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 |
|---|---|---|---|---|---|
| Agate Pass Investment Management, LLC | 1,104 | $311.3K | 0.17% | 00.0% | Unchanged |
| Verus Financial Partners, Inc. | 1,105 | $311.6K | 0.04% | 00.0% | Unchanged |
| Birchcreek Wealth Management, LLC | 1,112 | $313.4K | 0.16% | +1+0.1% | Added |
| Northwest Wealth Management, LLC | 1,113 | $313.8K | 0.09% | +4+0.4% | Added |
| Dudley Capital Management, LLC | 1,120 | $313.8K | 0.18% | 00.0% | Unchanged |
| X-Square Capital, LLC | 1,149 | $314.0K | 0.15% | 00.0% | Unchanged |
| American Planning Services, Inc. | 1,114 | $314.1K | 0.23% | 00.0% | Unchanged |
| True North Advisors, LLC | 1,114 | $314.1K | 0.09% | +124+12.5% | Added |
| Sargent Investment Group, LLC | 1,117 | $314.9K | 0.07% | +30+2.8% | Added |
| Arkansas Financial Group, Inc. | 1,122 | $316.3K | 0.06% | 00.0% | Unchanged |
| Family Firm, Inc. | 1,123 | $316.5K | 0.08% | +5+0.4% | Added |
| Phoenix Wealth Advisors | 1,123 | $316.6K | 0.19% | 00.0% | Unchanged |
| Claret Asset Management Corp | 1,123 | $317.0K | 0.05% | −8−0.7% | Reduced |
| Guardian Wealth Advisors, LLC | 1,125 | $317.1K | 0.21% | −2−0.2% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 1,124 | $317.1K | 0.02% | +194+20.9% | Added |
| Ballast Advisors LLC | 1,125 | $317.2K | 0.11% | +6+0.5% | Added |
| Caas Capital Management LP | 1,128 | $318.0K | 0.14% | +1,128 | New |
| Access Financial Services, Inc. | 1,129 | $318.4K | 0.14% | +6+0.5% | Added |
| Holistic Financial Partners | 1,134 | $319.7K | 0.16% | −234−17.1% | Reduced |
| Canal Capital Management, LLC | 1,137 | $320.5K | 0.05% | −6−0.5% | Reduced |
| Epic Trust Investment Advisors, LLC | 1,137 | $320.5K | 0.39% | −35−3.0% | Reduced |
| Presidio Capital Management, LLC | 1,137 | $320.5K | 0.23% | +100+9.6% | Added |
| Occidental Asset Management, LLC | 1,140 | $321.4K | 0.06% | +31+2.8% | Added |
| Onyx Bridge Wealth Group LLC | 1,177 | $321.6K | 0.06% | −61−4.9% | Reduced |
| XTX Topco Ltd | 1,141 | $321.7K | 0.04% | +1,141 | New |
| 4J Wealth Management LLC | 1,141 | $321.8K | 0.28% | −3−0.3% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 1,143 | $322.3K | 0.18% | −268−19.0% | Reduced |
| Litman Gregory Asset Management LLC | 1,144 | $322.6K | 0.03% | +1,144 | New |
| Harel Insurance Investments & Financial Services Ltd. | 1,148 | $323.0K | 0.01% | +551+92.3% | Added |
| TKG Advisors, LLC | 1,146 | $323.1K | 0.18% | −18−1.5% | Reduced |
| Birchbrook, Inc. | 1,146 | $323.2K | 0.19% | 00.0% | Unchanged |
| Private Client Services, LLC | 1,147 | $323.4K | 0.22% | +196+20.6% | Added |
| Capital Investment Services of America, Inc. | 1,147 | $323.5K | 0.03% | −34−2.9% | Reduced |
| Investmark Advisory Group LLC | 1,150 | $324.1K | 0.18% | −72−5.9% | Reduced |
| Atlas Wealth LLC | 1,151 | $324.5K | 0.16% | 00.0% | Unchanged |
| Savvy Advisors, Inc. | 1,151 | $324.5K | 0.19% | +1,151 | New |
| Parkside Advisors LLC | 1,151 | $324.6K | 0.08% | 00.0% | Unchanged |
| Insight Folios Inc | 1,152 | $324.7K | 0.13% | −104−8.3% | Reduced |
| CSM Advisors, LLC | 1,153 | $325.0K | 0.02% | −300−20.6% | Reduced |
| NSI Retail Advisors, LLC | 1,153 | $325.0K | 0.05% | −300−20.6% | Reduced |
| Nova R Wealth, Inc. | 1,155 | $325.6K | 0.17% | 00.0% | Unchanged |
| Goepper Burkhardt LLC | 1,184 | $325.6K | 0.15% | −1−0.1% | Reduced |
| Brown, Lisle/Cummings, Inc. | 1,155 | $325.7K | 0.11% | 00.0% | Unchanged |
| Tempus Wealth Planning, LLC | 1,155 | $325.8K | 0.14% | +50+4.5% | Added |
| Meredith Wealth Planning | 1,157 | $326.3K | 0.18% | +1+0.1% | Added |
| Two Sigma Securities, LLC | 1,158 | $326.5K | 0.02% | −1,967−62.9% | Reduced |
| Petrus Trust Company, LTA | 1,158 | $326.5K | 0.03% | +1,158 | New |
| Eagle Bluffs Wealth Management LLC | 1,160 | $327.1K | 0.20% | 00.0% | Unchanged |
| McGowan Group Asset Management, Inc. | 1,161 | $327.5K | 0.05% | +11+1.0% | Added |
| Brooks, Moore & Associates, Inc. | 1,162 | $327.6K | 0.21% | 00.0% | Unchanged |
