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 |
|---|---|---|---|---|---|
| Blossom Wealth Management | 1,538 | $456.0K | 1.23% | +251+19.5% | Added |
| Hartline Investment Corp | 1,540 | $456.6K | 0.07% | 00.0% | Unchanged |
| Commonwealth Financial Services, LLC | 1,541 | $456.9K | 0.11% | −33−2.1% | Reduced |
| Flaharty Asset Management, LLC | 1,549 | $459.3K | 0.07% | 00.0% | Unchanged |
| North Point Portfolio Managers Corp | 1,555 | $461.1K | 0.08% | +100+6.9% | Added |
| Keating Wealth Management LLC | 1,560 | $462.6K | 0.32% | +1,560 | New |
| Excalibur Management Corp | 1,565 | $464.0K | 0.22% | +2+0.1% | Added |
| FIL Ltd | 1,565 | $464.0K | 0.00% | +1,565 | New |
| Pathway Financial Advisors LLC | 1,567 | $464.6K | 0.13% | 00.0% | Unchanged |
| CMG Global Holdings, LLC | 1,593 | $464.9K | 0.34% | −27−1.7% | Reduced |
| Kolinsky Wealth Management, LLC | 1,574 | $466.6K | 0.41% | −24−1.5% | Reduced |
| Financial Partners Group, Inc | 1,576 | $467.3K | 0.08% | +30+1.9% | Added |
| Legacy Capital Group California, Inc. | 1,578 | $467.9K | 0.18% | +51+3.3% | Added |
| ERn Financial, LLC | 1,590 | $468.0K | 0.09% | +8+0.5% | Added |
| BCGM Wealth Management, LLC | 1,580 | $468.4K | 0.19% | +9+0.6% | Added |
| Lodestone Wealth Management LLC | 1,583 | $469.3K | 0.27% | +119+8.1% | Added |
| Falcon Wealth Planning | 1,583 | $469.3K | 0.08% | +1,583 | New |
| McLean Asset Management Corp | 1,633 | $471.9K | 0.18% | +10+0.6% | Added |
| Sound Income Strategies, LLC | 1,593 | $472.3K | 0.04% | +430+37.0% | Added |
| Rappaport Reiches Capital Management, LLC | 1,598 | $473.8K | 0.17% | +237+17.4% | Added |
| Lazari Capital Management, Inc. | 1,599 | $474.1K | 0.27% | 00.0% | Unchanged |
| Compass Ion Advisors, LLC | 1,600 | $474.5K | 0.07% | +4+0.3% | Added |
| Wealth Architects, LLC | 1,603 | $475.3K | 0.07% | +216+15.6% | Added |
| Halbert Hargrove Global Advisors, LLC | 1,612 | $477.9K | 0.03% | +14+0.9% | Added |
| Partners in Financial Planning | 1,612 | $478.1K | 0.11% | +25+1.6% | Added |
| Affinity Wealth Management LLC | 1,615 | $478.9K | 0.10% | 00.0% | Unchanged |
| Groesbeck Investment Management Corp | 1,620 | $480.0K | 0.66% | +40+2.5% | Added |
| UMA Financial Services, Inc. | 1,609 | $480.0K | 0.11% | −12−0.7% | Reduced |
| Westshore Wealth, LLC | 1,620 | $480.2K | 0.22% | −37−2.2% | Reduced |
| Hirtle Callaghan & Co LLC | 1,620 | $480.3K | 0.02% | +170+11.7% | Added |
| Shelton Wealth Management, LLC | 1,623 | $481.2K | 0.34% | +1,623 | New |
| Verum Partners LLC | 1,630 | $483.3K | 0.19% | +197+13.7% | Added |
| Fox Run Management, L.L.C. | 1,630 | $483.3K | 0.12% | −3,504−68.3% | Reduced |
| German American Bancorp, Inc. | 1,630 | $483.3K | 0.06% | +99+6.5% | Added |
| High Net Worth Advisory Group LLC | 1,630 | $483.5K | 0.18% | 00.0% | Unchanged |
| PCA Investment Advisory Services Inc. | 1,632 | $483.8K | 0.32% | +3+0.2% | Added |
| Consolidated Portfolio Review Corp | 1,633 | $484.1K | 0.11% | +3+0.2% | Added |
| Beach Investment Counsel Inc | 1,635 | $485.0K | 0.06% | 00.0% | Unchanged |
| Vantage Consulting Group Inc | 1,638 | $485.7K | 0.33% | −129−7.3% | Reduced |
| Pacitti Group Inc. | 1,640 | $486.4K | 0.30% | −89−5.1% | Reduced |
| CJM Wealth Advisers, Ltd. | 1,641 | $486.7K | 0.21% | +1+0.1% | Added |
| Silvia McColl Wealth Management, LLC | 1,645 | $487.8K | 0.44% | 00.0% | Unchanged |
| Nichols & Pratt Advisers LLP | 1,647 | $488.4K | 0.03% | 00.0% | Unchanged |
| Vivaldi Capital Management, LLC | 1,705 | $489.5K | 0.15% | +387+29.4% | Added |
| Eubel Brady & Suttman Asset Management Inc | 1,657 | $491.0K | 0.07% | −41−2.4% | Reduced |
| Analyst IMS Investment Management Services Ltd. | 1,653 | $491.0K | 0.03% | +1,653 | New |
| Johnson Bixby & Associates, LLC | 1,657 | $491.3K | 0.09% | 00.0% | Unchanged |
| Partners Capital Investment Group, LLP | 1,662 | $492.8K | 0.01% | +503+43.4% | Added |
| Retirement Income Solutions, Inc | 1,664 | $493.4K | 0.12% | −104−5.9% | Reduced |
