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 |
|---|---|---|---|---|---|
| GSG Advisors LLC | 10,454 | $3.08M | 1.16% | +10,454 | New |
| Sigma Planning Corp | 10,396 | $3.08M | 0.24% | −11,821−53.2% | Reduced |
| LGT Fund Management Co Ltd. | 10,430 | $3.09M | 1.32% | +2,500+31.5% | Added |
| Checchi Capital Advisers, LLC | 10,416 | $3.09M | 0.25% | +42+0.4% | Added |
| Change Path, LLC | 10,423 | $3.09M | 0.20% | −476−4.4% | Reduced |
| Steward Partners Investment Solutions, LLC | 10,428 | $3.09M | 1.29% | +10,428 | New |
| Synergy Financial Management, LLC | 10,429 | $3.09M | 0.55% | +1,844+21.5% | Added |
| Alta Capital Management LLC | 10,470 | $3.10M | 0.20% | +497+5.0% | Added |
| Joel Isaacson & Co., LLC | 10,492 | $3.11M | 0.19% | +40+0.4% | Added |
| Second Half Financial Partners, LLC | 10,524 | $3.12M | 1.54% | +10,524 | New |
| Lawson Kroeker Investment Management Inc | 10,530 | $3.12M | 0.64% | −125−1.2% | Reduced |
| Nations Financial Group Inc, | 10,532 | $3.12M | 0.29% | +113+1.1% | Added |
| Wambolt & Associates, LLC | 10,544 | $3.13M | 1.02% | +622+6.3% | Added |
| Citadel Investment Advisory, Inc. | 10,568 | $3.13M | 1.93% | 00.0% | Unchanged |
| Virginia Wealth Management Group, Inc. | 10,593 | $3.14M | 2.75% | −6,232−37.0% | Reduced |
| Smith, Salley & Associates | 10,669 | $3.16M | 0.20% | +60+0.6% | Added |
| First United Bank Trust | 10,701 | $3.17M | 1.27% | −232−2.1% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 10,702 | $3.17M | 0.93% | +10,702 | New |
| Csenge Advisory Group | 10,723 | $3.18M | 0.20% | +496+4.8% | Added |
| Kiley Juergens Wealth Management, LLC | 10,743 | $3.19M | 1.07% | +168+1.6% | Added |
| Berkshire Bank | 10,745 | $3.19M | 0.84% | +483+4.7% | Added |
| CoreCap Advisors, LLC | 10,755 | $3.19M | 0.21% | −2,751−20.4% | Reduced |
| Raab & Moskowitz Asset Management LLC | 10,787 | $3.20M | 1.01% | +2,228+26.0% | Added |
| LGT Group Foundation | 10,823 | $3.20M | 0.07% | −931−7.9% | Reduced |
| Graypoint LLC | 10,815 | $3.21M | 0.26% | +298+2.8% | Added |
| Argus Investors' Counsel, Inc. | 10,853 | $3.22M | 2.07% | +155+1.4% | Added |
| Farther Finance Advisors, LLC | 10,863 | $3.22M | 0.23% | +1,664+18.1% | Added |
| Pathway Financial Advisers, LLC | 10,929 | $3.24M | 1.23% | −24−0.2% | Reduced |
| Silver Lake Advisory, LLC | 10,945 | $3.25M | 1.82% | +33+0.3% | Added |
| AlphaStar Capital Management, LLC | 10,945 | $3.25M | 0.30% | −235−2.1% | Reduced |
| Oak Harbor Wealth Partners, LLC | 10,994 | $3.26M | 1.09% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 11,008 | $3.26M | 2.02% | +530+5.1% | Added |
| Dillon & Associates Inc | 10,994 | $3.27M | 0.59% | −292−2.6% | Reduced |
| Wealth Alliance Advisory Group, LLC | 11,014 | $3.27M | 0.85% | +141+1.3% | Added |
| CPA Asset Management LLC | 11,016 | $3.27M | 1.99% | −86−0.8% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 11,025 | $3.27M | 0.87% | +301+2.8% | Added |
| Essex Financial Services, Inc. | 11,039 | $3.27M | 0.34% | −10−0.1% | Reduced |
| Inscription Capital, LLC | 11,043 | $3.27M | 0.89% | +288+2.7% | Added |
| Resonant Capital Advisors, LLC | 11,057 | $3.28M | 0.32% | −613−5.3% | Reduced |
| O'Brien Wealth Partners LLC | 11,076 | $3.28M | 0.86% | +20+0.2% | Added |
| RFG Advisory, LLC | 11,079 | $3.29M | 0.13% | +384+3.6% | Added |
| Exchange Capital Management, Inc. | 11,116 | $3.30M | 0.59% | −164−1.5% | Reduced |
| J. W. Coons Advisors, LLC | 11,127 | $3.30M | 0.89% | −10−0.1% | Reduced |
| Courier Capital LLC | 11,156 | $3.31M | 0.25% | −22−0.2% | Reduced |
| Valley National Advisers Inc | 11,207 | $3.32M | 0.53% | +333+3.1% | Added |
| Blackhawk Capital Partners LLC. | 11,224 | $3.33M | 2.26% | +11,224 | New |
| Hixon Zuercher, LLC | 11,225 | $3.33M | 1.55% | +134+1.2% | Added |
| Boston Financial Mangement LLC | 11,236 | $3.33M | 0.11% | −1,009−8.2% | Reduced |
| Old Second National Bank of Aurora | 11,237 | $3.33M | 0.92% | −122−1.1% | Reduced |
