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 |
|---|---|---|---|---|---|
| Eads & Heald Wealth Management | 8,629 | $2.56M | 1.23% | −20.0% | Reduced |
| Nicolet Bankshares Inc | 8,722 | $2.59M | 0.70% | +68+0.8% | Added |
| Wealthcare Advisory Partners LLC | 8,725 | $2.59M | 0.10% | +285+3.4% | Added |
| Fiduciary Group LLC | 8,739 | $2.59M | 0.30% | +192+2.2% | Added |
| Hudson Value Partners, LLC | 8,750 | $2.59M | 1.21% | +3,572+69.0% | Added |
| V-Square Quantitative Management LLC | 8,793 | $2.61M | 0.62% | +3,274+59.3% | Added |
| Brandywine Oak Private Wealth LLC | 8,802 | $2.61M | 0.29% | −33−0.4% | Reduced |
| Cullen Capital Management LLC | 8,818 | $2.61M | 0.04% | −28−0.3% | Reduced |
| TrinityPoint Wealth, LLC | 8,818 | $2.61M | 0.47% | −163−1.8% | Reduced |
| Asset Advisors Investment Management, LLC | 8,828 | $2.62M | 0.32% | −65−0.7% | Reduced |
| Mount Lucas Management LP | 8,873 | $2.63M | 0.93% | +52+0.6% | Added |
| Wilkinson Global Asset Management LLC | 8,895 | $2.64M | 0.18% | −5−0.1% | Reduced |
| PFW Advisors LLC | 8,909 | $2.64M | 0.84% | +108+1.2% | Added |
| Pinnbrook Capital Management LP | 8,941 | $2.65M | 0.62% | +8,941 | New |
| Griffin Asset Management, Inc. | 8,951 | $2.65M | 0.34% | −57−0.6% | Reduced |
| Johnson Financial Group, Inc. | 8,973 | $2.66M | 0.15% | +741+9.0% | Added |
| Keystone Financial Group | 8,995 | $2.67M | 0.46% | +499+5.9% | Added |
| Marshall Financial Group LLC | 9,023 | $2.68M | 0.86% | +458+5.3% | Added |
| BKD Wealth Advisors, LLC | 9,029 | $2.68M | 0.07% | +428+5.0% | Added |
| Sunbelt Securities, Inc. | 9,066 | $2.69M | 0.34% | +438+5.1% | Added |
| Fulton Bank, N.A. | 9,088 | $2.69M | 0.12% | −138−1.5% | Reduced |
| Intrust Bank NA | 9,102 | $2.70M | 0.31% | −1,093−10.7% | Reduced |
| Cozad Asset Management Inc | 9,122 | $2.70M | 0.31% | −215−2.3% | Reduced |
| Diamant Asset Management, Inc. | 9,144 | $2.71M | 2.01% | +450+5.2% | Added |
| Hohimer Wealth Management, LLC | 9,201 | $2.73M | 0.69% | +17+0.2% | Added |
| Peddock Capital Advisors, LLC | 9,203 | $2.73M | 0.83% | +226+2.5% | Added |
| Coastal Investment Advisors, Inc. | 9,208 | $2.73M | 0.62% | −1,703−15.6% | Reduced |
| Cohen Investment Advisors LLC | 9,235 | $2.74M | 2.02% | −777−7.8% | Reduced |
| Bell & Brown Wealth Advisors, LLC | 9,288 | $2.75M | 1.28% | +9,288 | New |
| Summit Financial, LLC | 9,317 | $2.76M | 0.18% | −538−5.5% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 9,326 | $2.77M | 0.54% | +2,386+34.4% | Added |
| Independent Financial Group, LLC | 9,330 | $2.77M | 0.15% | +1,487+19.0% | Added |
| Regatta Capital Group, LLC | 9,330 | $2.77M | 0.73% | +111+1.2% | Added |
| Qtron Investments LLC | 9,343 | $2.77M | 0.45% | 00.0% | Unchanged |
| Schwarz Dygos Wheeler Investment Advisors LLC | 9,344 | $2.77M | 0.85% | 00.0% | Unchanged |
| Great Lakes Retirement, Inc. | 9,350 | $2.77M | 0.46% | +74+0.8% | Added |
| Financial Advocates Investment Management | 9,376 | $2.78M | 0.18% | +439+4.9% | Added |
| Greenfield Savings Bank | 9,380 | $2.78M | 1.61% | −75−0.8% | Reduced |
| Keystone Financial Planning, Inc. | 9,413 | $2.79M | 0.92% | +114+1.2% | Added |
| United Asset Strategies, Inc. | 9,420 | $2.79M | 0.31% | −99−1.0% | Reduced |
| AMG National Trust Bank | 9,428 | $2.80M | 0.09% | −224−2.3% | Reduced |
| Widmann Financial Services, Inc. | 9,451 | $2.80M | 2.52% | −45−0.5% | Reduced |
| Capital International Sarl | 9,457 | $2.80M | 0.11% | +980+11.6% | Added |
| Howland Capital Management LLC | 9,457 | $2.80M | 0.15% | −17−0.2% | Reduced |
| Legacy Financial Strategies, LLC | 9,463 | $2.81M | 0.80% | −66−0.7% | Reduced |
| Plancorp, LLC | 9,476 | $2.81M | 0.13% | −189−2.0% | Reduced |
| Bowen Hanes & Co Inc | 9,479 | $2.81M | 0.08% | −610−6.0% | Reduced |
| StoneX Group Inc. | 9,484 | $2.81M | 0.28% | +986+11.6% | Added |
| Forum Financial Management, LP | 9,516 | $2.82M | 0.05% | −646−6.4% | Reduced |
