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
- +252 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
- 387
- 1,271 more added
- Sold out
- 135
- 1,142 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 | 3,192 | $151.1B |
| Q3 2023 | 3,001 | $131.5B |
| Q2 2023 | 3,011 | $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 |
|---|---|---|---|---|---|
| Jones Financial Companies LLLP | 29,889 | $8.86M | 0.01% | −513−1.7% | Reduced |
| Fisher Asset Management, LLC | 29,781 | $8.83M | 0.00% | −2,089−6.6% | Reduced |
| King Luther Capital Management Corp | 29,624 | $8.78M | 0.04% | −28−0.1% | Reduced |
| Cornerstone Advisors, LLC | 29,600 | $8.78M | 0.39% | −2,400−7.5% | Reduced |
| Davis-Rea Ltd. | 29,586 | $8.77M | 4.49% | +9,357+46.3% | Added |
| City Holding Co | 29,573 | $8.77M | 1.41% | −410−1.4% | Reduced |
| Washington Trust Co | 29,536 | $8.76M | 0.35% | +16,562+127.7% | Added |
| Metropolitan Life Insurance Co | 29,525 | $8.75M | 0.41% | −627−2.1% | Reduced |
| Wedbush Securities Inc | 29,430 | $8.73M | 0.39% | +1,596+5.7% | Added |
| Dana Investment Advisors, Inc. | 29,415 | $8.72M | 0.42% | +792+2.8% | Added |
| Albion Financial Group | 29,393 | $8.72M | 0.72% | +160+0.5% | Added |
| Sather Financial Group Inc | 29,379 | $8.71M | 0.64% | −16−0.1% | Reduced |
| Masterton Capital Management, LP | 29,100 | $8.63M | 7.46% | +14,500+99.3% | Added |
| Capital Investment Advisors, LLC | 29,087 | $8.62M | 0.22% | +566+2.0% | Added |
| Concurrent Investment Advisors, LLC | 29,082 | $8.62M | 0.41% | +29,082 | New |
| Atlantic Union Bankshares Corp | 29,058 | $8.62M | 0.80% | −1,964−6.3% | Reduced |
| Cypress Capital Group | 28,767 | $8.53M | 1.11% | −214−0.7% | Reduced |
| Covington Investment Advisors Inc. | 28,766 | $8.53M | 1.55% | +226+0.8% | Added |
| Jackson Wealth Management, LLC | 28,748 | $8.52M | 1.12% | +96+0.3% | Added |
| Kempen Capital Management N.V. | 28,734 | $8.52M | 0.12% | −12,556−30.4% | Reduced |
| Wesbanco Bank Inc | 28,588 | $8.48M | 0.48% | −5,350−15.8% | Reduced |
| M&G Investment Management Ltd | 28,447 | $8.45M | 0.05% | +28,447 | New |
| Hantz Financial Services, Inc. | 28,492 | $8.45M | 0.18% | −1,832−6.0% | Reduced |
| Cassaday & Co Wealth Management LLC | 28,356 | $8.41M | 0.29% | +269+1.0% | Added |
| E. Ohman J:or Asset Management AB | 28,300 | $8.39M | 0.31% | +16,300+135.8% | Added |
| Quantinno Capital Management LP | 28,293 | $8.39M | 0.29% | −1,238−4.2% | Reduced |
| Paragon Capital Management LLC | 28,128 | $8.34M | 4.73% | −216−0.8% | Reduced |
| Exchange Traded Concepts, LLC | 28,103 | $8.33M | 0.22% | +774+2.8% | Added |
| Toth Financial Advisory Corp | 28,066 | $8.32M | 1.13% | +96+0.3% | Added |
| Heirloom Wealth Management | 27,947 | $8.29M | 3.18% | +561+2.0% | Added |