| Founders Capital Management | 11,258 | $3.34M | 2.43% | +68+0.6% | Added |
| Pinnacle Holdings, LLC | 11,285 | $3.35M | 1.38% | +53+0.5% | Added |
| Lake Street Financial LLC | 11,296 | $3.35M | 0.53% | +370+3.4% | Added |
| Benjamin Edwards Inc | 11,320 | $3.36M | 0.73% | −1,471−11.5% | Reduced |
| BFSG, LLC | 11,339 | $3.36M | 0.49% | +120+1.1% | Added |
| Nikulski Financial, Inc. | 11,387 | $3.38M | 1.24% | +1,197+11.7% | Added |
| Provident Investment Management, Inc. | 11,389 | $3.38M | 0.32% | −861−7.0% | Reduced |
| Ironwood Investment Counsel, LLC | 11,395 | $3.38M | 0.63% | −494−4.2% | Reduced |
| Borer Denton & Associates, Inc. | 11,448 | $3.39M | 1.30% | 00.0% | Unchanged |
| Auxier Asset Management | 11,451 | $3.40M | 0.55% | −216−1.9% | Reduced |
| Chesapeake Wealth Management | 11,468 | $3.40M | 1.31% | +22+0.2% | Added |
| Simmons Bank | 11,479 | $3.40M | 0.28% | −7−0.1% | Reduced |
| Collaborative Wealth Managment Inc. | 11,491 | $3.41M | 1.85% | −119−1.0% | Reduced |
| Cincinnati Specialty Underwriters Insurance CO | 11,500 | $3.41M | 1.13% | 00.0% | Unchanged |
| Graphene Investments SAS | 11,500 | $3.41M | 2.21% | 00.0% | Unchanged |
| Brendel Financial Advisors LLC | 11,504 | $3.41M | 2.23% | +11,504 | New |
| Arrow Financial Corp | 11,505 | $3.41M | 0.35% | +141+1.2% | Added |
| Sapient Capital LLC | 11,534 | $3.42M | 0.09% | +11,534 | New |
| Romano Brothers and Company | 11,537 | $3.42M | 0.51% | −1,318−10.3% | Reduced |
| Tyche Wealth Partners LLC | 11,573 | $3.43M | 0.83% | +11,573 | New |
| Pinnacle Wealth Planning Services, Inc. | 11,647 | $3.45M | 0.54% | −330−2.8% | Reduced |
| Arkadios Wealth Advisors | 11,663 | $3.46M | 0.29% | +138+1.2% | Added |
| Girard Partners Ltd. | 11,682 | $3.46M | 0.35% | −498−4.1% | Reduced |
| Citizens Business Bank | 11,687 | $3.47M | 0.76% | −1,135−8.9% | Reduced |
| Peoples Bank | 11,711 | $3.47M | 2.78% | −181−1.5% | Reduced |
| Beverly Hills Private Wealth, LLC | 11,769 | $3.49M | 0.91% | −151−1.3% | Reduced |
| BancorpSouth Bank | 11,772 | $3.49M | 0.28% | −343−2.8% | Reduced |
| Evergreen Capital Management LLC | 11,781 | $3.49M | 0.14% | −632−5.1% | Reduced |
| RK Capital Management, LLC | 11,800 | $3.50M | 1.63% | +11,800 | New |
| Pitcairn Co | 11,806 | $3.50M | 0.26% | −725−5.8% | Reduced |
| Journey Advisory Group, LLC | 11,817 | $3.50M | 0.48% | +100+0.9% | Added |
| DCM Advisors, LLC | 11,841 | $3.51M | 1.26% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 11,853 | $3.51M | 0.17% | −295−2.4% | Reduced |
| Abbrea Capital, LLC | 11,866 | $3.52M | 0.51% | +25+0.2% | Added |
| FRG Family Wealth Advisors LLC | 11,928 | $3.54M | 0.72% | −1,005−7.8% | Reduced |
| We Are One Seven, LLC | 11,942 | $3.54M | 0.21% | +3,501+41.5% | Added |
| Moody National Bank Trust Division | 11,966 | $3.55M | 0.28% | −10,758−47.3% | Reduced |
| Adirondack Trust Co | 12,164 | $3.56M | 1.54% | −115−0.9% | Reduced |
| Drexel Morgan & Co. | 12,016 | $3.56M | 0.82% | +63+0.5% | Added |
| McKinley Carter Wealth Services, Inc. | 12,061 | $3.58M | 0.26% | +453+3.9% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 12,110 | $3.59M | 0.12% | −587−4.6% | Reduced |
| Foundations Investment Advisors, LLC | 12,051 | $3.59M | 0.10% | +527+4.6% | Added |
| Ameritas Investment Partners, Inc. | 12,129 | $3.60M | 0.13% | −162−1.3% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 12,132 | $3.60M | 0.24% | −229−1.9% | Reduced |
| Grimes & Company, Inc. | 12,134 | $3.60M | 0.12% | −21−0.2% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 12,151 | $3.60M | 0.21% | +350+3.0% | Added |
| Hayek Kallen Investment Management | 12,213 | $3.62M | 1.51% | −76−0.6% | Reduced |
| Kinloch Capital, LLC | 12,223 | $3.62M | 2.30% | −357−2.8% | Reduced |
| Regent Peak Wealth Advisors LLC | 12,231 | $3.63M | 0.98% | +1,691+16.0% | Added |
| Picton Mahoney Asset Management | 12,235 | $3.63M | 0.17% | +12,235 | New |
| Stonebrook Private Inc. | 12,244 | $3.63M | 1.21% | +12,244 | New |