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 |
|---|---|---|---|---|---|
| Paragon Capital Management Ltd | 1,374 | $407.4K | 0.08% | +36+2.7% | Added |
| MN Wealth Advisors, LLC | 1,376 | $408.2K | 0.28% | +1,376 | New |
| Per Stirling Capital Management, LLC. | 1,377 | $408.3K | 0.07% | +26+1.9% | Added |
| Spectrum Wealth Counsel, LLC | 1,377 | $408.3K | 0.06% | +1,377 | New |
| Clear Creek Financial Management, LLC | 1,381 | $409.5K | 0.07% | −185−11.8% | Reduced |
| Braun-Bostich & Associates Inc. | 1,381 | $409.5K | 0.37% | +1,381 | New |
| Northwest Capital Management Inc | 1,382 | $409.8K | 0.14% | +204+17.3% | Added |
| Stanley-Laman Group, Ltd. | 1,383 | $410.1K | 0.06% | −13−0.9% | Reduced |
| Clear Harbor Asset Management, LLC | 1,383 | $410.1K | 0.04% | +98+7.6% | Added |
| Brogan Financial, Inc. | 1,386 | $411.1K | 0.30% | −3−0.2% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 1,387 | $411.2K | 0.05% | +233+20.2% | Added |
| Capital Advisory Group Advisory Services, LLC | 1,387 | $411.3K | 0.22% | 00.0% | Unchanged |
| National Philanthropic Trust | 1,387 | $411.3K | 0.01% | +1,387 | New |
| REDW Wealth LLC | 1,388 | $411.6K | 0.12% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 1,389 | $411.9K | 0.00% | −49,097−97.2% | Reduced |
| Bigelow Investment Advisors, LLC | 1,391 | $412.4K | 0.22% | 00.0% | Unchanged |
| Watchman Group, Inc. | 1,391 | $412.4K | 0.14% | +20+1.5% | Added |
| Key Client Fiduciary Advisors, LLC | 1,393 | $413.1K | 0.24% | −2−0.1% | Reduced |
| KKM Financial LLC | 1,394 | $413.3K | 0.26% | +1,394 | New |
| Source Financial Advisors LLC | 1,396 | $413.8K | 0.13% | −137−8.9% | Reduced |
| Callan Capital, LLC | 1,400 | $415.1K | 0.04% | +142+11.3% | Added |
| Montag & Caldwell, LLC | 1,402 | $415.7K | 0.07% | 00.0% | Unchanged |
| Alpha Family Trust | 1,405 | $416.6K | 0.28% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 1,406 | $416.8K | 0.26% | −222−13.6% | Reduced |
| Greenup Street Wealth Management LLC | 1,406 | $416.9K | 0.12% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 1,411 | $418.4K | 0.27% | +1,411 | New |
| Kennedy Investment Group | 1,412 | $418.7K | 0.23% | +120+9.3% | Added |
| Pinebridge Investments, L.P. | 1,414 | $419.3K | 0.00% | −32,491−95.8% | Reduced |
| LifeSteps Financial, Inc. | 1,415 | $419.5K | 0.37% | +1,415 | New |
| Moss Adams Wealth Advisors LLC | 1,418 | $420.5K | 0.09% | +60+4.4% | Added |
| Longfellow Investment Management Co LLC | 1,419 | $420.7K | 0.10% | +1,397+6,350.0% | Added |
| Sunburst Financial Group, LLC | 1,420 | $421.0K | 0.13% | +252+21.6% | Added |
| Darden Wealth Group Inc | 1,420 | $421.0K | 0.40% | +1,420 | New |
| Kelly Financial Services LLC | 1,421 | $421.3K | 0.17% | +5+0.4% | Added |
| Pettinga Financial Advisors, LLC | 1,423 | $421.9K | 0.11% | +1+0.1% | Added |
| Sage Private Wealth Group, LLC | 1,423 | $422.1K | 0.38% | −21−1.5% | Reduced |
| Patriot Investment Management Inc. | 1,426 | $422.7K | 0.04% | 00.0% | Unchanged |
| Dumont & Blake Investment Advisors LLC | 1,427 | $423.0K | 0.13% | −410−22.3% | Reduced |
| New Jersey Better Educational Savings Trust | 1,428 | $423.4K | 0.89% | 00.0% | Unchanged |
| Canvas Wealth Advisors, LLC | 1,445 | $424.0K | 0.15% | +10+0.7% | Added |
| Redwood Investment Management, LLC | 1,536 | $424.0K | 0.04% | −1,009−39.6% | Reduced |
| Syntegra Private Wealth Group, LLC | 1,430 | $424.0K | 0.06% | +32+2.3% | Added |
| International Private Wealth Advisors LLC | 1,431 | $424.4K | 0.42% | +1,431 | New |
| Blueprint Investment Partners LLC | 1,431 | $424.5K | 0.12% | +1,431 | New |
| Provence Wealth Management Group | 1,432 | $424.6K | 0.23% | −66−4.4% | Reduced |
| Tsai Capital Corp | 1,435 | $425.5K | 0.39% | 00.0% | Unchanged |
| TrueWealth Advisors, LLC | 1,437 | $426.1K | 0.17% | −9−0.6% | Reduced |
| Archer Investment Corp | 1,440 | $427.0K | 0.14% | 00.0% | Unchanged |
| Significant Wealth Partners LLC | 1,440 | $427.1K | 0.31% | +1,440 | New |
