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 |
|---|---|---|---|---|---|
| Mayport, LLC | 1,194 | $354.1K | 0.16% | −15−1.2% | Reduced |
| Levin Capital Strategies, L.P. | 1,196 | $354.6K | 0.04% | 00.0% | Unchanged |
| Univest Financial Corp | 1,197 | $354.9K | 0.10% | +94+8.5% | Added |
| Morton Brown Family Wealth, LLC | 1,199 | $355.5K | 0.16% | +101+9.2% | Added |
| Clarus Wealth Advisors | 1,209 | $355.9K | 0.21% | +1,209 | New |
| Richmond Brothers, Inc. | 1,202 | $356.3K | 0.62% | −85−6.6% | Reduced |
| First National Advisers, LLC | 1,209 | $358.5K | 0.10% | +64+5.6% | Added |
| Monterey Private Wealth, Inc. | 1,209 | $358.5K | 0.16% | +1+0.1% | Added |
| DT Investment Partners, LLC | 1,217 | $358.6K | 0.04% | +141+13.1% | Added |
| McDaniel Terry & Co | 1,212 | $359.0K | 0.03% | −130−9.7% | Reduced |
| Total Investment Management Inc | 1,215 | $360.4K | 0.05% | −23−1.9% | Reduced |
| Red Mountain Financial, LLC | 1,218 | $361.2K | 0.56% | +1,218 | New |
| Rodgers Brothers Inc. | 1,219 | $361.4K | 0.06% | 00.0% | Unchanged |
| KFA Private Wealth Group, LLC | 1,222 | $362.3K | 0.13% | +9+0.7% | Added |
| Investmark Advisory Group LLC | 1,222 | $362.4K | 0.21% | +19+1.6% | Added |
| Beacon Financial Group | 1,224 | $363.0K | 0.04% | −16−1.3% | Reduced |
| Smart Portfolios, LLC | 1,258 | $364.1K | 0.43% | +1,258 | New |
| Pension & Wealth Management Advisors, Inc. | 1,228 | $364.2K | 0.23% | +5+0.4% | Added |
| Abel Hall, LLC | 1,229 | $364.3K | 0.31% | +1,229 | New |
| Edgemoor Investment Advisors, Inc. | 1,228 | $364.4K | 0.04% | −20−1.6% | Reduced |
| Axiom Investors LLC | 1,229 | $364.4K | 0.00% | −1,911−60.9% | Reduced |
| Oder Investment Management, LLC | 1,229 | $364.4K | 0.36% | +20+1.7% | Added |
| Onyx Bridge Wealth Group LLC | 1,238 | $367.0K | 0.07% | +171+16.0% | Added |
| APCM Wealth Management for Individuals | 1,240 | $367.7K | 0.06% | 00.0% | Unchanged |
| Grey Street Capital, LLC | 1,243 | $368.6K | 0.18% | −14−1.1% | Reduced |
| Insight 2811, Inc. | 1,244 | $368.9K | 0.20% | −30−2.4% | Reduced |
| SMART Wealth LLC | 1,247 | $369.6K | 0.20% | +382+44.2% | Added |
| Pine Harbor Wealth Management, LLC | 1,249 | $370.3K | 0.28% | +1,249 | New |
| Novare Capital Management LLC | 1,249 | $370.4K | 0.04% | −206−14.2% | Reduced |
| Midwest Financial Group LLC | 1,250 | $371.0K | 0.28% | +75+6.4% | Added |
| Howard Wealth Management, LLC | 1,253 | $371.5K | 0.31% | +1,253 | New |
| Youngs Advisory Group, Inc. | 1,256 | $372.3K | 0.19% | +1+0.1% | Added |
| Insight Folios Inc | 1,256 | $372.3K | 0.16% | −80−6.0% | Reduced |
| G&S Capital LLC | 1,257 | $372.7K | 0.18% | −43−3.3% | Reduced |
| Stone Run Capital, LLC | 1,260 | $373.6K | 0.16% | 00.0% | Unchanged |
| Prostatis Group LLC | 1,260 | $373.7K | 0.16% | +174+16.0% | Added |
| McIlrath & Eck, LLC | 1,261 | $373.9K | 0.07% | +16+1.3% | Added |
| Hoge Financial Services, LLC | 1,263 | $374.6K | 0.38% | +1,263 | New |
| Traveka Wealth, LLC | 1,265 | $375.1K | 0.19% | +1,265 | New |
| FinTrust Capital Advisors, LLC | 1,268 | $375.9K | 0.08% | +36+2.9% | Added |
| Pegasus Partners Ltd. | 1,269 | $376.3K | 0.04% | 00.0% | Unchanged |
| Up Strategic Wealth Investment Advisors LLC | 1,275 | $378.1K | 0.69% | +1,275 | New |
| Values Added Financial LLC | 1,278 | $378.9K | 0.31% | +278+27.8% | Added |
| Bank Hapoalim BM | 1,279 | $379.0K | 0.05% | −715−35.9% | Reduced |
| Avaii Wealth Management, LLC | 1,278 | $379.0K | 0.25% | −12−0.9% | Reduced |
| B&D White Capital Company, LLC | 1,285 | $381.0K | 0.12% | −6,400−83.3% | Reduced |
| Hamilton Point Investment Advisors, LLC | 1,289 | $382.2K | 0.08% | 00.0% | Unchanged |
| GEM Asset Management, LLC | 1,293 | $383.5K | 0.27% | 00.0% | Unchanged |
| Walkner Condon Financial Advisors LLC | 1,295 | $383.9K | 0.09% | +256+24.6% | Added |
| Trillium Asset Management, LLC | 1,295 | $384.0K | 0.01% | 00.0% | Unchanged |
