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 |
|---|---|---|---|---|---|
| Little House Capital LLC | 5,133 | $1.52M | 0.56% | −14−0.3% | Reduced |
| Headinvest, LLC | 5,130 | $1.52M | 0.32% | −190−3.6% | Reduced |
| Robbins Farley LLC | 5,129 | $1.52M | 0.95% | +5,129 | New |
| IVC Wealth Advisors LLC | 5,120 | $1.52M | 0.94% | +69+1.4% | Added |
| Transform Wealth, LLC | 5,119 | $1.52M | 0.15% | +4,238+481.0% | Added |
| Financial Freedom, LLC | 5,112 | $1.52M | 0.96% | +16+0.3% | Added |
| Union Savings Bank | 5,107 | $1.51M | 0.86% | −100−1.9% | Reduced |
| F/M Investments LLC | 5,103 | $1.51M | 0.86% | −101−1.9% | Reduced |
| MCF Advisors LLC | 5,102 | $1.51M | 0.12% | +31+0.6% | Added |
| Legacy Wealth Management, LLC | 5,095 | $1.51M | 0.73% | −1,100−17.8% | Reduced |
| LCNB Corp | 5,062 | $1.50M | 0.59% | +12+0.2% | Added |
| Financial Management Network Inc | 5,191 | $1.50M | 0.44% | +176+3.5% | Added |
| Curbstone Financial Management Corp | 5,050 | $1.50M | 0.34% | 00.0% | Unchanged |
| ORG Partners LLC | 5,043 | $1.50M | 0.25% | +450+9.8% | Added |
| Boothbay Fund Management, LLC | 5,048 | $1.50M | 0.06% | −3,125−38.2% | Reduced |
| Financial Advisory Group | 5,048 | $1.50M | 0.28% | 00.0% | Unchanged |
| Suncoast Equity Management | 5,043 | $1.50M | 0.20% | −220−4.2% | Reduced |
| Summit Trail Advisors, LLC | 5,014 | $1.49M | 0.05% | −154−3.0% | Reduced |
| Wealth Alliance | 5,005 | $1.48M | 0.21% | +134+2.8% | Added |
| Apella Capital, LLC | 5,081 | $1.48M | 0.08% | −58−1.1% | Reduced |
| Kovack Advisors, Inc. | 4,996 | $1.48M | 0.18% | +294+6.3% | Added |
| Beaton Management Co. Inc. | 4,996 | $1.48M | 0.89% | −1,200−19.4% | Reduced |
| Founders Financial Alliance, LLC | 4,992 | $1.48M | 0.57% | −34−0.7% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 4,976 | $1.47M | 0.14% | +557+12.6% | Added |
| Premier Path Wealth Partners, LLC | 4,973 | $1.47M | 0.33% | +4,973 | New |
| Petix & Botte Co | 4,956 | $1.47M | 0.43% | 00.0% | Unchanged |
| Brown Capital Management LLC | 4,953 | $1.47M | 0.02% | −375−7.0% | Reduced |
| Visionary Wealth Advisors | 4,952 | $1.47M | 0.11% | 00.0% | Unchanged |
| Successful Portfolios LLC | 4,947 | $1.47M | 1.10% | −85−1.7% | Reduced |
| Strategic Blueprint, LLC | 4,938 | $1.46M | 0.12% | +719+17.0% | Added |
| Lantz Financial LLC | 4,931 | $1.46M | 0.53% | +43+0.9% | Added |
| Becker Capital Management Inc | 4,922 | $1.46M | 0.05% | +63+1.3% | Added |
| FOCUS Wealth Advisors, LLC | 4,921 | $1.46M | 0.92% | −845−14.7% | Reduced |
| Venturi Wealth Management, LLC | 4,917 | $1.46M | 0.10% | −78−1.6% | Reduced |
| Integrity Financial Corp | 4,911 | $1.46M | 1.06% | −7−0.1% | Reduced |
| Intrua Financial, LLC | 4,895 | $1.45M | 0.23% | +383+8.5% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 4,888 | $1.45M | 0.28% | +82+1.7% | Added |
| Herold Advisors, Inc. | 4,884 | $1.45M | 0.40% | −100−2.0% | Reduced |
| Owen LaRue, LLC | 4,878 | $1.45M | 1.38% | +2,357+93.5% | Added |
| First National Bank of Omaha | 4,868 | $1.44M | 0.09% | −200−3.9% | Reduced |
| MEMBERS Trust Co | 4,874 | $1.44M | 0.04% | −228−4.5% | Reduced |
| Family Legacy, Inc. | 4,862 | $1.44M | 0.55% | +9+0.2% | Added |
| Northstar Asset Management LLC | 4,856 | $1.44M | 0.38% | +80+1.7% | Added |
| West Paces Advisors Inc. | 4,851 | $1.44M | 0.40% | +79+1.7% | Added |
| Bennett Selby Investments LP | 4,844 | $1.44M | 0.74% | +33+0.7% | Added |
| Probity Advisors, Inc. | 4,838 | $1.43M | 0.31% | −785−14.0% | Reduced |
| Y.D. More Investments Ltd | 4,836 | $1.43M | 0.29% | +171+3.7% | Added |
| Security Financial Services, INC. | 4,830 | $1.43M | 0.35% | +82+1.7% | Added |
| KWB Wealth | 4,824 | $1.43M | 0.21% | 00.0% | Unchanged |
| Court Place Advisors, LLC | 4,816 | $1.43M | 0.47% | 00.0% | Unchanged |
| First County Bank | 4,815 | $1.43M | 0.69% | −8−0.2% | Reduced |
