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
- 3,193
- +253 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
- 388
- 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 | 3,193 | $151.1B |
| Q3 2023 | 3,001 | $131.5B |
| Q2 2023 | 3,012 | $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 |
|---|---|---|---|---|---|
| Equitable Holdings, Inc. | 14,907 | $4.42M | 0.05% | +2,194+17.3% | Added |
| Hoertkorn Richard Charles | 14,901 | $4.42M | 1.99% | 00.0% | Unchanged |
| Trustmark National Bank Trust Department | 14,886 | $4.41M | 0.40% | +104+0.7% | Added |
| AlTi Global, Inc. | 14,885 | $4.41M | 0.14% | +14,885 | New |
| Bell Bank | 14,872 | $4.41M | 0.43% | +235+1.6% | Added |
| Atlantic Trust, LLC | 14,862 | $4.41M | 1.20% | +767+5.4% | Added |
| Trust Co of Virginia | 14,857 | $4.41M | 0.44% | −47−0.3% | Reduced |
| Ritholtz Wealth Management | 14,836 | $4.40M | 0.17% | −1,948−11.6% | Reduced |
| Davis R M Inc | 14,781 | $4.38M | 0.10% | −105−0.7% | Reduced |
| Private Wealth Partners, LLC | 14,734 | $4.37M | 0.37% | −710−4.6% | Reduced |
| Cary Street Partner Investment Advisory LLC | 14,703 | $4.36M | 0.21% | +1,419+10.7% | Added |
| First Personal Financial Services | 14,694 | $4.36M | 1.06% | −438−2.9% | Reduced |
| Valmark Advisers, Inc. | 14,668 | $4.35M | 0.08% | +211+1.5% | Added |
| Shell Asset Management Co | 14,619 | $4.33M | 0.20% | −2,568−14.9% | Reduced |
| Mission Creek Capital Partners, Inc. | 14,604 | $4.33M | 1.11% | +11+0.1% | Added |
| NatWest Group plc | 14,603 | $4.33M | 1.81% | −4,490−23.5% | Reduced |
| Opus Investment Management Inc | 14,600 | $4.33M | 2.48% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 14,593 | $4.33M | 0.21% | +146+1.0% | Added |
| American National Bank | 14,583 | $4.32M | 0.68% | +3,941+37.0% | Added |
| Silvant Capital Management LLC | 14,513 | $4.30M | 0.23% | −29−0.2% | Reduced |
| TCW Group Inc | 14,533 | $4.30M | 0.05% | +14,533 | New |
| Financial Advisory Partners, LLC | 14,484 | $4.29M | 1.56% | −228−1.5% | Reduced |
| Global Retirement Partners, LLC | 14,741 | $4.29M | 0.18% | −46−0.3% | Reduced |
| Aigen Investment Management, LP | 14,455 | $4.29M | 0.76% | +14,455 | New |
| Spinnaker Trust | 14,354 | $4.26M | 0.29% | +64+0.4% | Added |
| Ghe, LLC | 14,322 | $4.25M | 2.67% | +165+1.2% | Added |
| Vinva Investment Management Ltd | 14,284 | $4.23M | 0.29% | +9,258+184.2% | Added |
| GPS Wealth Strategies Group, LLC | 14,247 | $4.22M | 0.77% | +257+1.8% | Added |
| Parthenon LLC | 14,213 | $4.21M | 0.58% | +10+0.1% | Added |
| Coastline Trust Co | 14,192 | $4.21M | 0.56% | −255−1.8% | Reduced |
| Fred Alger Management, LLC | 14,136 | $4.19M | 0.02% | +2,686+23.5% | Added |
| Capital Fund Management S.A. | 14,134 | $4.19M | 0.05% | −63,399−81.8% | Reduced |
| HBK Sorce Advisory LLC | 14,100 | $4.18M | 0.16% | −289−2.0% | Reduced |
| Means Investment Co., Inc. | 14,094 | $4.18M | 0.60% | +74+0.5% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 14,051 | $4.17M | 0.25% | −534−3.7% | Reduced |
| Alpha Omega Wealth Management LLC | 14,034 | $4.16M | 0.69% | −66−0.5% | Reduced |
| Planning Capital Management Corp | 14,027 | $4.16M | 3.25% | +14,027 | New |
| Anchor Investment Management, LLC | 14,004 | $4.15M | 0.48% | +370+2.7% | Added |
| Exencial Wealth Advisors, LLC | 13,979 | $4.14M | 0.17% | +506+3.8% | Added |
| Dividend Assets Capital, LLC | 13,972 | $4.14M | 0.82% | −982−6.6% | Reduced |
| FDx Advisors, Inc. | 13,913 | $4.13M | 0.32% | −4,305−23.6% | Reduced |
| Mairs & Power Inc | 13,894 | $4.12M | 0.04% | −216−1.5% | Reduced |
| Northwest Investment Counselors, LLC | 13,879 | $4.12M | 1.10% | +7+0.1% | Added |
| Avantax Planning Partners, Inc. | 13,869 | $4.11M | 0.16% | +145+1.1% | Added |
| Verus Capital Partners, LLC | 13,707 | $4.06M | 0.50% | −75−0.5% | Reduced |
| Shorepoint Capital Partners LLC | 13,687 | $4.06M | 1.09% | +140+1.0% | Added |
| DLK Investment Management, LLC | 13,572 | $4.02M | 1.83% | +13,572 | New |
| Birinyi Associates Inc | 13,544 | $4.02M | 1.43% | +13,544 | New |
