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 |
|---|---|---|---|---|---|
| HTLF Bank | 10,215 | $3.03M | 0.36% | +10,215 | New |
| Salomon & Ludwin, LLC | 11,490 | $3.03M | 0.32% | 00.0% | Unchanged |
| Patten & Patten Inc | 10,184 | $3.02M | 0.25% | −288−2.8% | Reduced |
| Capital City Trust Co | 10,179 | $3.02M | 0.90% | +303+3.1% | Added |
| Capstone Investment Advisors, LLC | 10,178 | $3.02M | 0.05% | −12,042−54.2% | Reduced |
| HRT Financial LP | 10,170 | $3.02M | 0.02% | −2,876−22.0% | Reduced |
| Jackson Hole Capital Partners, LLC | 10,167 | $3.01M | 0.77% | +1,210+13.5% | Added |
| Kinsale Capital Group, Inc. | 10,148 | $3.01M | 1.49% | +2,700+36.3% | Added |
| Shoker Investment Counsel, Inc. | 10,111 | $3.00M | 1.16% | +43+0.4% | Added |
| SJS Investment Consulting Inc. | 10,109 | $3.00M | 0.68% | +40.0% | Added |
| Jefferies Financial Group Inc. | 10,100 | $2.99M | 0.05% | +8,318+466.8% | Added |
| Kentucky Farm Bureau Mutual Insurance Co | 10,000 | $2.97M | 0.76% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 9,993 | $2.96M | 1.00% | +99+1.0% | Added |
| Community Trust & Investment Co | 9,992 | $2.96M | 0.23% | −90−0.9% | Reduced |
| Citizens National Bank Trust Department | 9,980 | $2.96M | 0.75% | 00.0% | Unchanged |
| Bangor Savings Bank | 9,962 | $2.95M | 0.32% | +11+0.1% | Added |
| HGK Asset Management Inc | 9,948 | $2.95M | 0.69% | −75−0.7% | Reduced |
| Plante Moran Financial Advisors, LLC | 9,945 | $2.95M | 0.31% | +209+2.1% | Added |
| Sweet Financial Partners, LLC | 9,890 | $2.93M | 0.70% | +1,073+12.2% | Added |
| LVW Advisors, LLC | 9,853 | $2.92M | 0.55% | −1,660−14.4% | Reduced |
| Central Bank & Trust Co | 9,839 | $2.92M | 0.45% | +634+6.9% | Added |
| Country Club Bank | 9,852 | $2.91M | 0.22% | +242+2.5% | Added |
| Marino, Stram & Associates LLC | 9,818 | $2.91M | 0.75% | −116−1.2% | Reduced |
| Affinity Capital Advisors, LLC | 9,775 | $2.90M | 0.71% | −61−0.6% | Reduced |
| Carmichael Hill & Associates, Inc. | 9,765 | $2.90M | 1.28% | −57−0.6% | Reduced |
| Great Diamond Partners, LLC | 9,754 | $2.89M | 0.71% | −17−0.2% | Reduced |
| HBW Advisory Services LLC | 9,747 | $2.89M | 0.54% | −309−3.1% | Reduced |
| Centerstone Investors, LLC | 9,736 | $2.89M | 2.96% | +342+3.6% | Added |
| Front Street Capital Management, Inc. | 9,713 | $2.88M | 0.57% | −122−1.2% | Reduced |
| Family Management Corp | 9,702 | $2.88M | 0.60% | +9,702 | New |
| Cetera Trust Company, N.A | 9,679 | $2.87M | 1.79% | +9,679 | New |
| Amussen Hunsaker Associates LLC | 9,671 | $2.87M | 0.58% | −132−1.3% | Reduced |
| Modus Advisors, LLC | 9,660 | $2.86M | 1.16% | +253+2.7% | Added |
| Finivi Inc. | 9,656 | $2.86M | 2.80% | +9,656 | New |
| Pinkerton Retirement Specialists, LLC | 9,622 | $2.85M | 0.55% | −550−5.4% | Reduced |
| Northcape Wealth Management, LLC | 9,619 | $2.85M | 1.03% | −51−0.5% | Reduced |
| Principal Securities, Inc. | 9,593 | $2.84M | 0.11% | +9,593 | New |
| Hunter Associates Investment Management LLC | 9,574 | $2.84M | 0.52% | −43−0.4% | Reduced |
| Royal Capital Wealth Management, LLC | 9,565 | $2.84M | 2.46% | +16+0.2% | Added |
| Jmac Enterprises LLC | 9,564 | $2.84M | 0.61% | +268+2.9% | Added |
| Garrett Investment Advisors LLC | 9,558 | $2.83M | 0.39% | −54−0.6% | Reduced |
| Vista Investment Partners LLC | 9,553 | $2.83M | 1.04% | +9,553 | New |
| ICW Investment Advisors LLC | 9,548 | $2.83M | 1.38% | +38+0.4% | Added |
| Forum Financial Management, LP | 9,516 | $2.82M | 0.05% | −646−6.4% | Reduced |
| StoneX Group Inc. | 9,484 | $2.81M | 0.28% | +986+11.6% | Added |
| Bowen Hanes & Co Inc | 9,479 | $2.81M | 0.08% | −610−6.0% | Reduced |
| Plancorp, LLC | 9,476 | $2.81M | 0.13% | −189−2.0% | Reduced |
| Legacy Financial Strategies, LLC | 9,463 | $2.81M | 0.80% | −66−0.7% | Reduced |
| Howland Capital Management LLC | 9,457 | $2.80M | 0.15% | −17−0.2% | Reduced |
| Capital International Sarl | 9,457 | $2.80M | 0.11% | +980+11.6% | Added |
