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
- +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.
| 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 | 3,192 | $151.1B |
| Q3 2023 | 3,001 | $131.5B |
| Q2 2023 | 3,011 | $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 |
|---|---|---|---|---|---|
| Mitchell Sinkler & Starr | 807 | $239.3K | 0.04% | +807 | New |
| Barnes Pettey Financial Advisors, LLC | 810 | $240.2K | 0.19% | −180−18.2% | Reduced |
| Gill Capital Partners, LLC | 812 | $240.7K | 0.10% | −43−5.0% | Reduced |
| Burt Wealth Advisors | 813 | $241.1K | 0.07% | 00.0% | Unchanged |
| Northeast Financial Group, Inc. | 814 | $241.4K | 0.12% | −52−6.0% | Reduced |
| Thompson Investment Management, Inc. | 814 | $241.4K | 0.04% | 00.0% | Unchanged |
| St. Clair Advisors, LLC | 815 | $241.7K | 0.08% | 00.0% | Unchanged |
| Investors Research Corp | 816 | $242.0K | 0.06% | +9+1.1% | Added |
| MB, Levis & Associates, LLC | 816 | $242.1K | 0.14% | 00.0% | Unchanged |
| Lee Financial Co | 816 | $242.1K | 0.04% | +8+1.0% | Added |
| Financial Council Asset Management Inc | 817 | $242.2K | 0.16% | 00.0% | Unchanged |
| Shufro Rose & Co LLC | 920 | $242.4K | 0.02% | 00.0% | Unchanged |
| Aviso Wealth Management | 819 | $242.9K | 0.18% | +819 | New |
| Capital Wealth Alliance, LLC | 820 | $243.3K | 0.17% | −54−6.2% | Reduced |
| Waypoint Capital Advisors, LLC | 822 | $243.7K | 0.07% | +12+1.5% | Added |
| Waters Parkerson & Co., LLC | 824 | $244.0K | 0.01% | +824 | New |
| Stonebridge Financial Planning Group, LLC | 824 | $244.3K | 0.14% | +24+3.0% | Added |
| Home Federal Bank of Tennessee | 825 | $244.6K | 0.08% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 827 | $245.1K | 0.06% | +3+0.4% | Added |
| Grandview Asset Management LLC | 829 | $246.0K | 0.13% | −39−4.5% | Reduced |
| Encompass More Asset Management | 831 | $246.4K | 0.28% | +831 | New |
| Franklin, Parlapiano, Turner & Welch, LLC | 832 | $246.7K | 0.07% | 00.0% | Unchanged |
| Robinson Smith Wealth Advisors LLC | 832 | $246.7K | 0.24% | +832 | New |
| JJJ Advisors Inc. | 832 | $246.7K | 0.06% | +230+38.2% | Added |
| RFP Financial Group LLC | 832 | $246.7K | 0.10% | 00.0% | Unchanged |
| GenTrust, LLC | 833 | $247.1K | 0.02% | 00.0% | Unchanged |
| Innova Wealth Partners | 834 | $247.3K | 0.21% | −52−5.9% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 834 | $247.3K | 0.04% | −2−0.2% | Reduced |
| Kingdom Financial Group LLC. | 836 | $247.8K | 0.22% | −465−35.7% | Reduced |
| Liberty Wealth Management LLC | 628 | $248.0K | 0.05% | −208−24.9% | Reduced |
| NavPoint Financial, Inc. | 837 | $248.2K | 0.23% | +837 | New |
| Cambridge Advisors Inc. | 839 | $248.8K | 0.06% | 00.0% | Unchanged |
| Long Run Wealth Advisors, LLC | 840 | $249.1K | 0.07% | +840 | New |
| Inspire Advisors, LLC | 841 | $249.4K | 0.04% | +841 | New |
| Pinnacle Financial Group, LLC | 841 | $249.5K | 0.13% | −1−0.1% | Reduced |
| Oberweis Asset Management Inc | 843 | $249.9K | 0.02% | +1+0.1% | Added |
| Mascoma Wealth Management LLC | 843 | $250.0K | 0.08% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 844 | $250.0K | 0.17% | +247+41.4% | Added |
| Covestor Ltd | 846 | $251.0K | 0.17% | +129+18.0% | Added |
| Pachira Investments Inc. | 848 | $251.5K | 0.22% | +50+6.3% | Added |
| Skylands Capital, LLC | 850 | $252.0K | 0.04% | 00.0% | Unchanged |
| Private Management Group Inc | 851 | $252.3K | 0.01% | +30+3.7% | Added |
| Vista Wealth Management Group, LLC | 851 | $252.3K | 0.02% | −23−2.6% | Reduced |
| Berry Wealth Group, LP | 854 | $253.3K | 0.23% | +854 | New |
| Joule Financial, LLC | 855 | $253.5K | 0.12% | −73−7.9% | Reduced |
| Gold Investment Management Ltd. | 855 | $253.5K | 0.11% | +855 | New |
| Stegent Equity Advisors, Inc. | 856 | $253.8K | 0.30% | +856 | New |
| Wealth Management Partners, LLC | 857 | $254.1K | 0.14% | 00.0% | Unchanged |
