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, Q1 2024
Institutional positions in McDonalds Corp as of Mar 31, 2024. 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
- 3,173
- +22 vs. Q4 2023
- Shares held
- 509.8M
- +123.4K (0.0%) vs. Q4 2023
- Total value
- $143.6B
- −$7.40B (−4.9%) vs. Q4 2023
- New holders
- 180
- 1,256 more added
- Sold out
- 158
- 1,305 more reduced
41 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding McDonalds Corp; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Clearwater Capital Advisors, LLC | 1,875 | $528.7K | 0.06% | +9+0.5% | Added |
| AdvisorShares Investments LLC | 1,879 | $529.8K | 0.09% | −4−0.2% | Reduced |
| Sonata Capital Group Inc | 1,887 | $532.0K | 0.24% | 00.0% | Unchanged |
| PSI Advisors, LLC | 1,887 | $532.1K | 0.19% | −19−1.0% | Reduced |
| Kelly Lawrence W & Associates Inc | 1,890 | $533.0K | 0.12% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 1,892 | $533.3K | 0.43% | −326−14.7% | Reduced |
| Maple Capital Management, Inc. | 1,892 | $533.4K | 0.05% | −7−0.4% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 1,893 | $533.6K | 0.07% | −15−0.8% | Reduced |
| LGL Partners, LLC | 1,895 | $534.4K | 0.09% | 00.0% | Unchanged |
| Apexium Financial, LP | 1,897 | $535.0K | 0.04% | −4,038−68.0% | Reduced |
| Clare Market Investments LLC | 1,898 | $535.2K | 0.17% | +48+2.6% | Added |
| Revolve Wealth Partners, LLC | 1,899 | $535.4K | 0.09% | +12+0.6% | Added |
| Private Portfolio Partners LLC | 1,904 | $536.7K | 0.11% | −15−0.8% | Reduced |
| Jupiter Wealth Management LLC | 2,000 | $537.0K | 0.28% | 00.0% | Unchanged |
| PCA Investment Advisory Services Inc. | 1,904 | $537.0K | 0.30% | +272+16.7% | Added |
| Summit Financial Strategies, Inc. | 1,907 | $537.5K | 0.07% | −12−0.6% | Reduced |
| Drive Wealth Management, LLC | 1,907 | $537.8K | 0.15% | −72−3.6% | Reduced |
| Bond & Devick Financial Network, Inc. | 1,908 | $538.0K | 0.29% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 1,911 | $538.8K | 0.55% | −82−4.1% | Reduced |
| Hexagon Capital Partners LLC | 1,913 | $539.3K | 0.12% | −38−1.9% | Reduced |
| DF Dent & Co Inc | 1,913 | $539.5K | 0.01% | −48−2.4% | Reduced |
| Fingerlakes Wealth Management, Inc. | 1,919 | $541.1K | 0.52% | −26−1.3% | Reduced |
| Idaho Trust Bank | 1,919 | $541.1K | 0.52% | +1,919 | New |
| Aprio Wealth Management, LLC | 1,929 | $543.8K | 0.11% | −32−1.6% | Reduced |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 1,932 | $544.7K | 0.01% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 1,935 | $545.6K | 0.38% | – | – |
| One Charles Private Wealth Services, LLC | 1,940 | $546.9K | 0.24% | +99+5.4% | Added |
| Global Trust Asset Management, LLC | 1,941 | $547.3K | 0.22% | −100−4.9% | Reduced |
| Centennial Wealth Advisory LLC | 1,941 | $547.5K | 0.25% | +41+2.2% | Added |
| BlackDiamond Wealth Management Inc. | 1,944 | $548.0K | 0.39% | −14−0.7% | Reduced |
| Rise Advisors, LLC | 1,948 | $549.2K | 0.29% | +443+29.4% | Added |
| Sterling Financial Planning, Inc. | 1,951 | $550.0K | 0.22% | −91−4.5% | Reduced |
| Conscious Wealth Investments, LLC | 2,083 | $552.9K | 0.42% | −75−3.5% | Reduced |
| LifePlan Financial, LLC | 1,961 | $552.9K | 0.51% | +862+78.4% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 1,961 | $552.9K | 0.32% | 00.0% | Unchanged |
| SC&H Financial Advisors, Inc. | 1,963 | $553.6K | 0.14% | −223−10.2% | Reduced |
| Chapin Davis, Inc. | 1,964 | $553.9K | 0.20% | −217−9.9% | Reduced |
| Cladis Investment Advisory, LLC | 1,965 | $554.0K | 0.41% | 00.0% | Unchanged |
| Spinnaker Investment Group, LLC | 1,969 | $555.2K | 0.16% | 00.0% | Unchanged |
| Tower Wealth Partners, Inc. | 1,971 | $555.7K | 0.36% | +33+1.7% | Added |
| Farmers & Merchants Trust Co of Long Beach | 1,973 | $556.3K | 0.14% | −57−2.8% | Reduced |
| Tacita Capital Inc | 1,975 | $556.9K | 0.39% | +11+0.6% | Added |
| AIMZ Investment Advisors, LLC | 1,977 | $557.4K | 0.21% | 00.0% | Unchanged |
| Silver Oak Securities, Inc | 1,979 | $558.0K | 0.09% | +21+1.1% | Added |
| Waterfront Wealth Inc. | 2,042 | $558.1K | 0.16% | +24+1.2% | Added |
| Holistic Planning, LLC | 1,979 | $558.1K | 0.43% | −3−0.2% | Reduced |