| Mendel Money Management | 4,814 | $1.43M | 0.69% | +131+2.8% | Added |
| Richwood Investment Advisors, LLC | 4,810 | $1.43M | 1.34% | +135+2.9% | Added |
| Godshalk Welsh Capital Management, Inc. | 4,785 | $1.42M | 1.02% | 00.0% | Unchanged |
| Lakeside Advisors, INC. | 4,784 | $1.42M | 0.99% | −25−0.5% | Reduced |
| Continuum Advisory, LLC | 4,784 | $1.42M | 0.20% | −22,057−82.2% | Reduced |
| Skopos Labs, Inc. | 4,778 | $1.42M | 0.68% | +4,778 | New |
| Washington Trust Bank | 4,764 | $1.41M | 0.13% | 00.0% | Unchanged |
| Barlow Wealth Partners, Inc. | 4,761 | $1.41M | 0.20% | +4,761 | New |
| West Family Investments, Inc. | 4,749 | $1.41M | 0.48% | +47+1.0% | Added |
| Colonial River Wealth Management, LLC | 4,741 | $1.41M | 0.84% | +700+17.3% | Added |
| Connectus Wealth, LLC | 4,711 | $1.40M | 0.03% | +1,374+41.2% | Added |
| GAMMA Investing LLC | 4,772 | $1.40M | 0.38% | +4,772 | New |
| Capital Asset Advisory Services LLC | 4,706 | $1.40M | 0.09% | −293−5.9% | Reduced |
| ZWJ Investment Counsel Inc | 4,705 | $1.40M | 0.07% | −270−5.4% | Reduced |
| Precedent Wealth Partners, LLC | 4,691 | $1.39M | 0.71% | +4,691 | New |
| Aull & Monroe Investment Management Corp | 4,686 | $1.39M | 0.69% | 00.0% | Unchanged |
| Cannell Peter B & Co Inc | 4,677 | $1.39M | 0.04% | +510+12.2% | Added |
| Koshinski Asset Management, Inc. | 4,660 | $1.38M | 0.21% | −1,460−23.9% | Reduced |
| PFG Investments, LLC | 4,658 | $1.38M | 0.26% | +1,021+28.1% | Added |
| SRN Advisors, LLC | 4,657 | $1.38M | 1.24% | +4,657 | New |
| Princeton Global Asset Management LLC | 4,639 | $1.38M | 0.35% | −359−7.2% | Reduced |
| SignalPoint Asset Management, LLC | 4,636 | $1.37M | 0.41% | +40+0.9% | Added |
| Mitchell McLeod Pugh & Williams Inc | 4,631 | $1.37M | 0.36% | +124+2.8% | Added |
| JFS Wealth Advisors, LLC | 4,629 | $1.37M | 0.12% | +82+1.8% | Added |
| Legacy Financial Advisors, Inc. | 4,626 | $1.37M | 0.26% | +207+4.7% | Added |
| Colonial Trust Co | 4,625 | $1.37M | 0.29% | +413+9.8% | Added |
| InTrack Investment Management Inc | 4,623 | $1.37M | 1.03% | +1,156+33.3% | Added |
| First Citizens Bank & Trust Co | 4,623 | $1.37M | 0.02% | −1,539−25.0% | Reduced |
| ABLE Financial Group, LLC | 4,621 | $1.37M | 0.59% | +102+2.3% | Added |
| Laidlaw Wealth Management LLC | 4,619 | $1.37M | 0.50% | −2,006−30.3% | Reduced |
| South Street Advisors LLC | 4,618 | $1.37M | 0.26% | 00.0% | Unchanged |
| Lindenwold Advisors | 4,617 | $1.37M | 0.78% | −24−0.5% | Reduced |
| Enterprise Financial Services Corp | 4,607 | $1.37M | 0.83% | −150−3.2% | Reduced |
| Absolute Capital Management, LLC | 4,600 | $1.36M | 1.24% | 00.0% | Unchanged |
| Sicart Associates LLC | 4,597 | $1.36M | 0.52% | 00.0% | Unchanged |
| Violich Capital Management, Inc. | 4,595 | $1.36M | 0.22% | 00.0% | Unchanged |
| Magnus Financial Group LLC | 4,591 | $1.36M | 0.18% | +160+3.6% | Added |
| Ledyard National Bank | 4,562 | $1.35M | 0.14% | +789+20.9% | Added |
| Absoluto Partners Gestao de Recursos Ltda | 4,557 | $1.35M | 0.75% | −1,104−19.5% | Reduced |
| Norway Savings Bank | 4,557 | $1.35M | 0.60% | −218−4.6% | Reduced |
| Rogco, LP | 4,547 | $1.35M | 0.59% | −16−0.4% | Reduced |
| Independent Solutions Wealth Management, LLC | 4,543 | $1.35M | 0.35% | +2,610+135.0% | Added |
| Blue Fin Capital, Inc. | 4,536 | $1.34M | 0.35% | +743+19.6% | Added |
| Taylor Hoffman Wealth Management | 4,530 | $1.34M | 0.61% | 00.0% | Unchanged |
| Meridian Wealth Advisors, LLC | 4,526 | $1.34M | 0.29% | +3+0.1% | Added |
| WNY Asset Management, LLC | 4,524 | $1.34M | 0.23% | +1,025+29.3% | Added |
| Mengis Capital Management, Inc. | 4,522 | $1.34M | 0.25% | 00.0% | Unchanged |
| Walter & Keenan Financial Consulting Co | 4,508 | $1.34M | 0.48% | +148+3.4% | Added |
| Archford Capital Strategies, LLC | 4,506 | $1.34M | 0.24% | −153−3.3% | Reduced |