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 |
|---|---|---|---|---|---|
| Spirit of America Management Corp | 2,580 | $765.0K | 0.17% | −400−13.4% | Reduced |
| Waycross Partners, LLC | 2,578 | $764.4K | 0.14% | 00.0% | Unchanged |
| WoodTrust Financial Corp | 2,576 | $764.0K | 0.13% | −609−19.1% | Reduced |
| Taylor Financial Group, Inc. | 2,575 | $763.4K | 0.63% | +2,575 | New |
| Summit Financial Group Inc | 2,570 | $762.0K | 0.29% | −77−2.9% | Reduced |
| Delta Financial Group, Inc. | 2,570 | $762.0K | 0.24% | +71+2.8% | Added |
| Baystate Wealth Management LLC | 2,569 | $762.0K | 0.06% | +8+0.3% | Added |
| Cooper Financial Group | 2,564 | $760.3K | 0.14% | −124−4.6% | Reduced |
| SS&H Financial Advisors, Inc. | 2,553 | $757.0K | 0.32% | 00.0% | Unchanged |
| Concentric Wealth Management, LLC | 2,551 | $756.4K | 0.22% | +35+1.4% | Added |
| Cove Private Wealth, LLC | 2,550 | $756.1K | 0.72% | +2,550 | New |
| Fiduciary Alliance LLC | 2,549 | $755.9K | 0.15% | −53−2.0% | Reduced |
| Advisor Resource Council | 2,548 | $755.6K | 0.09% | +2,548 | New |
| Twelve Points Wealth Management LLC | 2,545 | $754.5K | 0.36% | +139+5.8% | Added |
| O'Rourke & Company, Inc | 2,539 | $753.0K | 0.49% | +4+0.2% | Added |
| IAM Advisory, LLC | 2,531 | $750.5K | 0.24% | +14+0.6% | Added |
| Strategic Wealth Designers | 2,531 | $750.3K | 0.11% | +317+14.3% | Added |
| Notis-McConarty Edward | 2,523 | $748.1K | 0.30% | 00.0% | Unchanged |
| Oldfather Financial Services, LLC | 2,516 | $746.0K | 0.33% | +47+1.9% | Added |
| Aldebaran Financial Inc. | 2,514 | $745.5K | 1.15% | −23−0.9% | Reduced |
| Fairhaven Wealth Management, LLC | 2,511 | $744.6K | 0.27% | −130−4.9% | Reduced |
| Threadgill Financial, LLC | 2,508 | $743.6K | 0.49% | +42+1.7% | Added |
| Guidance Capital, Inc | 2,503 | $743.5K | 0.30% | +82+3.4% | Added |
| Holland Advisory Services, Inc. | 2,506 | $743.1K | 0.85% | +13+0.5% | Added |
| Diversified, LLC | 2,504 | $742.5K | 0.16% | +264+11.8% | Added |
| Beck Mack & Oliver LLC | 2,500 | $741.3K | 0.02% | 00.0% | Unchanged |
| TCM Advisors, LLC | – | $741.3K | 0.60% | – | – |
| Klingman & Associates, LLC | 2,499 | $741.0K | 0.05% | −5−0.2% | Reduced |
| Measured Wealth Private Client Group, LLC | 2,497 | $740.4K | 0.27% | +5+0.2% | Added |
| Karpas Strategies, LLC | 2,494 | $739.6K | 0.24% | +11+0.4% | Added |
| Charles Schwab Trust Co | 2,492 | $739.0K | 0.07% | −922−27.0% | Reduced |
| Geller Advisors LLC | 2,491 | $738.6K | 0.07% | −739−22.9% | Reduced |
| Allen Capital Group, LLC | 2,484 | $736.5K | 0.12% | +153+6.6% | Added |
| Kingfisher Capital LLC | 2,484 | $736.0K | 0.19% | +8+0.3% | Added |
| First Business Financial Services, Inc. | 2,480 | $735.3K | 0.09% | −4,708−65.5% | Reduced |
| Octavia Wealth Advisors, LLC | 2,479 | $735.1K | 0.13% | +137+5.8% | Added |
| Steele Capital Management, Inc. | 2,471 | $732.7K | 0.05% | +2,471 | New |
| Oak Hill Wealth Advisors, LLC | 2,470 | $732.5K | 0.25% | 00.0% | Unchanged |
| Novak & Powell Financial Services, Inc. | 2,464 | $730.7K | 0.49% | +2,464 | New |
| Winthrop Capital Management, LLC | 2,464 | $730.5K | 0.24% | +2,464 | New |
| Ignite Planners, LLC | 2,459 | $730.3K | 0.22% | −422−14.6% | Reduced |
| Newbridge Financial Services Group, Inc. | 2,455 | $728.0K | 0.36% | +569+30.2% | Added |
| Ackerman Capital Advisors, LLC | 2,450 | $726.5K | 0.20% | 00.0% | Unchanged |
| Integrated Investment Consultants, LLC | 2,443 | $724.4K | 0.23% | −3−0.1% | Reduced |
| GHP Investment Advisors, Inc. | 2,443 | $724.3K | 0.04% | −256−9.5% | Reduced |
| Mill Creek Capital Advisors, LLC | 2,441 | $723.6K | 0.02% | −121−4.7% | Reduced |
| Ridgecrest Wealth Partners, LLC | 2,435 | $722.0K | 0.48% | 00.0% | Unchanged |
| Hamilton Capital, LLC | 2,432 | $721.1K | 0.06% | −311−11.3% | Reduced |
| Legacy Bridge, LLC | 2,428 | $719.9K | 0.47% | 00.0% | Unchanged |
| Sunpointe, LLC | 2,428 | $719.9K | 0.91% | +2,428 | New |
