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; 3,480 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 | 3,480 | $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 |
|---|---|---|---|---|---|
| First Affirmative Financial Network | 825 | $232.7K | 0.17% | −122−12.9% | Reduced |
| IAG Wealth Partners, LLC | 827 | $233.2K | 0.05% | +413+99.8% | Added |
| Charles Schwab Investment Advisory, Inc. | 828 | $233.5K | 0.00% | −68−7.6% | Reduced |
| Weaver Consulting Group | 829 | $233.6K | 0.09% | +99+13.6% | Added |
| USA Financial Portformulas Corp | 829 | $233.7K | 0.04% | −643−43.7% | Reduced |
| Aviso Wealth Management | 829 | $233.8K | 0.15% | +10+1.2% | Added |
| Heritage Investment Group, Inc. | 830 | $234.0K | 0.05% | −103−11.0% | Reduced |
| Mascoma Wealth Management LLC | 830 | $234.0K | 0.07% | −13−1.5% | Reduced |
| Franklin, Parlapiano, Turner & Welch, LLC | 832 | $234.6K | 0.06% | 00.0% | Unchanged |
| Innova Wealth Partners | 834 | $235.1K | 0.18% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 834 | $235.1K | 0.04% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 834 | $235.1K | 0.09% | +104+14.2% | Added |
| Sigma Investment Counselors Inc | 835 | $235.6K | 0.02% | −301−26.5% | Reduced |
| Beacon Capital Management, LLC | 837 | $235.8K | 0.05% | +71+9.3% | Added |
| Middleton & Co Inc | 836 | $235.8K | 0.03% | −40−4.6% | Reduced |
| NavPoint Financial, Inc. | 837 | $236.0K | 0.21% | 00.0% | Unchanged |
| Cambridge Advisors Inc. | 839 | $236.6K | 0.06% | 00.0% | Unchanged |
| Perpetual Ltd | 840 | $237.0K | 0.00% | +840 | New |
| Red Wave Investments LLC | 844 | $237.9K | 0.09% | −50−5.6% | Reduced |
| Grandview Asset Management LLC | 843 | $238.0K | 0.11% | +14+1.7% | Added |
| Oberweis Asset Management Inc | 844 | $238.0K | 0.02% | +1+0.1% | Added |
| M3 Advisory Group, LLC | 845 | $238.2K | 0.22% | −109−11.4% | Reduced |
| JJJ Advisors Inc. | 846 | $238.5K | 0.05% | +14+1.7% | Added |
| True Wealth Design, LLC | 848 | $239.2K | 0.06% | +81+10.6% | Added |
| New Covenant Trust Company, N.A. | 849 | $239.4K | 0.24% | +849 | New |
| Skylands Capital, LLC | 850 | $239.7K | 0.03% | 00.0% | Unchanged |
| Forte Capital LLC | 851 | $239.9K | 0.03% | −55−6.1% | Reduced |
| Facet Wealth, Inc. | 895 | $241.0K | 0.01% | +84+10.4% | Added |
| Milestone Asset Management, LLC | 856 | $241.3K | 0.07% | +856 | New |
| Arlington Trust Co LLC | 857 | $241.6K | 0.06% | −15−1.7% | Reduced |
| NatWest Group plc | 860 | $242.5K | 0.09% | −13,743−94.1% | Reduced |
| Signature Wealth Management Partners, LLC | 865 | $243.9K | 0.20% | −56−6.1% | Reduced |
| Gold Investment Management Ltd. | 866 | $244.2K | 0.10% | +11+1.3% | Added |
| Horizon Investment Services, LLC | 869 | $245.3K | 0.12% | −2−0.2% | Reduced |
| Bank of Stockton | 873 | $246.1K | 0.08% | 00.0% | Unchanged |
| Beacon Financial Strategies CORP | 873 | $246.2K | 0.18% | −5−0.6% | Reduced |
| Northwest Quadrant Wealth Management, LLC | 874 | $246.3K | 0.06% | +5+0.6% | Added |
| Aspen Grove Capital, LLC | 873 | $246.4K | 0.07% | +873 | New |
| Beck Bode, LLC | 874 | $246.4K | 0.05% | −4−0.5% | Reduced |
| Fulcrum Equity Management | 874 | $246.5K | 0.29% | +138+18.8% | Added |
| Wittenberg Investment Management, Inc. | 875 | $246.7K | 0.08% | 00.0% | Unchanged |
| Hyperion Partners, LLC | 875 | $246.7K | 0.18% | +1+0.1% | Added |
| Glass Wealth Management Co LLC | 877 | $247.3K | 0.15% | +877 | New |
| Crumly & Associates Inc. | 879 | $247.7K | 0.07% | −112−11.3% | Reduced |
| Foresight Capital Management Advisors, Inc. | 881 | $248.0K | 0.19% | 00.0% | Unchanged |
| Mason & Associates, LLC | 881 | $248.0K | 0.19% | +881 | New |
| Correct Capital Wealth Management | 880 | $248.1K | 0.06% | −18−2.0% | Reduced |
| Smith & Howard Wealth Management, LLC | 881 | $248.4K | 0.08% | 00.0% | Unchanged |
| Lane & Associates LLC | 883 | $249.0K | 0.16% | −61−6.5% | Reduced |
