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; 3,482 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 | 3,482 | $142.5B |
| Q1 2026 | 3,604 | $163.1B |
| Q4 2025 | 3,589 | $160.4B |
| Q3 2025 | 3,424 | $155.5B |
| Q2 2025 | 3,424 | $152.9B |
| Q1 2025 | 3,423 | $165.7B |
| Q4 2024 | 3,392 | $150.8B |
| Q3 2024 | 3,172 | $156.2B |
| Q2 2024 | 3,087 | $129.1B |
| Q1 2024 | 3,172 | $143.6B |
| Q4 2023 | 3,192 | $151.1B |
| Q3 2023 | 3,000 | $131.5B |
| Q2 2023 | 3,011 | $150.1B |
| Q1 2023 | 2,952 | $140.5B |
| Q4 2022 | 2,927 | $133.0B |
| Q3 2022 | 2,702 | $115.7B |
| Q2 2022 | 2,724 | $123.7B |
| Q1 2022 | 2,741 | $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 |
|---|---|---|---|---|---|
| Private Wealth Strategies, L.L.C. | 3,891 | $1.15M | 0.26% | +3+0.1% | Added |
| Formidable Asset Management, LLC | 3,888 | $1.15M | 0.25% | 00.0% | Unchanged |
| Phillips Wealth Planners LLC | 3,916 | $1.15M | 1.39% | +13+0.3% | Added |
| MKT Advisors LLC | 3,988 | $1.15M | 0.76% | −10.0% | Reduced |
| Ami Asset Management Corp | 3,878 | $1.15M | 0.06% | −91−2.3% | Reduced |
| GoalVest Advisory LLC | 3,869 | $1.15M | 0.50% | +753+24.2% | Added |
| Wellington Shields Capital Management, LLC | 3,863 | $1.15M | 0.14% | +10+0.3% | Added |
| Norden Group LLC | 3,845 | $1.14M | 0.20% | +65+1.7% | Added |
| Guardian Wealth Advisors, LLC | 3,845 | $1.14M | 0.17% | +163+4.4% | Added |
| RMR Wealth Builders | 3,838 | $1.14M | 0.16% | +757+24.6% | Added |
| WealthPLAN Partners, LLC | 3,831 | $1.14M | 0.12% | −51−1.3% | Reduced |
| River Street Advisors LLC | 3,831 | $1.14M | 0.91% | +238+6.6% | Added |
| Grandfield & Dodd, LLC | 3,828 | $1.14M | 0.08% | −99−2.5% | Reduced |
| Cottonwood Capital Advisors, LLC | 3,827 | $1.13M | 0.93% | +124+3.3% | Added |
| Hendershot Investments Inc. | 3,825 | $1.13M | 0.17% | +118+3.2% | Added |
| Wolff Wiese Magana LLC | 3,812 | $1.13M | 1.07% | +3,292+633.1% | Added |
| Smartleaf Asset Management LLC | 3,815 | $1.13M | 0.30% | +3,815 | New |
| Paragon Financial Partners, Inc. | 3,810 | $1.13M | 1.08% | −137−3.5% | Reduced |
| Parkside Financial Bank & Trust | 3,808 | $1.13M | 0.21% | +248+7.0% | Added |
| Caldwell Sutter Capital, Inc. | 3,805 | $1.13M | 0.57% | +38+1.0% | Added |
| Renaissance Investment Group LLC | 3,801 | $1.13M | 0.28% | −190−4.8% | Reduced |
| Northern Financial Advisors Inc | 3,799 | $1.13M | 0.95% | −196−4.9% | Reduced |
| Insight Advisors, LLC | 3,796 | $1.13M | 0.24% | −33−0.9% | Reduced |
| MBA Advisors LLC | 3,790 | $1.12M | 0.63% | +22+0.6% | Added |
| Wayfinding Financial, LLC | 3,788 | $1.12M | 0.76% | −284−7.0% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 3,798 | $1.12M | 0.27% | +2,662+234.3% | Added |
| Capital Advisors Wealth Management, LLC | 3,778 | $1.12M | 0.26% | −92−2.4% | Reduced |
