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 |
|---|---|---|---|---|---|
| Channel Wealth LLC | 1,066 | $316.1K | 0.15% | −15−1.4% | Reduced |
| Hoey Investments, Inc | 1,068 | $316.7K | 0.09% | +37+3.6% | Added |
| Francis Financial, Inc. | 1,068 | $316.7K | 0.14% | +56+5.5% | Added |
| Courage Miller Partners, LLC | 1,072 | $317.9K | 0.12% | +1+0.1% | Added |
| Fagan Associates, Inc. | 1,072 | $317.9K | 0.07% | −10−0.9% | Reduced |
| Allied Investment Advisors, LLC | 1,073 | $318.2K | 0.09% | 00.0% | Unchanged |
| Apriem Advisors | 1,073 | $318.2K | 0.04% | +143+15.4% | Added |
| Conservest Capital Advisors, Inc. | 1,074 | $318.4K | 0.03% | +2+0.2% | Added |
| Lifestyle Asset Management, Inc. | 1,074 | $318.5K | 0.18% | −28−2.5% | Reduced |
| Sage Rhino Capital LLC | 1,074 | $318.5K | 0.08% | −4−0.4% | Reduced |
| West Coast Financial LLC | 1,074 | $318.5K | 0.04% | 00.0% | Unchanged |
| Essex LLC | 1,075 | $318.7K | 0.08% | −5−0.5% | Reduced |
| Leonard Rickey Investment Advisors P.L.L.C. | 1,083 | $321.2K | 0.10% | 00.0% | Unchanged |
| Sargent Investment Group, LLC | 1,087 | $322.3K | 0.07% | +13+1.2% | Added |
| Wynn Capital, LLC | 1,088 | $322.6K | 0.26% | +1,088 | New |
| Avalon Trust Co | 1,089 | $322.9K | 0.03% | +167+18.1% | Added |
| Verus Financial Partners, Inc. | 1,105 | $322.9K | 0.04% | −125−10.2% | Reduced |
| Principal Street Partners, LLC | 1,092 | $323.9K | 0.08% | −1,992−64.6% | Reduced |
| Moody Aldrich Partners LLC | 1,093 | $324.1K | 0.06% | +1,093 | New |
| Edgestream Partners, L.P. | 1,095 | $324.7K | 0.02% | −1,798−62.2% | Reduced |
| Manchester Financial Inc | 1,096 | $325.0K | 0.09% | 00.0% | Unchanged |
| BNC Wealth Management, LLC | 1,096 | $325.0K | 0.15% | −4−0.4% | Reduced |
| Pacific Sun Financial Corp | 1,096 | $325.0K | 0.21% | 00.0% | Unchanged |
| LifePlan Financial, LLC | 1,099 | $325.9K | 0.33% | +1,099 | New |
| Empirical Finance, LLC | 1,100 | $326.2K | 0.02% | −22−2.0% | Reduced |
| Overbrook Management Corp | 1,100 | $326.2K | 0.07% | 00.0% | Unchanged |
| Waddell & Associates, LLC | 1,100 | $326.2K | 0.04% | 00.0% | Unchanged |
| Revisor Wealth Management LLC | 1,101 | $326.5K | 0.38% | −325−22.8% | Reduced |
| Bruce G. Allen Investments, LLC | 1,101 | $326.5K | 0.30% | +1,101 | New |
| Agate Pass Investment Management, LLC | 1,104 | $327.3K | 0.19% | 00.0% | Unchanged |
| Tempus Wealth Planning, LLC | 1,105 | $327.8K | 0.14% | −75−6.4% | Reduced |
| Investment Partners Asset Management, Inc. | 1,107 | $328.2K | 0.33% | +1,107 | New |
| Keudell/Morrison Wealth Management | 1,108 | $328.5K | 0.11% | +203+22.4% | Added |
| Northwest Wealth Management, LLC | 1,109 | $328.8K | 0.10% | +110+11.0% | Added |
| Occidental Asset Management, LLC | 1,109 | $328.8K | 0.07% | −2−0.2% | Reduced |
| Birchcreek Wealth Management, LLC | 1,111 | $329.3K | 0.20% | −29−2.5% | Reduced |
| American Planning Services, Inc. | 1,114 | $330.3K | 0.25% | 00.0% | Unchanged |
| Family Firm, Inc. | 1,118 | $331.6K | 0.09% | +29+2.7% | Added |
| Ballast Advisors LLC | 1,119 | $331.8K | 0.12% | −107−8.7% | Reduced |
| Redmond Asset Management, LLC | 1,119 | $331.9K | 0.11% | 00.0% | Unchanged |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 1,120 | $332.1K | 0.06% | 00.0% | Unchanged |
| Dudley Capital Management, LLC | 1,120 | $332.1K | 0.21% | 00.0% | Unchanged |
| Arkansas Financial Group, Inc. | 1,122 | $332.7K | 0.06% | 00.0% | Unchanged |
| Access Financial Services, Inc. | 1,123 | $333.1K | 0.17% | +1,123 | New |
| Phoenix Wealth Advisors | 1,123 | $333.6K | 0.23% | −25−2.2% | Reduced |
| TFC Financial Management | 1,125 | $333.6K | 0.07% | +1+0.1% | Added |
| Garrison Asset Management, LLC | 1,127 | $334.2K | 0.18% | +315+38.8% | Added |
| Guardian Wealth Advisors, LLC | 1,127 | $334.3K | 0.23% | +38+3.5% | Added |
| Flynn Zito Capital Management, LLC | 1,129 | $334.8K | 0.23% | +76+7.2% | Added |
| Summit Financial Wealth Advisors, LLC | 1,130 | $335.0K | 0.08% | +1+0.1% | Added |