| Eagle Wealth Strategies LLC | 1,441 | $427.3K | 0.26% | +1,441 | New |
| LBMC Investment Advisors, LLC | 1,443 | $427.7K | 0.04% | −10−0.7% | Reduced |
| First Heartland Consultants, Inc. | 1,445 | $428.0K | 0.05% | −169−10.5% | Reduced |
| Gateway Wealth Partners, LLC | 1,444 | $428.2K | 0.17% | −1,112−43.5% | Reduced |
| Woodley Farra Manion Portfolio Management Inc | 1,446 | $428.8K | 0.03% | −150−9.4% | Reduced |
| Insight Inv LLC | 1,451 | $430.2K | 0.42% | 00.0% | Unchanged |
| Poehling Capital Management, LLC | 1,452 | $430.5K | 0.14% | +1+0.1% | Added |
| Pensionmark Financial Group, LLC | 1,453 | $430.7K | 0.06% | +208+16.7% | Added |
| CSM Advisors, LLC | 1,453 | $431.0K | 0.03% | −100−6.4% | Reduced |
| NSI Retail Advisors, LLC | 1,453 | $431.0K | 0.07% | −100−6.4% | Reduced |
| Vise Technologies, Inc. | 1,454 | $431.1K | 0.09% | +53+3.8% | Added |
| Alliance Wealth Advisors, LLC | 1,456 | $431.7K | 0.29% | −21−1.4% | Reduced |
| Unio Capital LLC | 1,457 | $432.0K | 0.22% | +100+7.4% | Added |
| Kensington Investment Counsel, LLC | 1,458 | $432.3K | 0.23% | −109−7.0% | Reduced |
| Summit Asset Management, LLC | 1,460 | $433.0K | 0.10% | −15−1.0% | Reduced |
| Sterling Group Wealth Management, LLC | 1,462 | $433.5K | 0.34% | −282−16.2% | Reduced |
| Ssi Investment Management LLC | 1,463 | $433.8K | 0.03% | −6−0.4% | Reduced |
| Day & Ennis, LLC | 1,463 | $433.9K | 0.15% | +2+0.1% | Added |
| Alaethes Wealth LLC | 1,465 | $434.4K | 0.21% | +13+0.9% | Added |
| ML & R Wealth Management LLC | 1,466 | $434.7K | 0.10% | −69−4.5% | Reduced |
| Noble Family Wealth, LLC | 1,470 | $435.9K | 0.13% | 00.0% | Unchanged |
| Sierra Summit Advisors LLC | 1,470 | $435.9K | 0.13% | +1,470 | New |
| Capital Advisors, Ltd. LLC | 1,472 | $436.0K | 0.06% | −18−1.2% | Reduced |
| Five Oceans Advisors | 1,472 | $436.5K | 0.24% | −212−12.6% | Reduced |
| USA Financial Portformulas Corp | 1,472 | $436.5K | 0.08% | +1,466+24,433.3% | Added |
| Ellevest, Inc. | 1,479 | $438.7K | 0.03% | +48+3.4% | Added |
| Financial Planning & Information Services, Inc. | 1,480 | $438.8K | 0.07% | −24−1.6% | Reduced |
| Titleist Asset Management, LLC | 1,484 | $440.0K | 0.08% | +238+19.1% | Added |
| Koss-Olinger Consulting, LLC | 1,487 | $441.0K | 0.04% | +103+7.4% | Added |
| Invst, LLC | 1,550 | $441.2K | 0.06% | +149+10.6% | Added |
| Quadrant Private Wealth Management, LLC | 1,488 | $441.3K | 0.12% | +31+2.1% | Added |
| Visionary Horizons, LLC | 1,488 | $441.3K | 0.36% | +1,488 | New |
| American Institute for Advanced Investment Management, LLP | 1,490 | $441.8K | 0.39% | 00.0% | Unchanged |
| Perennial Investment Advisors, LLC | 1,494 | $443.0K | 0.07% | −63−4.0% | Reduced |
| Concorde Asset Management, LLC | 1,495 | $443.4K | 0.30% | +36+2.5% | Added |
| CVA Family Office, LLC | 1,498 | $444.2K | 0.09% | −5−0.3% | Reduced |
| Crescent Grove Advisors, LLC | 1,498 | $444.2K | 0.05% | −16−1.1% | Reduced |
| Vantage Financial Partners Ltd., Inc. | 1,500 | $444.8K | 0.14% | −75−4.8% | Reduced |
| Bienville Capital Management, LLC | 1,500 | $444.8K | 0.14% | 00.0% | Unchanged |
| Wilkins Investment Counsel Inc | 1,500 | $444.8K | 0.11% | +1,500 | New |
| Shay Capital LLC | 1,500 | $444.8K | 0.17% | +1,500 | New |
| HFG Wealth Management, LLC | 1,500 | $444.8K | 0.11% | +1,500 | New |
| Meridian Financial, LLC | 1,502 | $445.5K | 0.35% | +200+15.4% | Added |
| Rise Advisors, LLC | 1,505 | $446.2K | 0.31% | +180+13.6% | Added |
| Oliver Lagore Vanvalin Investment Group | 1,508 | $447.2K | 0.17% | +9+0.6% | Added |
| W.H. Cornerstone Investments Inc. | 1,512 | $448.0K | 0.36% | +47+3.2% | Added |
| Hillsdale Investment Management Inc. | 1,513 | $448.6K | 0.04% | +10+0.7% | Added |
| Lloyd Advisory Services, LLC. | 1,516 | $449.5K | 0.21% | −2,264−59.9% | Reduced |
| First National Bank Sioux Falls | 1,519 | $450.4K | 0.23% | 00.0% | Unchanged |
| Israel Discount Bank of New York | 1,523 | $451.6K | 0.35% | −37−2.4% | Reduced |
| Carson Advisory Inc. | 1,528 | $453.1K | 0.35% | −32−2.1% | Reduced |