Skip to main content

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; 3,480 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
+252 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
387
1,271 more added
Sold out
135
1,142 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.

Institutional holdersQ4 2023: 3,192 institutions
Q1 2021: 2,501 institutionsQ2 2021: 2,535 institutionsQ3 2021: 2,523 institutionsQ4 2021: 2,801 institutionsQ1 2022: 2,742 institutionsQ2 2022: 2,725 institutionsQ3 2022: 2,703 institutionsQ4 2022: 2,928 institutionsQ1 2023: 2,953 institutionsQ2 2023: 3,011 institutionsQ3 2023: 3,001 institutionsQ4 2023: 3,192 institutionsQ1 2024: 3,173 institutionsQ2 2024: 3,088 institutionsQ3 2024: 3,173 institutionsQ4 2024: 3,393 institutionsQ1 2025: 3,424 institutionsQ2 2025: 3,425 institutionsQ3 2025: 3,425 institutionsQ4 2025: 3,590 institutionsQ1 2026: 3,605 institutionsQ2 2026: 3,480 institutions
Value heldQ4 2023: $151.1B
Q1 2021: $113.2BQ2 2021: $116.6BQ3 2021: $122.2BQ4 2021: $136.1BQ1 2022: $124.3BQ2 2022: $123.7BQ3 2022: $115.7BQ4 2022: $133.0BQ1 2023: $140.5BQ2 2023: $150.1BQ3 2023: $131.5BQ4 2023: $151.1BQ1 2024: $143.6BQ2 2024: $129.1BQ3 2024: $156.2BQ4 2024: $150.8BQ1 2025: $165.7BQ2 2025: $152.9BQ3 2025: $155.5BQ4 2025: $160.4BQ1 2026: $163.1BQ2 2026: $142.5B
Institutions holding MCD and their total value by quarter
QuarterHoldersValue
Q2 20263,480$142.5B
Q1 20263,605$163.1B
Q4 20253,590$160.4B
Q3 20253,425$155.5B
Q2 20253,425$152.9B
Q1 20253,424$165.7B
Q4 20243,393$150.8B
Q3 20243,173$156.2B
Q2 20243,088$129.1B
Q1 20243,173$143.6B
Q4 20233,192$151.1B
Q3 20233,001$131.5B
Q2 20233,011$150.1B
Q1 20232,953$140.5B
Q4 20222,928$133.0B
Q3 20222,703$115.7B
Q2 20222,725$123.7B
Q1 20222,742$124.3B
Q4 20212,801$136.1B
Q3 20212,523$122.2B
Q2 20212,535$116.6B
Q1 20212,501$113.2B

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding McDonalds Corp; share changes are against Q3 2023.

