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 |
|---|---|---|---|---|---|
| Ameritas Investment Partners, Inc. | 12,129 | $3.60M | 0.13% | −162−1.3% | Reduced |
| Foundations Investment Advisors, LLC | 12,051 | $3.59M | 0.10% | +527+4.6% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 12,110 | $3.59M | 0.12% | −587−4.6% | Reduced |
| McKinley Carter Wealth Services, Inc. | 12,061 | $3.58M | 0.26% | +453+3.9% | Added |
| Drexel Morgan & Co. | 12,016 | $3.56M | 0.82% | +63+0.5% | Added |
| Adirondack Trust Co | 12,164 | $3.56M | 1.54% | −115−0.9% | Reduced |
| Moody National Bank Trust Division | 11,966 | $3.55M | 0.28% | −10,758−47.3% | Reduced |
| We Are One Seven, LLC | 11,942 | $3.54M | 0.21% | +3,501+41.5% | Added |
| FRG Family Wealth Advisors LLC | 11,928 | $3.54M | 0.72% | −1,005−7.8% | Reduced |
| Abbrea Capital, LLC | 11,866 | $3.52M | 0.51% | +25+0.2% | Added |
| Waldron Private Wealth LLC | 11,853 | $3.51M | 0.17% | −295−2.4% | Reduced |
| DCM Advisors, LLC | 11,841 | $3.51M | 1.26% | 00.0% | Unchanged |
| Journey Advisory Group, LLC | 11,817 | $3.50M | 0.48% | +100+0.9% | Added |
| Pitcairn Co | 11,806 | $3.50M | 0.26% | −725−5.8% | Reduced |
| RK Capital Management, LLC | 11,800 | $3.50M | 1.63% | +11,800 | New |
| Evergreen Capital Management LLC | 11,781 | $3.49M | 0.14% | −632−5.1% | Reduced |
| BancorpSouth Bank | 11,772 | $3.49M | 0.28% | −343−2.8% | Reduced |
| Beverly Hills Private Wealth, LLC | 11,769 | $3.49M | 0.91% | −151−1.3% | Reduced |
| Peoples Bank | 11,711 | $3.47M | 2.78% | −181−1.5% | Reduced |
| Citizens Business Bank | 11,687 | $3.47M | 0.76% | −1,135−8.9% | Reduced |
| Girard Partners Ltd. | 11,682 | $3.46M | 0.35% | −498−4.1% | Reduced |
| Arkadios Wealth Advisors | 11,663 | $3.46M | 0.29% | +138+1.2% | Added |
| Pinnacle Wealth Planning Services, Inc. | 11,647 | $3.45M | 0.54% | −330−2.8% | Reduced |
| Tyche Wealth Partners LLC | 11,573 | $3.43M | 0.83% | +11,573 | New |
| Romano Brothers and Company | 11,537 | $3.42M | 0.51% | −1,318−10.3% | Reduced |
| Sapient Capital LLC | 11,534 | $3.42M | 0.09% | +11,534 | New |
| Arrow Financial Corp | 11,505 | $3.41M | 0.35% | +141+1.2% | Added |
| Brendel Financial Advisors LLC | 11,504 | $3.41M | 2.23% | +11,504 | New |
| Cincinnati Specialty Underwriters Insurance CO | 11,500 | $3.41M | 1.13% | 00.0% | Unchanged |
| Graphene Investments SAS | 11,500 | $3.41M | 2.21% | 00.0% | Unchanged |
| Collaborative Wealth Managment Inc. | 11,491 | $3.41M | 1.85% | −119−1.0% | Reduced |
| Simmons Bank | 11,479 | $3.40M | 0.28% | −7−0.1% | Reduced |
| Chesapeake Wealth Management | 11,468 | $3.40M | 1.31% | +22+0.2% | Added |
| Auxier Asset Management | 11,451 | $3.40M | 0.55% | −216−1.9% | Reduced |
| Borer Denton & Associates, Inc. | 11,448 | $3.39M | 1.30% | 00.0% | Unchanged |
| Ironwood Investment Counsel, LLC | 11,395 | $3.38M | 0.63% | −494−4.2% | Reduced |
| Provident Investment Management, Inc. | 11,389 | $3.38M | 0.32% | −861−7.0% | Reduced |
| Nikulski Financial, Inc. | 11,387 | $3.38M | 1.24% | +1,197+11.7% | Added |
| BFSG, LLC | 11,339 | $3.36M | 0.49% | +120+1.1% | Added |
| Benjamin Edwards Inc | 11,320 | $3.36M | 0.73% | −1,471−11.5% | Reduced |
| Lake Street Financial LLC | 11,296 | $3.35M | 0.53% | +370+3.4% | Added |
| Pinnacle Holdings, LLC | 11,285 | $3.35M | 1.38% | +53+0.5% | Added |
| Founders Capital Management | 11,258 | $3.34M | 2.43% | +68+0.6% | Added |
| Old Second National Bank of Aurora | 11,237 | $3.33M | 0.92% | −122−1.1% | Reduced |
| Boston Financial Mangement LLC | 11,236 | $3.33M | 0.11% | −1,009−8.2% | Reduced |
| Hixon Zuercher, LLC | 11,225 | $3.33M | 1.55% | +134+1.2% | Added |
| Blackhawk Capital Partners LLC. | 11,224 | $3.33M | 2.26% | +11,224 | New |
| Valley National Advisers Inc | 11,207 | $3.32M | 0.53% | +333+3.1% | Added |
| Courier Capital LLC | 11,156 | $3.31M | 0.25% | −22−0.2% | Reduced |
| J. W. Coons Advisors, LLC | 11,127 | $3.30M | 0.89% | −10−0.1% | Reduced |