| Councilmark Asset Management, LLC | 1,980 | $558.3K | 0.40% | +1,980 | New |
| GM Advisory Group, Inc. | 1,986 | $560.0K | 0.04% | +23+1.2% | Added |
| Hartford Funds Management Co LLC | 1,988 | $560.4K | 0.05% | +165+9.1% | Added |
| Gibbs Wealth Management | 1,991 | $561.4K | 0.32% | +1,991 | New |
| WealthTrust Axiom LLC | 1,991 | $561.4K | 0.18% | 00.0% | Unchanged |
| Alera Investment Advisors, LLC | 1,995 | $562.5K | 0.08% | +30+1.5% | Added |
| Schneider Downs Wealth Management Advisors, LP | 1,996 | $562.8K | 0.13% | +1,996 | New |
| Prentice Wealth Management LLC | 1,997 | $563.1K | 0.20% | +134+7.2% | Added |
| Lokken Investment Group LLC | 1,998 | $563.4K | 0.28% | 00.0% | Unchanged |
| Riversedge Advisors, LLC | 2,000 | $563.9K | 0.14% | +63+3.3% | Added |
| Ascension Asset Management LLC | 2,000 | $563.9K | 0.30% | +2,000 | New |
| Betterment LLC | 2,000 | $564.0K | 0.00% | +2,000 | New |
| Yarbrough Capital, LLC | 2,003 | $564.7K | 0.02% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 2,003 | $564.8K | 0.06% | +102+5.4% | Added |
| Eagle Strategies LLC | 2,012 | $567.4K | 0.13% | +2,012 | New |
| Stonebridge Capital Management Inc | 2,015 | $568.0K | 0.25% | 00.0% | Unchanged |
| Planned Solutions, Inc. | 2,015 | $568.1K | 0.28% | 00.0% | Unchanged |
| Financial Strategies Group, Inc. | 2,113 | $569.3K | 0.15% | 00.0% | Unchanged |
| Sompo Asset Management Co., Ltd. | 2,020 | $569.5K | 0.09% | +140+7.4% | Added |
| Veracity Capital LLC | 2,021 | $569.9K | 0.22% | +7+0.3% | Added |
| LM Advisors LLC | 2,020 | $570.0K | 0.09% | −300−12.9% | Reduced |
| Morningstar Investment Services LLC | 2,023 | $571.0K | 0.01% | −1,008−33.3% | Reduced |
| Bernardo Wealth Planning LLC | 2,026 | $571.3K | 0.16% | +38+1.9% | Added |
| Seven Mile Advisory | 2,028 | $571.8K | 0.43% | +27+1.3% | Added |
| Baron Silver Stevens Financial Advisors, LLC | 2,033 | $573.2K | 0.11% | +168+9.0% | Added |
| Bollard Group LLC | 2,048 | $577.0K | 0.02% | +12+0.6% | Added |
| Catalina Capital Group, LLC | 2,050 | $578.1K | 0.25% | +2,050 | New |
| Security National Bank | 2,053 | $578.8K | 0.09% | +79+4.0% | Added |
| Sym Financial Corp | 2,056 | $579.7K | 0.10% | −250−10.8% | Reduced |
| Ellenbecker Investment Group | 2,056 | $579.9K | 0.12% | +25+1.2% | Added |
| Sound Financial Strategies Group, LLC | 2,058 | $580.3K | 0.48% | −23−1.1% | Reduced |
| Seamount Financial Group Inc | 2,060 | $580.8K | 0.51% | −220−9.6% | Reduced |
| Allstate Corp | 2,083 | $587.3K | 0.04% | −92−4.2% | Reduced |
| Gamco Investors, Inc. Et Al | 2,083 | $587.3K | 0.01% | +383+22.5% | Added |
| BlueCrest Capital Management Ltd | 2,087 | $588.4K | 0.14% | −1,308−38.5% | Reduced |
| Marathon Capital Management | 2,089 | $589.0K | 0.14% | 00.0% | Unchanged |
| Advance Capital Management, Inc. | 2,091 | $589.6K | 0.04% | −4−0.2% | Reduced |
| Redhawk Wealth Advisors, Inc. | 2,103 | $593.0K | 0.10% | −2−0.1% | Reduced |
| Texas Capital Bancshares Inc | 2,107 | $594.1K | 0.27% | +35+1.7% | Added |
| Proficio Capital Partners LLC | 2,108 | $594.4K | 0.07% | −36−1.7% | Reduced |
| Sivia Capital Partners, LLC | 2,109 | $594.6K | 0.40% | −4−0.2% | Reduced |
| Missouri Trust & Investment Co | 2,114 | $596.0K | 0.23% | −60−2.8% | Reduced |
| Strategic Advisors LLC | 2,120 | $597.6K | 0.12% | −297−12.3% | Reduced |
| Sand Hill Global Advisors, LLC | 2,122 | $598.3K | 0.03% | −193−8.3% | Reduced |
| McAdam, LLC | 2,123 | $598.6K | 0.04% | +96+4.7% | Added |
| Baker Avenue Asset Management, LP | 2,126 | $599.4K | 0.02% | +80+3.9% | Added |
| Sandbox Financial Partners, LLC | 2,133 | $601.3K | 0.25% | +144+7.2% | Added |
| DMG Group, LLC | 2,141 | $603.7K | 0.52% | +60+2.9% | Added |
| Port Capital LLC | 2,141 | $604.0K | 0.03% | +22+1.0% | Added |
| Estabrook Capital Management | 2,143 | $604.2K | 0.09% | −150−6.5% | Reduced |
| Rosenberg Matthew Hamilton | 2,158 | $604.7K | 0.17% | −41−1.9% | Reduced |
| Quotient Wealth Partners, LLC | 2,146 | $605.0K | 0.02% | +36+1.7% | Added |
| Octavia Wealth Advisors, LLC | 2,151 | $606.4K | 0.09% | −328−13.2% | Reduced |
| MPS Loria Financial Planners, LLC | 2,161 | $609.4K | 0.20% | +7+0.3% | Added |