05M | 0.81% | +3,550 | New |
| High Falls Advisors, Inc | 3,551 | $1.05M | 0.28% | −200−5.3% | Reduced |
| Sterling Investment Advisors, Ltd. | 3,552 | $1.05M | 0.33% | +239+7.2% | Added |
| Circle Wealth Management, LLC | 3,557 | $1.05M | 0.03% | −21−0.6% | Reduced |
| Keating Investment Counselors Inc | 3,565 | $1.06M | 0.38% | 00.0% | Unchanged |
| Wealth Management Associates, Inc. | 3,567 | $1.06M | 0.56% | +12+0.3% | Added |
| Jeppson Wealth Management, LLC | 3,572 | $1.06M | 0.44% | −20−0.6% | Reduced |
| Heartwood Wealth Advisors LLC | 3,583 | $1.06M | 0.14% | 00.0% | Unchanged |
| NCM Capital Management, LLC | 3,597 | $1.07M | 0.65% | +11+0.3% | Added |
| Chesapeake Asset Management LLC | 3,605 | $1.07M | 0.95% | +182+5.3% | Added |
| Convergence Investment Partners, LLC | 3,622 | $1.07M | 0.56% | +2,385+192.8% | Added |
| Eagle Ridge Investment Management | 3,624 | $1.07M | 0.11% | −32−0.9% | Reduced |
| Fragasso Group Inc. | 3,626 | $1.08M | 0.10% | +60+1.7% | Added |
| Central Valley Advisors, LLC | 3,631 | $1.08M | 0.63% | +3,631 | New |
| Advantage Trust Co | 3,643 | $1.08M | 0.85% | +3,643 | New |
| Rede Wealth, LLC | 3,643 | $1.08M | 0.51% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 3,646 | $1.08M | 0.00% | −1,176,217−99.7% | Reduced |
| Sterling Investment Counsel, LLC | 3,653 | $1.08M | 0.55% | +225+6.6% | Added |
| Coastal Bridge Advisors, LLC | 3,656 | $1.08M | 0.28% | +12+0.3% | Added |
| Compass Capital Management, Inc | 3,656 | $1.08M | 0.08% | 00.0% | Unchanged |
| Greenline Partners, LLC | 3,657 | $1.08M | 0.18% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 3,663 | $1.09M | 0.15% | +2,183+147.5% | Added |
| Triangle Securities Wealth Management | 3,664 | $1.09M | 0.34% | +8+0.2% | Added |
| Intelligent Financial Strategies | 3,666 | $1.09M | 0.76% | +10.0% | Added |
| First Financial Corp | 3,666 | $1.09M | 0.55% | +199+5.7% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 3,667 | $1.09M | 0.36% | +63+1.7% | Added |
| Quadcap Wealth Management, LLC | 3,666 | $1.09M | 0.28% | +3,666 | New |
| PYA Waltman Capital, LLC | 3,674 | $1.09M | 0.45% | +139+3.9% | Added |
| Avidian Wealth Solutions, LLC | 3,676 | $1.09M | 0.07% | −2,886−44.0% | Reduced |
| Intellectus Partners, LLC | 3,683 | $1.09M | 0.32% | −447−10.8% | Reduced |
| Eldridge Investment Advisors, Inc. | 3,684 | $1.09M | 0.29% | 00.0% | Unchanged |
| Kennon-Green & Company, LLC | 3,685 | $1.09M | 1.11% | −521−12.4% | Reduced |
| Institute for Wealth Management, LLC. | 3,686 | $1.09M | 0.18% | −88−2.3% | Reduced |
| Goelzer Investment Management, Inc. | 3,691 | $1.09M | 0.07% | +571+18.3% | Added |
| Frisch Financial Group, Inc. | 3,696 | $1.10M | 0.41% | +397+12.0% | Added |
| Wiser Advisor Group LLC | 3,701 | $1.10M | 1.83% | +3,701 | New |
| Raleigh Capital Management Inc. | 3,714 | $1.10M | 0.51% | +13+0.4% | Added |
| American Investment Services, Inc. | 3,717 | $1.10M | 0.21% | +21+0.6% | Added |
| BSW Wealth Partners | 3,718 | $1.10M | 0.22% | +80+2.2% | Added |
| Corundum Group, Inc. | 3,721 | $1.10M | 0.55% | +61+1.7% | Added |
| Townsend & Associates, Inc | 3,677 | $1.10M | 0.14% | −21−0.6% | Reduced |
| Burke & Herbert Bank & Trust Co | 3,729 | $1.11M | 0.79% | −18−0.5% | Reduced |
| Somerset Group LLC | 3,734 | $1.11M | 0.93% | 00.0% | Unchanged |
| Wealth Dimensions Group, Ltd. | 3,741 | $1.11M | 0.35% | −379−9.2% | Reduced |
