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; 3,482 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 | 3,482 | $142.5B |
| Q1 2026 | 3,604 | $163.1B |
| Q4 2025 | 3,589 | $160.4B |
| Q3 2025 | 3,424 | $155.5B |
| Q2 2025 | 3,424 | $152.9B |
| Q1 2025 | 3,423 | $165.7B |
| Q4 2024 | 3,392 | $150.8B |
| Q3 2024 | 3,172 | $156.2B |
| Q2 2024 | 3,087 | $129.1B |
| Q1 2024 | 3,172 | $143.6B |
| Q4 2023 | 3,192 | $151.1B |
| Q3 2023 | 3,000 | $131.5B |
| Q2 2023 | 3,011 | $150.1B |
| Q1 2023 | 2,952 | $140.5B |
| Q4 2022 | 2,927 | $133.0B |
| Q3 2022 | 2,702 | $115.7B |
| Q2 2022 | 2,724 | $123.7B |
| Q1 2022 | 2,741 | $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 |
|---|---|---|---|---|---|
| Good Life Advisors, LLC | 18,660 | $5.53M | 0.55% | +8,148+77.5% | Added |
| Texas Yale Capital Corp. | 18,670 | $5.54M | 0.26% | +2,425+14.9% | Added |
| Oak Asset Management, LLC | 18,705 | $5.55M | 2.21% | −330−1.7% | Reduced |
| J.W. Cole Advisors, Inc. | 18,744 | $5.56M | 0.33% | +2,203+13.3% | Added |
| WMS Partners, LLC | 18,897 | $5.60M | 0.41% | −2,445−11.5% | Reduced |
| FJ Investments, LLC | 18,900 | $5.60M | 0.27% | +18,900 | New |
| SageView Advisory Group, LLC | 19,032 | $5.61M | 0.24% | +6,447+51.2% | Added |
| First Interstate Bank | 18,921 | $5.61M | 0.42% | −563−2.9% | Reduced |
| L & S Advisors Inc | 18,940 | $5.62M | 0.68% | +1,315+7.5% | Added |
| Exeter Financial, LLC | 19,325 | $5.62M | 2.73% | −545−2.7% | Reduced |
| Columbia Asset Management | 19,127 | $5.67M | 1.16% | −231−1.2% | Reduced |
| TLW Wealth Management, LLC | 19,134 | $5.67M | 4.04% | +2,982+18.5% | Added |
| Pictet Bank & Trust Ltd | 19,225 | $5.70M | 5.77% | −310−1.6% | Reduced |
| Freestone Capital Holdings, LLC | 19,286 | $5.72M | 0.26% | −175−0.9% | Reduced |
| GLOBALT Investments LLC | 19,306 | $5.72M | 0.24% | +19,306 | New |
| K.J. Harrison & Partners Inc | 19,310 | $5.73M | 0.97% | −490−2.5% | Reduced |
| Leelyn Smith, LLC | 19,323 | $5.73M | 1.25% | +3,576+22.7% | Added |
| Consolidated Capital Management, LLC | 19,352 | $5.74M | 3.06% | −76−0.4% | Reduced |
| Spire Wealth Management | 19,094 | $5.74M | 0.20% | +672+3.6% | Added |
| TCI Wealth Advisors, Inc. | 19,356 | $5.74M | 0.61% | +146+0.8% | Added |
| Pine Valley Investments Ltd Liability Co | 19,400 | $5.75M | 0.48% | +224+1.2% | Added |
| Merit Financial Group, LLC | 19,402 | $5.75M | 0.18% | −4,487−18.8% | Reduced |
| Baader Bank INC | 19,461 | $5.76M | 0.49% | +13,372+219.6% | Added |
| Kavar Capital Partners Group, LLC | 19,450 | $5.77M | 0.64% | +9,703+99.5% | Added |
| Patrick Mauro Investment Advisor, INC. | 19,486 | $5.78M | 3.44% | +196+1.0% | Added |
| Mutual Advisors, LLC | 19,495 | $5.78M | 0.20% | +694+3.7% | Added |
| Midland Wealth Advisors LLC | 19,554 | $5.80M | 0.40% | +19,554 | New |
