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
- +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
- 1,141 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 |
|---|---|---|---|---|---|
| PFC Capital Group, Inc. | 6,050 | $1.79M | 1.06% | +6,050 | New |
| Camden Capital, LLC | 6,046 | $1.79M | 0.18% | +3,798+169.0% | Added |
| Southeast Asset Advisors Inc. | 6,045 | $1.79M | 0.24% | +213+3.7% | Added |
| Freedom Day Solutions, LLC | 6,042 | $1.79M | 0.70% | +408+7.2% | Added |
| RMR Capital Management, LLC | 6,039 | $1.79M | 2.06% | +6,039 | New |
| Fidelis Capital Partners, LLC | 6,036 | $1.79M | 0.40% | +1,849+44.2% | Added |
| Audent Global Asset Management, LLC | 6,024 | $1.79M | 2.13% | +4,130+218.1% | Added |
| Portside Wealth Group, LLC | 6,008 | $1.78M | 0.33% | −327−5.2% | Reduced |
| Viking Fund Management LLC | 6,000 | $1.78M | 0.35% | +2,000+50.0% | Added |
| Schulhoff & Co Inc | 5,988 | $1.78M | 0.85% | 00.0% | Unchanged |
| Capital Advisors Inc | 5,987 | $1.78M | 0.04% | −239−3.8% | Reduced |
| Kovitz Investment Group Partners, LLC | 5,987 | $1.78M | 0.03% | +249+4.3% | Added |
| SOA Wealth Advisors, LLC. | 5,980 | $1.77M | 0.39% | −491−7.6% | Reduced |
| Windsor Capital Management, LLC | 5,964 | $1.77M | 0.58% | −24−0.4% | Reduced |
| Apexium Financial, LP | 5,935 | $1.76M | 0.13% | +4,019+209.8% | Added |
| Symphony Financial, Ltd. Co. | 6,053 | $1.76M | 0.38% | +1,494+32.8% | Added |
| Syon Capital LLC | 5,915 | $1.75M | 0.18% | +951+19.2% | Added |
| Bedell Frazier Investment Counseling, LLC | 5,909 | $1.75M | 0.48% | −25−0.4% | Reduced |
| Vaughan David Investments LLC | 5,881 | $1.74M | 0.05% | +70+1.2% | Added |
| Vestmark Advisory Solutions, Inc. | 5,873 | $1.74M | 0.09% | −335−5.4% | Reduced |
| Buttonwood Financial Advisors Inc. | 5,872 | $1.74M | 0.95% | −183−3.0% | Reduced |
| Grant/GrossMendelsohn, LLC | 5,957 | $1.74M | 0.72% | −83−1.4% | Reduced |
| Martin & Co Inc | 5,861 | $1.74M | 0.43% | −228−3.7% | Reduced |
| Lakeview Capital Partners, LLC | 5,859 | $1.74M | 0.31% | −409−6.5% | Reduced |
| Albert D Mason Inc | 5,857 | $1.74M | 1.15% | −7−0.1% | Reduced |
| Beacon Financial Advisory LLC | 5,854 | $1.74M | 0.84% | −64−1.1% | Reduced |
| Traynor Capital Management, Inc. | 5,843 | $1.73M | 0.20% | +841+16.8% | Added |
| Ameritas Advisory Services, LLC | 5,947 | $1.73M | 0.10% | +189+3.3% | Added |
| Atlas Brown,Inc. | 5,836 | $1.73M | 0.72% | +10.0% | Added |
| HCR Wealth Advisors | 5,834 | $1.73M | 0.27% | +1,063+22.3% | Added |
| Steel Peak Wealth Management LLC | 5,817 | $1.72M | 0.10% | −165−2.8% | Reduced |
| Gryphon Financial Partners LLC | 5,892 | $1.72M | 0.31% | +2,935+99.3% | Added |
| Patton Albertson Miller Group, LLC | 5,780 | $1.71M | 0.29% | 00.0% | Unchanged |
| Howe & Rusling Inc | 5,776 | $1.71M | 0.18% | −32−0.6% | Reduced |
| Louisbourg Investments Inc. | 6,045 | $1.71M | 0.52% | +6,045 | New |
| Gilman Hill Asset Management, LLC | 5,756 | $1.71M | 0.32% | −87−1.5% | Reduced |
| Lindbrook Capital, LLC | 5,748 | $1.70M | 0.17% | −2,018−26.0% | Reduced |
| Harmony Asset Management LLC | 5,740 | $1.70M | 0.72% | +5,740 | New |
| Pettyjohn, Wood & White, Inc | 5,732 | $1.70M | 0.37% | −202−3.4% | Reduced |
| Gordian Capital Singapore Pte Ltd | 5,720 | $1.70M | 1.53% | +4,720+472.0% | Added |
| D.B. Root & Company, LLC | 5,704 | $1.69M | 0.61% | −42−0.7% | Reduced |
| NVWM, LLC | 5,702 | $1.69M | 0.51% | +373+7.0% | Added |
| First Commonwealth Financial Corp | 5,688 | $1.69M | 0.52% | −118−2.0% | Reduced |
| McDonald Partners LLC | 5,687 | $1.69M | 0.50% | −4−0.1% | Reduced |
| Greenwood Gearhart Inc | 5,672 | $1.68M | 0.18% | −254−4.3% | Reduced |
| Burford Brothers, Inc. | 5,667 | $1.68M | 1.19% | +5,667 | New |
| Secure Asset Management, LLC | 5,665 | $1.68M | 0.45% | −364−6.0% | Reduced |
| Newman Dignan & Sheerar, Inc. | 5,645 | $1.67M | 0.51% | −184−3.2% | Reduced |
| Mill Capital Management, LLC | 5,643 | $1.67M | 0.15% | 00.0% | Unchanged |