| Grove Bank & Trust | 3,743 | $1.11M | 0.20% | −168−4.3% | Reduced |
| BBR Partners, LLC | 3,745 | $1.11M | 0.11% | −258−6.4% | Reduced |
| Deseret Mutual Benefit Administrators | 3,747 | $1.11M | 0.64% | −1,301−25.8% | Reduced |
| Accredited Investors Inc. | 3,749 | $1.11M | 0.08% | −9−0.2% | Reduced |
| Okabena Investment Services Inc | 3,753 | $1.11M | 0.43% | +3,753 | New |
| Jag Capital Management, LLC | 3,756 | $1.11M | 0.17% | −7,214−65.8% | Reduced |
| KLCM Advisors, Inc. | 3,760 | $1.11M | 0.17% | −325−8.0% | Reduced |
| Balboa Wealth Partners | 3,764 | $1.12M | 0.37% | +1,196+46.6% | Added |
| Arbor Capital Management Inc | 3,800 | $1.12M | 0.84% | −7−0.2% | Reduced |
| Capital Advisors Wealth Management, LLC | 3,778 | $1.12M | 0.26% | −92−2.4% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 3,798 | $1.12M | 0.27% | +2,662+234.3% | Added |
| Wayfinding Financial, LLC | 3,788 | $1.12M | 0.76% | −284−7.0% | Reduced |
| MBA Advisors LLC | 3,790 | $1.12M | 0.63% | +22+0.6% | Added |
| Insight Advisors, LLC | 3,796 | $1.13M | 0.24% | −33−0.9% | Reduced |
| Northern Financial Advisors Inc | 3,799 | $1.13M | 0.95% | −196−4.9% | Reduced |
| Renaissance Investment Group LLC | 3,801 | $1.13M | 0.28% | −190−4.8% | Reduced |
| Caldwell Sutter Capital, Inc. | 3,805 | $1.13M | 0.57% | +38+1.0% | Added |
| Parkside Financial Bank & Trust | 3,808 | $1.13M | 0.21% | +248+7.0% | Added |
| Paragon Financial Partners, Inc. | 3,810 | $1.13M | 1.08% | −137−3.5% | Reduced |
| Smartleaf Asset Management LLC | 3,815 | $1.13M | 0.30% | +3,815 | New |
| Wolff Wiese Magana LLC | 3,812 | $1.13M | 1.07% | +3,292+633.1% | Added |
| Hendershot Investments Inc. | 3,825 | $1.13M | 0.17% | +118+3.2% | Added |
| Cottonwood Capital Advisors, LLC | 3,827 | $1.13M | 0.93% | +124+3.3% | Added |
| Grandfield & Dodd, LLC | 3,828 | $1.14M | 0.08% | −99−2.5% | Reduced |
| River Street Advisors LLC | 3,831 | $1.14M | 0.91% | +238+6.6% | Added |
| WealthPLAN Partners, LLC | 3,831 | $1.14M | 0.12% | −51−1.3% | Reduced |
| RMR Wealth Builders | 3,838 | $1.14M | 0.16% | +757+24.6% | Added |
| Guardian Wealth Advisors, LLC | 3,845 | $1.14M | 0.17% | +163+4.4% | Added |
| Norden Group LLC | 3,845 | $1.14M | 0.20% | +65+1.7% | Added |
| Wellington Shields Capital Management, LLC | 3,863 | $1.15M | 0.14% | +10+0.3% | Added |
| GoalVest Advisory LLC | 3,869 | $1.15M | 0.50% | +753+24.2% | Added |
| Ami Asset Management Corp | 3,878 | $1.15M | 0.06% | −91−2.3% | Reduced |
| MKT Advisors LLC | 3,988 | $1.15M | 0.76% | −10.0% | Reduced |
| Phillips Wealth Planners LLC | 3,916 | $1.15M | 1.39% | +13+0.3% | Added |
| Formidable Asset Management, LLC | 3,888 | $1.15M | 0.25% | 00.0% | Unchanged |
| Private Wealth Strategies, L.L.C. | 3,891 | $1.15M | 0.26% | +3+0.1% | Added |
| Paradigm Asset Management Co LLC | 3,893 | $1.15M | 0.31% | −100−2.5% | Reduced |
| SPC Financial, Inc. | 3,896 | $1.16M | 0.12% | +613+18.7% | Added |
| Financial Network Wealth Advisors LLC | 3,906 | $1.16M | 1.23% | +3,906 | New |
| ELCO Management Co., LLC | 3,907 | $1.16M | 0.76% | +664+20.5% | Added |
| Sax Wealth Advisors, LLC | 3,910 | $1.16M | 0.19% | +711+22.2% | Added |
| Bill Few Associates, Inc. | 4,017 | $1.16M | 0.53% | +492+14.0% | Added |
| Orser Capital Management, LLC | 3,923 | $1.16M | 1.34% | −392−9.1% | Reduced |