| Financial & Tax Architects, LLC | 19,565 | $5.80M | 1.72% | −88−0.4% | Reduced |
| Abn Amro Investment Solutions | 19,572 | $5.80M | 0.10% | −162−0.8% | Reduced |
| Rice Partnership, LLC | 19,579 | $5.81M | 1.52% | −10,911−35.8% | Reduced |
| Cornerstone Wealth Group, LLC | 19,599 | $5.81M | 0.83% | +2,298+13.3% | Added |
| Asset Dedication, LLC | 19,665 | $5.83M | 0.47% | −1,256−6.0% | Reduced |
| Boit C F David | 19,800 | $5.83M | 3.30% | +1,000+5.3% | Added |
| Natixis | 19,666 | $5.83M | 0.04% | −179,044−90.1% | Reduced |
| Plimoth Trust Co LLC | 19,674 | $5.83M | 1.68% | +81+0.4% | Added |
| GPM Growth Investors, Inc. | 19,680 | $5.84M | 2.75% | −310−1.6% | Reduced |
| Allen Investment Management LLC | 19,721 | $5.85M | 0.08% | −298−1.5% | Reduced |
| Investment Advisory Services Inc | 19,747 | $5.86M | 2.31% | −114−0.6% | Reduced |
| Laurel Wealth Advisors LLC | 19,791 | $5.87M | 1.12% | +395+2.0% | Added |
| Empower Advisory Group, LLC | 19,883 | $5.90M | 0.02% | −952−4.6% | Reduced |
| Physicians Financial Services, Inc. | 19,884 | $5.90M | 2.23% | +99+0.5% | Added |
| Bank of Hawaii | 20,019 | $5.94M | 0.32% | −31−0.2% | Reduced |
| Terry L. Blaker | 20,029 | $5.94M | 0.49% | +3,939+24.5% | Added |
| Hoylecohen, LLC | 20,031 | $5.94M | 0.49% | +334+1.7% | Added |
| Generali Powszechne Towarzystwo Emerytalne | 20,118 | $5.97M | 3.12% | 00.0% | Unchanged |
| Letson Investment Management, Inc. | 20,167 | $5.98M | 2.78% | +20,167 | New |
| Panagora Asset Management Inc | 20,531 | $6.09M | 0.03% | −1,264−5.8% | Reduced |
| Searle & Co. | 20,590 | $6.11M | 1.67% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 20,631 | $6.12M | 0.47% | −53−0.3% | Reduced |
| Jarislowsky, Fraser Ltd | 20,917 | $6.20M | 0.04% | +2,139+11.4% | Added |
| Rothschild Investment LLC | 20,964 | $6.22M | 0.52% | +20,964 | New |
| Moneta Group Investment Advisors LLC | 20,971 | $6.22M | 0.12% | −562−2.6% | Reduced |
| Main Street Research LLC | 20,975 | $6.22M | 0.50% | +199+1.0% | Added |
| New Hampshire Trust | 20,994 | $6.22M | 1.50% | −111−0.5% | Reduced |
| Wesleyan Assurance Society | 21,000 | $6.22M | 0.62% | 00.0% | Unchanged |
| American Money Management, LLC | 21,013 | $6.23M | 1.40% | +124+0.6% | Added |
| Avitas Wealth Management LLC | 21,019 | $6.23M | 1.04% | +611+3.0% | Added |
| Telos Capital Management, Inc. | 21,085 | $6.25M | 0.76% | +20,270+2,487.1% | Added |
| Broadwater Capital Management LLC | 21,150 | $6.27M | 4.91% | +21,150 | New |
| Peoples Financial Services Corp. | 21,202 | $6.29M | 2.73% | −42−0.2% | Reduced |
| Oxbow Advisors, LLC | 21,271 | $6.31M | 0.96% | +16,900+386.6% | Added |
| Northwest & Ethical Investments L.P. | 21,280 | $6.31M | 0.19% | 00.0% | Unchanged |
| Wade G W & Inc | 21,303 | $6.32M | 0.21% | +1,730+8.8% | Added |
| Windle Wealth, LLC | 21,338 | $6.33M | 4.44% | −869−3.9% | Reduced |