| Traphagen Investment Advisors LLC | 1,300 | $385.3K | 0.05% | +1+0.1% | Added |
| Hedges Asset Management LLC | 1,300 | $385.5K | 0.30% | 00.0% | Unchanged |
| Merriman Wealth Management, LLC | 1,301 | $385.8K | 0.02% | +64+5.2% | Added |
| Global X Japan Co., Ltd. | 1,303 | $386.4K | 0.22% | +1,303 | New |
| Peak Asset Management, LLC | 1,304 | $386.6K | 0.09% | −33−2.5% | Reduced |
| Creekmur Asset Management LLC | 1,304 | $386.7K | 0.12% | +1,304 | New |
| Resurgent Financial Advisors LLC | 1,304 | $386.7K | 0.24% | +68+5.5% | Added |
| Jessup Wealth Management, Inc | 1,310 | $388.5K | 0.19% | −608−31.7% | Reduced |
| Pacific Sage Partners, LLC | 1,311 | $388.7K | 0.11% | 00.0% | Unchanged |
| Beirne Wealth Consulting Services, LLC | 1,310 | $388.8K | 0.19% | +407+45.1% | Added |
| Maia Wealth LLC | 1,315 | $390.0K | 0.16% | +1,315 | New |
| New Republic Capital, LLC | 1,317 | $390.6K | 0.28% | +216+19.6% | Added |
| Aspen Investment Management Inc | 1,318 | $391.0K | 0.22% | −250−15.9% | Reduced |
| Trail Ridge Investment Advisors, LLC | 1,325 | $392.9K | 0.24% | −27−2.0% | Reduced |
| Winch Advisory Services, LLC | 1,326 | $393.2K | 0.13% | −30−2.2% | Reduced |
| Wealth Advisors of Iowa, LLC | 1,328 | $393.8K | 0.26% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 1,329 | $394.2K | 0.48% | +5+0.4% | Added |
| AAFMAA Wealth Management & Trust LLC | 1,330 | $394.4K | 0.22% | 00.0% | Unchanged |
| 626 Financial, LLC | 1,331 | $394.7K | 0.26% | −153−10.3% | Reduced |
| Kure Advisory, LLC | 1,332 | $395.0K | 0.20% | −68−4.9% | Reduced |
| OneAscent Wealth Management LLC | 1,331 | $395.0K | 0.16% | +24+1.8% | Added |
| Mirador Capital Partners LP | 1,335 | $395.9K | 0.08% | +79+6.3% | Added |
| Fortitude Advisory Group L.L.C. | 1,337 | $396.4K | 0.24% | +3+0.2% | Added |
| E&G Advisors, LP | 1,340 | $396.9K | 0.14% | +33+2.5% | Added |
| Chemistry Wealth Management LLC | 1,339 | $397.1K | 0.12% | +2+0.1% | Added |
| BIP Wealth, LLC | 1,340 | $397.4K | 0.03% | +266+24.8% | Added |
| Chase Investment Counsel Corp | 1,344 | $398.0K | 0.18% | 00.0% | Unchanged |
| Cedrus LLC | 1,343 | $398.2K | 0.25% | +131+10.8% | Added |
| Luts & Greenleigh Group, Inc | 1,344 | $398.6K | 0.50% | +5+0.4% | Added |
| Garden State Investment Advisory Services LLC | 1,345 | $399.4K | 0.16% | +118+9.6% | Added |
| Aspire Capital Advisors LLC | 1,349 | $400.0K | 0.16% | 00.0% | Unchanged |
| Tufton Capital Management | 1,350 | $400.3K | 0.08% | −45−3.2% | Reduced |
| Cornerstone Advisors Asset Management, LLC | 1,350 | $400.3K | 0.15% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 1,352 | $400.8K | 0.24% | +1,352 | New |
| O'Keefe Stevens Advisory, Inc. | 1,352 | $400.9K | 0.16% | +29+2.2% | Added |
| Apollon Financial, LLC | 1,352 | $400.9K | 0.16% | +1,352 | New |
| Rooted Wealth Advisors, Inc. | 1,410 | $401.0K | 0.21% | +124+9.6% | Added |
| Altfest L J & Co Inc | 1,356 | $402.0K | 0.06% | +54+4.1% | Added |
| Arkfeld Wealth Strategies, L.L.C. | 1,383 | $402.1K | 0.26% | +1+0.1% | Added |
| Burton Enright Welch | 1,356 | $402.1K | 0.11% | −102−7.0% | Reduced |
| Old Mission Investment Co LLC | 1,360 | $403.3K | 0.14% | +30+2.3% | Added |
| Clean Yield Group | 1,362 | $403.8K | 0.17% | 00.0% | Unchanged |
| Optas, LLC | 1,363 | $404.1K | 0.12% | +10+0.7% | Added |
| Consilium Wealth Advisory, LLC | 1,367 | $405.3K | 0.24% | 00.0% | Unchanged |
| Holistic Financial Partners | 1,368 | $405.6K | 0.24% | −43−3.0% | Reduced |
| Stone Point Wealth LLC | 1,368 | $405.6K | 0.16% | 00.0% | Unchanged |
| Wealth Effects LLC | 1,368 | $405.6K | 0.15% | +22+1.6% | Added |
| Private Capital Management LLC | 1,369 | $405.9K | 0.10% | +155+12.8% | Added |
| ICA Group Wealth Management, LLC | 1,371 | $406.5K | 0.09% | −21−1.5% | Reduced |
| Marks Group Wealth Management, Inc | 1,373 | $407.1K | 0.05% | +125+10.0% | Added |