Skip to main content

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.

Institutional holdersQ4 2023: 3,192 institutions
Q1 2021: 2,501 institutionsQ2 2021: 2,535 institutionsQ3 2021: 2,523 institutionsQ4 2021: 2,801 institutionsQ1 2022: 2,742 institutionsQ2 2022: 2,725 institutionsQ3 2022: 2,703 institutionsQ4 2022: 2,928 institutionsQ1 2023: 2,953 institutionsQ2 2023: 3,011 institutionsQ3 2023: 3,001 institutionsQ4 2023: 3,192 institutionsQ1 2024: 3,173 institutionsQ2 2024: 3,088 institutionsQ3 2024: 3,173 institutionsQ4 2024: 3,393 institutionsQ1 2025: 3,424 institutionsQ2 2025: 3,425 institutionsQ3 2025: 3,425 institutionsQ4 2025: 3,590 institutionsQ1 2026: 3,605 institutionsQ2 2026: 3,481 institutions
Value heldQ4 2023: $151.1B
Q1 2021: $113.2BQ2 2021: $116.6BQ3 2021: $122.2BQ4 2021: $136.1BQ1 2022: $124.3BQ2 2022: $123.7BQ3 2022: $115.7BQ4 2022: $133.0BQ1 2023: $140.5BQ2 2023: $150.1BQ3 2023: $131.5BQ4 2023: $151.1BQ1 2024: $143.6BQ2 2024: $129.1BQ3 2024: $156.2BQ4 2024: $150.8BQ1 2025: $165.7BQ2 2025: $152.9BQ3 2025: $155.5BQ4 2025: $160.4BQ1 2026: $163.1BQ2 2026: $142.5B
Institutions holding MCD and their total value by quarter
QuarterHoldersValue
Q2 20263,481$142.5B
Q1 20263,605$163.1B
Q4 20253,590$160.4B
Q3 20253,425$155.5B
Q2 20253,425$152.9B
Q1 20253,424$165.7B
Q4 20243,393$150.8B
Q3 20243,173$156.2B
Q2 20243,088$129.1B
Q1 20243,173$143.6B
Q4 20233,192$151.1B
Q3 20233,001$131.5B
Q2 20233,011$150.1B
Q1 20232,953$140.5B
Q4 20222,928$133.0B
Q3 20222,703$115.7B
Q2 20222,725$123.7B
Q1 20222,742$124.3B
Q4 20212,801$136.1B
Q3 20212,523$122.2B
Q2 20212,535$116.6B
Q1 20212,501$113.2B

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding McDonalds Corp; share changes are against Q3 2023.

Institutions holding MCD in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Bleakley Financial Group, LLC23,106$6.85M0.22%+645+2.9%Added
Level Four Advisory Services, LLC23,086$6.85M0.38%+4,678+25.4%Added
Legacy Private Trust Co.23,077$6.84M0.54%+339+1.5%Added
WESPAC Advisors SoCal, LLC23,072$6.84M1.99%+355+1.6%Added
Freemont Management S.A.23,000$6.82M0.86%00.0%Unchanged
Coston, McIsaac & Partners23,002$6.82M2.37%+430+1.9%Added
Clearbridge Investments, LLC22,983$6.81M0.01%+16,819+272.9%Added
Northwestern Mutual Investment Management Company, LLC22,959$6.81M0.18%−43−0.2%Reduced
Solidarilty Wealth, LLC22,937$6.80M2.45%−9,554−29.4%Reduced
Bell Asset Management Ltd22,929$6.80M1.04%+22,929New
NorthRock Partners, LLC22,717$6.74M0.28%+8,927+64.7%Added
Smithfield Trust Co22,738$6.73M0.38%−686−2.9%Reduced
KMG Fiduciary Partners, LLC22,511$6.67M0.78%+419+1.9%Added