| Zweig-DiMenna Associates LLC | 21,382 | $6.34M | 0.73% | −36,630−63.1% | Reduced |
| Cohen Klingenstein LLC | 21,400 | $6.35M | 0.26% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 22,035 | $6.37M | 0.24% | +2,208+11.1% | Added |
| Whitener Capital Management, Inc. | 21,563 | $6.39M | 2.31% | +597+2.8% | Added |
| Hodges Capital Management Inc. | 21,573 | $6.40M | 0.34% | +12,059+126.8% | Added |
| United Services Automobile Association | 21,611 | $6.41M | 0.14% | +1,867+9.5% | Added |
| Riggs Asset Managment Co. Inc. | 21,661 | $6.42M | 2.04% | −192−0.9% | Reduced |
| Money Concepts Capital Corp | 21,807 | $6.47M | 0.60% | −298−1.3% | Reduced |
| Veriti Management LLC | 21,924 | $6.50M | 0.58% | +3,029+16.0% | Added |
| Hamel Associates, Inc. | 22,031 | $6.53M | 2.30% | +3,000+15.8% | Added |
| Appleton Partners Inc | 22,053 | $6.54M | 0.53% | −1,378−5.9% | Reduced |
| Stratos Wealth Advisors, LLC | 22,196 | $6.58M | 0.38% | +348+1.6% | Added |
| Park Avenue Securities LLC | 22,209 | $6.58M | 0.09% | +442+2.0% | Added |
| Ziegler Capital Management, LLC | 22,452 | $6.66M | 0.30% | −2,049−8.4% | Reduced |
| Addenda Capital Inc. | 22,486 | $6.67M | 0.26% | −23−0.1% | Reduced |
| KMG Fiduciary Partners, LLC | 22,511 | $6.67M | 0.78% | +419+1.9% | Added |
| Smithfield Trust Co | 22,738 | $6.73M | 0.38% | −686−2.9% | Reduced |
| NorthRock Partners, LLC | 22,717 | $6.74M | 0.28% | +8,927+64.7% | Added |
| Bell Asset Management Ltd | 22,929 | $6.80M | 1.04% | +22,929 | New |
| Solidarilty Wealth, LLC | 22,937 | $6.80M | 2.45% | −9,554−29.4% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 22,959 | $6.81M | 0.18% | −43−0.2% | Reduced |
| Clearbridge Investments, LLC | 22,983 | $6.81M | 0.01% | +16,819+272.9% | Added |
| Coston, McIsaac & Partners | 23,002 | $6.82M | 2.37% | +430+1.9% | Added |
| Freemont Management S.A. | 23,000 | $6.82M | 0.86% | 00.0% | Unchanged |
| WESPAC Advisors SoCal, LLC | 23,072 | $6.84M | 1.99% | +355+1.6% | Added |
| Legacy Private Trust Co. | 23,077 | $6.84M | 0.54% | +339+1.5% | Added |
| Level Four Advisory Services, LLC | 23,086 | $6.85M | 0.38% | +4,678+25.4% | Added |
| Bleakley Financial Group, LLC | 23,106 | $6.85M | 0.22% | +645+2.9% | Added |
| Granite Harbor Advisors, Inc. | 23,138 | $6.86M | 5.15% | −64−0.3% | Reduced |
| RSM US Wealth Management LLC | 23,244 | $6.89M | 0.19% | +4,190+22.0% | Added |
| Cyndeo Wealth Partners, LLC | 23,270 | $6.90M | 0.64% | +4,922+26.8% | Added |
| Ethic Inc. | 23,405 | $6.94M | 0.21% | +4,811+25.9% | Added |
| Choate Investment Advisors | 23,482 | $6.96M | 0.22% | +701+3.1% | Added |
| Select Asset Management & Trust | 23,496 | $6.97M | 3.43% | −12,500−34.7% | Reduced |
| Illinois Municipal Retirement Fund | 23,562 | $6.99M | 0.12% | 00.0% | Unchanged |
| Allworth Financial LP | 23,582 | $6.99M | 0.05% | +1,155+5.2% | Added |