| Widmann Financial Services, Inc. | 9,451 | $2.80M | 2.52% | −45−0.5% | Reduced |
| AMG National Trust Bank | 9,428 | $2.80M | 0.09% | −224−2.3% | Reduced |
| United Asset Strategies, Inc. | 9,420 | $2.79M | 0.31% | −99−1.0% | Reduced |
| Keystone Financial Planning, Inc. | 9,413 | $2.79M | 0.92% | +114+1.2% | Added |
| Greenfield Savings Bank | 9,380 | $2.78M | 1.61% | −75−0.8% | Reduced |
| Financial Advocates Investment Management | 9,376 | $2.78M | 0.18% | +439+4.9% | Added |
| Great Lakes Retirement, Inc. | 9,350 | $2.77M | 0.46% | +74+0.8% | Added |
| Schwarz Dygos Wheeler Investment Advisors LLC | 9,344 | $2.77M | 0.85% | 00.0% | Unchanged |
| Qtron Investments LLC | 9,343 | $2.77M | 0.45% | 00.0% | Unchanged |
| Regatta Capital Group, LLC | 9,330 | $2.77M | 0.73% | +111+1.2% | Added |
| Independent Financial Group, LLC | 9,330 | $2.77M | 0.15% | +1,487+19.0% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 9,326 | $2.77M | 0.54% | +2,386+34.4% | Added |
| Summit Financial, LLC | 9,317 | $2.76M | 0.18% | −538−5.5% | Reduced |
| Bell & Brown Wealth Advisors, LLC | 9,288 | $2.75M | 1.28% | +9,288 | New |
| Cohen Investment Advisors LLC | 9,235 | $2.74M | 2.02% | −777−7.8% | Reduced |
| Coastal Investment Advisors, Inc. | 9,208 | $2.73M | 0.62% | −1,703−15.6% | Reduced |
| Peddock Capital Advisors, LLC | 9,203 | $2.73M | 0.83% | +226+2.5% | Added |
| Hohimer Wealth Management, LLC | 9,201 | $2.73M | 0.69% | +17+0.2% | Added |
| Diamant Asset Management, Inc. | 9,144 | $2.71M | 2.01% | +450+5.2% | Added |
| Cozad Asset Management Inc | 9,122 | $2.70M | 0.31% | −215−2.3% | Reduced |
| Intrust Bank NA | 9,102 | $2.70M | 0.31% | −1,093−10.7% | Reduced |
| Fulton Bank, N.A. | 9,088 | $2.69M | 0.12% | −138−1.5% | Reduced |
| Sunbelt Securities, Inc. | 9,066 | $2.69M | 0.34% | +438+5.1% | Added |
| BKD Wealth Advisors, LLC | 9,029 | $2.68M | 0.07% | +428+5.0% | Added |
| Marshall Financial Group LLC | 9,023 | $2.68M | 0.86% | +458+5.3% | Added |
| Keystone Financial Group | 8,995 | $2.67M | 0.46% | +499+5.9% | Added |
| Johnson Financial Group, Inc. | 8,973 | $2.66M | 0.15% | +741+9.0% | Added |
| Griffin Asset Management, Inc. | 8,951 | $2.65M | 0.34% | −57−0.6% | Reduced |
| Pinnbrook Capital Management LP | 8,941 | $2.65M | 0.62% | +8,941 | New |
| PFW Advisors LLC | 8,909 | $2.64M | 0.84% | +108+1.2% | Added |
| Wilkinson Global Asset Management LLC | 8,895 | $2.64M | 0.18% | −5−0.1% | Reduced |
| Mount Lucas Management LP | 8,873 | $2.63M | 0.93% | +52+0.6% | Added |
| Asset Advisors Investment Management, LLC | 8,828 | $2.62M | 0.32% | −65−0.7% | Reduced |
| TrinityPoint Wealth, LLC | 8,818 | $2.61M | 0.47% | −163−1.8% | Reduced |
| Cullen Capital Management LLC | 8,818 | $2.61M | 0.04% | −28−0.3% | Reduced |
| Brandywine Oak Private Wealth LLC | 8,802 | $2.61M | 0.29% | −33−0.4% | Reduced |
| V-Square Quantitative Management LLC | 8,793 | $2.61M | 0.62% | +3,274+59.3% | Added |
| Hudson Value Partners, LLC | 8,750 | $2.59M | 1.21% | +3,572+69.0% | Added |
| Fiduciary Group LLC | 8,739 | $2.59M | 0.30% | +192+2.2% | Added |
| Wealthcare Advisory Partners LLC | 8,725 | $2.59M | 0.10% | +285+3.4% | Added |
| Nicolet Bankshares Inc | 8,722 | $2.59M | 0.70% | +68+0.8% | Added |
| Eads & Heald Wealth Management | 8,629 | $2.56M | 1.23% | −20.0% | Reduced |
| S&CO Inc | 8,625 | $2.56M | 0.20% | 00.0% | Unchanged |
| GSB Wealth Management, LLC | 8,596 | $2.55M | 0.78% | +283+3.4% | Added |
| Capital International Inc | 8,579 | $2.54M | 0.04% | +1,731+25.3% | Added |
| Balyasny Asset Management LLC | 8,568 | $2.54M | 0.01% | −62,485−87.9% | Reduced |
| CWS Financial Advisors, LLC | 8,533 | $2.53M | 0.95% | −189−2.2% | Reduced |
| Meridian Wealth Management, LLC | 8,522 | $2.53M | 0.16% | −7,388−46.4% | Reduced |
| Cito Capital Group, LLC | 8,517 | $2.52M | 1.08% | +1,875+28.2% | Added |
| Fortis Capital Advisors, LLC | 8,507 | $2.52M | 1.40% | −65−0.8% | Reduced |