| Claret Asset Management Corp | 1,131 | $335.0K | 0.06% | +11+1.0% | Added |
| Matrix Asset Advisors Inc | 1,133 | $335.9K | 0.04% | +3+0.3% | Added |
| Plato Investment Management Ltd | 1,135 | $336.5K | 0.41% | +1,135 | New |
| Sigma Investment Counselors Inc | 1,136 | $336.7K | 0.02% | −678−37.4% | Reduced |
| Dakota Community Bank & Trust NA | 1,136 | $336.8K | 1.89% | +62+5.8% | Added |
| MTM Investment Management, LLC | 1,136 | $336.8K | 0.15% | 00.0% | Unchanged |
| Seascape Capital Management | 1,138 | $337.0K | 0.14% | −2−0.2% | Reduced |
| AlphaMark Advisors, LLC | 1,135 | $337.0K | 0.13% | 00.0% | Unchanged |
| Armstrong, Fleming & Moore, Inc | 1,137 | $337.1K | 0.25% | 00.0% | Unchanged |
| Prospect Financial Services LLC | 1,140 | $337.9K | 0.34% | +1,140 | New |
| Harvest Fund Management Co., Ltd | 1,140 | $338.0K | 0.05% | −440−27.8% | Reduced |
| Hemington Wealth Management | 1,139 | $338.0K | 0.13% | 00.0% | Unchanged |
| Canal Capital Management, LLC | 1,143 | $338.9K | 0.06% | +8+0.7% | Added |
| E Fund Management Co., Ltd. | 1,143 | $338.9K | 0.02% | +5+0.4% | Added |
| Fairfield, Bush & Co. | 1,144 | $339.1K | 0.20% | 00.0% | Unchanged |
| 4J Wealth Management LLC | 1,144 | $339.4K | 0.31% | +64+5.9% | Added |
| Birchbrook, Inc. | 1,146 | $339.9K | 0.22% | +1,146 | New |
| Alesco Advisors LLC | 1,149 | $340.7K | 0.01% | 00.0% | Unchanged |
| X-Square Capital, LLC | 1,149 | $341.0K | 0.19% | 00.0% | Unchanged |
| McGowan Group Asset Management, Inc. | 1,150 | $341.1K | 0.05% | +1+0.1% | Added |
| Parkside Advisors LLC | 1,151 | $341.4K | 0.09% | 00.0% | Unchanged |
| Nova R Wealth, Inc. | 1,155 | $342.4K | 0.22% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 1,155 | $342.5K | 0.13% | 00.0% | Unchanged |
| Kohmann Bosshard Financial Services, LLC | 1,155 | $342.5K | 0.05% | +30+2.7% | Added |
| Meredith Wealth Planning | 1,156 | $342.8K | 0.21% | −321−21.7% | Reduced |
| Goepper Burkhardt LLC | 1,185 | $343.0K | 0.17% | −5−0.4% | Reduced |
| Eagle Bluffs Wealth Management LLC | 1,160 | $344.0K | 0.23% | +27+2.4% | Added |
| iA Global Asset Management Inc. | 1,160 | $344.0K | 0.01% | −89,454−98.7% | Reduced |
| Brooks, Moore & Associates, Inc. | 1,162 | $344.5K | 0.24% | 00.0% | Unchanged |
| Crescent Sterling, Ltd. | 1,163 | $344.8K | 0.34% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 1,164 | $345.1K | 0.14% | 00.0% | Unchanged |
| TKG Advisors, LLC | 1,164 | $345.2K | 0.21% | −28−2.3% | Reduced |
| Alpha Financial Partners, LLC | 1,166 | $345.8K | 0.34% | −214−15.5% | Reduced |
| Satovsky Asset Management LLC | 1,169 | $346.5K | 0.11% | +7+0.6% | Added |
| West Oak Capital, LLC | 1,184 | $347.0K | 0.16% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 1,171 | $347.3K | 0.05% | +22+1.9% | Added |
| Epic Trust Investment Advisors, LLC | 1,172 | $347.4K | 0.47% | +117+11.1% | Added |
| Hutchinson Capital Management | 1,172 | $347.5K | 0.08% | +3+0.3% | Added |
| Arbor Investment Advisors, LLC | 1,175 | $348.4K | 0.05% | +1,175 | New |
| Curi Capital | 1,177 | $348.9K | 0.05% | −7−0.6% | Reduced |
| New England Capital Financial Advisors LLC | 1,179 | $349.6K | 0.21% | +3+0.3% | Added |
| BCJ Capital Management, LLC | 1,180 | $349.7K | 0.03% | +28+2.4% | Added |
| Green Harvest Asset Management LLC | 1,181 | $350.1K | 0.01% | −133−10.1% | Reduced |
| Broadleaf Partners, LLC | 1,181 | $350.2K | 0.10% | 00.0% | Unchanged |
| Capital Investment Services of America, Inc. | 1,181 | $350.3K | 0.04% | +34+3.0% | Added |
| Carmel Capital Partners, LLC | 1,183 | $350.8K | 0.18% | −115−8.9% | Reduced |
| Almanack Investment Partners, LLC. | 1,185 | $351.3K | 0.07% | +7+0.6% | Added |
| Compass Financial Group, INC | 1,189 | $352.5K | 0.09% | +1+0.1% | Added |
| Northside Capital Management, LLC | 1,191 | $353.3K | 0.11% | 00.0% | Unchanged |
| Grant Street Asset Management, Inc. | 1,194 | $354.0K | 0.13% | −6−0.5% | Reduced |