| Spectrum Investment Advisors, Inc. | 886 | $249.9K | 0.18% | +10+1.1% | Added |
| Auxano Advisors, LLC | 886 | $249.9K | 0.07% | +886 | New |
| Sykon Capital LLC | 887 | $250.1K | 0.09% | 00.0% | Unchanged |
| Resolute Wealth Strategies, LLC | 890 | $250.8K | 0.15% | +5+0.6% | Added |
| Nelson Capital Management, LLC | 890 | $250.9K | 0.05% | 00.0% | Unchanged |
| Transatlantique Private Wealth LLC | 890 | $250.9K | 0.11% | 00.0% | Unchanged |
| Coho Partners, Ltd. | 894 | $252.1K | 0.01% | −33−3.6% | Reduced |
| OMNI 360 Wealth, Inc. | 894 | $252.1K | 0.21% | −34−3.7% | Reduced |
| Gilliland Jeter Wealth Management LLC | 895 | $252.4K | 0.09% | +895 | New |
| Shulman DeMeo Asset Management LLC | 895 | $252.5K | 0.07% | −156−14.8% | Reduced |
| Prism Advisors, Inc. | 898 | $253.2K | 0.08% | 00.0% | Unchanged |
| PAX Financial Group, LLC | 899 | $253.5K | 0.05% | −54−5.7% | Reduced |
| Legal Advantage Investments, Inc. | 900 | $253.8K | 0.14% | −100−10.0% | Reduced |
| Northstar Asset Management Inc | 900 | $253.8K | 0.04% | 00.0% | Unchanged |
| Israel Discount Bank of New York | 902 | $254.3K | 0.32% | −621−40.8% | Reduced |
| Apeiron RIA LLC | 903 | $254.5K | 0.07% | +7+0.8% | Added |
| Hazlett, Burt & Watson, Inc. | 915 | $256.0K | 0.15% | +71+8.4% | Added |
| Van Cleef Asset Management,Inc | 910 | $256.6K | 0.03% | +5+0.6% | Added |
| Wagner Wealth Management, LLC | 911 | $256.8K | 0.08% | +5+0.6% | Added |
| Northstar Advisory Group, LLC | 961 | $257.5K | 0.16% | −752−43.9% | Reduced |
| Financial Engines Advisors L.L.C. | 914 | $257.7K | 0.00% | −994−52.1% | Reduced |
| Continuum Wealth Advisors, LLC | 914 | $257.7K | 0.15% | +51+5.9% | Added |
| Fort, L.P. | 923 | $260.2K | 0.65% | −113−10.9% | Reduced |
| McDonough Capital Management, Inc | 925 | $260.8K | 0.21% | +1+0.1% | Added |
| Creative Financial Designs Inc | 925 | $260.9K | 0.02% | −121−11.6% | Reduced |
| Alpha Financial Partners, LLC | 926 | $261.1K | 0.24% | −240−20.6% | Reduced |
| Perkins Coie Trust Co | 928 | $261.6K | 0.06% | 00.0% | Unchanged |
| David J Yvars Group | 928 | $261.7K | 0.18% | −20−2.1% | Reduced |
| Keudell/Morrison Wealth Management | 930 | $262.2K | 0.08% | −178−16.1% | Reduced |
| XR Securities LLC | 934 | $263.3K | 0.08% | −2,109−69.3% | Reduced |
| Levy Wealth Management Group, LLC | 890 | $263.8K | 0.07% | 00.0% | Unchanged |
| One Wealth Advisors, LLC | 938 | $264.5K | 0.05% | 00.0% | Unchanged |
| Ruggaard & Associates LLC | 939 | $264.8K | 0.13% | −59−5.9% | Reduced |
| Barnes Pettey Financial Advisors, LLC | 940 | $265.0K | 0.23% | +130+16.0% | Added |
| NFP Retirement, Inc. | 945 | $266.5K | 0.02% | −28−2.9% | Reduced |
| Financial Perspectives, Inc | 946 | $266.7K | 0.10% | −3−0.3% | Reduced |
| Allen Wealth Management, LLC | 947 | $267.0K | 0.24% | 00.0% | Unchanged |
| Richmond Brothers, Inc. | 948 | $267.2K | 0.50% | −254−21.1% | Reduced |
| Matthew Goff Investment Advisor, LLC | 949 | $267.6K | 0.05% | −81−7.9% | Reduced |
| Ramirez Asset Management, Inc. | 950 | $267.9K | 0.05% | 00.0% | Unchanged |
| Granite Bay Wealth Management, LLC | 952 | $268.0K | 0.15% | −59,314−98.4% | Reduced |
| Ardent Capital Management, Inc. | 951 | $268.1K | 0.13% | 00.0% | Unchanged |
| Norris Perne & French LLP | 952 | $268.3K | 0.02% | +952 | New |
| Berry Wealth Group, LP | 953 | $268.7K | 0.22% | +99+11.6% | Added |
| Members Capital Advisors Inc | 954 | $269.0K | 0.76% | 00.0% | Unchanged |
| Laidlaw Wealth Management LLC | 955 | $269.3K | 0.15% | −3,664−79.3% | Reduced |
| Highland Capital Management, LLC | 957 | $269.8K | 0.02% | −55−5.4% | Reduced |
| Advisors Management Group Inc | 962 | $271.0K | 0.07% | −24−2.4% | Reduced |
| Register Financial Advisors LLC | 967 | $272.6K | 0.14% | +5+0.5% | Added |
| West Coast Financial LLC | 968 | $272.9K | 0.03% | −106−9.9% | Reduced |
| SeaBridge Investment Advisors LLC | 970 | $273.5K | 0.07% | 00.0% | Unchanged |