Skip to main content

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.

Institutional holdersQ4 2023: 3,193 institutions
Q1 2021: 2,501 institutionsQ2 2021: 2,535 institutionsQ3 2021: 2,523 institutionsQ4 2021: 2,801 institutionsQ1 2022: 2,742 institutionsQ2 2022: 2,725 institutionsQ3 2022: 2,703 institutionsQ4 2022: 2,928 institutionsQ1 2023: 2,953 institutionsQ2 2023: 3,012 institutionsQ3 2023: 3,001 institutionsQ4 2023: 3,193 institutionsQ1 2024: 3,173 institutionsQ2 2024: 3,088 institutionsQ3 2024: 3,173 institutionsQ4 2024: 3,393 institutionsQ1 2025: 3,424 institutionsQ2 2025: 3,425 institutionsQ3 2025: 3,425 institutionsQ4 2025: 3,590 institutionsQ1 2026: 3,605 institutionsQ2 2026: 3,481 institutions
Value heldQ4 2023: $151.1B
Q1 2021: $113.2BQ2 2021: $116.6BQ3 2021: $122.2BQ4 2021: $136.1BQ1 2022: $124.3BQ2 2022: $123.7BQ3 2022: $115.7BQ4 2022: $133.0BQ1 2023: $140.5BQ2 2023: $150.1BQ3 2023: $131.5BQ4 2023: $151.1BQ1 2024: $143.6BQ2 2024: $129.1BQ3 2024: $156.2BQ4 2024: $150.8BQ1 2025: $165.7BQ2 2025: $152.9BQ3 2025: $155.5BQ4 2025: $160.4BQ1 2026: $163.1BQ2 2026: $142.5B
Institutions holding MCD and their total value by quarter
QuarterHoldersValue
Q2 20263,481$142.5B
Q1 20263,605$163.1B
Q4 20253,590$160.4B
Q3 20253,425$155.5B
Q2 20253,425$152.9B
Q1 20253,424$165.7B
Q4 20243,393$150.8B
Q3 20243,173$156.2B
Q2 20243,088$129.1B
Q1 20243,173$143.6B
Q4 20233,193$151.1B
Q3 20233,001$131.5B
Q2 20233,012$150.1B
Q1 20232,953$140.5B
Q4 20222,928$133.0B
Q3 20222,703$115.7B
Q2 20222,725$123.7B
Q1 20222,742$124.3B
Q4 20212,801$136.1B
Q3 20212,523$122.2B
Q2 20212,535$116.6B
Q1 20212,501$113.2B

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding McDonalds Corp; share changes are against Q3 2023.

Institutions holding MCD in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Kercheville Advisors, LLC8,507$2.52M1.42%−215−2.5%Reduced
Rehmann Capital Advisory Group8,497$2.52M0.21%+579+7.3%Added
ProVise Management Group, LLC8,468$2.51M0.21%+10.0%Added
Shelton Capital Management8,442$2.50M0.08%−657−7.2%Reduced
Cypress Capital, LLC8,442$2.50M0.71%+555+7.0%Added
Procyon Private Wealth Partners, LLC8,440$2.50M0.21%+272+3.3%Added
Trust Asset Management LLC8,418$2.50M0.24%00.0%Unchanged
SOL Capital Management CO8,411$2.49M0.34%00.0%Unchanged
Credential Qtrade Securities Inc.8,372$2.48M0.15%+808+10.7%Added
Ausdal Financial Partners, Inc.8,327$2.47M0.31%−280−3.3%Reduced
Capital Investment Advisory Services, LLC8,318$2.47M0.23%−1,412−14.5%Reduced
Fishman Jay A Ltd8,289$2.46M0.28%+425+5.4%Added
CNB Bank8,237$2.44M1.31%−309−3.6%Reduced
Westover Capital Advisors, LLC8,210$2.43M0.79%+22+0.3%Added