| Summit X, LLC | 5,642 | $1.67M | 0.48% | −99−1.7% | Reduced |
| Nwam LLC | 5,642 | $1.67M | 0.13% | +896+18.9% | Added |
| North Star Asset Management Inc | 5,637 | $1.67M | 0.09% | −20.0% | Reduced |
| Townsend Asset Management Corp | 5,627 | $1.67M | 0.76% | +3+0.1% | Added |
| Peloton Wealth Strategists | 5,625 | $1.67M | 0.72% | −520−8.5% | Reduced |
| Richelieu Gestion PLC | 5,620 | $1.67M | 1.49% | +2,164+62.6% | Added |
| Souders Financial Advisors | 5,613 | $1.66M | 0.28% | −224−3.8% | Reduced |
| Portfolio Design Labs, LLC | 5,605 | $1.66M | 0.63% | +5,605 | New |
| Relyea Zuckerberg Hanson LLC | 5,602 | $1.66M | 0.32% | +1,645+41.6% | Added |
| United Bank | 5,576 | $1.65M | 0.91% | −768−12.1% | Reduced |
| Transamerica Financial Advisors, Inc. | 5,566 | $1.65M | 0.23% | −1,248−18.3% | Reduced |
| NRI Wealth Management LC | 5,533 | $1.64M | 1.64% | +5,533 | New |
| Warren Averett Asset Management, LLC | 5,526 | $1.64M | 0.06% | +569+11.5% | Added |
| Southland Equity Partners LLC | 5,512 | $1.63M | 0.51% | +309+5.9% | Added |
| OV Management LLC | 5,500 | $1.63M | 1.35% | +5,500 | New |
| Eastern Bank | 5,473 | $1.62M | 0.07% | −283−4.9% | Reduced |
| N.E.W. Advisory Services LLC | 5,468 | $1.62M | 0.20% | −7−0.1% | Reduced |
| Klingenstein Fields & Co LP | 5,443 | $1.61M | 0.07% | −118−2.1% | Reduced |
| Monticello Wealth Management, LLC | 5,441 | $1.61M | 0.15% | −132−2.4% | Reduced |
| Smith Shellnut Wilson LLC | 5,434 | $1.61M | 0.92% | −374−6.4% | Reduced |
| Delta Financial Advisors LLC | 5,422 | $1.61M | 0.70% | −250−4.4% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 5,419 | $1.61M | 0.67% | +120+2.3% | Added |
| Concord Asset Management, LLC | 5,380 | $1.60M | 0.47% | +1,947+56.7% | Added |
| Wedmont Private Capital | 5,465 | $1.60M | 0.13% | +188+3.6% | Added |
| Berkeley Capital Partners, LLC | 5,378 | $1.59M | 0.53% | −105−1.9% | Reduced |
| Retirement Planning Co of New England, Inc. | 5,364 | $1.59M | 0.72% | +203+3.9% | Added |
| Imprint Wealth LLC | 5,365 | $1.59M | 1.28% | −400−6.9% | Reduced |
| Baker Tilly Wealth Management, LLC | 5,354 | $1.59M | 0.26% | −308−5.4% | Reduced |
| Capital Investment Counsel, Inc | 5,346 | $1.59M | 0.28% | −20−0.4% | Reduced |
| Centaurus Financial, Inc. | 5,335 | $1.58M | 0.12% | +3,100+138.7% | Added |
| JNBA Financial Advisors | 5,335 | $1.58M | 0.18% | −112−2.1% | Reduced |
| Mechanics Financial Corp | 5,331 | $1.58M | 0.89% | +36+0.7% | Added |
| Iams Wealth Management, LLC | 5,309 | $1.57M | 1.02% | −271−4.9% | Reduced |
| Hancock Whitney Corp | 5,304 | $1.57M | 0.06% | −142−2.6% | Reduced |
| Bedel Financial Consulting, Inc. | 5,280 | $1.57M | 0.29% | +82+1.6% | Added |
| My Legacy Advisors, LLC | 5,316 | $1.56M | 0.56% | +132+2.5% | Added |
| Investment Partners, Ltd. | 5,262 | $1.56M | 0.77% | +23+0.4% | Added |
| Wolff Financial Management LLC | 5,250 | $1.56M | 0.48% | 00.0% | Unchanged |
| Grace & White Inc | 5,250 | $1.56M | 0.27% | 00.0% | Unchanged |
| Roanoke Asset Management Corp | 5,248 | $1.56M | 0.58% | +70+1.4% | Added |
| First Trust Investment Solutions L.P. | 5,236 | $1.55M | 0.32% | +5,236 | New |
| EFG Asset Management (Americas) Corp. | 5,233 | $1.55M | 0.33% | −149−2.8% | Reduced |
| Leisure Capital Management | 5,224 | $1.55M | 0.84% | −932−15.1% | Reduced |
| Quest Investment Management LLC | 5,215 | $1.55M | 0.19% | +181+3.6% | Added |
| L.M. Kohn & Company | 5,211 | $1.55M | 0.49% | +427+8.9% | Added |
| Pinnacle Bancorp, Inc. | 5,207 | $1.54M | 0.51% | −15−0.3% | Reduced |
| Goldstone Financial Group, LLC | 5,201 | $1.54M | 0.40% | +371+7.7% | Added |
| SFMG, LLC | 5,181 | $1.54M | 0.14% | +705+15.8% | Added |
| Indiana Trust & Investment Management CO | 5,162 | $1.53M | 0.69% | −190−3.6% | Reduced |
| Patron Partners Advisors, LLC | 5,158 | $1.53M | 1.01% | +38+0.7% | Added |
| Operose Advisors LLC | 5,142 | $1.52M | 0.61% | −372−6.7% | Reduced |