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 |
|---|---|---|---|---|---|
| OMNI 360 Wealth, Inc. | 928 | $275.2K | 0.26% | +928 | New |
| Gerber Kawasaki Wealth & Investment Management | 930 | $275.9K | 0.02% | −55−5.6% | Reduced |
| Heritage Investment Group, Inc. | 933 | $277.0K | 0.06% | 00.0% | Unchanged |
| Blue Barn Wealth, LLC | 938 | $278.1K | 0.17% | −107−10.2% | Reduced |
| Watershed Private Wealth LLC | 938 | $278.1K | 0.15% | −63−6.3% | Reduced |
| One Wealth Advisors, LLC | 938 | $278.1K | 0.05% | +7+0.8% | Added |
| PAX Financial Group, LLC | 953 | $278.2K | 0.06% | +157+19.7% | Added |
| James J. Burns & Company, LLC | 944 | $279.0K | 0.07% | −339−26.4% | Reduced |
| Lane & Associates LLC | 944 | $280.0K | 0.20% | −27−2.8% | Reduced |
| First Affirmative Financial Network | 947 | $280.6K | 0.22% | +947 | New |
| Allen Wealth Management, LLC | 947 | $280.8K | 0.27% | +947 | New |
| Sollinda Capital Management LLC | 948 | $281.1K | 0.08% | +948 | New |
| David J Yvars Group | 948 | $281.1K | 0.23% | −40−4.0% | Reduced |
| Financial Perspectives, Inc | 949 | $281.3K | 0.11% | +4+0.4% | Added |
| Ramirez Asset Management, Inc. | 950 | $281.7K | 0.06% | +750+375.0% | Added |
| Private Client Services, LLC | 951 | $281.9K | 0.23% | +951 | New |
| Ardent Capital Management, Inc. | 951 | $282.0K | 0.15% | 00.0% | Unchanged |
| First National Corp | 951 | $282.0K | 0.07% | +5+0.5% | Added |
| Chilton Capital Management LLC | 953 | $282.6K | 0.01% | −92−8.8% | Reduced |
| M3 Advisory Group, LLC | 954 | $282.8K | 0.33% | +954 | New |
| Members Capital Advisors Inc | 954 | $282.9K | 0.81% | 00.0% | Unchanged |
| Horan Capital Advisors, LLC. | 955 | $283.2K | 0.10% | +50+5.5% | Added |
| Breakwater Capital Group | 951 | $283.8K | 0.08% | −7−0.7% | Reduced |
| Certified Advisory Corp | 957 | $283.9K | 0.04% | +2+0.2% | Added |
| Register Financial Advisors LLC | 962 | $285.2K | 0.19% | 00.0% | Unchanged |
| Provident Wealth Management, LLC | 965 | $286.1K | 0.13% | 00.0% | Unchanged |
| Kerntke Otto McGlone Wealth Management Group | 965 | $286.2K | 0.29% | +42+4.6% | Added |
| SeaBridge Investment Advisors LLC | 970 | $287.6K | 0.08% | 00.0% | Unchanged |
| Heritage Wealth Management, Inc. | 970 | $287.6K | 0.31% | +970 | New |
| NFP Retirement, Inc. | 973 | $288.7K | 0.05% | +54+5.9% | Added |
| Cabot Wealth Management Inc | 975 | $289.1K | 0.04% | 00.0% | Unchanged |
| Old Port Advisors | 978 | $290.0K | 0.10% | +20+2.1% | Added |
| Gitterman Wealth Management, LLC | 979 | $290.3K | 0.13% | 00.0% | Unchanged |
| BancFirst Trust & Investment Management | 983 | $290.9K | 0.13% | −33−3.2% | Reduced |
| Firethorn Wealth Partners, LLC | 984 | $291.7K | 0.19% | +138+16.3% | Added |
| Advisors Management Group Inc | 986 | $292.0K | 0.08% | −1−0.1% | Reduced |
| Asset Management Group, Inc. | 986 | $292.3K | 0.06% | +6+0.6% | Added |
| True North Advisors, LLC | 990 | $293.5K | 0.08% | −33−3.2% | Reduced |
| Lockerman Financial Group, Inc. | 990 | $293.5K | 0.68% | +8+0.8% | Added |
| Brooktree Capital Management | 990 | $293.5K | 0.24% | +86+9.5% | Added |
| Crumly & Associates Inc. | 991 | $293.7K | 0.09% | +23+2.4% | Added |
| Cassady Schiller Wealth Management, LLC | 991 | $293.7K | 0.15% | +46+4.9% | Added |
| Sage Investment Advisers LLC | 991 | $293.8K | 0.36% | +159+19.1% | Added |
| Plotkin Financial Advisors, LLC | 992 | $294.1K | 0.22% | 00.0% | Unchanged |
| Osborne Partners Capital Management, LLC | 995 | $295.0K | 0.02% | −33−3.2% | Reduced |
| Versant Capital Management, Inc | 997 | $295.6K | 0.09% | −7−0.7% | Reduced |
| Ruggaard & Associates LLC | 998 | $295.9K | 0.16% | +25+2.6% | Added |
| Capital Square, LLC | 999 | $296.2K | 0.33% | −191−16.1% | Reduced |
| Gouws Capital LLC | 1,000 | $296.5K | 0.24% | −900−47.4% | Reduced |
| Hutchens & Kramer Investment Management Group, LLC | 1,000 | $296.5K | 0.21% | −62−5.8% | Reduced |