| Fullerton Fund Management Co Ltd. | 1,163 | $327.9K | 0.02% | −74,445−98.5% | Reduced |
| Crescent Sterling, Ltd. | 1,163 | $327.9K | 0.30% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 1,164 | $328.2K | 0.12% | 00.0% | Unchanged |
| Dakota Community Bank & Trust NA | 1,168 | $329.3K | 1.78% | +32+2.8% | Added |
| MTM Investment Management, LLC | 1,174 | $331.1K | 0.14% | +38+3.3% | Added |
| Hutchinson Capital Management | 1,175 | $331.3K | 0.07% | +3+0.3% | Added |
| Satovsky Asset Management LLC | 1,176 | $331.4K | 0.10% | +7+0.6% | Added |
| Philip James Wealth Mangement, LLC | 1,180 | $332.6K | 0.24% | +1,180 | New |
| Broadleaf Partners, LLC | 1,181 | $333.0K | 0.09% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 1,182 | $333.2K | 0.19% | +3+0.3% | Added |
| West Oak Capital, LLC | 1,184 | $334.0K | 0.14% | 00.0% | Unchanged |
| Archetype Wealth Partners | 1,185 | $334.0K | 0.06% | +1,185 | New |
| Oder Investment Management, LLC | 1,186 | $334.4K | 0.31% | −43−3.5% | Reduced |
| Clarus Wealth Advisors | 1,246 | $334.8K | 0.19% | +37+3.1% | Added |
| Virtue Capital Management, LLC | 1,254 | $335.1K | 0.06% | −813−39.3% | Reduced |
| Compass Financial Group, INC | 1,189 | $335.2K | 0.08% | 00.0% | Unchanged |
| Vicus Capital | 1,191 | $335.9K | 0.03% | +1,191 | New |
| Northside Capital Management, LLC | 1,191 | $335.9K | 0.06% | 00.0% | Unchanged |
| Grant Street Asset Management, Inc. | 1,194 | $336.6K | 0.11% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 1,196 | $337.2K | 0.19% | −156−11.5% | Reduced |
| Levin Capital Strategies, L.P. | 1,196 | $337.2K | 0.03% | 00.0% | Unchanged |
| New Republic Capital, LLC | 1,198 | $337.9K | 0.21% | −119−9.0% | Reduced |
| Midwest Financial Group LLC | 1,200 | $338.0K | 0.23% | −50−4.0% | Reduced |
| Private Capital Management LLC | 1,200 | $338.3K | 0.07% | −169−12.3% | Reduced |
| Investment Partners Asset Management, Inc. | 1,202 | $338.9K | 0.31% | +95+8.6% | Added |
| Highview Capital Management LLC | 1,203 | $339.2K | 0.15% | −1,876−60.9% | Reduced |
| Fairfield, Bush & Co. | 1,204 | $339.4K | 0.20% | +60+5.2% | Added |
| Insight 2811, Inc. | 1,207 | $340.3K | 0.17% | −37−3.0% | Reduced |
| Youngs Advisory Group, Inc. | 1,209 | $340.7K | 0.15% | −47−3.7% | Reduced |
| Edgemoor Investment Advisors, Inc. | 1,210 | $341.2K | 0.03% | −18−1.5% | Reduced |
| W.H. Cornerstone Investments Inc. | 1,211 | $342.0K | 0.25% | −301−19.9% | Reduced |
| Breakwater Capital Group | 1,213 | $342.0K | 0.09% | +262+27.5% | Added |
| Garden State Investment Advisory Services LLC | 1,216 | $342.5K | 0.13% | −129−9.6% | Reduced |
| Total Investment Management Inc | 1,216 | $342.7K | 0.04% | +1+0.1% | Added |
| Masso Torrence Wealth Management Inc. | 1,222 | $344.5K | 0.20% | +305+33.3% | Added |
| Univest Financial Corp | 1,223 | $344.8K | 0.10% | +26+2.2% | Added |
| Vivaldi Capital Management, LLC | 1,261 | $346.8K | 0.10% | −444−26.0% | Reduced |
| Vigilare Wealth Management | 1,231 | $347.2K | 0.17% | −960−43.8% | Reduced |
| Greenup Street Wealth Management LLC | 1,231 | $347.3K | 0.09% | −175−12.4% | Reduced |
| Oracle Alpha Inc. | 1,233 | $347.6K | 0.62% | −645−34.3% | Reduced |
| Monterey Private Wealth, Inc. | 1,234 | $347.8K | 0.14% | +25+2.1% | Added |
| Pine Harbor Wealth Management, LLC | 1,234 | $347.9K | 0.22% | −15−1.2% | Reduced |
| Edge Financial Advisors LLC | 1,236 | $348.4K | 0.31% | +1,236 | New |
| GEM Asset Management, LLC | 1,294 | $349.2K | 0.23% | +1+0.1% | Added |
| APCM Wealth Management for Individuals | 1,240 | $349.6K | 0.05% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 1,241 | $349.8K | 0.06% | −479−27.8% | Reduced |
| Convergence Investment Partners, LLC | 1,243 | $350.0K | 0.13% | −2,379−65.7% | Reduced |
| Howard Wealth Management, LLC | 1,243 | $350.5K | 0.29% | −10−0.8% | Reduced |
| CM Wealth Advisors LLC | 1,314 | $351.5K | 0.10% | −852−39.3% | Reduced |
| Novare Capital Management LLC | 1,249 | $352.2K | 0.03% | 00.0% | Unchanged |