Addenda Capital Inc.22,486$6.67M0.26%−23−0.1%Reduced
Ziegler Capital Management, LLC22,452$6.66M0.30%−2,049−8.4%Reduced
Park Avenue Securities LLC22,209$6.58M0.09%+442+2.0%Added
Stratos Wealth Advisors, LLC22,196$6.58M0.38%+348+1.6%Added
Appleton Partners Inc22,053$6.54M0.53%−1,378−5.9%Reduced
Hamel Associates, Inc.22,031$6.53M2.30%+3,000+15.8%Added
Veriti Management LLC21,924$6.50M0.58%+3,029+16.0%Added
Money Concepts Capital Corp21,807$6.47M0.60%−298−1.3%Reduced
Riggs Asset Managment Co. Inc.21,661$6.42M2.04%−192−0.9%Reduced
United Services Automobile Association21,611$6.41M0.14%+1,867+9.5%Added
Hodges Capital Management Inc.21,573$6.40M0.34%+12,059+126.8%Added
Whitener Capital Management, Inc.21,563$6.39M2.31%+597+2.8%Added
Dynamic Advisor Solutions LLC22,035$6.37M0.24%+2,208+11.1%Added
Cohen Klingenstein LLC21,400$6.35M0.26%00.0%Unchanged
Zweig-DiMenna Associates LLC21,382$6.34M0.73%−36,630−63.1%Reduced
Windle Wealth, LLC21,338$6.33M4.44%−869−3.9%Reduced
Wade G W & Inc21,303$6.32M0.21%+1,730+8.8%Added
Northwest & Ethical Investments L.P.21,280$6.31M0.19%00.0%Unchanged
Oxbow Advisors, LLC21,271$6.31M0.96%+16,900+386.6%Added
Peoples Financial Services Corp.21,202$6.29M2.73%−42−0.2%Reduced
Broadwater Capital Management LLC21,150$6.27M4.91%+21,150New
Telos Capital Management, Inc.21,085$6.25M0.76%+20,270+2,487.1%Added
Avitas Wealth Management LLC21,019$6.23M1.04%+611+3.0%Added
American Money Management, LLC21,013$6.23M1.40%+124+0.6%Added
Wesleyan Assurance Society21,000$6.22M0.62%00.0%Unchanged
New Hampshire Trust20,994$6.22M1.50%−111−0.5%Reduced
Main Street Research LLC20,975$6.22M0.50%+199+1.0%Added
Moneta Group Investment Advisors LLC20,971$6.22M0.12%−562−2.6%Reduced
Rothschild Investment LLC20,964$6.22M0.52%+20,964New
Jarislowsky, Fraser Ltd20,917$6.20M0.04%+2,139+11.4%Added
North Star Investment Management Corp.20,631$6.12M0.47%−53−0.3%Reduced
Searle & Co.20,590$6.11M1.67%00.0%Unchanged
Panagora Asset Management Inc20,531$6.09M0.03%−1,264−5.8%Reduced
Letson Investment Management, Inc.20,167$5.98M2.78%+20,167New
Generali Powszechne Towarzystwo Emerytalne20,118$5.97M3.12%00.0%Unchanged
Hoylecohen, LLC20,031$5.94M0.49%+334+1.7%Added
Terry L. Blaker20,029$5.94M0.49%+3,939+24.5%Added
Bank of Hawaii20,019$5.94M0.32%−31−0.2%Reduced
Physicians Financial Services, Inc.19,884$5.90M2.23%+99+0.5%Added
Empower Advisory Group, LLC19,883$5.90M0.02%−952−4.6%Reduced
Laurel Wealth Advisors LLC19,791$5.87M1.12%+395+2.0%Added
Investment Advisory Services Inc19,747$5.86M2.31%−114−0.6%Reduced
Allen Investment Management LLC19,721$5.85M0.08%−298−1.5%Reduced