| Apollon Wealth Management, LLC | 27,923 | $8.28M | 0.29% | +4,931+21.4% | Added |
| Farmers Trust Co | 27,607 | $8.19M | 1.71% | +19,591+244.4% | Added |
| Savoir Faire Capital Management, L.P. | 27,533 | $8.16M | 3.55% | +7,934+40.5% | Added |
| Mirabaud & Cie SA | 27,424 | $8.13M | 2.71% | +27,424 | New |
| Mattern Capital Management, LLC | 27,413 | $8.13M | 1.18% | +932+3.5% | Added |
| Clough Capital Partners L P | 27,387 | $8.12M | 0.90% | +18,887+222.2% | Added |
| Northern Oak Wealth Management Inc | 27,300 | $8.09M | 0.97% | 00.0% | Unchanged |
| Relative Value Partners Group, LLC | 27,206 | $8.07M | 0.49% | −40.0% | Reduced |
| Thompson Siegel & Walmsley LLC | 27,105 | $8.04M | 0.13% | +26,260+3,107.7% | Added |
| Stokes Capital Advisors, LLC | 27,074 | $8.03M | 2.54% | +565+2.1% | Added |
| Amica Mutual Insurance Co | 26,964 | $8.00M | 0.86% | +13,279+97.0% | Added |
| Coldstream Capital Management Inc | 26,919 | $7.98M | 0.22% | −109−0.4% | Reduced |
| Laffer Tengler Investments | 26,741 | $7.93M | 2.11% | +1,291+5.1% | Added |
| Chatham Capital Group, Inc. | 26,672 | $7.91M | 1.60% | +190+0.7% | Added |
| ClariVest Asset Management LLC | 26,573 | $7.88M | 0.44% | −4,507−14.5% | Reduced |
| Focus Financial Network Inc | 26,534 | $7.87M | 0.30% | +26,534 | New |
| Montag A & Associates Inc | 26,500 | $7.86M | 0.44% | −120−0.5% | Reduced |
| Ostrum Asset Management | 26,213 | $7.77M | 0.68% | +1,587+6.4% | Added |
| Farmers National Bank | 26,206 | $7.77M | 2.49% | −628−2.3% | Reduced |
| Sound View Wealth Advisors Group, LLC | 26,193 | $7.77M | 0.86% | −172−0.7% | Reduced |
| Toroso Investments, LLC | 26,122 | $7.75M | 0.19% | +6,575+33.6% | Added |
| Intact Investment Management Inc. | 26,000 | $7.71M | 0.31% | −13,500−34.2% | Reduced |
| Parsons Capital Management Inc | 25,928 | $7.69M | 0.55% | +5,906+29.5% | Added |
| Bogart Wealth, LLC | 25,915 | $7.68M | 0.43% | +291+1.1% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 25,841 | $7.66M | 0.54% | +393+1.5% | Added |
| Westpac Banking Corp | 25,833 | $7.66M | 0.63% | −12,130−32.0% | Reduced |
| Perennial Advisors, LLC | 25,787 | $7.65M | 1.88% | +373+1.5% | Added |
| Edge Wealth Management LLC | 25,754 | $7.64M | 1.67% | +58+0.2% | Added |
| Community Bank & Trust, Waco, Texas | 25,651 | $7.61M | 2.07% | −371−1.4% | Reduced |
| Thomasville National Bank | 25,620 | $7.60M | 0.67% | +714+2.9% | Added |
| Axxcess Wealth Management, LLC | 25,602 | $7.59M | 0.23% | +2,450+10.6% | Added |
| Envestnet Portfolio Solutions, Inc. | 25,545 | $7.57M | 0.03% | +2,350+10.1% | Added |
| Campbell Newman Asset Management Inc | 25,467 | $7.55M | 0.65% | 00.0% | Unchanged |
| Pictet North America Advisors SA | 25,447 | $7.55M | 0.98% | −146−0.6% | Reduced |
| Benedict Financial Advisors Inc | 25,344 | $7.51M | 2.05% | −185−0.7% | Reduced |
