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
- +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
- 1,141 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 |
|---|---|---|---|---|---|
| Accretive Wealth Partners, LLC | 6,136 | $1.82M | 0.87% | −40−0.6% | Reduced |
| TCTC Holdings, LLC | 6,151 | $1.82M | 0.07% | +29+0.5% | Added |
| TFG Advisers LLC | 6,170 | $1.83M | 0.77% | +196+3.3% | Added |
| Hubbell Strickland Wealth Management, LLC | 6,171 | $1.83M | 1.00% | −15−0.2% | Reduced |
| Invesco, LLC | 6,187 | $1.83M | 0.85% | −128−2.0% | Reduced |
| Boyar Asset Management Inc. | 6,199 | $1.84M | 1.38% | −15−0.2% | Reduced |
| Aries Wealth Management | 6,199 | $1.84M | 0.66% | −233−3.6% | Reduced |
| Iat Reinsurance Co Ltd. | 6,250 | $1.85M | 0.34% | 00.0% | Unchanged |
| Braun Stacey Associates Inc | 6,250 | $1.85M | 0.08% | +150+2.5% | Added |
| Concord Wealth Partners | 6,257 | $1.86M | 0.37% | +1,323+26.8% | Added |
| Portland Global Advisors LLC | 6,259 | $1.86M | 0.28% | −50−0.8% | Reduced |
| Signal Advisors Wealth, LLC | 6,259 | $1.86M | 0.64% | +6,259 | New |
| SRS Capital Advisors, Inc. | 6,264 | $1.86M | 0.21% | −20.0% | Reduced |
| Investment House LLC | 6,283 | $1.86M | 0.13% | −30−0.5% | Reduced |
| Birch Hill Investment Advisors LLC | 6,285 | $1.86M | 0.10% | +200+3.3% | Added |
| Citizens & Northern Corp | 6,300 | $1.87M | 0.67% | −198−3.0% | Reduced |
| EverSource Wealth Advisors, LLC | 6,301 | $1.87M | 0.17% | +14+0.2% | Added |
| Buckingham Strategic Partners | 6,302 | $1.87M | 0.09% | −2,959−32.0% | Reduced |
| Smith, Moore & Co. | 6,315 | $1.87M | 0.22% | −161−2.5% | Reduced |
| Evermay Wealth Management LLC | 6,327 | $1.88M | 0.35% | −418−6.2% | Reduced |
| Fernwood Investment Management, LLC | 6,342 | $1.88M | 0.62% | +176+2.9% | Added |
| Navellier & Associates Inc | 6,348 | $1.88M | 0.28% | +845+15.4% | Added |
| Wintrust Investments LLC | 6,371 | $1.89M | 0.18% | −61−0.9% | Reduced |
| Jump Financial, LLC | 6,379 | $1.89M | 0.06% | −14,321−69.2% | Reduced |
| Zullo Investment Group, Inc. | 6,405 | $1.90M | 0.97% | +177+2.8% | Added |
| RMB Capital Management, LLC | 6,407 | $1.90M | 0.06% | −8−0.1% | Reduced |
| Mosaic Family Wealth Partners, LLC | 6,419 | $1.90M | 0.33% | −40−0.6% | Reduced |
| Trustco Bank Corp N Y | 6,426 | $1.91M | 2.06% | −200−3.0% | Reduced |
| RB Capital Management, LLC | 6,431 | $1.91M | 0.55% | +124+2.0% | Added |
| Optimist Retirement Group LLC | 6,439 | $1.91M | 1.24% | +6,439 | New |
| David Loasby | 6,613 | $1.91M | 0.21% | +69+1.1% | Added |
| Kingswood Wealth Advisors, LLC | 6,468 | $1.92M | 0.22% | +3,140+94.4% | Added |
| Powers Advisory Group, LLC | 6,472 | $1.92M | 1.18% | −151−2.3% | Reduced |
| Westwood Holdings Group Inc. | 6,472 | $1.92M | 0.02% | −53−0.8% | Reduced |
| Clarius Group, LLC | 6,480 | $1.92M | 0.16% | −590−8.3% | Reduced |
| Anchor Capital Advisors LLC | 6,489 | $1.92M | 0.05% | +6,489 | New |
| Integrated Advisors Network LLC | 6,495 | $1.93M | 0.11% | −413−6.0% | Reduced |
| Columbia Trust Co 01012016 | 6,497 | $1.93M | 0.87% | +673+11.6% | Added |
| American Trust | 6,504 | $1.93M | 0.14% | −124−1.9% | Reduced |
| Embree Financial Group | 6,504 | $1.93M | 0.41% | +6,504 | New |
| Cape Ann Savings Bank | 6,593 | $1.93M | 1.28% | −108−1.6% | Reduced |
| Pinnacle West Asset Management, Inc. | 6,510 | $1.93M | 1.65% | +280+4.5% | Added |
| SeaCrest Wealth Management, LLC | 6,693 | $1.93M | 0.24% | −368−5.2% | Reduced |
| Cadinha & Co LLC | 6,527 | $1.94M | 0.31% | −35−0.5% | Reduced |
| Alpha DNA Investment Management LLC | 6,538 | $1.94M | 1.15% | −6,140−48.4% | Reduced |
| Westhampton Capital, LLC | 6,538 | $1.94M | 1.15% | 00.0% | Unchanged |
| Essex Savings Bank | 6,558 | $1.94M | 0.57% | +443+7.2% | Added |
| Deane Retirement Strategies, Inc. | 6,594 | $1.96M | 1.07% | +18+0.3% | Added |
| Northstar Group, Inc. | 6,597 | $1.96M | 0.42% | +4+0.1% | Added |