GPM Growth Investors, Inc.19,680$5.84M2.75%−310−1.6%Reduced
Plimoth Trust Co LLC19,674$5.83M1.68%+81+0.4%Added
Natixis19,666$5.83M0.04%−179,044−90.1%Reduced
Boit C F David19,800$5.83M3.30%+1,000+5.3%Added
Asset Dedication, LLC19,665$5.83M0.47%−1,256−6.0%Reduced
Cornerstone Wealth Group, LLC19,599$5.81M0.83%+2,298+13.3%Added
Rice Partnership, LLC19,579$5.81M1.52%−10,911−35.8%Reduced
Abn Amro Investment Solutions19,572$5.80M0.10%−162−0.8%Reduced
Financial & Tax Architects, LLC19,565$5.80M1.72%−88−0.4%Reduced
Midland Wealth Advisors LLC19,554$5.80M0.40%+19,554New
Mutual Advisors, LLC19,495$5.78M0.20%+694+3.7%Added
Patrick Mauro Investment Advisor, INC.19,486$5.78M3.44%+196+1.0%Added
Kavar Capital Partners Group, LLC19,450$5.77M0.64%+9,703+99.5%Added
Baader Bank INC19,461$5.76M0.49%+13,372+219.6%Added
Merit Financial Group, LLC19,402$5.75M0.18%−4,487−18.8%Reduced
Pine Valley Investments Ltd Liability Co19,400$5.75M0.48%+224+1.2%Added
TCI Wealth Advisors, Inc.19,356$5.74M0.61%+146+0.8%Added
Spire Wealth Management19,094$5.74M0.20%+672+3.6%Added
Consolidated Capital Management, LLC19,352$5.74M3.06%−76−0.4%Reduced
Leelyn Smith, LLC19,323$5.73M1.25%+3,576+22.7%Added
K.J. Harrison & Partners Inc19,310$5.73M0.97%−490−2.5%Reduced
GLOBALT Investments LLC19,306$5.72M0.24%+19,306New
Freestone Capital Holdings, LLC19,286$5.72M0.26%−175−0.9%Reduced
Pictet Bank & Trust Ltd19,225$5.70M5.77%−310−1.6%Reduced
TLW Wealth Management, LLC19,134$5.67M4.04%+2,982+18.5%Added
Columbia Asset Management19,127$5.67M1.16%−231−1.2%Reduced
Exeter Financial, LLC19,325$5.62M2.73%−545−2.7%Reduced
L & S Advisors Inc18,940$5.62M0.68%+1,315+7.5%Added
First Interstate Bank18,921$5.61M0.42%−563−2.9%Reduced
SageView Advisory Group, LLC19,032$5.61M0.24%+6,447+51.2%Added
FJ Investments, LLC18,900$5.60M0.27%+18,900New
WMS Partners, LLC18,897$5.60M0.41%−2,445−11.5%Reduced
J.W. Cole Advisors, Inc.18,744$5.56M0.33%+2,203+13.3%Added
Oak Asset Management, LLC18,705$5.55M2.21%−330−1.7%Reduced
Texas Yale Capital Corp.18,670$5.54M0.26%+2,425+14.9%Added
Good Life Advisors, LLC18,660$5.53M0.55%+8,148+77.5%Added
Modera Wealth Management, LLC18,640$5.53M0.09%−137−0.7%Reduced
Independent Investors Inc18,485$5.48M1.26%−66−0.4%Reduced
Baxter Bros Inc18,412$5.46M0.76%−500−2.6%Reduced
Donaldson Capital Management, LLC18,403$5.46M0.24%−3,045−14.2%Reduced
Chicago Partners Investment Group LLC18,045$5.42M0.25%−783−4.2%Reduced
Pinnacle Wealth Management Advisory Group, LLC18,250$5.41M0.63%−316−1.7%Reduced
CFM Wealth Partners LLC18,241$5.41M1.22%+157+0.9%Added
Profund Advisors LLC18,239$5.41M0.23%+2,334+14.7%Added