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 |
|---|---|---|---|---|---|
| Quest Investment Management LLC | 5,215 | $1.55M | 0.19% | +181+3.6% | Added |
| Leisure Capital Management | 5,224 | $1.55M | 0.84% | −932−15.1% | Reduced |
| EFG Asset Management (Americas) Corp. | 5,233 | $1.55M | 0.33% | −149−2.8% | Reduced |
| First Trust Investment Solutions L.P. | 5,236 | $1.55M | 0.32% | +5,236 | New |
| Roanoke Asset Management Corp | 5,248 | $1.56M | 0.58% | +70+1.4% | Added |
| Grace & White Inc | 5,250 | $1.56M | 0.27% | 00.0% | Unchanged |
| Wolff Financial Management LLC | 5,250 | $1.56M | 0.48% | 00.0% | Unchanged |
| Investment Partners, Ltd. | 5,262 | $1.56M | 0.77% | +23+0.4% | Added |
| My Legacy Advisors, LLC | 5,316 | $1.56M | 0.56% | +132+2.5% | Added |
| Bedel Financial Consulting, Inc. | 5,280 | $1.57M | 0.29% | +82+1.6% | Added |
| Hancock Whitney Corp | 5,304 | $1.57M | 0.06% | −142−2.6% | Reduced |
| Iams Wealth Management, LLC | 5,309 | $1.57M | 1.02% | −271−4.9% | Reduced |
| Mechanics Financial Corp | 5,331 | $1.58M | 0.89% | +36+0.7% | Added |
| JNBA Financial Advisors | 5,335 | $1.58M | 0.18% | −112−2.1% | Reduced |
| Centaurus Financial, Inc. | 5,335 | $1.58M | 0.12% | +3,100+138.7% | Added |
| Capital Investment Counsel, Inc | 5,346 | $1.59M | 0.28% | −20−0.4% | Reduced |
| Baker Tilly Wealth Management, LLC | 5,354 | $1.59M | 0.26% | −308−5.4% | Reduced |
| Imprint Wealth LLC | 5,365 | $1.59M | 1.28% | −400−6.9% | Reduced |
| Retirement Planning Co of New England, Inc. | 5,364 | $1.59M | 0.72% | +203+3.9% | Added |
| Berkeley Capital Partners, LLC | 5,378 | $1.59M | 0.53% | −105−1.9% | Reduced |
| Wedmont Private Capital | 5,465 | $1.60M | 0.13% | +188+3.6% | Added |
| Concord Asset Management, LLC | 5,380 | $1.60M | 0.47% | +1,947+56.7% | Added |
| Cornell Pochily Investment Advisors, Inc. | 5,419 | $1.61M | 0.67% | +120+2.3% | Added |
| Delta Financial Advisors LLC | 5,422 | $1.61M | 0.70% | −250−4.4% | Reduced |
| Smith Shellnut Wilson LLC | 5,434 | $1.61M | 0.92% | −374−6.4% | Reduced |
| Monticello Wealth Management, LLC | 5,441 | $1.61M | 0.15% | −132−2.4% | Reduced |
| Klingenstein Fields & Co LP | 5,443 | $1.61M | 0.07% | −118−2.1% | Reduced |
| N.E.W. Advisory Services LLC | 5,468 | $1.62M | 0.20% | −7−0.1% | Reduced |
| Eastern Bank | 5,473 | $1.62M | 0.07% | −283−4.9% | Reduced |
| OV Management LLC | 5,500 | $1.63M | 1.35% | +5,500 | New |
| Southland Equity Partners LLC | 5,512 | $1.63M | 0.51% | +309+5.9% | Added |
| Warren Averett Asset Management, LLC | 5,526 | $1.64M | 0.06% | +569+11.5% | Added |