Institutions holding MCD in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Pacific Wealth Strategies Group, Inc.686$203.4K0.19%+686New
Mendel Capital Management LLC687$203.7K0.15%+687New
Altrius Capital Management Inc687$204.0K0.06%+687New
Cherry Creek Investment Advisors, Inc.689$204.4K0.12%+689New
Thrive Capital Management, LLC690$204.6K0.11%+690New
Farmers & Merchants Trust Co of Chambersburg PA690$205.0K0.10%+25+3.8%Added
Roof Eidam & Maycock693$205.5K0.06%+693New
Engrave Wealth Partners LLC693$205.5K0.06%+693New
Retirement Investment Advisors, Inc.693$205.5K0.03%+693New
JSF Financial, LLC693$205.6K0.07%+693New
Koa Wealth Management, LLC695$206.1K0.20%+695New
Pineridge Advisors LLC697$206.7K0.07%+697New
Mills Wealth Advisors LLC698$207.0K0.16%+698New
Saxony Capital Management, LLC699$207.2K0.27%+699New
Frazier Financial Advisors, LLC699$207.3K0.18%+699New
Studio Investment Management LLC701$207.9K0.05%+201+40.2%Added
Foster Victor Wealth Advisors, LLC713$208.2K0.02%+713New
BluePath Capital Management, LLC709$208.6K0.18%+78+12.4%Added
DGS Capital Management, LLC706$209.4K0.08%+706New
Curated Wealth Partners LLC707$209.6K0.03%+707New
Walker Financial Services, Inc.709$210.1K0.22%+709New
Triton Wealth Management, PLLC720$210.7K0.14%+720New
Trilogy Capital Inc.712$211.1K0.01%+712New
Opal Wealth Advisors, LLC712$211.1K0.08%+712New
Strait & Sound Wealth Management LLC726$211.4K0.13%+726New
Benedetti & Gucer, Inc.714$211.7K0.11%−75−9.5%Reduced
Reston Wealth Management LLC715$212.0K0.10%+715New
Safir Wealth Advisors, LLC715$212.0K0.19%+715New
FMFE Wealth Management, LLC721$213.8K0.21%+721New
Montis Financial, LLC721$213.9K0.13%+721New
Financial Management Professionals, Inc.722$214.0K0.03%−199−21.6%Reduced
Quantum Financial Advisors, LLC722$214.0K0.05%−672−48.2%Reduced
Outlook Wealth Advisors, LLC723$214.4K0.07%+723New
Weaver Consulting Group730$216.3K0.09%−84−10.3%Reduced
Chiron Capital Management, LLC730$216.5K0.19%+730New
Capital Performance Advisors LLP730$216.5K0.09%+730New
Baron Wealth Management LLC733$217.4K0.12%+733New
Bradley & Co. Private Wealth Management, LLC734$217.6K0.20%00.0%Unchanged
Seven Springs Wealth Group, LLC735$217.9K0.10%+735New
Fulcrum Equity Management736$218.1K0.27%−197−21.1%Reduced
Regimen Wealth, LLC737$218.5K0.08%+737New
Cornerstone Wealth Advisors, Inc.738$218.8K0.07%+738New
Rockbridge Investment Management, LCC738$218.8K0.03%+738New
Systematic Portfolios LLC739$219.1K0.66%+739New
Bayesian Capital Management, LP741$219.7K0.02%+741New
Carolinas Wealth Consulting LLC20,609$220.7K0.05%−159−0.8%Reduced
Seneca Financial Advisors LLC744$220.7K0.13%+744New
Clarity Wealth Advisors, LLC746$221.1K0.08%+746New
Slocum, Gordon & Co LLP746$221.2K0.19%+100+15.5%Added
LPF Advisors LLC746$221.2K0.24%+746New
Gabelli Funds LLC750$222.4K0.00%+750New
Orion Capital Management LLC751$222.7K0.13%00.0%Unchanged
Triasima Portfolio Management inc.752$223.0K0.02%−90−10.7%Reduced
Ade, LLC753$223.3K0.15%+753New
Warren Street Wealth Advisors, LLC754$223.6K0.13%+754New
Leeward Financial Partners, LLC755$223.9K0.11%+755New
Private Wealth Advisors757$224.4K0.10%−402−34.7%Reduced
Bullseye Investment Management, LLC757$224.5K0.14%+757New
Fi3 FINANCIAL ADVISORS, LLC758$224.6K0.11%−184−19.5%Reduced
Signature Wealth Management Group760$225.3K0.10%+760New
Global Strategic Investment Solutions, LLC763$226.2K0.03%−40−5.0%Reduced
Moreno Evelyn V765$226.8K0.11%00.0%Unchanged
Commons Capital, LLC766$227.1K0.36%−17−2.2%Reduced
Roberts Glore & Co Inc766$227.1K0.07%00.0%Unchanged
True Wealth Design, LLC767$227.6K0.06%+713+1,320.4%Added
Arcus Capital Partners, LLC769$228.1K0.08%00.0%Unchanged
WealthTrust Asset Management, LLC769$228.1K0.19%+769New
Jacobsen Capital Management772$228.9K0.12%−66−7.9%Reduced
S.E.E.D. Planning Group LLC772$228.9K0.09%00.0%Unchanged
Pacific Capital Wealth Advisors, Inc772$228.9K0.06%00.0%Unchanged
Manhattan West Asset Management, LLC773$229.2K0.06%−82−9.6%Reduced
Wills Financial Group, Inc.775$229.8K0.12%−194−20.0%Reduced
RVW Wealth, LLC775$229.8K0.03%00.0%Unchanged
Capstone Wealth Management Group, LLC775$229.8K0.22%−2−0.3%Reduced
Elevatus Welath Management776$230.2K0.10%+776New
Stuart Chaussee & Associates, Inc.777$230.4K0.07%00.0%Unchanged
Creative Capital Management Investments LLC777$230.4K0.13%−51−6.2%Reduced
Facet Wealth, Inc.811$230.7K0.01%+811New
Bensler, LLC779$231.0K0.04%−40−4.9%Reduced
Cypress Wealth Services, LLC779$231.0K0.06%−289−27.1%Reduced
Main Street Group, LTD780$231.4K0.08%+780New
Dunhill Financial, LLC784$232.4K0.21%−234−23.0%Reduced
Bennett Associates Wealth Management785$232.8K0.23%+785New
Bristlecone Advisors, LLC787$233.4K0.02%−100−11.3%Reduced
Tandem Investment Advisors, Inc.790$234.0K0.01%+790New
Prelude Capital Management, LLC790$234.2K0.02%−1,000−55.9%Reduced
Accel Wealth Management790$234.3K0.12%+790New
Clay Northam Wealth Management, LLC792$234.8K0.21%00.0%Unchanged
Benchmark Financial Wealth Advisors, LLC792$235.0K0.10%+792New
Websterrogers Financial Advisors, LLC796$236.0K0.10%+796New
Austin Wealth Management, LLC810$236.5K0.06%00.0%Unchanged
Hall Laurie J Trustee799$237.0K0.09%00.0%Unchanged
Adams Wealth Management800$237.2K0.07%−134−14.3%Reduced
Jacobson & Schmitt Advisors, LLC800$237.2K0.06%−9−1.1%Reduced
Ledgewood Wealth Advisors, LLC800$237.2K0.22%+800New
Strategic Financial Services, Inc,801$237.5K0.02%−251−23.9%Reduced
LifeGuide Financial Advisors, LLC801$237.5K0.13%00.0%Unchanged
Objective Capital Management, LLC802$237.7K0.18%−34−4.1%Reduced
Willow Creek Wealth Management Inc.802$237.8K0.03%−2−0.2%Reduced
TCWP LLC803$238.1K0.67%−398−33.1%Reduced