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 |
|---|---|---|---|---|---|
| Stockman Wealth Management, Inc. | 2,267 | $672.2K | 0.13% | +118+5.5% | Added |
| Wellington Shields & Co., LLC | 2,266 | $672.0K | 0.25% | −340−13.0% | Reduced |
| Bouchey Financial Group Ltd | 2,260 | $670.1K | 0.07% | −65−2.8% | Reduced |
| First International Bank & Trust | 2,255 | $668.6K | 0.26% | −529−19.0% | Reduced |
| First City Capital Management, Inc. | 2,250 | $667.1K | 0.39% | −21−0.9% | Reduced |
| Solstein Capital, LLC | 2,248 | $666.6K | 0.49% | +550+32.4% | Added |
| Cutter & CO Brokerage, Inc. | 2,246 | $665.9K | 0.18% | −34−1.5% | Reduced |
| MJP Associates Inc | 2,246 | $665.8K | 0.18% | −390−14.8% | Reduced |
| Duncker Streett & Co Inc | 2,235 | $662.6K | 0.14% | −6−0.3% | Reduced |
| Dohj, LLC | 2,232 | $661.7K | 0.20% | +2,232 | New |
| Schear Investment Advisers, LLC | 2,231 | $661.5K | 0.64% | −6−0.3% | Reduced |
| Tilia Fiduciary Partners, Inc. | 2,218 | $657.6K | 0.61% | −292−11.6% | Reduced |
| Cullen Investment Group, Ltd. | 2,208 | $654.7K | 0.11% | +2,208 | New |
| Fiduciary Family Office, LLC | 2,200 | $652.3K | 0.29% | +2,200 | New |
| Rosenberg Matthew Hamilton | 2,199 | $651.9K | 0.20% | −102−4.4% | Reduced |
| NorthCrest Asset Manangement, LLC | 2,197 | $651.5K | 0.02% | −96−4.2% | Reduced |
| M. Kraus & Co | 2,197 | $651.4K | 0.21% | +25+1.2% | Added |
| tru Independence LLC | 2,193 | $650.2K | 0.20% | −27−1.2% | Reduced |
| Core Wealth Partners LLC | 2,191 | $649.7K | 0.53% | +10+0.5% | Added |
| Vigilare Wealth Management | 2,191 | $649.6K | 0.33% | +8+0.4% | Added |
| Hollencrest Capital Management | 2,191 | $649.5K | 0.06% | +10.0% | Added |
| West Wealth Group, LLC | 2,189 | $649.2K | 0.26% | −314−12.5% | Reduced |
| MinichMacGregor Wealth Management, LLC | 2,189 | $649.1K | 0.19% | +2,189 | New |
| Castle Wealth Management LLC | 2,188 | $648.8K | 0.39% | +4+0.2% | Added |
| Lion Street Advisors, LLC | 2,187 | $648.6K | 0.27% | −7−0.3% | Reduced |
| Campion Asset Management LLC | 2,187 | $648.5K | 0.55% | 00.0% | Unchanged |
| SC&H Financial Advisors, Inc. | 2,186 | $648.1K | 0.19% | 00.0% | Unchanged |
| Chapin Davis, Inc. | 2,181 | $646.8K | 0.27% | −56−2.5% | Reduced |
| Paulson Wealth Management Inc. | 2,179 | $646.2K | 0.21% | +566+35.1% | Added |
| Tiemann Investment Advisors, LLC | 2,179 | $646.1K | 0.31% | 00.0% | Unchanged |
| Aureus Asset Management, LLC | 2,175 | $645.0K | 0.05% | +51+2.4% | Added |
| Allstate Corp | 2,175 | $644.9K | 0.04% | −330−13.2% | Reduced |
| Missouri Trust & Investment Co | 2,174 | $644.6K | 0.26% | −85−3.8% | Reduced |
| CM Wealth Advisors LLC | 2,166 | $642.2K | 0.28% | 00.0% | Unchanged |
| Conscious Wealth Investments, LLC | 2,158 | $641.4K | 0.51% | +2,158 | New |
| Heartland Bank & Trust Co | 2,160 | $640.5K | 0.44% | −14−0.6% | Reduced |
| Allegheny Financial Group LTD | 2,160 | $640.4K | 0.21% | −122−5.3% | Reduced |
| MPS Loria Financial Planners, LLC | 2,154 | $638.7K | 0.22% | −4−0.2% | Reduced |
| Empirical Asset Management, LLC | 2,151 | $637.9K | 0.52% | +146+7.3% | Added |
| ZRC Wealth Management, LLC | 2,416 | $636.5K | 0.38% | +755+45.5% | Added |
| Mount Yale Investment Advisors, LLC | 2,144 | $635.8K | 0.06% | +257+13.6% | Added |
| Proficio Capital Partners LLC | 2,144 | $635.7K | 0.08% | −202−8.6% | Reduced |
| Financial Strategies Group, Inc. | 2,113 | $634.8K | 0.18% | 00.0% | Unchanged |
| Woodward Diversified Capital, LLC | 2,132 | $632.2K | 0.40% | −38−1.8% | Reduced |
| Coyle Financial Counsel LLC | 2,132 | $632.2K | 0.24% | −10.0% | Reduced |
| Port Capital LLC | 2,119 | $628.0K | 0.04% | −23−1.1% | Reduced |
| Byrne Asset Management LLC | – | $627.4K | 0.48% | – | – |
| Sivia Capital Partners, LLC | 2,113 | $626.1K | 0.48% | +2,113 | New |
| Quotient Wealth Partners, LLC | 2,110 | $625.6K | 0.02% | +2,110 | New |