Buckingham Capital Management, Inc.8,197$2.43M0.33%+616+8.1%Added
Shepherd Financial Partners LLC8,161$2.42M0.34%+55+0.7%Added
JGP Wealth Management, LLC8,150$2.42M0.36%−531−6.1%Reduced
Weaver Capital Management LLC8,108$2.40M0.97%+8,108New
Lederer & Associates Investment Counsel8,106$2.40M1.78%−40−0.5%Reduced
Ipswich Investment Management Co., Inc.8,100$2.40M0.61%−60−0.7%Reduced
Global Wealth Management Investment Advisory, Inc.8,099$2.40M0.62%+7,832+2,933.3%Added
Lineweaver Wealth Advisors, LLC8,065$2.39M0.62%+75+0.9%Added
Siemens Fonds Invest GmbH8,064$2.39M0.20%+1,877+30.3%Added
StrategIQ Financial Group, LLC8,061$2.39M0.27%−167−2.0%Reduced
Etesian Wealth Advisors, Inc.8,074$2.39M1.43%+25+0.3%Added
Duff & Phelps Investment Management Co8,051$2.39M0.03%00.0%Unchanged
Bremer Bank National Association8,049$2.39M0.45%−49−0.6%Reduced
United Community Bank8,041$2.38M1.01%−254−3.1%Reduced
Key Financial Inc8,008$2.37M0.65%00.0%Unchanged
Ables, Iannone, Moore & Associates, Inc.8,007$2.37M1.81%+8,007New
Mitsubishi UFJ Asset Management (UK) Ltd.8,000$2.37M1.30%+4,000+100.0%Added
Tealwood Asset Management Inc7,988$2.37M1.13%−75−0.9%Reduced
Platform Technology Partners8,166$2.36M0.92%+549+7.2%Added
Stokes Family Office, LLC7,953$2.36M0.32%−3,827−32.5%Reduced
Carl P. Sherr & Co., LLC7,947$2.36M1.43%−419−5.0%Reduced
RNC Capital Management LLC7,933$2.35M0.14%−702−8.1%Reduced
Global Financial Private Client, LLC7,928$2.35M1.10%+417+5.6%Added
CoreFirst Bank & Trust7,918$2.35M1.56%−592−7.0%Reduced
BKM Wealth Management, LLC7,910$2.35M1.00%+7,910New
Fifth Third Wealth Advisors LLC7,907$2.34M0.76%+507+6.9%Added
Sentinel Trust Co Lba7,900$2.34M0.31%00.0%Unchanged
Papp L Roy & Associates7,896$2.34M0.29%−127−1.6%Reduced
Cornerstone Wealth Management, LLC7,873$2.33M0.20%−1,662−17.4%Reduced
Atlas Private Wealth Advisors7,854$2.33M0.43%−123−1.5%Reduced
Field & Main Bank7,841$2.32M0.98%+75+1.0%Added
Main Street Financial Solutions, LLC7,840$2.32M0.30%+385+5.2%Added
Wealthspan Partners, LLC7,810$2.32M1.62%+89+1.2%Added
Forbes J M & Co LLP7,789$2.31M0.27%+460+6.3%Added
Cigna Investments Inc7,776$2.31M0.48%−20−0.3%Reduced
Mitchell & Pahl Private Wealth, LLC7,773$2.30M1.31%−390−4.8%Reduced
Harbor Advisory Corp7,765$2.30M0.82%−388−4.8%Reduced
Am Investment Strategies LLC7,761$2.30M0.65%−305−3.8%Reduced
Outfitter Financial LLC7,749$2.30M2.01%−10−0.1%Reduced
Cypress Asset Management Inc7,740$2.29M0.69%−30−0.4%Reduced
JB Capital LLC7,725$2.29M0.17%+4+0.1%Added
BOK Financial Private Wealth, Inc.7,721$2.29M0.19%−215−2.7%Reduced
Pettee Investors, Inc.7,706$2.28M1.01%00.0%Unchanged