| Stansberry Asset Management, LLC | 25,228 | $7.48M | 1.24% | −11,111−30.6% | Reduced |
| IHT Wealth Management, LLC | 25,139 | $7.45M | 0.33% | +378+1.5% | Added |
| Valeo Financial Advisors, LLC | 24,996 | $7.41M | 0.30% | +293+1.2% | Added |
| Power Corp of Canada | 24,915 | $7.39M | 0.77% | 00.0% | Unchanged |
| Marble Harbor Investment Counsel, LLC | 24,877 | $7.38M | 0.91% | −2,225−8.2% | Reduced |
| Advocate Group LLC | 24,821 | $7.36M | 1.58% | −351−1.4% | Reduced |
| Contravisory Investment Management, Inc. | 24,724 | $7.33M | 1.80% | −532−2.1% | Reduced |
| Talbot Financial, LLC | 24,721 | $7.33M | 1.10% | +1,397+6.0% | Added |
| Eliot Finkel Investment Counsel, LLC | 24,715 | $7.33M | 4.92% | −705−2.8% | Reduced |
| Foster Group, Inc. | 27,701 | $7.30M | 0.45% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 24,610 | $7.30M | 0.38% | −712−2.8% | Reduced |
| Hills Bank & Trust Co | 24,586 | $7.29M | 0.71% | −90−0.4% | Reduced |
| Ashton Thomas Private Wealth, LLC | 24,565 | $7.28M | 0.46% | +444+1.8% | Added |
| Lincoln National Corp | 24,492 | $7.26M | 0.13% | −1,081−4.2% | Reduced |
| Gladstone Institutional Advisory LLC | 24,424 | $7.24M | 0.41% | +1,524+6.7% | Added |
| Boston Research & Management Inc | 24,239 | $7.19M | 1.91% | +501+2.1% | Added |
| Sawtooth Solutions, LLC | 24,207 | $7.18M | 0.20% | +493+2.1% | Added |
| Empowered Funds, LLC | 24,076 | $7.14M | 0.18% | −12,408−34.0% | Reduced |
| Sowell Financial Services LLC | 23,956 | $7.10M | 0.38% | +1,447+6.4% | Added |
| Palisade Capital Management LLC | 23,946 | $7.10M | 0.19% | 00.0% | Unchanged |
| CIC Wealth, LLC | 23,853 | $7.07M | 2.24% | +81+0.3% | Added |
| Point72 Asset Management, L.P. | 23,849 | $7.07M | 0.02% | +23,849 | New |
| Acadian Asset Management LLC | 23,779 | $7.05M | 0.03% | +4,907+26.0% | Added |
| Davy Global Fund Management Ltd | 23,700 | $7.03M | 0.83% | +23,700 | New |
| Squarepoint Ops LLC | 23,650 | $7.01M | 0.03% | −390,830−94.3% | Reduced |
| Capital Analysts, LLC | 23,650 | $7.01M | 0.35% | −555−2.3% | Reduced |
| Cambridge Financial Group, Inc. | 23,627 | $7.01M | 3.50% | −992−4.0% | Reduced |
| Allworth Financial LP | 23,582 | $6.99M | 0.05% | +1,155+5.2% | Added |
| Illinois Municipal Retirement Fund | 23,562 | $6.99M | 0.12% | 00.0% | Unchanged |
| Select Asset Management & Trust | 23,496 | $6.97M | 3.43% | −12,500−34.7% | Reduced |
| Choate Investment Advisors | 23,482 | $6.96M | 0.22% | +701+3.1% | Added |
| Ethic Inc. | 23,405 | $6.94M | 0.21% | +4,811+25.9% | Added |
| Cyndeo Wealth Partners, LLC | 23,270 | $6.90M | 0.64% | +4,922+26.8% | Added |
| RSM US Wealth Management LLC | 23,244 | $6.89M | 0.19% | +4,190+22.0% | Added |
| Granite Harbor Advisors, Inc. | 23,138 | $6.86M | 5.15% | −64−0.3% | Reduced |