| Redhawk Wealth Advisors, Inc. | 2,105 | $624.0K | 0.12% | −6−0.3% | Reduced |
| Austin Private Wealth, LLC | 2,103 | $623.7K | 0.08% | +11+0.5% | Added |
| Wedgewood Investors Inc | 2,100 | $622.7K | 0.77% | −25−1.2% | Reduced |
| Advance Capital Management, Inc. | 2,095 | $621.2K | 0.05% | +5+0.2% | Added |
| Riverpark Capital Management LLC | 2,090 | $619.7K | 0.95% | +671+47.3% | Added |
| Marathon Capital Management | 2,089 | $619.4K | 0.16% | 00.0% | Unchanged |
| Waterloo Capital, L.P. | 2,082 | $617.3K | 0.10% | +2,082 | New |
| Sound Financial Strategies Group, LLC | 2,081 | $617.0K | 0.52% | −1,066−33.9% | Reduced |
| DMG Group, LLC | 2,081 | $617.0K | 0.58% | −196−8.6% | Reduced |
| Texas Capital Bancshares Inc | 2,072 | $614.4K | 0.33% | −8−0.4% | Reduced |
| Buck Wealth Strategies, LLC | 2,063 | $611.7K | 0.23% | +65+3.3% | Added |
| Sterling Wealth Management, Inc. | 2,061 | $611.1K | 0.34% | +2,061 | New |
| Wall Street Access Asset Management, LLC | 2,058 | $610.2K | 0.29% | −500−19.5% | Reduced |
| Annex Advisory Services, LLC | 2,056 | $609.9K | 0.03% | −1,039−33.6% | Reduced |
| Legacy Trust | 2,051 | $608.1K | 0.16% | −8−0.4% | Reduced |
| Fortis Group Advisors, LLC | 2,101 | $607.2K | 0.15% | +583+38.4% | Added |
| Baker Avenue Asset Management, LP | 2,046 | $606.6K | 0.03% | −14−0.7% | Reduced |
| Sterling Financial Planning, Inc. | 2,042 | $605.4K | 0.26% | +91+4.7% | Added |
| Global Trust Asset Management, LLC | 2,041 | $605.2K | 0.27% | −31−1.5% | Reduced |
| FLC Capital Advisors | 2,040 | $604.8K | 0.16% | 00.0% | Unchanged |
| Bollard Group LLC | 2,036 | $604.0K | 0.02% | +11+0.5% | Added |
| Bridgeworth, LLC | 2,035 | $603.3K | 0.06% | −6−0.3% | Reduced |
| ASB Consultores, LLC | 2,033 | $602.8K | 0.20% | −439−17.8% | Reduced |
| Ellenbecker Investment Group | 2,031 | $602.0K | 0.14% | −10.0% | Reduced |
| Spouting Rock Asset Management, LLC | 2,030 | $601.9K | 0.22% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Long Beach | 2,030 | $601.9K | 0.16% | +187+10.1% | Added |
| Orrstown Financial Services Inc | 2,028 | $601.3K | 0.48% | +2,028 | New |
| McAdam, LLC | 2,027 | $601.1K | 0.04% | +7+0.3% | Added |
| BEAM Asset Management, LLC | 2,027 | $601.0K | 0.38% | +18+0.9% | Added |
| Family Capital Trust Co | 2,024 | $600.1K | 0.19% | 00.0% | Unchanged |
| Berger Financial Group, Inc | 2,022 | $599.5K | 0.06% | −10.0% | Reduced |
| Waterfront Wealth Inc. | 2,018 | $598.4K | 0.18% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 2,017 | $598.1K | 0.18% | −69−3.3% | Reduced |
| MSH Capital Advisors LLC | 2,017 | $598.1K | 0.22% | −539−21.1% | Reduced |
| Planned Solutions, Inc. | 2,015 | $597.5K | 0.28% | −600−22.9% | Reduced |
| Virtue Capital Management, LLC | 2,067 | $597.2K | 0.12% | −535−20.6% | Reduced |
| Veracity Capital LLC | 2,014 | $597.2K | 0.24% | −2−0.1% | Reduced |
| Stonebridge Capital Management Inc | 2,015 | $597.0K | 0.29% | 00.0% | Unchanged |
| Yarbrough Capital, LLC | 2,003 | $593.9K | 0.03% | 00.0% | Unchanged |
| Seven Mile Advisory | 2,001 | $593.3K | 0.51% | −25−1.2% | Reduced |
| Jupiter Wealth Management LLC | 2,000 | $593.0K | 0.35% | 00.0% | Unchanged |
| Lokken Investment Group LLC | 1,998 | $592.4K | 0.34% | +41+2.1% | Added |
| Clearview Wealth Advisors LLC | 1,993 | $590.9K | 0.69% | +2+0.1% | Added |
| WealthTrust Axiom LLC | 1,991 | $590.4K | 0.20% | 00.0% | Unchanged |
| Sandbox Financial Partners, LLC | 1,989 | $589.8K | 0.28% | −120−5.7% | Reduced |
| Bernardo Wealth Planning LLC | 1,988 | $589.4K | 0.19% | +114+6.1% | Added |
| Holistic Planning, LLC | 1,982 | $587.8K | 0.50% | +1,982 | New |
| Drive Wealth Management, LLC | 1,979 | $586.7K | 0.19% | +75+3.9% | Added |
| AIMZ Investment Advisors, LLC | 1,977 | $586.2K | 0.24% | 00.0% | Unchanged |
| Security National Bank | 1,974 | $585.3K | 0.13% | 00.0% | Unchanged |
| Spinnaker Investment Group, LLC | 1,969 | $583.8K | 0.18% | +5+0.3% | Added |