| Beacon Bridge Wealth Partners, LLC | 858 | $254.4K | 0.13% | −136−13.7% | Reduced |
| Independent Wealth Network Inc. | 863 | $255.9K | 0.13% | +35+4.2% | Added |
| Continuum Wealth Advisors, LLC | 863 | $255.9K | 0.17% | +49+6.0% | Added |
| Northwest Quadrant Wealth Management, LLC | 869 | $257.5K | 0.07% | +5+0.6% | Added |
| Oak Family Advisors, LLC | 871 | $258.2K | 0.11% | 00.0% | Unchanged |
| Horizon Investment Services, LLC | 871 | $258.4K | 0.14% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 872 | $258.6K | 0.07% | +373+74.7% | Added |
| TFB Advisors LLC | 872 | $258.6K | 0.13% | +872 | New |
| Invenio Wealth Partners LLC | 872 | $258.6K | 0.19% | +872 | New |
| Hyperion Partners, LLC | 874 | $259.1K | 0.21% | −611−41.1% | Reduced |
| Kooman & Associates | 875 | $259.4K | 0.12% | −5−0.6% | Reduced |
| Wittenberg Investment Management, Inc. | 875 | $259.4K | 0.09% | 00.0% | Unchanged |
| Spectrum Investment Advisors, Inc. | 876 | $259.7K | 0.21% | +876 | New |
| Middleton & Co Inc | 876 | $259.9K | 0.03% | −55−5.9% | Reduced |
| Beck Bode, LLC | 878 | $260.3K | 0.06% | +4+0.5% | Added |
| Beacon Financial Strategies CORP | 878 | $260.5K | 0.20% | 00.0% | Unchanged |
| Foresight Capital Management Advisors, Inc. | 881 | $261.0K | 0.27% | +881 | New |
| Noesis Capital Mangement Corp | 881 | $261.2K | 0.06% | −151−14.6% | Reduced |
| Smith & Howard Wealth Management, LLC | 881 | $261.2K | 0.09% | −100−10.2% | Reduced |
| Resolute Wealth Strategies, LLC | 885 | $262.4K | 0.18% | +5+0.6% | Added |
| Bank of Stockton | 873 | $262.4K | 0.09% | −175−16.7% | Reduced |
| Sykon Capital LLC | 887 | $263.0K | 0.10% | 00.0% | Unchanged |
| Levy Wealth Management Group, LLC | 890 | $263.8K | 0.07% | +1+0.1% | Added |
| Nelson Capital Management, LLC | 890 | $263.9K | 0.06% | 00.0% | Unchanged |
| Transatlantique Private Wealth LLC | 890 | $263.9K | 0.12% | 00.0% | Unchanged |
| Financial Symmetry Inc | 890 | $263.9K | 0.26% | +890 | New |
| Slagle Financial, LLC | 1,778 | $264.0K | 0.15% | +893+100.9% | Added |
| Rather & Kittrell, Inc. | 892 | $264.5K | 0.09% | +19+2.2% | Added |
| MQS Management LLC | 893 | $264.8K | 0.15% | −2,585−74.3% | Reduced |
| Eaton Financial Holdings Company, LLC | 893 | $264.9K | 0.06% | +4+0.4% | Added |
| Red Wave Investments LLC | 894 | $265.2K | 0.10% | +42+4.9% | Added |
| WFA Asset Management Corp | 895 | $265.3K | 0.14% | −125−12.3% | Reduced |
| Apeiron RIA LLC | 896 | $265.5K | 0.08% | +61+7.3% | Added |
| Charles Schwab Investment Advisory, Inc. | 896 | $265.7K | 0.00% | +896 | New |
| Traverso Chambers Private Wealth Management, LLC | 897 | $266.0K | 0.06% | +15+1.7% | Added |
| Prism Advisors, Inc. | 898 | $266.3K | 0.09% | +898 | New |
| Correct Capital Wealth Management | 898 | $266.3K | 0.07% | +898 | New |
| Northstar Asset Management Inc | 900 | $266.9K | 0.08% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 902 | $267.5K | 0.10% | −287−24.1% | Reduced |
| Van Cleef Asset Management,Inc | 905 | $268.4K | 0.04% | +5+0.6% | Added |
| Forte Capital LLC | 906 | $268.6K | 0.04% | −100−9.9% | Reduced |
| Wagner Wealth Management, LLC | 906 | $268.7K | 0.09% | +38+4.4% | Added |
| Spartan Planning & Wealth Management | 907 | $268.9K | 0.29% | +781+619.8% | Added |
| Acorn Creek Capital LLC | 910 | $269.9K | 0.12% | +910 | New |
| RW Investment Management LLC | 916 | $271.6K | 0.04% | 00.0% | Unchanged |
| Greytown Advisors Inc. | 916 | $271.7K | 0.15% | +2+0.2% | Added |
| Castleview Partners, LLC | 916 | $271.7K | 0.19% | +236+34.7% | Added |
| Masso Torrence Wealth Management Inc. | 917 | $271.9K | 0.19% | +917 | New |
| Signature Wealth Management Partners, LLC | 921 | $273.1K | 0.24% | 00.0% | Unchanged |
| McDonough Capital Management, Inc | 924 | $274.1K | 0.24% | +1+0.1% | Added |
| Coho Partners, Ltd. | 927 | $274.9K | 0.01% | +927 | New |
| Perkins Coie Trust Co | 928 | $275.2K | 0.07% | −46−4.7% | Reduced |