| NRI Wealth Management LC | 5,533 | $1.64M | 1.64% | +5,533 | New |
| Transamerica Financial Advisors, Inc. | 5,566 | $1.65M | 0.23% | −1,248−18.3% | Reduced |
| United Bank | 5,576 | $1.65M | 0.91% | −768−12.1% | Reduced |
| Relyea Zuckerberg Hanson LLC | 5,602 | $1.66M | 0.32% | +1,645+41.6% | Added |
| Portfolio Design Labs, LLC | 5,605 | $1.66M | 0.63% | +5,605 | New |
| Souders Financial Advisors | 5,613 | $1.66M | 0.28% | −224−3.8% | Reduced |
| Richelieu Gestion PLC | 5,620 | $1.67M | 1.49% | +2,164+62.6% | Added |
| Peloton Wealth Strategists | 5,625 | $1.67M | 0.72% | −520−8.5% | Reduced |
| Townsend Asset Management Corp | 5,627 | $1.67M | 0.76% | +3+0.1% | Added |
| North Star Asset Management Inc | 5,637 | $1.67M | 0.09% | −20.0% | Reduced |
| Nwam LLC | 5,642 | $1.67M | 0.13% | +896+18.9% | Added |
| Summit X, LLC | 5,642 | $1.67M | 0.48% | −99−1.7% | Reduced |
| Mill Capital Management, LLC | 5,643 | $1.67M | 0.15% | 00.0% | Unchanged |
| Newman Dignan & Sheerar, Inc. | 5,645 | $1.67M | 0.51% | −184−3.2% | Reduced |
| Secure Asset Management, LLC | 5,665 | $1.68M | 0.45% | −364−6.0% | Reduced |
| Burford Brothers, Inc. | 5,667 | $1.68M | 1.19% | +5,667 | New |
| Greenwood Gearhart Inc | 5,672 | $1.68M | 0.18% | −254−4.3% | Reduced |
| McDonald Partners LLC | 5,687 | $1.69M | 0.50% | −4−0.1% | Reduced |
| First Commonwealth Financial Corp | 5,688 | $1.69M | 0.52% | −118−2.0% | Reduced |
| NVWM, LLC | 5,702 | $1.69M | 0.51% | +373+7.0% | Added |
| D.B. Root & Company, LLC | 5,704 | $1.69M | 0.61% | −42−0.7% | Reduced |
| Gordian Capital Singapore Pte Ltd | 5,720 | $1.70M | 1.53% | +4,720+472.0% | Added |
| Pettyjohn, Wood & White, Inc | 5,732 | $1.70M | 0.37% | −202−3.4% | Reduced |
| Harmony Asset Management LLC | 5,740 | $1.70M | 0.72% | +5,740 | New |
| Lindbrook Capital, LLC | 5,748 | $1.70M | 0.17% | −2,018−26.0% | Reduced |
| Gilman Hill Asset Management, LLC | 5,756 | $1.71M | 0.32% | −87−1.5% | Reduced |
| Louisbourg Investments Inc. | 6,045 | $1.71M | 0.52% | +6,045 | New |
| Howe & Rusling Inc | 5,776 | $1.71M | 0.18% | −32−0.6% | Reduced |
| Patton Albertson Miller Group, LLC | 5,780 | $1.71M | 0.29% | 00.0% | Unchanged |
| Gryphon Financial Partners LLC | 5,892 | $1.72M | 0.31% | +2,935+99.3% | Added |
| Steel Peak Wealth Management LLC | 5,817 | $1.72M | 0.10% | −165−2.8% | Reduced |
| HCR Wealth Advisors | 5,834 | $1.73M | 0.27% | +1,063+22.3% | Added |
| Atlas Brown,Inc. | 5,836 | $1.73M | 0.72% | +10.0% | Added |
| Ameritas Advisory Services, LLC | 5,947 | $1.73M | 0.10% | +189+3.3% | Added |
| Traynor Capital Management, Inc. | 5,843 | $1.73M | 0.20% | +841+16.8% | Added |