| ICW Investment Advisors LLC | 9,548 | $2.83M | 1.38% | +38+0.4% | Added |
| Vista Investment Partners LLC | 9,553 | $2.83M | 1.04% | +9,553 | New |
| Garrett Investment Advisors LLC | 9,558 | $2.83M | 0.39% | −54−0.6% | Reduced |
| Jmac Enterprises LLC | 9,564 | $2.84M | 0.61% | +268+2.9% | Added |
| Royal Capital Wealth Management, LLC | 9,565 | $2.84M | 2.46% | +16+0.2% | Added |
| Hunter Associates Investment Management LLC | 9,574 | $2.84M | 0.52% | −43−0.4% | Reduced |
| Principal Securities, Inc. | 9,593 | $2.84M | 0.11% | +9,593 | New |
| Northcape Wealth Management, LLC | 9,619 | $2.85M | 1.03% | −51−0.5% | Reduced |
| Pinkerton Retirement Specialists, LLC | 9,622 | $2.85M | 0.55% | −550−5.4% | Reduced |
| Finivi Inc. | 9,656 | $2.86M | 2.80% | +9,656 | New |
| Modus Advisors, LLC | 9,660 | $2.86M | 1.16% | +253+2.7% | Added |
| Amussen Hunsaker Associates LLC | 9,671 | $2.87M | 0.58% | −132−1.3% | Reduced |
| Cetera Trust Company, N.A | 9,679 | $2.87M | 1.79% | +9,679 | New |
| Family Management Corp | 9,702 | $2.88M | 0.60% | +9,702 | New |
| Front Street Capital Management, Inc. | 9,713 | $2.88M | 0.57% | −122−1.2% | Reduced |
| Centerstone Investors, LLC | 9,736 | $2.89M | 2.96% | +342+3.6% | Added |
| HBW Advisory Services LLC | 9,747 | $2.89M | 0.54% | −309−3.1% | Reduced |
| Great Diamond Partners, LLC | 9,754 | $2.89M | 0.71% | −17−0.2% | Reduced |
| Carmichael Hill & Associates, Inc. | 9,765 | $2.90M | 1.28% | −57−0.6% | Reduced |
| Affinity Capital Advisors, LLC | 9,775 | $2.90M | 0.71% | −61−0.6% | Reduced |
| Marino, Stram & Associates LLC | 9,818 | $2.91M | 0.75% | −116−1.2% | Reduced |
| Country Club Bank | 9,852 | $2.91M | 0.22% | +242+2.5% | Added |
| Central Bank & Trust Co | 9,839 | $2.92M | 0.45% | +634+6.9% | Added |
| LVW Advisors, LLC | 9,853 | $2.92M | 0.55% | −1,660−14.4% | Reduced |
| Sweet Financial Partners, LLC | 9,890 | $2.93M | 0.70% | +1,073+12.2% | Added |
| Plante Moran Financial Advisors, LLC | 9,945 | $2.95M | 0.31% | +209+2.1% | Added |
| HGK Asset Management Inc | 9,948 | $2.95M | 0.69% | −75−0.7% | Reduced |
| Bangor Savings Bank | 9,962 | $2.95M | 0.32% | +11+0.1% | Added |
| Citizens National Bank Trust Department | 9,980 | $2.96M | 0.75% | 00.0% | Unchanged |
| Community Trust & Investment Co | 9,992 | $2.96M | 0.23% | −90−0.9% | Reduced |
| Alliance Wealth Advisors, LLC | 9,993 | $2.96M | 1.00% | +99+1.0% | Added |
| Kentucky Farm Bureau Mutual Insurance Co | 10,000 | $2.97M | 0.76% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 10,100 | $2.99M | 0.05% | +8,318+466.8% | Added |
| SJS Investment Consulting Inc. | 10,109 | $3.00M | 0.68% | +40.0% | Added |
| Shoker Investment Counsel, Inc. | 10,111 | $3.00M | 1.16% | +43+0.4% | Added |
| Kinsale Capital Group, Inc. | 10,148 | $3.01M | 1.49% | +2,700+36.3% | Added |
| Jackson Hole Capital Partners, LLC | 10,167 | $3.01M | 0.77% | +1,210+13.5% | Added |
| HRT Financial LP | 10,170 | $3.02M | 0.02% | −2,876−22.0% | Reduced |
| Capstone Investment Advisors, LLC | 10,178 | $3.02M | 0.05% | −12,042−54.2% | Reduced |
| Capital City Trust Co | 10,179 | $3.02M | 0.90% | +303+3.1% | Added |
| Patten & Patten Inc | 10,184 | $3.02M | 0.25% | −288−2.8% | Reduced |
| Salomon & Ludwin, LLC | 11,490 | $3.03M | 0.32% | 00.0% | Unchanged |
| HTLF Bank | 10,215 | $3.03M | 0.36% | +10,215 | New |
| Insigneo Advisory Services, LLC | 10,220 | $3.03M | 0.43% | +3,027+42.1% | Added |
| Chiron Investment Management, LLC | 10,234 | $3.03M | 1.16% | −25,041−71.0% | Reduced |
| Confluence Wealth Services, Inc. | 10,243 | $3.04M | 0.33% | −118−1.1% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 10,260 | $3.04M | 1.41% | +1,561+17.9% | Added |
| Ronald Blue Trust, Inc. | 11,572 | $3.05M | 0.05% | +22+0.2% | Added |
| Chicago Trust Co NA | 10,283 | $3.05M | 0.68% | −1,035−9.1% | Reduced |
| Lester Murray Antman dba SimplyRich | 10,298 | $3.05M | 1.05% | +34+0.3% | Added |
| RKL Wealth Management LLC | 10,329 | $3.06M | 0.33% | −779−7.0% | Reduced |