| Weil Company, Inc. | 13,543 | $4.02M | 1.76% | 00.0% | Unchanged |
| Brady Family Wealth, LLC | 13,469 | $3.99M | 1.37% | −58−0.4% | Reduced |
| Penobscot Investment Management Company, Inc. | 13,456 | $3.99M | 0.47% | +361+2.8% | Added |
| Heritage Trust Co | 13,414 | $3.98M | 0.56% | −59−0.4% | Reduced |
| Claro Advisors LLC | 13,407 | $3.98M | 0.86% | +400+3.1% | Added |
| Caption Management, LLC | 13,400 | $3.97M | 0.43% | −1,000−6.9% | Reduced |
| First Hawaiian Bank | 13,355 | $3.96M | 0.12% | −393−2.9% | Reduced |
| SlateStone Wealth, LLC | 13,316 | $3.95M | 0.51% | −1,077−7.5% | Reduced |
| Lake Street Advisors Group, LLC | 13,279 | $3.94M | 0.20% | +68+0.5% | Added |
| Greatmark Investment Partners, Inc. | 13,266 | $3.93M | 0.62% | +30.0% | Added |
| First National Bank & Trust Co of Newtown | 13,247 | $3.93M | 0.84% | −145−1.1% | Reduced |
| DoubleLine ETF Adviser LP | 13,239 | $3.93M | 1.13% | +1,435+12.2% | Added |
| Quadrant Capital Group LLC | 13,214 | $3.92M | 0.34% | +2,214+20.1% | Added |
| Parallel Advisors, LLC | 13,203 | $3.91M | 0.12% | −1,094−7.7% | Reduced |
| South State Corp. | 13,179 | $3.91M | 0.33% | −417−3.1% | Reduced |
| Williams Jones Wealth Management, LLC. | 13,177 | $3.91M | 0.05% | +24+0.2% | Added |
| Bray Capital Advisors | 13,163 | $3.90M | 1.08% | −35−0.3% | Reduced |
| Carret Asset Management, LLC | 13,132 | $3.89M | 0.50% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 13,113 | $3.89M | 0.45% | −752−5.4% | Reduced |
| DFPG Investments, LLC | 13,190 | $3.88M | 0.30% | +259+2.0% | Added |
| Iowa State Bank | 13,041 | $3.87M | 0.93% | +266+2.1% | Added |
| Accurate Wealth Management, LLC | 13,132 | $3.86M | 1.20% | +7,523+134.1% | Added |
| Icon Wealth Advisors, LLC | 12,986 | $3.85M | 0.40% | +12,986 | New |
| Schnieders Capital Management LLC | 12,975 | $3.85M | 0.85% | −8,873−40.6% | Reduced |
| Marco Investment Management LLC | 12,967 | $3.84M | 0.39% | +1,471+12.8% | Added |
| Horizon Investments, LLC | 12,884 | $3.82M | 0.11% | +3,227+33.4% | Added |
| Delta Capital Management LLC | 12,855 | $3.81M | 2.66% | −10−0.1% | Reduced |
| Holderness Investments Co | 12,813 | $3.80M | 1.04% | +2,095+19.5% | Added |
| Jacobi Capital Management LLC | 12,782 | $3.79M | 0.39% | +208+1.7% | Added |
| Reynders McVeigh Capital Management, LLC | 12,740 | $3.78M | 0.24% | +71+0.6% | Added |
| Hengehold Capital Management LLC | 12,722 | $3.77M | 0.45% | +15+0.1% | Added |
| Quilter Plc | 12,722 | $3.76M | 0.13% | +8,439+197.0% | Added |
| World Equity Group, Inc. | 12,586 | $3.73M | 0.75% | +1,054+9.1% | Added |
| Centerpoint Advisors, LLC | 12,518 | $3.71M | 1.46% | −40.0% | Reduced |
| Golden State Equity Partners | 12,505 | $3.71M | 0.90% | +3,529+39.3% | Added |
| McKinley Capital Management LLC /Delaware | 12,493 | $3.70M | 0.48% | +30.0% | Added |
| Proequities, Inc. | 12,449 | $3.69M | 0.26% | +113+0.9% | Added |
| Hall Capital Management Co Inc | 12,447 | $3.69M | 2.17% | −234−1.8% | Reduced |
| High Note Wealth, LLC | 12,446 | $3.69M | 1.39% | −100−0.8% | Reduced |
| Crystal Rock Capital Management | 12,385 | $3.67M | 2.42% | −4,200−25.3% | Reduced |
| Verdence Capital Advisors LLC | 12,356 | $3.66M | 0.35% | +51+0.4% | Added |
| IFP Advisors, Inc | 12,356 | $3.66M | 0.17% | −2,239−15.3% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 12,261 | $3.64M | 0.33% | +46+0.4% | Added |
| Moloney Securities Asset Management, LLC | 12,258 | $3.63M | 0.58% | −99−0.8% | Reduced |
| Stonebrook Private Inc. | 12,244 | $3.63M | 1.21% | +12,244 | New |
| Picton Mahoney Asset Management | 12,235 | $3.63M | 0.17% | +12,235 | New |
| Regent Peak Wealth Advisors LLC | 12,231 | $3.63M | 0.98% | +1,691+16.0% | Added |
| Kinloch Capital, LLC | 12,223 | $3.62M | 2.30% | −357−2.8% | Reduced |
| Hayek Kallen Investment Management | 12,213 | $3.62M | 1.51% | −76−0.6% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 12,151 | $3.60M | 0.21% | +350+3.0% | Added |
| Grimes & Company, Inc. | 12,134 | $3.60M | 0.12% | −21−0.2% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 12,132 | $3.60M | 0.24% | −229−1.9% | Reduced |