| SevenBridge Financial Group, LLC | 6,598 | $1.96M | 0.46% | +470+7.7% | Added |
| Flagship Harbor Advisors, LLC | 6,598 | $1.96M | 0.14% | +71+1.1% | Added |
| Arthur M. Cohen & Associates, LLC | 6,610 | $1.96M | 0.46% | +20+0.3% | Added |
| Act Two Investors LLC | 6,620 | $1.96M | 0.42% | 00.0% | Unchanged |
| Monetary Management Group Inc | 6,634 | $1.97M | 0.61% | +100+1.5% | Added |
| SkyOak Wealth, LLC | 6,655 | $1.97M | 0.51% | −129−1.9% | Reduced |
| WealthShield Partners, LLC | 6,676 | $1.98M | 0.33% | −94−1.4% | Reduced |
| Valley Brook Capital Group | 6,685 | $1.98M | 1.73% | +70+1.1% | Added |
| Granite Investment Partners, LLC | 6,696 | $1.99M | 0.08% | 00.0% | Unchanged |
| Beech Hill Advisors, Inc. | 6,705 | $1.99M | 0.96% | −995−12.9% | Reduced |
| Stolper Co | 6,708 | $1.99M | 0.80% | −81−1.2% | Reduced |
| Leonteq Securities AG | 6,725 | $1.99M | 0.26% | −9,425−58.4% | Reduced |
| Trueblood Wealth Management, LLC | 6,739 | $2.00M | 1.25% | +6,739 | New |
| Signet Financial Management, LLC | 6,744 | $2.00M | 0.30% | −113−1.6% | Reduced |
| Brighton Jones LLC | 6,749 | $2.00M | 0.08% | +397+6.3% | Added |
| Trust Point Inc. | 6,788 | $2.01M | 0.17% | +6,788 | New |
| Montecito Bank & Trust | 6,796 | $2.02M | 0.43% | +150+2.3% | Added |
| GTS Securities LLC | 6,820 | $2.02M | 0.04% | +6,820 | New |
| Genesee Capital Advisors, LLC | 6,833 | $2.03M | 1.25% | +551+8.8% | Added |
| Highlander Capital Management, LLC | 6,837 | $2.03M | 0.72% | −199−2.8% | Reduced |
| Mach-1 Financial Group, Inc. | 6,854 | $2.03M | 0.77% | −6,086−47.0% | Reduced |
| Advisor OS, LLC | 6,892 | $2.04M | 0.27% | +161+2.4% | Added |
| WT Wealth Management | 6,924 | $2.05M | 0.81% | +1,601+30.1% | Added |
| Peachtree Investment Partners, LLC | 6,940 | $2.06M | 0.84% | −125−1.8% | Reduced |
| Dodge & Cox | 6,950 | $2.06M | 0.00% | −50−0.7% | Reduced |
| Coppell Advisory Solutions LLC | 6,950 | $2.06M | 0.41% | +2,432+53.8% | Added |
| Abbot Financial Management, Inc. | 6,954 | $2.06M | 1.24% | −209−2.9% | Reduced |
| Bank of Nova Scotia Trust Co | 6,957 | $2.06M | 0.23% | −84−1.2% | Reduced |
| Pavion Blue Capital, LLC | 6,958 | $2.06M | 1.14% | 00.0% | Unchanged |
| Barr E S & Co | 6,977 | $2.07M | 0.14% | +104+1.5% | Added |
| Signet Investment Advisory Group, Inc. | 6,983 | $2.07M | 1.25% | +258+3.8% | Added |
| Belmont Capital, LLC | 6,985 | $2.07M | 0.88% | 00.0% | Unchanged |
| Baldwin Investment Management, LLC | 6,986 | $2.07M | 0.32% | 00.0% | Unchanged |
| Arbor Trust Wealth Advisors, LLC | 6,997 | $2.07M | 1.23% | 00.0% | Unchanged |
| Ar Asset Management Inc | 7,000 | $2.08M | 0.54% | 00.0% | Unchanged |
| VeraBank, N.A. | 7,004 | $2.08M | 0.70% | −596−7.8% | Reduced |
| Marcum Wealth, LLC | 7,027 | $2.08M | 0.22% | −30−0.4% | Reduced |
| Kesler, Norman & Wride, LLC | 7,108 | $2.11M | 0.48% | −26−0.4% | Reduced |
| Affiance Financial, LLC | 7,133 | $2.12M | 0.62% | +200+2.9% | Added |
| Prosperity Consulting Group, LLC | 7,136 | $2.12M | 0.71% | +926+14.9% | Added |
| Cox Capital Mgt LLC | 7,164 | $2.12M | 1.39% | +7,164 | New |
| Dantai Capital Ltd | 7,170 | $2.13M | 2.69% | +1,970+37.9% | Added |
| Northeast Financial Consultants Inc | 7,200 | $2.13M | 0.12% | +21+0.3% | Added |
| Investors Asset Management of Georgia Inc | 7,218 | $2.14M | 1.08% | +150+2.1% | Added |
| Eudaimonia Partners, LLC | 7,211 | $2.14M | 0.56% | +2,264+45.8% | Added |
| Brick & Kyle, Associates | 7,213 | $2.14M | 1.06% | −145−2.0% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 7,224 | $2.14M | 0.95% | +33+0.5% | Added |
| EPG Wealth Management LLC | 7,467 | $2.14M | 0.56% | +176+2.4% | Added |
| Insight Wealth Strategies, LLC | 7,235 | $2.15M | 0.35% | +230+3.3% | Added |
| Banco de Sabadell, S.A | 7,261 | $2.15M | 1.63% | +124+1.7% | Added |
| Evernest Financial Advisors, LLC | 7,261 | $2.15M | 1.09% | +7,261 | New |