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 |
|---|---|---|---|---|---|
| Regal Investment Advisors LLC | 30,700 | $9.10M | 0.69% | +1,056+3.6% | Added |
| Sanibel Captiva Trust Company, Inc. | 30,829 | $9.14M | 0.34% | +30,829 | New |
| Carnegie Capital Asset Management, LLC | 31,246 | $9.26M | 0.32% | +5,927+23.4% | Added |
| T. Rowe Price Investment Management, Inc. | 31,344 | $9.29M | 0.01% | +21,830+229.5% | Added |
| Marshall Wace, LLP | 31,471 | $9.33M | 0.02% | −1,108,101−97.2% | Reduced |
| Concentric Capital Strategies, LP | 31,582 | $9.36M | 1.22% | +31,582 | New |
| Great Lakes Advisors, LLC | 31,729 | $9.41M | 0.09% | −8,993−22.1% | Reduced |
| Canandaigua National Bank & Trust Co | 32,070 | $9.51M | 1.47% | −1,965−5.8% | Reduced |
| Schmidt P J Investment Management Inc | 32,726 | $9.56M | 1.89% | −872−2.6% | Reduced |
| Meeder Asset Management Inc | 32,262 | $9.57M | 0.75% | +29,810+1,215.7% | Added |
| Waratah Capital Advisors Ltd. | 32,427 | $9.61M | 0.55% | +8,338+34.6% | Added |
| Artemis Investment Management LLP | 32,527 | $9.64M | 0.14% | +2,513+8.4% | Added |
| Trust Co of Toledo NA | 32,590 | $9.66M | 1.66% | +1,918+6.3% | Added |
| Sky Investment Group LLC | 32,609 | $9.67M | 2.04% | +621+1.9% | Added |
| Resources Investment Advisors, LLC. | 32,622 | $9.67M | 0.17% | +2,808+9.4% | Added |
| Erste Asset Management GmbH | 32,725 | $9.68M | 0.14% | +2,370+7.8% | Added |
| Bath Savings Trust Co | 32,661 | $9.68M | 1.09% | −331−1.0% | Reduced |
| Alaska Permanent Fund Corp | 32,765 | $9.72M | 0.16% | +698+2.2% | Added |
| Jamison Private Wealth Management, Inc. | 32,897 | $9.75M | 1.83% | −237−0.7% | Reduced |
| 1st Source Bank | 33,068 | $9.80M | 0.59% | −855−2.5% | Reduced |
| Boston Family Office LLC | 33,270 | $9.87M | 0.74% | −167−0.5% | Reduced |
| Crestwood Advisors Group LLC | 33,550 | $9.95M | 0.23% | +6,232+22.8% | Added |
| Lynch & Associates | 33,552 | $9.95M | 2.42% | +666+2.0% | Added |
| Lido Advisors, LLC | 33,553 | $9.95M | 0.10% | −32,004−48.8% | Reduced |
| Old National Bancorp | 33,681 | $9.99M | 0.26% | −3,831−10.2% | Reduced |
| Verition Fund Management LLC | 33,795 | $10.0M | 0.10% | +6,844+25.4% | Added |
| Banco Santander, S.A. | 33,965 | $10.1M | 0.12% | +105+0.3% | Added |
| Snowden Capital Advisors LLC | 34,026 | $10.1M | 0.38% | +277+0.8% | Added |
| Chemung Canal Trust Co | 34,039 | $10.1M | 2.09% | −660−1.9% | Reduced |
| BLB&B Advisors, LLC | 34,158 | $10.1M | 0.64% | +1,004+3.0% | Added |
| Pinnacle Financial Partners Inc | 34,218 | $10.1M | 0.24% | −420−1.2% | Reduced |
| Meritage Portfolio Management | 34,451 | $10.2M | 0.67% | +2,346+7.3% | Added |