| Arbor Capital Management Inc | 3,800 | $1.12M | 0.84% | −7−0.2% | Reduced |
| Balboa Wealth Partners | 3,764 | $1.12M | 0.37% | +1,196+46.6% | Added |
| KLCM Advisors, Inc. | 3,760 | $1.11M | 0.17% | −325−8.0% | Reduced |
| Jag Capital Management, LLC | 3,756 | $1.11M | 0.17% | −7,214−65.8% | Reduced |
| Okabena Investment Services Inc | 3,753 | $1.11M | 0.43% | +3,753 | New |
| Accredited Investors Inc. | 3,749 | $1.11M | 0.08% | −9−0.2% | Reduced |
| Deseret Mutual Benefit Administrators | 3,747 | $1.11M | 0.64% | −1,301−25.8% | Reduced |
| BBR Partners, LLC | 3,745 | $1.11M | 0.11% | −258−6.4% | Reduced |
| Grove Bank & Trust | 3,743 | $1.11M | 0.20% | −168−4.3% | Reduced |
| Wealth Dimensions Group, Ltd. | 3,741 | $1.11M | 0.35% | −379−9.2% | Reduced |
| Somerset Group LLC | 3,734 | $1.11M | 0.93% | 00.0% | Unchanged |
| Burke & Herbert Bank & Trust Co | 3,729 | $1.11M | 0.79% | −18−0.5% | Reduced |
| Townsend & Associates, Inc | 3,677 | $1.10M | 0.14% | −21−0.6% | Reduced |
| Corundum Group, Inc. | 3,721 | $1.10M | 0.55% | +61+1.7% | Added |
| BSW Wealth Partners | 3,718 | $1.10M | 0.22% | +80+2.2% | Added |
| American Investment Services, Inc. | 3,717 | $1.10M | 0.21% | +21+0.6% | Added |
| Raleigh Capital Management Inc. | 3,714 | $1.10M | 0.51% | +13+0.4% | Added |
| Wiser Advisor Group LLC | 3,701 | $1.10M | 1.83% | +3,701 | New |
| Frisch Financial Group, Inc. | 3,696 | $1.10M | 0.41% | +397+12.0% | Added |
| Goelzer Investment Management, Inc. | 3,691 | $1.09M | 0.07% | +571+18.3% | Added |
| Institute for Wealth Management, LLC. | 3,686 | $1.09M | 0.18% | −88−2.3% | Reduced |
| Kennon-Green & Company, LLC | 3,685 | $1.09M | 1.11% | −521−12.4% | Reduced |
| Eldridge Investment Advisors, Inc. | 3,684 | $1.09M | 0.29% | 00.0% | Unchanged |
| Intellectus Partners, LLC | 3,683 | $1.09M | 0.32% | −447−10.8% | Reduced |
| Avidian Wealth Solutions, LLC | 3,676 | $1.09M | 0.07% | −2,886−44.0% | Reduced |
| PYA Waltman Capital, LLC | 3,674 | $1.09M | 0.45% | +139+3.9% | Added |
| Quadcap Wealth Management, LLC | 3,666 | $1.09M | 0.28% | +3,666 | New |
| Householder Group Estate & Retirement Specialist, LLC | 3,667 | $1.09M | 0.36% | +63+1.7% | Added |
| First Financial Corp | 3,666 | $1.09M | 0.55% | +199+5.7% | Added |
| Intelligent Financial Strategies | 3,666 | $1.09M | 0.76% | +10.0% | Added |
| Triangle Securities Wealth Management | 3,664 | $1.09M | 0.34% | +8+0.2% | Added |
| Atomi Financial Group, Inc. | 3,663 | $1.09M | 0.15% | +2,183+147.5% | Added |
| Greenline Partners, LLC | 3,657 | $1.08M | 0.18% | 00.0% | Unchanged |
| Compass Capital Management, Inc | 3,656 | $1.08M | 0.08% | 00.0% | Unchanged |
| Coastal Bridge Advisors, LLC | 3,656 | $1.08M | 0.28% | +12+0.3% | Added |
| Sterling Investment Counsel, LLC | 3,653 | $1.08M | 0.55% | +225+6.6% | Added |