| Beacon Financial Advisory LLC | 5,854 | $1.74M | 0.84% | −64−1.1% | Reduced |
| Albert D Mason Inc | 5,857 | $1.74M | 1.15% | −7−0.1% | Reduced |
| Lakeview Capital Partners, LLC | 5,859 | $1.74M | 0.31% | −409−6.5% | Reduced |
| Martin & Co Inc | 5,861 | $1.74M | 0.43% | −228−3.7% | Reduced |
| Grant/GrossMendelsohn, LLC | 5,957 | $1.74M | 0.72% | −83−1.4% | Reduced |
| Buttonwood Financial Advisors Inc. | 5,872 | $1.74M | 0.95% | −183−3.0% | Reduced |
| Vestmark Advisory Solutions, Inc. | 5,873 | $1.74M | 0.09% | −335−5.4% | Reduced |
| Vaughan David Investments LLC | 5,881 | $1.74M | 0.05% | +70+1.2% | Added |
| Bedell Frazier Investment Counseling, LLC | 5,909 | $1.75M | 0.48% | −25−0.4% | Reduced |
| Syon Capital LLC | 5,915 | $1.75M | 0.18% | +951+19.2% | Added |
| Symphony Financial, Ltd. Co. | 6,053 | $1.76M | 0.38% | +1,494+32.8% | Added |
| Apexium Financial, LP | 5,935 | $1.76M | 0.13% | +4,019+209.8% | Added |
| Windsor Capital Management, LLC | 5,964 | $1.77M | 0.58% | −24−0.4% | Reduced |
| SOA Wealth Advisors, LLC. | 5,980 | $1.77M | 0.39% | −491−7.6% | Reduced |
| Kovitz Investment Group Partners, LLC | 5,987 | $1.78M | 0.03% | +249+4.3% | Added |
| Capital Advisors Inc | 5,987 | $1.78M | 0.04% | −239−3.8% | Reduced |
| Schulhoff & Co Inc | 5,988 | $1.78M | 0.85% | 00.0% | Unchanged |
| Viking Fund Management LLC | 6,000 | $1.78M | 0.35% | +2,000+50.0% | Added |
| Portside Wealth Group, LLC | 6,008 | $1.78M | 0.33% | −327−5.2% | Reduced |
| Audent Global Asset Management, LLC | 6,024 | $1.79M | 2.13% | +4,130+218.1% | Added |
| Fidelis Capital Partners, LLC | 6,036 | $1.79M | 0.40% | +1,849+44.2% | Added |
| RMR Capital Management, LLC | 6,039 | $1.79M | 2.06% | +6,039 | New |
| Freedom Day Solutions, LLC | 6,042 | $1.79M | 0.70% | +408+7.2% | Added |
| Southeast Asset Advisors Inc. | 6,045 | $1.79M | 0.24% | +213+3.7% | Added |
| Camden Capital, LLC | 6,046 | $1.79M | 0.18% | +3,798+169.0% | Added |
| PFC Capital Group, Inc. | 6,050 | $1.79M | 1.06% | +6,050 | New |
| Montgomery Investment Management Inc | 6,058 | $1.80M | 0.55% | −400−6.2% | Reduced |
| Clarkston Capital Partners, LLC | 6,066 | $1.80M | 0.03% | +100+1.7% | Added |
| Palumbo Wealth Management LLC | 6,067 | $1.80M | 0.92% | +49+0.8% | Added |
| Pallas Capital Advisors LLC | 6,074 | $1.80M | 0.10% | −2,476−29.0% | Reduced |
| Howard Capital Management Inc. | 6,080 | $1.80M | 0.22% | +655+12.1% | Added |
| Morningstar Investment Management LLC | 6,089 | $1.80M | 0.21% | +4,893+409.1% | Added |
| Kowal Investment Group, LLC | 6,097 | $1.81M | 0.42% | −289−4.5% | Reduced |