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 |
|---|---|---|---|---|---|
| Finer Wealth Management, Inc. | 7,288 | $2.16M | 1.61% | +232+3.3% | Added |
| Zurich Insurance Group Ltd | 7,300 | $2.16M | 0.02% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 7,320 | $2.17M | 0.10% | +441+6.4% | Added |
| XML Financial, LLC | 7,324 | $2.17M | 0.23% | +237+3.3% | Added |
| Mogy Joel R Investment Counsel Inc | 7,333 | $2.17M | 0.16% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 7,333 | $2.17M | 0.28% | −12,796−63.6% | Reduced |
| Bank of New Hampshire | 7,339 | $2.18M | 0.62% | +300+4.3% | Added |
| Schechter Investment Advisors, LLC | 7,343 | $2.18M | 0.19% | +14+0.2% | Added |
| Maven Securities LTD | 7,348 | $2.18M | 0.25% | +5,551+308.9% | Added |
| Pekin Hardy Strauss, Inc. | 7,354 | $2.18M | 0.33% | 00.0% | Unchanged |
| Larson Financial Group LLC | 7,391 | $2.19M | 0.19% | +224+3.1% | Added |
| Fortitude Family Office, LLC | 7,419 | $2.20M | 1.64% | +7,419 | New |
| Tradition Wealth Management, LLC | 7,430 | $2.20M | 0.23% | +80+1.1% | Added |
| CX Institutional | 7,446 | $2.21M | 0.12% | −578−7.2% | Reduced |
| Cumberland Partners Ltd | 7,596 | $2.21M | 0.20% | −9,270−55.0% | Reduced |
| Foster & Motley Inc | 7,463 | $2.21M | 0.16% | −869−10.4% | Reduced |
| Barings LLC | 7,480 | $2.22M | 0.07% | −973−11.5% | Reduced |
| CAPROCK Group, Inc. | 7,483 | $2.22M | 0.14% | +42+0.6% | Added |
| Wimmer Associates 1, LLC | 7,491 | $2.22M | 1.25% | 00.0% | Unchanged |
| Brevan Howard Capital Management LP | 7,497 | $2.22M | 0.22% | +6,031+411.4% | Added |
| Ascent Wealth Partners, LLC | 7,506 | $2.23M | 0.36% | +58+0.8% | Added |
| Cavalier Investments, LLC | 7,510 | $2.23M | 0.82% | +169+2.3% | Added |
| Meiji Yasuda Life Insurance Co | 7,512 | $2.23M | 0.05% | 00.0% | Unchanged |
| Cobblestone Capital Advisors LLC | 7,524 | $2.23M | 0.15% | −100−1.3% | Reduced |
| Manchester Capital Management LLC | 7,548 | $2.24M | 0.30% | +79+1.1% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 7,549 | $2.24M | 0.07% | +4+0.1% | Added |
| St. Johns Investment Management Company, LLC | 7,579 | $2.25M | 1.15% | +510+7.2% | Added |
| Ramsay, Stattman, Vela & Price, Inc. | 7,587 | $2.25M | 0.46% | −75−1.0% | Reduced |
| Hilltop Holdings Inc. | 7,612 | $2.26M | 0.26% | −47−0.6% | Reduced |
| Valicenti Advisory Services Inc | 7,620 | $2.26M | 0.69% | +7,620 | New |
| ARS Wealth Advisors Group, LLC | 7,686 | $2.28M | 0.34% | +56+0.7% | Added |
| Calamos Wealth Management LLC | 7,692 | $2.28M | 0.14% | −448−5.5% | Reduced |
| West Branch Capital LLC | 7,694 | $2.28M | 1.07% | +462+6.4% | Added |
| J.P. Marvel Investment Advisors, LLC | 7,700 | $2.28M | 0.45% | −189−2.4% | Reduced |
| Delta Asset Management LLC | 7,705 | $2.28M | 0.22% | −736−8.7% | Reduced |
| Pettee Investors, Inc. | 7,706 | $2.28M | 1.01% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 7,721 | $2.29M | 0.19% | −215−2.7% | Reduced |
| JB Capital LLC | 7,725 | $2.29M | 0.17% | +4+0.1% | Added |
| Cypress Asset Management Inc | 7,740 | $2.29M | 0.69% | −30−0.4% | Reduced |
| Outfitter Financial LLC | 7,749 | $2.30M | 2.01% | −10−0.1% | Reduced |
| Am Investment Strategies LLC | 7,761 | $2.30M | 0.65% | −305−3.8% | Reduced |
| Harbor Advisory Corp | 7,765 | $2.30M | 0.82% | −388−4.8% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 7,773 | $2.30M | 1.31% | −390−4.8% | Reduced |
| Cigna Investments Inc | 7,776 | $2.31M | 0.48% | −20−0.3% | Reduced |
| Forbes J M & Co LLP | 7,789 | $2.31M | 0.27% | +460+6.3% | Added |
| Wealthspan Partners, LLC | 7,810 | $2.32M | 1.62% | +89+1.2% | Added |
| Main Street Financial Solutions, LLC | 7,840 | $2.32M | 0.30% | +385+5.2% | Added |
| Field & Main Bank | 7,841 | $2.32M | 0.98% | +75+1.0% | Added |
| Atlas Private Wealth Advisors | 7,854 | $2.33M | 0.43% | −123−1.5% | Reduced |
| Cornerstone Wealth Management, LLC | 7,873 | $2.33M | 0.20% | −1,662−17.4% | Reduced |
