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
- 3,172
- +21 vs. Q4 2023
- Shares held
- 509.8M
- +122.7K (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
- 159
- 1,304 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 | 3,193 | $151.1B |
| Q3 2023 | 3,001 | $131.5B |
| Q2 2023 | 3,012 | $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 |
|---|---|---|---|---|---|
| Buckley Wealth Management, LLC | 3,535 | $996.7K | 0.32% | −10−0.3% | Reduced |
| Jag Capital Management, LLC | 3,526 | $994.2K | 0.14% | −230−6.1% | Reduced |
| Forza Wealth Management, LLC | 3,522 | $993.0K | 0.52% | 00.0% | Unchanged |
| Cubic Asset Management, LLC | 3,520 | $992.5K | 0.23% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 3,520 | $992.0K | 0.08% | 00.0% | Unchanged |
| Roberts Capital Advisors, LLC | 3,518 | $991.9K | 0.95% | +3,518 | New |
| LMCG Investments, LLC | 3,517 | $991.6K | 0.06% | −27−0.8% | Reduced |
| DHJJ Financial Advisors, Ltd. | 3,512 | $990.2K | 0.44% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 3,502 | $987.4K | 0.49% | −245−6.5% | Reduced |
| Cedar Brook Financial Partners, LLC | 3,502 | $987.3K | 0.20% | +41+1.2% | Added |
| PBMares Wealth Management LLC | 3,497 | $986.0K | 0.26% | +89+2.6% | Added |
| Harbour Capital Advisors, LLC | 3,542 | $983.8K | 0.24% | +30+0.9% | Added |
| Circle Wealth Management, LLC | 3,487 | $983.3K | 0.02% | −70−2.0% | Reduced |
| American National Bank & Trust Co | 3,469 | $978.0K | 0.23% | +3,469 | New |
| Brevan Howard Capital Management LP | 3,467 | $977.5K | 0.09% | −4,030−53.8% | Reduced |
| Tectonic Advisors LLC | 3,451 | $973.1K | 0.07% | +20+0.6% | Added |
| Advisory Research Inc | 3,450 | $972.7K | 0.19% | −87−2.5% | Reduced |
| Alhambra Investment Partners LLC | 3,445 | $971.3K | 0.53% | +207+6.4% | Added |
| Wolverine Trading, LLC | 3,441 | $970.2K | 0.01% | −11,930−77.6% | Reduced |
| Dominguez Wealth Management Solutions, Inc. | 3,440 | $970.0K | 0.76% | +257+8.1% | Added |
| STAR Financial Bank | 3,438 | $969.3K | 0.83% | −71−2.0% | Reduced |
| LRI Investments, LLC | 3,437 | $969.1K | 0.24% | +3,437 | New |
| Caption Management, LLC | 3,433 | $967.9K | 0.11% | −9,967−74.4% | Reduced |
| Aletheian Wealth Advisors LLC | 3,431 | $967.4K | 0.52% | +1,051+44.2% | Added |
| Atticus Wealth Management, LLC | 3,424 | $965.3K | 0.32% | +181+5.6% | Added |
| Burford Brothers, Inc. | 3,424 | $965.3K | 0.63% | −2,243−39.6% | Reduced |
| Core Wealth Management, Inc. | 3,423 | $965.1K | 0.42% | 00.0% | Unchanged |
| Constitution Capital LLC | 3,420 | $964.3K | 0.54% | +236+7.4% | Added |
| General Partner, Inc. | 3,417 | $963.4K | 0.61% | +689+25.3% | Added |
| Patriot Financial Group Insurance Agency, LLC | 3,409 | $961.2K | 0.15% | +184+5.7% | Added |
| Well Done, LLC | 3,408 | $960.9K | 0.19% | +87+2.6% | Added |
| Saxon Interests, Inc. | 3,399 | $958.2K | 0.46% | +218+6.9% | Added |
| Arbor Capital Management Inc | 3,560 | $956.7K | 0.91% | −240−6.3% | Reduced |
| Wayfinding Financial, LLC | 3,560 | $955.0K | 0.56% | −228−6.0% | Reduced |
| Wealth Management Associates, Inc. | 3,746 | $954.6K | 0.45% | +179+5.0% | Added |
| Capital Management Associates, Inc | 3,379 | $952.9K | 0.70% | −284−7.8% | Reduced |
| Elgethun Capital Management | 3,404 | $952.8K | 0.24% | +17+0.5% | Added |
| Colonial River Wealth Management, LLC | 3,375 | $951.6K | 0.54% | −1,366−28.8% | Reduced |
| Canopy Partners, LLC | 3,374 | $951.3K | 0.46% | +453+15.5% | Added |
| Barr E S & Co | 3,359 | $947.1K | 0.06% | −3,618−51.9% | Reduced |
| Nixon Peabody Trust Co | 3,358 | $946.8K | 0.09% | −820−19.6% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 3,357 | $946.5K | 0.09% | 00.0% | Unchanged |
