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 |
|---|---|---|---|---|---|
| Cambridge Financial Group, Inc. | 23,627 | $7.01M | 3.50% | −992−4.0% | Reduced |
| Capital Analysts, LLC | 23,650 | $7.01M | 0.35% | −555−2.3% | Reduced |
| Squarepoint Ops LLC | 23,650 | $7.01M | 0.03% | −390,830−94.3% | Reduced |
| Davy Global Fund Management Ltd | 23,700 | $7.03M | 0.83% | +23,700 | New |
| Acadian Asset Management LLC | 23,779 | $7.05M | 0.03% | +4,907+26.0% | Added |
| Point72 Asset Management, L.P. | 23,849 | $7.07M | 0.02% | +23,849 | New |
| CIC Wealth, LLC | 23,853 | $7.07M | 2.24% | +81+0.3% | Added |
| Palisade Capital Management LLC | 23,946 | $7.10M | 0.19% | 00.0% | Unchanged |
| Sowell Financial Services LLC | 23,956 | $7.10M | 0.38% | +1,447+6.4% | Added |
| Empowered Funds, LLC | 24,076 | $7.14M | 0.18% | −12,408−34.0% | Reduced |
| Sawtooth Solutions, LLC | 24,207 | $7.18M | 0.20% | +493+2.1% | Added |
| Boston Research & Management Inc | 24,239 | $7.19M | 1.91% | +501+2.1% | Added |
| Gladstone Institutional Advisory LLC | 24,424 | $7.24M | 0.41% | +1,524+6.7% | Added |
| Lincoln National Corp | 24,492 | $7.26M | 0.13% | −1,081−4.2% | Reduced |
| Ashton Thomas Private Wealth, LLC | 24,565 | $7.28M | 0.46% | +444+1.8% | Added |
| Hills Bank & Trust Co | 24,586 | $7.29M | 0.71% | −90−0.4% | Reduced |
| Wetherby Asset Management Inc | 24,610 | $7.30M | 0.38% | −712−2.8% | Reduced |
| Foster Group, Inc. | 27,701 | $7.30M | 0.45% | 00.0% | Unchanged |
| Eliot Finkel Investment Counsel, LLC | 24,715 | $7.33M | 4.92% | −705−2.8% | Reduced |
| Talbot Financial, LLC | 24,721 | $7.33M | 1.10% | +1,397+6.0% | Added |
| Contravisory Investment Management, Inc. | 24,724 | $7.33M | 1.80% | −532−2.1% | Reduced |
| Advocate Group LLC | 24,821 | $7.36M | 1.58% | −351−1.4% | Reduced |
| Marble Harbor Investment Counsel, LLC | 24,877 | $7.38M | 0.91% | −2,225−8.2% | Reduced |
| Power Corp of Canada | 24,915 | $7.39M | 0.77% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 24,996 | $7.41M | 0.30% | +293+1.2% | Added |
| IHT Wealth Management, LLC | 25,139 | $7.45M | 0.33% | +378+1.5% | Added |
| Stansberry Asset Management, LLC | 25,228 | $7.48M | 1.24% | −11,111−30.6% | Reduced |
| Benedict Financial Advisors Inc | 25,344 | $7.51M | 2.05% | −185−0.7% | Reduced |
| Pictet North America Advisors SA | 25,447 | $7.55M | 0.98% | −146−0.6% | Reduced |
| Campbell Newman Asset Management Inc | 25,467 | $7.55M | 0.65% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 25,545 | $7.57M | 0.03% | +2,350+10.1% | Added |
| Axxcess Wealth Management, LLC | 25,602 | $7.59M | 0.23% | +2,450+10.6% | Added |
| Thomasville National Bank | 25,620 | $7.60M | 0.67% | +714+2.9% | Added |
| Community Bank & Trust, Waco, Texas | 25,651 | $7.61M | 2.07% | −371−1.4% | Reduced |
| Edge Wealth Management LLC | 25,754 | $7.64M | 1.67% | +58+0.2% | Added |
| Perennial Advisors, LLC | 25,787 | $7.65M | 1.88% | +373+1.5% | Added |
| Westpac Banking Corp | 25,833 | $7.66M | 0.63% | −12,130−32.0% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 25,841 | $7.66M | 0.54% | +393+1.5% | Added |
| Bogart Wealth, LLC | 25,915 | $7.68M | 0.43% | +291+1.1% | Added |
| Parsons Capital Management Inc | 25,928 | $7.69M | 0.55% | +5,906+29.5% | Added |
| Intact Investment Management Inc. | 26,000 | $7.71M | 0.31% | −13,500−34.2% | Reduced |
| Toroso Investments, LLC | 26,122 | $7.75M | 0.19% | +6,575+33.6% | Added |
| Sound View Wealth Advisors Group, LLC | 26,193 | $7.77M | 0.86% | −172−0.7% | Reduced |
| Farmers National Bank | 26,206 | $7.77M | 2.49% | −628−2.3% | Reduced |
| Ostrum Asset Management | 26,213 | $7.77M | 0.68% | +1,587+6.4% | Added |
| Montag A & Associates Inc | 26,500 | $7.86M | 0.44% | −120−0.5% | Reduced |
| Focus Financial Network Inc | 26,534 | $7.87M | 0.30% | +26,534 | New |
| ClariVest Asset Management LLC | 26,573 | $7.88M | 0.44% | −4,507−14.5% | Reduced |
| Chatham Capital Group, Inc. | 26,672 | $7.91M | 1.60% | +190+0.7% | Added |
| Laffer Tengler Investments | 26,741 | $7.93M | 2.11% | +1,291+5.1% | Added |