| Legal Advantage Investments, Inc. | 1,000 | $296.5K | 0.18% | 00.0% | Unchanged |
| Praetorian Wealth Management, Inc. | 1,000 | $296.5K | 0.09% | +1,000 | New |
| Deroy & Devereaux Private Investment Counsel Inc | 1,000 | $297.0K | 0.02% | 00.0% | Unchanged |
| First Fiduciary Investment Counsel, Inc. | 1,000 | $297.0K | 0.07% | +100+11.1% | Added |
| Cherry Tree Wealth Management, LLC | 1,003 | $297.3K | 0.08% | 00.0% | Unchanged |
| Financial Partners Group, LLC | 1,003 | $297.4K | 0.13% | +1,003 | New |
| Sage Capital Management, LLC | 1,004 | $297.7K | 0.18% | +1,004 | New |
| Buffington Mohr McNeal | 1,004 | $297.8K | 0.06% | 00.0% | Unchanged |
| Carr Financial Group Corp | 1,005 | $298.0K | 0.11% | 00.0% | Unchanged |
| Campbell Wealth Management | 1,004 | $298.0K | 0.04% | +203+25.3% | Added |
| Walker Asset Management, LLC | 1,006 | $298.4K | 0.22% | +1,006 | New |
| Ingalls & Snyder LLC | 1,008 | $299.0K | 0.01% | 00.0% | Unchanged |
| Sunflower Bank, N.A. | 1,009 | $299.2K | 0.07% | +200+24.7% | Added |
| Newton One Investments LLC | 1,010 | $299.4K | 0.14% | −33−3.2% | Reduced |
| Greylin Investment Mangement Inc | 1,010 | $299.5K | 0.05% | 00.0% | Unchanged |
| Opinicus Capital, Inc. | 1,011 | $299.6K | 0.31% | +1,011 | New |
| Hofer & Associates. Inc | 1,012 | $300.0K | 0.28% | −29−2.8% | Reduced |
| Highland Capital Management, LLC | 1,012 | $300.1K | 0.02% | −60−5.6% | Reduced |
| Old North State Wealth Management, LLC | 1,009 | $300.2K | 0.22% | +174+20.8% | Added |
| RTD Financial Advisors, Inc. | 1,013 | $300.4K | 0.04% | 00.0% | Unchanged |
| IFG Advisors, LLC | 1,016 | $301.3K | 0.09% | −32−3.1% | Reduced |
| Cora Capital Advisors LLC | 1,019 | $302.1K | 0.18% | +1+0.1% | Added |
| Madrona Financial Services, LLC | 1,019 | $302.1K | 0.12% | −8−0.8% | Reduced |
| Godsey & Gibb Associates | 1,020 | $302.4K | 0.03% | −23−2.2% | Reduced |
| Atlas Wealth LLC | 1,151 | $303.2K | 0.17% | 00.0% | Unchanged |
| Eclectic Associates Inc | 1,023 | $303.2K | 0.15% | −1−0.1% | Reduced |
| Blackston Financial Advisory Group, LLC | 1,027 | $304.5K | 0.19% | −107−9.4% | Reduced |
| KG&L Capital Management,LLC | 1,027 | $304.6K | 0.13% | −7−0.7% | Reduced |
| FirstPurpose Wealth LLC | 1,028 | $304.8K | 0.12% | +23+2.3% | Added |
| Gemmer Asset Management LLC | 1,029 | $305.1K | 0.04% | +117+12.8% | Added |
| Matthew Goff Investment Advisor, LLC | 1,030 | $305.4K | 0.07% | 00.0% | Unchanged |
| Mason & Associates Inc | 1,031 | $305.7K | 0.09% | +54+5.5% | Added |
| Florida Financial Advisors, LLC | 1,031 | $305.8K | 0.28% | +1,031 | New |
| Fort, L.P. | 1,036 | $307.2K | 0.76% | −54−5.0% | Reduced |
| Presidio Capital Management, LLC | 1,037 | $307.4K | 0.24% | −43−4.0% | Reduced |
| Kapstone Financial Advisors LLC | 1,035 | $307.6K | 0.24% | +17+1.7% | Added |
| Lavaca Capital LLC | 1,039 | $308.1K | 0.19% | −4,496−81.2% | Reduced |
| Christensen, King & Associates Investment Services, Inc. | 1,039 | $308.1K | 0.16% | +1,039 | New |
| RHS Financial, LLC | 1,041 | $308.7K | 0.20% | −10−1.0% | Reduced |
| Creative Financial Designs Inc | 1,046 | $310.3K | 0.03% | +269+34.6% | Added |
| RWWM, Inc. | 1,049 | $311.0K | 0.04% | 00.0% | Unchanged |
| Shulman DeMeo Asset Management LLC | 1,051 | $311.6K | 0.09% | +114+12.2% | Added |
| Mustard Seed Financial, LLC | 1,051 | $311.6K | 0.35% | +1,051 | New |
| Elwood & Goetz Wealth Advisory Group, LLC | 1,053 | $312.2K | 0.07% | +54+5.4% | Added |
| Madison Wealth Partners, Inc | 1,055 | $312.8K | 0.12% | +294+38.6% | Added |
| Hamilton Wealth, LLC | 1,057 | $313.3K | 0.10% | +1+0.1% | Added |
| Aua Capital Management, LLC | 1,059 | $314.0K | 0.20% | 00.0% | Unchanged |
| Delap Wealth Advisory, LLC | 1,059 | $314.1K | 0.14% | +1,059 | New |
| FSM Wealth Advisors, LLC | 1,062 | $315.0K | 0.13% | +6+0.6% | Added |
| NorthStar Asset Management LLC | 1,063 | $315.1K | 0.29% | +1,063 | New |