| Papp L Roy & Associates | 7,896 | $2.34M | 0.29% | −127−1.6% | Reduced |
| Sentinel Trust Co Lba | 7,900 | $2.34M | 0.31% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 7,907 | $2.34M | 0.76% | +507+6.9% | Added |
| BKM Wealth Management, LLC | 7,910 | $2.35M | 1.00% | +7,910 | New |
| CoreFirst Bank & Trust | 7,918 | $2.35M | 1.56% | −592−7.0% | Reduced |
| Global Financial Private Client, LLC | 7,928 | $2.35M | 1.10% | +417+5.6% | Added |
| RNC Capital Management LLC | 7,933 | $2.35M | 0.14% | −702−8.1% | Reduced |
| Carl P. Sherr & Co., LLC | 7,947 | $2.36M | 1.43% | −419−5.0% | Reduced |
| Stokes Family Office, LLC | 7,953 | $2.36M | 0.32% | −3,827−32.5% | Reduced |
| Platform Technology Partners | 8,166 | $2.36M | 0.92% | +549+7.2% | Added |
| Tealwood Asset Management Inc | 7,988 | $2.37M | 1.13% | −75−0.9% | Reduced |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 8,000 | $2.37M | 1.30% | +4,000+100.0% | Added |
| Ables, Iannone, Moore & Associates, Inc. | 8,007 | $2.37M | 1.81% | +8,007 | New |
| Key Financial Inc | 8,008 | $2.37M | 0.65% | 00.0% | Unchanged |
| United Community Bank | 8,041 | $2.38M | 1.01% | −254−3.1% | Reduced |
| Bremer Bank National Association | 8,049 | $2.39M | 0.45% | −49−0.6% | Reduced |
| Duff & Phelps Investment Management Co | 8,051 | $2.39M | 0.03% | 00.0% | Unchanged |
| Etesian Wealth Advisors, Inc. | 8,074 | $2.39M | 1.43% | +25+0.3% | Added |
| StrategIQ Financial Group, LLC | 8,061 | $2.39M | 0.27% | −167−2.0% | Reduced |
| Siemens Fonds Invest GmbH | 8,064 | $2.39M | 0.20% | +1,877+30.3% | Added |
| Lineweaver Wealth Advisors, LLC | 8,065 | $2.39M | 0.62% | +75+0.9% | Added |
| Global Wealth Management Investment Advisory, Inc. | 8,099 | $2.40M | 0.62% | +7,832+2,933.3% | Added |
| Ipswich Investment Management Co., Inc. | 8,100 | $2.40M | 0.61% | −60−0.7% | Reduced |
| Lederer & Associates Investment Counsel | 8,106 | $2.40M | 1.78% | −40−0.5% | Reduced |
| Weaver Capital Management LLC | 8,108 | $2.40M | 0.97% | +8,108 | New |
| JGP Wealth Management, LLC | 8,150 | $2.42M | 0.36% | −531−6.1% | Reduced |
| Shepherd Financial Partners LLC | 8,161 | $2.42M | 0.34% | +55+0.7% | Added |
| Buckingham Capital Management, Inc. | 8,197 | $2.43M | 0.33% | +616+8.1% | Added |
| Westover Capital Advisors, LLC | 8,210 | $2.43M | 0.79% | +22+0.3% | Added |
| CNB Bank | 8,237 | $2.44M | 1.31% | −309−3.6% | Reduced |
| Fishman Jay A Ltd | 8,289 | $2.46M | 0.28% | +425+5.4% | Added |
| Capital Investment Advisory Services, LLC | 8,318 | $2.47M | 0.23% | −1,412−14.5% | Reduced |
| Ausdal Financial Partners, Inc. | 8,327 | $2.47M | 0.31% | −280−3.3% | Reduced |
| Credential Qtrade Securities Inc. | 8,372 | $2.48M | 0.15% | +808+10.7% | Added |
| SOL Capital Management CO | 8,411 | $2.49M | 0.34% | 00.0% | Unchanged |
| Trust Asset Management LLC | 8,418 | $2.50M | 0.24% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 8,440 | $2.50M | 0.21% | +272+3.3% | Added |
| Shelton Capital Management | 8,442 | $2.50M | 0.08% | −657−7.2% | Reduced |
| Cypress Capital, LLC | 8,442 | $2.50M | 0.71% | +555+7.0% | Added |
| ProVise Management Group, LLC | 8,468 | $2.51M | 0.21% | +10.0% | Added |
| Rehmann Capital Advisory Group | 8,497 | $2.52M | 0.21% | +579+7.3% | Added |
| Kercheville Advisors, LLC | 8,507 | $2.52M | 1.42% | −215−2.5% | Reduced |
| Fortis Capital Advisors, LLC | 8,507 | $2.52M | 1.40% | −65−0.8% | Reduced |
| Cito Capital Group, LLC | 8,517 | $2.52M | 1.08% | +1,875+28.2% | Added |
| Meridian Wealth Management, LLC | 8,522 | $2.53M | 0.16% | −7,388−46.4% | Reduced |
| CWS Financial Advisors, LLC | 8,533 | $2.53M | 0.95% | −189−2.2% | Reduced |
| Balyasny Asset Management LLC | 8,568 | $2.54M | 0.01% | −62,485−87.9% | Reduced |
| Capital International Inc | 8,579 | $2.54M | 0.04% | +1,731+25.3% | Added |
| GSB Wealth Management, LLC | 8,596 | $2.55M | 0.78% | +283+3.4% | Added |
| S&CO Inc | 8,625 | $2.56M | 0.20% | 00.0% | Unchanged |