| Coldstream Capital Management Inc | 26,919 | $7.98M | 0.22% | −109−0.4% | Reduced |
| Amica Mutual Insurance Co | 26,964 | $8.00M | 0.86% | +13,279+97.0% | Added |
| Stokes Capital Advisors, LLC | 27,074 | $8.03M | 2.54% | +565+2.1% | Added |
| Thompson Siegel & Walmsley LLC | 27,105 | $8.04M | 0.13% | +26,260+3,107.7% | Added |
| Relative Value Partners Group, LLC | 27,206 | $8.07M | 0.49% | −40.0% | Reduced |
| Northern Oak Wealth Management Inc | 27,300 | $8.09M | 0.97% | 00.0% | Unchanged |
| Clough Capital Partners L P | 27,387 | $8.12M | 0.90% | +18,887+222.2% | Added |
| Mattern Capital Management, LLC | 27,413 | $8.13M | 1.18% | +932+3.5% | Added |
| Mirabaud & Cie SA | 27,424 | $8.13M | 2.71% | +27,424 | New |
| Savoir Faire Capital Management, L.P. | 27,533 | $8.16M | 3.55% | +7,934+40.5% | Added |
| Farmers Trust Co | 27,607 | $8.19M | 1.71% | +19,591+244.4% | Added |
| Apollon Wealth Management, LLC | 27,923 | $8.28M | 0.29% | +4,931+21.4% | Added |
| Heirloom Wealth Management | 27,947 | $8.29M | 3.18% | +561+2.0% | Added |
| Toth Financial Advisory Corp | 28,066 | $8.32M | 1.13% | +96+0.3% | Added |
| Exchange Traded Concepts, LLC | 28,103 | $8.33M | 0.22% | +774+2.8% | Added |
| Paragon Capital Management LLC | 28,128 | $8.34M | 4.73% | −216−0.8% | Reduced |
| Quantinno Capital Management LP | 28,293 | $8.39M | 0.29% | −1,238−4.2% | Reduced |
| E. Ohman J:or Asset Management AB | 28,300 | $8.39M | 0.31% | +16,300+135.8% | Added |
| Cassaday & Co Wealth Management LLC | 28,356 | $8.41M | 0.29% | +269+1.0% | Added |
| Hantz Financial Services, Inc. | 28,492 | $8.45M | 0.18% | −1,832−6.0% | Reduced |
| M&G Investment Management Ltd | 28,447 | $8.45M | 0.05% | +28,447 | New |
| Wesbanco Bank Inc | 28,588 | $8.48M | 0.48% | −5,350−15.8% | Reduced |
| Kempen Capital Management N.V. | 28,734 | $8.52M | 0.12% | −12,556−30.4% | Reduced |
| Jackson Wealth Management, LLC | 28,748 | $8.52M | 1.12% | +96+0.3% | Added |
| Covington Investment Advisors Inc. | 28,766 | $8.53M | 1.55% | +226+0.8% | Added |
| Cypress Capital Group | 28,767 | $8.53M | 1.11% | −214−0.7% | Reduced |
| Atlantic Union Bankshares Corp | 29,058 | $8.62M | 0.80% | −1,964−6.3% | Reduced |
| Concurrent Investment Advisors, LLC | 29,082 | $8.62M | 0.41% | +29,082 | New |
| Capital Investment Advisors, LLC | 29,087 | $8.62M | 0.22% | +566+2.0% | Added |
| Masterton Capital Management, LP | 29,100 | $8.63M | 7.46% | +14,500+99.3% | Added |
| Sather Financial Group Inc | 29,379 | $8.71M | 0.64% | −16−0.1% | Reduced |
| Albion Financial Group | 29,393 | $8.72M | 0.72% | +160+0.5% | Added |
| Dana Investment Advisors, Inc. | 29,415 | $8.72M | 0.42% | +792+2.8% | Added |
| Wedbush Securities Inc | 29,430 | $8.73M | 0.39% | +1,596+5.7% | Added |
| Metropolitan Life Insurance Co | 29,525 | $8.75M | 0.41% | −627−2.1% | Reduced |
| Washington Trust Co | 29,536 | $8.76M | 0.35% | +16,562+127.7% | Added |
| City Holding Co | 29,573 | $8.77M | 1.41% | −410−1.4% | Reduced |
| Davis-Rea Ltd. | 29,586 | $8.77M | 4.49% | +9,357+46.3% | Added |
| Cornerstone Advisors, LLC | 29,600 | $8.78M | 0.39% | −2,400−7.5% | Reduced |
| King Luther Capital Management Corp | 29,624 | $8.78M | 0.04% | −28−0.1% | Reduced |
| Fisher Asset Management, LLC | 29,781 | $8.83M | 0.00% | −2,089−6.6% | Reduced |
| Jones Financial Companies LLLP | 29,889 | $8.86M | 0.01% | −513−1.7% | Reduced |
| Chesley Taft & Associates LLC | 30,024 | $8.90M | 0.50% | −69−0.2% | Reduced |
| United Capital Financial Advisers, LLC | 30,271 | $8.98M | 0.07% | −3,065−9.2% | Reduced |
| Cape Cod Five Cents Savings Bank | 30,315 | $8.99M | 0.91% | −31,403−50.9% | Reduced |
| Hutner Capital Management Inc | 30,392 | $9.01M | 5.31% | −143−0.5% | Reduced |
| Fundsmith Investment Services Ltd. | 30,444 | $9.03M | 0.13% | +1,103+3.8% | Added |
| Burney Co | 30,529 | $9.05M | 0.38% | −10,351−25.3% | Reduced |
| Churchill Management Corp | 30,592 | $9.07M | 0.14% | −1,089−3.4% | Reduced |
| Telemus Capital, LLC | 30,615 | $9.08M | 0.75% | +1,885+6.6% | Added |