| Total Clarity Wealth Management, Inc. | 2,428 | $719.9K | 0.30% | −357−12.8% | Reduced |
| Kozak & Associates, Inc. | 2,470 | $718.9K | 0.23% | −522−17.4% | Reduced |
| Gleason Group, Inc. | 2,424 | $718.8K | 0.17% | +14+0.6% | Added |
| WealthPlan Investment Management, LLC | 2,421 | $717.9K | 0.11% | −821−25.3% | Reduced |
| Gray Wealth Management Inc. | 2,421 | $717.9K | 0.35% | −114−4.5% | Reduced |
| Strategic Advisors LLC | 2,417 | $716.6K | 0.14% | +116+5.0% | Added |
| Keebeck Wealth Management, LLC | 2,414 | $715.8K | 0.12% | +55+2.3% | Added |
| D L Carlson Investment Group Inc | 2,452 | $715.6K | 0.15% | −15−0.6% | Reduced |
| Delta Investment Management, LLC | 2,413 | $715.5K | 0.18% | −19−0.8% | Reduced |
| Financial Synergies Wealth Advisors, Inc. | 2,710 | $714.2K | 0.11% | −288−9.6% | Reduced |
| Horizon Wealth Management, LLC | 2,408 | $713.9K | 0.20% | +114+5.0% | Added |
| SNS Financial Group, LLC | 2,406 | $713.3K | 0.08% | +55+2.3% | Added |
| Lodestar Private Asset Management LLC | 2,405 | $713.1K | 0.11% | −165−6.4% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 2,405 | $713.1K | 0.43% | −16−0.7% | Reduced |
| Sovereign Financial Group, Inc. | 2,403 | $712.5K | 0.22% | +146+6.5% | Added |
| Van Strum & Towne Inc. | 2,400 | $711.6K | 0.28% | 00.0% | Unchanged |
| Atlas Private Wealth Management | 2,396 | $710.5K | 0.33% | +81+3.5% | Added |
| Acropolis Investment Management, LLC | 2,387 | $707.6K | 0.05% | +90+3.9% | Added |
| 180 Wealth Advisors, LLC | 2,377 | $706.1K | 0.14% | +18+0.8% | Added |
| Ballast, Inc. | 2,381 | $706.0K | 0.24% | +225+10.4% | Added |
| Aletheian Wealth Advisors LLC | 2,380 | $705.7K | 0.47% | −9−0.4% | Reduced |
| Ninepoint Partners LP | 2,376 | $704.5K | 0.10% | +100+4.4% | Added |
| Gillespie Robinson & Grimm Inc | 2,368 | $702.1K | 0.06% | +190+8.7% | Added |
| First American Trust, FSB | 2,361 | $700.2K | 0.09% | +162+7.4% | Added |
| D'Orazio & Associates, Inc. | 2,356 | $698.6K | 0.13% | +125+5.6% | Added |
| Fiducient Advisors LLC | 2,355 | $698.3K | 0.13% | +665+39.3% | Added |
| Peregrine Asset Advisers, Inc. | 2,354 | $697.9K | 0.34% | +401+20.5% | Added |
| Congress Park Capital LLC | 2,345 | $695.3K | 0.34% | 00.0% | Unchanged |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 2,311 | $694.3K | 0.29% | +30+1.3% | Added |
| L2 Asset Management, LLC | 2,339 | $693.5K | 0.29% | +2,278+3,734.4% | Added |
| Seed Wealth Management, Inc. | 2,332 | $692.7K | 0.70% | 00.0% | Unchanged |
| Opus Capital Group, LLC | 2,332 | $691.0K | 0.11% | −100−4.1% | Reduced |
| LM Advisors LLC | 2,320 | $687.9K | 0.14% | +2,320 | New |
| Sand Hill Global Advisors, LLC | 2,315 | $686.3K | 0.03% | +128+5.9% | Added |
| Vectors Research Management, LLC | 2,314 | $685.0K | 0.19% | −4−0.2% | Reduced |
| 3Chopt Investment Partners, LLC | 2,310 | $684.9K | 0.25% | +2,310 | New |
| Live Oak Investment Partners | – | $684.3K | 0.62% | – | – |
| Sym Financial Corp | 2,306 | $683.8K | 0.11% | +85+3.8% | Added |
| Applied Capital LLC | 2,304 | $683.2K | 0.38% | 00.0% | Unchanged |
| LongView Wealth Management | 2,346 | $682.4K | 0.30% | +2,346 | New |
| Gabelli & Co Investment Advisers, Inc. | 2,300 | $682.0K | 0.13% | 00.0% | Unchanged |
| J. L. Bainbridge & Co., Inc. | 2,297 | $681.1K | 0.08% | +28+1.2% | Added |
| Arden Trust Co | 2,296 | $680.8K | 0.10% | −550−19.3% | Reduced |
| Estabrook Capital Management | 2,293 | $679.9K | 0.11% | +50+2.2% | Added |
| Baldwin Brothers Inc | 2,287 | $678.1K | 0.05% | −133−5.5% | Reduced |
| Silverleafe Capital Partners, LLC | 2,285 | $677.5K | 0.32% | −38−1.6% | Reduced |
| Verity Asset Management, Inc. | 2,285 | $677.5K | 0.43% | +295+14.8% | Added |
| Seamount Financial Group Inc | 2,280 | $676.0K | 0.65% | +2,280 | New |
| Legacy Wealth Asset Management, LLC | 2,276 | $674.9K | 0.22% | −9−0.4% | Reduced |
| Riverbridge Partners LLC | 2,270 | $673.1K | 0.01% | −665−22.7% | Reduced |