Delta Asset Management LLC7,705$2.28M0.22%−736−8.7%Reduced
J.P. Marvel Investment Advisors, LLC7,700$2.28M0.45%−189−2.4%Reduced
West Branch Capital LLC7,694$2.28M1.07%+462+6.4%Added
Calamos Wealth Management LLC7,692$2.28M0.14%−448−5.5%Reduced
ARS Wealth Advisors Group, LLC7,686$2.28M0.34%+56+0.7%Added
Valicenti Advisory Services Inc7,620$2.26M0.69%+7,620New
Hilltop Holdings Inc.7,612$2.26M0.26%−47−0.6%Reduced
Ramsay, Stattman, Vela & Price, Inc.7,587$2.25M0.46%−75−1.0%Reduced
St. Johns Investment Management Company, LLC7,579$2.25M1.15%+510+7.2%Added
Wilbanks Smith & Thomas Asset Management LLC7,549$2.24M0.07%+4+0.1%Added
Manchester Capital Management LLC7,548$2.24M0.30%+79+1.1%Added
Cobblestone Capital Advisors LLC7,524$2.23M0.15%−100−1.3%Reduced
Meiji Yasuda Life Insurance Co7,512$2.23M0.05%00.0%Unchanged
Cavalier Investments, LLC7,510$2.23M0.82%+169+2.3%Added
Ascent Wealth Partners, LLC7,506$2.23M0.36%+58+0.8%Added
Brevan Howard Capital Management LP7,497$2.22M0.22%+6,031+411.4%Added
Wimmer Associates 1, LLC7,491$2.22M1.25%00.0%Unchanged
CAPROCK Group, Inc.7,483$2.22M0.14%+42+0.6%Added
Barings LLC7,480$2.22M0.07%−973−11.5%Reduced
Foster & Motley Inc7,463$2.21M0.16%−869−10.4%Reduced
Cumberland Partners Ltd7,596$2.21M0.20%−9,270−55.0%Reduced
CX Institutional7,446$2.21M0.12%−578−7.2%Reduced
Tradition Wealth Management, LLC7,430$2.20M0.23%+80+1.1%Added
Fortitude Family Office, LLC7,419$2.20M1.64%+7,419New
Larson Financial Group LLC7,391$2.19M0.19%+224+3.1%Added
Pekin Hardy Strauss, Inc.7,354$2.18M0.33%00.0%Unchanged
Maven Securities LTD7,348$2.18M0.25%+5,551+308.9%Added
Schechter Investment Advisors, LLC7,343$2.18M0.19%+14+0.2%Added
Bank of New Hampshire7,339$2.18M0.62%+300+4.3%Added
International Assets Investment Management, LLC7,333$2.17M0.28%−12,796−63.6%Reduced
Mogy Joel R Investment Counsel Inc7,333$2.17M0.16%00.0%Unchanged
XML Financial, LLC7,324$2.17M0.23%+237+3.3%Added
Beacon Investment Advisory Services, Inc.7,320$2.17M0.10%+441+6.4%Added
Zurich Insurance Group Ltd7,300$2.16M0.02%00.0%Unchanged
Finer Wealth Management, Inc.7,288$2.16M1.61%+232+3.3%Added
Evernest Financial Advisors, LLC7,261$2.15M1.09%+7,261New
Banco de Sabadell, S.A7,261$2.15M1.63%+124+1.7%Added
Insight Wealth Strategies, LLC7,235$2.15M0.35%+230+3.3%Added
EPG Wealth Management LLC7,467$2.14M0.56%+176+2.4%Added
Jackson, Grant Investment Advisers, Inc.7,224$2.14M0.95%+33+0.5%Added
Brick & Kyle, Associates7,213$2.14M1.06%−145−2.0%Reduced
Eudaimonia Partners, LLC7,211$2.14M0.56%+2,264+45.8%Added
Investors Asset Management of Georgia Inc7,218$2.14M1.08%+150+2.1%Added