| Qube Research & Technologies Ltd | 3,646 | $1.08M | 0.00% | −1,176,217−99.7% | Reduced |
| Rede Wealth, LLC | 3,643 | $1.08M | 0.51% | 00.0% | Unchanged |
| Advantage Trust Co | 3,643 | $1.08M | 0.85% | +3,643 | New |
| Central Valley Advisors, LLC | 3,631 | $1.08M | 0.63% | +3,631 | New |
| Fragasso Group Inc. | 3,626 | $1.08M | 0.10% | +60+1.7% | Added |
| Eagle Ridge Investment Management | 3,624 | $1.07M | 0.11% | −32−0.9% | Reduced |
| Convergence Investment Partners, LLC | 3,622 | $1.07M | 0.56% | +2,385+192.8% | Added |
| Chesapeake Asset Management LLC | 3,605 | $1.07M | 0.95% | +182+5.3% | Added |
| NCM Capital Management, LLC | 3,597 | $1.07M | 0.65% | +11+0.3% | Added |
| Heartwood Wealth Advisors LLC | 3,583 | $1.06M | 0.14% | 00.0% | Unchanged |
| Jeppson Wealth Management, LLC | 3,572 | $1.06M | 0.44% | −20−0.6% | Reduced |
| Wealth Management Associates, Inc. | 3,567 | $1.06M | 0.56% | +12+0.3% | Added |
| Keating Investment Counselors Inc | 3,565 | $1.06M | 0.38% | 00.0% | Unchanged |
| Circle Wealth Management, LLC | 3,557 | $1.05M | 0.03% | −21−0.6% | Reduced |
| Sterling Investment Advisors, Ltd. | 3,552 | $1.05M | 0.33% | +239+7.2% | Added |
| High Falls Advisors, Inc | 3,551 | $1.05M | 0.28% | −200−5.3% | Reduced |
| Fox Hill Wealth Management | 3,550 | $1.05M | 0.81% | +3,550 | New |
| Buckley Wealth Management, LLC | 3,545 | $1.05M | 0.36% | 00.0% | Unchanged |
| LMCG Investments, LLC | 3,544 | $1.05M | 0.07% | −35−1.0% | Reduced |
| Michael B. Yongue | 3,539 | $1.05M | 0.94% | −35−1.0% | Reduced |
| Advisory Research Inc | 3,537 | $1.05M | 0.16% | −2,063−36.8% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 3,540 | $1.05M | 0.09% | 00.0% | Unchanged |
| Redwood Wealth Management Group, LLC | 3,533 | $1.05M | 1.16% | −16−0.5% | Reduced |
| Morris Financial Concepts, Inc. | 3,529 | $1.05M | 0.60% | +15+0.4% | Added |
| Forza Wealth Management, LLC | 3,522 | $1.04M | 0.58% | 00.0% | Unchanged |
| Cubic Asset Management, LLC | 3,520 | $1.04M | 0.27% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 3,512 | $1.04M | 0.49% | 00.0% | Unchanged |
| Trust Co of the South | 3,512 | $1.04M | 0.28% | +3,512 | New |
| MidWestOne Financial Group, Inc. | 3,511 | $1.04M | 0.20% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 3,520 | $1.04M | 0.06% | −1,986−36.1% | Reduced |
| STAR Financial Bank | 3,509 | $1.04M | 0.95% | +62+1.8% | Added |
| Olistico Wealth, LLC | 3,506 | $1.04M | 0.81% | +16+0.5% | Added |
| Armstrong Advisory Group, Inc | 3,488 | $1.03M | 0.10% | −108−3.0% | Reduced |
| Harbour Capital Advisors, LLC | 3,512 | $1.03M | 0.28% | 00.0% | Unchanged |
| First American Bank | 3,480 | $1.03M | 0.09% | −10.0% | Reduced |
| Monument Capital Management | 3,471 | $1.03M | 0.33% | −2,227−39.1% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 3,476 | $1.03M | 0.42% | +1,937+125.9% | Added |