| Arvest Trust Co N A | 1,668 | $494.6K | 0.03% | +338+25.4% | Added |
| Omnia Family Wealth, LLC | 1,669 | $494.9K | 0.25% | 00.0% | Unchanged |
| BlueChip Wealth Advisors LLC | 1,671 | $495.5K | 0.35% | +1,671 | New |
| Cassia Capital Partners, LLC | 1,673 | $496.1K | 0.41% | +98+6.2% | Added |
| LaSalle St. Investment Advisors, LLC | 1,674 | $496.5K | 0.33% | +14+0.8% | Added |
| Marietta Investment Partners LLC | 1,678 | $497.5K | 0.12% | +813+94.0% | Added |
| Kuhn & Co Investment Counsel | 1,678 | $497.5K | 0.51% | +1,678 | New |
| Cedar Mountain Advisors, LLC | 1,682 | $498.7K | 0.13% | +6+0.4% | Added |
| Ullmann Financial Group, Inc. | 1,685 | $499.5K | 0.08% | +66+4.1% | Added |
| Princeton Capital Management LLC | 1,685 | $499.6K | 0.20% | +25+1.5% | Added |
| Cahill Financial Advisors Inc | 1,685 | $499.8K | 0.07% | +4+0.2% | Added |
| Sentinel Pension Advisors Inc | 1,688 | $500.5K | 0.12% | 00.0% | Unchanged |
| Financial Advisors, LLC | 1,690 | $501.2K | 0.11% | +1+0.1% | Added |
| RWM Asset Management, LLC | 1,720 | $501.7K | 0.09% | −288−14.3% | Reduced |
| Willner & Heller, LLC | 1,695 | $502.5K | 0.56% | +1,695 | New |
| Fort Pitt Capital Group, LLC | 1,696 | $502.9K | 0.02% | +11+0.7% | Added |
| Detalus Advisors, LLC | 1,696 | $503.0K | 0.20% | −50−2.9% | Reduced |
| Northwest Financial Advisors | 1,698 | $503.5K | 0.43% | +1,698 | New |
| LSV Asset Management | 1,700 | $504.0K | 0.00% | 00.0% | Unchanged |
| KLR Investment Advisors, LLC | 1,700 | $504.1K | 0.36% | −137−7.5% | Reduced |
| Gamco Investors, Inc. Et Al | 1,700 | $504.1K | 0.01% | +780+84.8% | Added |
| SL Advisors, LLC | 1,710 | $507.0K | 1.09% | −254−12.9% | Reduced |
| Northstar Advisory Group, LLC | 1,713 | $507.9K | 0.30% | −10−0.6% | Reduced |
| Game Plan Financial Advisors, LLC | 1,713 | $508.0K | 0.29% | +1,713 | New |
| Rational Advisors LLC | 1,716 | $508.8K | 0.05% | +1,164+210.9% | Added |
| Weiss Asset Management LP | 1,724 | $511.2K | 0.04% | +1,724 | New |
| Financial Advisors Network, Inc. | 1,736 | $514.7K | 0.10% | +22+1.3% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 1,737 | $515.0K | 0.05% | 00.0% | Unchanged |
| 1858 Wealth Management, LLC | 1,738 | $515.3K | 0.49% | +1,738 | New |
| KFG Wealth Management, LLC | 1,739 | $515.5K | 0.24% | −801−31.5% | Reduced |
| Obsidian Personal Planning Solutions LLC | 1,743 | $516.7K | 0.39% | +489+39.0% | Added |
| Sittner & Nelson, LLC | 1,744 | $517.1K | 0.28% | −17−1.0% | Reduced |
| Icapital Wealth LLC | 1,744 | $517.1K | 0.33% | +1,744 | New |
| Walled Lake Planning & Wealth Management, LLC | 1,745 | $517.3K | 0.24% | +222+14.6% | Added |
| United Advisor Group, LLC | 1,738 | $517.4K | 0.62% | +1,738 | New |
| Sherbrooke Park Advisers LLC | 1,751 | $519.2K | 0.24% | −7,607−81.3% | Reduced |
| Boltwood Capital Management | 1,751 | $519.2K | 0.17% | +25+1.4% | Added |
| Talisman Wealth Advisors LLC | 1,754 | $520.2K | 0.77% | +1+0.1% | Added |
| Lorne Steinberg Wealth Management Inc. | 1,756 | $520.7K | 0.17% | −90−4.9% | Reduced |
| Cambridge Financial Group, LLC | 1,769 | $524.5K | 0.27% | +1,769 | New |
| Addison Advisors LLC | 1,773 | $525.7K | 0.20% | +137+8.4% | Added |
| Powell Investment Advisors, LLC | 1,777 | $526.9K | 0.29% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 1,777 | $526.9K | 0.14% | 00.0% | Unchanged |
| Shikiar Asset Management Inc | 1,776 | $527.0K | 0.16% | 00.0% | Unchanged |
| Palisades Hudson Asset Management, L.P. | 1,780 | $527.0K | 0.26% | +5+0.3% | Added |
| Biltmore Family Office, LLC | 1,782 | $528.4K | 0.11% | −40−2.2% | Reduced |
| Cary Street Partners Asset Management LLC | 1,784 | $529.0K | 0.09% | −791−30.7% | Reduced |
| Empire Financial Management Company, LLC | 1,784 | $529.1K | 0.21% | +170+10.5% | Added |
| Goldstein Advisors, LLC | 1,787 | $529.9K | 0.09% | −70−3.8% | Reduced |
| Truepoint, Inc. | 1,787 | $529.9K | 0.02% | −640−26.4% | Reduced |
| Meridian Wealth Partners, LLC | 1,789 | $530.6K | 0.10% | +23+1.3% | Added |