| Azimuth Capital Investment Management LLC | 34,464 | $10.2M | 0.46% | −413−1.2% | Reduced |
| Lincoln Capital LLC | 34,509 | $10.2M | 2.49% | −170.0% | Reduced |
| Berkley W R Corp | 34,700 | $10.3M | 0.74% | +34,700 | New |
| Mechanics Bank Trust Department | 34,773 | $10.3M | 1.61% | −4,164−10.7% | Reduced |
| YHB Investment Advisors, Inc. | 34,914 | $10.4M | 1.00% | −2,740−7.3% | Reduced |
| Venture Visionary Partners LLC | 35,245 | $10.5M | 0.55% | +642+1.9% | Added |
| Mesirow Financial Investment Management, Inc. | 39,863 | $10.5M | 0.38% | +39,863 | New |
| Adell Harriman & Carpenter Inc | 35,408 | $10.5M | 0.97% | −167−0.5% | Reduced |
| Greenleaf Trust | 35,488 | $10.5M | 0.11% | −2,562−6.7% | Reduced |
| Birmingham Capital Management Co Inc | 35,568 | $10.5M | 4.17% | −895−2.5% | Reduced |
| Roundview Capital LLC | 35,609 | $10.6M | 0.97% | −939−2.6% | Reduced |
| Chilton Investment Co LLC | 35,891 | $10.6M | 0.31% | −4,615−11.4% | Reduced |
| Morgan Dempsey Capital Management LLC | 35,928 | $10.7M | 3.26% | −1,947−5.1% | Reduced |
| Bedrijfstakpensioenfonds Voor de Media Pno | 40,000 | $10.7M | 1.59% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 36,227 | $10.7M | 0.38% | −237−0.6% | Reduced |
| Bailard, Inc. | 36,229 | $10.7M | 0.32% | −189−0.5% | Reduced |
| Worldquant Millennium Advisors LLC | 36,279 | $10.8M | 0.15% | −107,745−74.8% | Reduced |
| Perfromance Wealth Partners, LLC | 36,376 | $10.8M | 0.47% | −403−1.1% | Reduced |
| Brinker Capital Investments, LLC | 37,225 | $10.9M | 0.13% | +94+0.3% | Added |
| Orion Portfolio Solutions, LLC | 37,225 | $10.9M | 0.13% | +94+0.3% | Added |
| Clearstead Advisors, LLC | 36,648 | $10.9M | 0.58% | +1,273+3.6% | Added |
| Dakota Wealth Management | 36,749 | $10.9M | 0.42% | −140.0% | Reduced |
| Assetmark, Inc | 37,065 | $11.0M | 0.04% | +7,255+24.3% | Added |
| Jacobs & Co | 37,128 | $11.0M | 1.25% | +3,007+8.8% | Added |
| Atwater Malick LLC | 37,179 | $11.0M | 4.32% | +995+2.7% | Added |
| Leavell Investment Management, Inc. | 37,554 | $11.1M | 0.71% | +304+0.8% | Added |
| Daymark Wealth Partners, LLC | 142,344 | $11.2M | 0.69% | +294+0.2% | Added |
| Arete Wealth Advisors, LLC | 37,860 | $11.2M | 0.86% | +647+1.7% | Added |
| Prio Wealth Limited Partnership | 37,877 | $11.2M | 0.39% | +918+2.5% | Added |
| Biondo Investment Advisors, LLC | 37,979 | $11.3M | 1.91% | −390−1.0% | Reduced |
| New Mexico Educational Retirement Board | 38,019 | $11.3M | 0.43% | 00.0% | Unchanged |
| Pacific Global Investment Management CO | 38,047 | $11.3M | 2.30% | −883−2.3% | Reduced |
| Stonegate Investment Group, LLC | 38,261 | $11.3M | 0.38% | −907−2.3% | Reduced |
| Savant Capital, LLC | 38,387 | $11.4M | 0.15% | +461+1.2% | Added |