| Exchange Capital Management, Inc. | 11,116 | $3.30M | 0.59% | −164−1.5% | Reduced |
| RFG Advisory, LLC | 11,079 | $3.29M | 0.13% | +384+3.6% | Added |
| O'Brien Wealth Partners LLC | 11,076 | $3.28M | 0.86% | +20+0.2% | Added |
| Resonant Capital Advisors, LLC | 11,057 | $3.28M | 0.32% | −613−5.3% | Reduced |
| Inscription Capital, LLC | 11,043 | $3.27M | 0.89% | +288+2.7% | Added |
| Essex Financial Services, Inc. | 11,039 | $3.27M | 0.34% | −10−0.1% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 11,025 | $3.27M | 0.87% | +301+2.8% | Added |
| CPA Asset Management LLC | 11,016 | $3.27M | 1.99% | −86−0.8% | Reduced |
| Wealth Alliance Advisory Group, LLC | 11,014 | $3.27M | 0.85% | +141+1.3% | Added |
| Dillon & Associates Inc | 10,994 | $3.27M | 0.59% | −292−2.6% | Reduced |
| Tower View Investment Management & Research LLC | 11,008 | $3.26M | 2.02% | +530+5.1% | Added |
| Oak Harbor Wealth Partners, LLC | 10,994 | $3.26M | 1.09% | 00.0% | Unchanged |
| AlphaStar Capital Management, LLC | 10,945 | $3.25M | 0.30% | −235−2.1% | Reduced |
| Silver Lake Advisory, LLC | 10,945 | $3.25M | 1.82% | +33+0.3% | Added |
| Pathway Financial Advisers, LLC | 10,929 | $3.24M | 1.23% | −24−0.2% | Reduced |
| Farther Finance Advisors, LLC | 10,863 | $3.22M | 0.23% | +1,664+18.1% | Added |
| Argus Investors' Counsel, Inc. | 10,853 | $3.22M | 2.07% | +155+1.4% | Added |
| Graypoint LLC | 10,815 | $3.21M | 0.26% | +298+2.8% | Added |
| LGT Group Foundation | 10,823 | $3.20M | 0.07% | −931−7.9% | Reduced |
| Raab & Moskowitz Asset Management LLC | 10,787 | $3.20M | 1.01% | +2,228+26.0% | Added |
| CoreCap Advisors, LLC | 10,755 | $3.19M | 0.21% | −2,751−20.4% | Reduced |
| Berkshire Bank | 10,745 | $3.19M | 0.84% | +483+4.7% | Added |
| Kiley Juergens Wealth Management, LLC | 10,743 | $3.19M | 1.07% | +168+1.6% | Added |
| Csenge Advisory Group | 10,723 | $3.18M | 0.20% | +496+4.8% | Added |
| Turtle Creek Wealth Advisors, LLC | 10,702 | $3.17M | 0.93% | +10,702 | New |
| First United Bank Trust | 10,701 | $3.17M | 1.27% | −232−2.1% | Reduced |
| Smith, Salley & Associates | 10,669 | $3.16M | 0.20% | +60+0.6% | Added |
| Virginia Wealth Management Group, Inc. | 10,593 | $3.14M | 2.75% | −6,232−37.0% | Reduced |
| Citadel Investment Advisory, Inc. | 10,568 | $3.13M | 1.93% | 00.0% | Unchanged |
| Wambolt & Associates, LLC | 10,544 | $3.13M | 1.02% | +622+6.3% | Added |
| Nations Financial Group Inc, | 10,532 | $3.12M | 0.29% | +113+1.1% | Added |
| Lawson Kroeker Investment Management Inc | 10,530 | $3.12M | 0.64% | −125−1.2% | Reduced |
| Second Half Financial Partners, LLC | 10,524 | $3.12M | 1.54% | +10,524 | New |
| Joel Isaacson & Co., LLC | 10,492 | $3.11M | 0.19% | +40+0.4% | Added |
| Alta Capital Management LLC | 10,470 | $3.10M | 0.20% | +497+5.0% | Added |
| Synergy Financial Management, LLC | 10,429 | $3.09M | 0.55% | +1,844+21.5% | Added |
| Steward Partners Investment Solutions, LLC | 10,428 | $3.09M | 1.29% | +10,428 | New |
| Change Path, LLC | 10,423 | $3.09M | 0.20% | −476−4.4% | Reduced |
| Checchi Capital Advisers, LLC | 10,416 | $3.09M | 0.25% | +42+0.4% | Added |
| LGT Fund Management Co Ltd. | 10,430 | $3.09M | 1.32% | +2,500+31.5% | Added |
| Sigma Planning Corp | 10,396 | $3.08M | 0.24% | −11,821−53.2% | Reduced |
| GSG Advisors LLC | 10,454 | $3.08M | 1.16% | +10,454 | New |
| RKL Wealth Management LLC | 10,329 | $3.06M | 0.33% | −779−7.0% | Reduced |
| Lester Murray Antman dba SimplyRich | 10,298 | $3.05M | 1.05% | +34+0.3% | Added |
| Chicago Trust Co NA | 10,283 | $3.05M | 0.68% | −1,035−9.1% | Reduced |
| Ronald Blue Trust, Inc. | 11,572 | $3.05M | 0.05% | +22+0.2% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 10,260 | $3.04M | 1.41% | +1,561+17.9% | Added |
| Confluence Wealth Services, Inc. | 10,243 | $3.04M | 0.33% | −118−1.1% | Reduced |
| Chiron Investment Management, LLC | 10,234 | $3.03M | 1.16% | −25,041−71.0% | Reduced |
| Insigneo Advisory Services, LLC | 10,220 | $3.03M | 0.43% | +3,027+42.1% | Added |