| TCG Advisory Services, LLC | 38,406 | $11.4M | 0.79% | +3,189+9.1% | Added |
| Aptus Capital Advisors, LLC | 38,677 | $11.5M | 0.34% | −582−1.5% | Reduced |
| First Western Trust Bank | 39,027 | $11.6M | 0.58% | −691−1.7% | Reduced |
| Logan Capital Management Inc | 39,162 | $11.6M | 0.54% | −1,461−3.6% | Reduced |
| Neville Rodie & Shaw Inc | 39,214 | $11.6M | 0.95% | −20,490−34.3% | Reduced |
| Norinchukin Bank, The | 39,243 | $11.6M | 0.27% | −5,087−11.5% | Reduced |
| Integrated Wealth Concepts LLC | 39,421 | $11.7M | 0.19% | −508−1.3% | Reduced |
| SG Americas Securities, LLC | 39,536 | $11.7M | 0.13% | +24,071+155.6% | Added |
| Executive Wealth Management, LLC | 39,803 | $11.8M | 1.11% | +4,963+14.2% | Added |
| Hilton Capital Management, LLC | 39,832 | $11.8M | 1.27% | −25−0.1% | Reduced |
| Shellback Capital, LP | 40,000 | $11.9M | 1.04% | +10,000+33.3% | Added |
| Culbertson A N & Co Inc | 40,050 | $11.9M | 2.21% | −90−0.2% | Reduced |
| Camden National Bank | 40,061 | $11.9M | 2.21% | −295−0.7% | Reduced |
| Monarch Capital Management Inc | 40,371 | $12.0M | 3.63% | −1,475−3.5% | Reduced |
| Sonora Investment Management Group, LLC | 41,036 | $12.2M | 0.99% | +994+2.5% | Added |
| MainStreet Investment Advisors LLC | 41,163 | $12.2M | 1.38% | −3,372−7.6% | Reduced |
| Linscomb & Williams, Inc. | 41,221 | $12.2M | 0.67% | −359−0.9% | Reduced |
| Gotham Asset Management, LLC | 41,473 | $12.3M | 0.23% | +6,711+19.3% | Added |
| Kornitzer Capital Management Inc | 41,475 | $12.3M | 0.24% | −1,587−3.7% | Reduced |
| Ieq Capital, LLC | 41,657 | $12.4M | 0.21% | +320+0.8% | Added |
| Rowland & Co Investment Counsel | 41,779 | $12.4M | 2.84% | −725−1.7% | Reduced |
| Argent Trust Co | 41,839 | $12.4M | 0.62% | +1,442+3.6% | Added |
| Core Alternative Capital | 41,922 | $12.4M | 2.13% | −7,410−15.0% | Reduced |
| Isthmus Partners, LLC | 41,989 | $12.5M | 1.62% | +41,989 | New |
| U.S. Capital Wealth Advisors, LLC | 42,002 | $12.5M | 0.49% | +745+1.8% | Added |
| Buckingham Strategic Wealth, LLC | 42,018 | $12.5M | 0.15% | −3,609−7.9% | Reduced |
| WSFS Capital Management, LLC | 42,259 | $12.5M | 0.78% | −1,180−2.7% | Reduced |
| Richard C. Young & CO., LTD. | 42,275 | $12.5M | 1.68% | +659+1.6% | Added |
| Moody Lynn & Lieberson, LLC | 42,375 | $12.6M | 0.96% | −543−1.3% | Reduced |
| Miramar Capital, LLC | 42,682 | $12.7M | 3.30% | −77−0.2% | Reduced |
| Advisory Services Network, LLC | 42,920 | $12.7M | 0.31% | +885+2.1% | Added |
| Banque Cantonale Vaudoise | 43,012 | $12.8M | 0.55% | +2,349+5.8% | Added |
| Caldwell Trust Co | 43,674 | $12.9M | 1.63% | +134+0.3% | Added |
| Trust Co of Vermont | 43,765 | $13.0M | 0.87% | −150−0.3% | Reduced |