| Edge Capital Group, LLC | 3,356 | $946.1K | 0.05% | −67−2.0% | Reduced |
| Piscataqua Savings Bank | 3,350 | $944.5K | 0.83% | −72−2.1% | Reduced |
| AIA Group Ltd | 3,348 | $944.0K | 0.03% | +3,348 | New |
| Warner Financial, Inc | 3,343 | $943.0K | 0.47% | −85−2.5% | Reduced |
| Altus Wealth Group LLC | 3,332 | $939.6K | 0.47% | +92+2.8% | Added |
| Blodgett Wealth Advisors, LLC | 3,332 | $939.3K | 0.85% | +37+1.1% | Added |
| Front Row Advisors LLC | 3,331 | $939.2K | 0.35% | +329+11.0% | Added |
| Patten Group, Inc. | 3,326 | $937.9K | 0.23% | −23−0.7% | Reduced |
| W Advisors, LLC | 3,325 | $937.6K | 0.64% | +11+0.3% | Added |
| Proquility Private Wealth Partners, LLC | 3,320 | $936.1K | 0.32% | −118−3.4% | Reduced |
| Caxton Associates LP | 3,313 | $934.1K | 0.06% | 00.0% | Unchanged |
| Redwood Wealth Management Group, LLC | 3,300 | $930.4K | 0.99% | −233−6.6% | Reduced |
| Grove Bank & Trust | 3,298 | $929.9K | 0.16% | −445−11.9% | Reduced |
| Red Door Wealth Management, LLC | 3,294 | $928.8K | 0.18% | −40−1.2% | Reduced |
| Patrick M Sweeney & Associates, Inc | 3,294 | $928.8K | 0.76% | +58+1.8% | Added |
| Abacus Planning Group, Inc. | 3,288 | $927.1K | 0.18% | −87−2.6% | Reduced |
| Vanguard Capital Wealth Advisors | 3,285 | $926.3K | 0.65% | +111+3.5% | Added |
| Center for Financial Planning, Inc. | 3,280 | $924.8K | 0.14% | +83+2.6% | Added |
| Prestige Wealth Management Group LLC | 3,277 | $924.1K | 0.20% | −67−2.0% | Reduced |
| Landaas & Co | 3,278 | $924.0K | 0.30% | −189−5.5% | Reduced |
| Twin Capital Management Inc | 3,274 | $923.1K | 0.11% | +47+1.5% | Added |
| Jeppson Wealth Management, LLC | 3,272 | $922.5K | 0.36% | −300−8.4% | Reduced |
| Vinva Investment Management Ltd | 3,267 | $921.1K | 0.05% | −11,017−77.1% | Reduced |
| Cyrus J. Lawrence, LLC | 3,269 | $921.0K | 0.20% | +3,269 | New |
| AlphaCore Capital LLC | 3,265 | $920.6K | 0.25% | +635+24.1% | Added |
| PDS Planning, Inc | 3,263 | $919.9K | 0.10% | +16+0.5% | Added |
| First American Bank | 3,260 | $919.2K | 0.07% | −220−6.3% | Reduced |
| Unique Wealth, LLC | 3,249 | $916.0K | 0.26% | 00.0% | Unchanged |
| Inspirion Wealth Advisors, LLC | 3,249 | $915.9K | 0.15% | −81−2.4% | Reduced |
| MJP Associates Inc | 3,236 | $912.3K | 0.20% | +990+44.1% | Added |
| Fortune Financial Advisors, LLC | 3,231 | $911.0K | 0.58% | +3+0.1% | Added |
| Acadian Asset Management LLC | 3,224 | $908.0K | 0.00% | −20,555−86.4% | Reduced |
| Richardson Financial Services Inc. | 3,218 | $907.3K | 0.64% | +147+4.8% | Added |
| Aspiriant, LLC | 3,216 | $907.2K | 0.04% | +87+2.8% | Added |
| Evanson Asset Management, LLC | 3,217 | $907.1K | 0.07% | +53+1.7% | Added |
| Live Oak Private Wealth LLC | 3,216 | $906.8K | 0.16% | −4−0.1% | Reduced |
| Monument Capital Management | 3,210 | $905.1K | 0.26% | −261−7.5% | Reduced |
| Atwood & Palmer Inc | 3,203 | $903.1K | 0.07% | +63+2.0% | Added |
| Cahaba Wealth Management, Inc. | 3,203 | $903.0K | 0.08% | −39−1.2% | Reduced |
| Charter Oak Capital Management, LLC | 3,202 | $902.9K | 0.10% | +118+3.8% | Added |
| Pinpoint Asset Management Ltd | 3,202 | $902.8K | 0.15% | +3,202 | New |
| Moss Adams Wealth Advisors LLC | 3,190 | $899.4K | 0.14% | +1,772+125.0% | Added |
| Wilkins Investment Counsel Inc | 3,189 | $899.1K | 0.13% | +1,689+112.6% | Added |
| Lesa Sroufe & Co | 3,188 | $899.0K | 0.84% | 00.0% | Unchanged |
| Pingora Partners LLC | 3,184 | $897.7K | 0.66% | +152+5.0% | Added |
| Phillips Wealth Planners LLC | 3,379 | $896.9K | 1.03% | −537−13.7% | Reduced |
| Cornerstone Advisory, LLC | 3,176 | $895.5K | 0.13% | +323+11.3% | Added |
| Stableford Capital II LLC | 3,176 | $895.5K | 0.36% | +197+6.6% | Added |
| US Asset Management LLC | 3,170 | $894.0K | 0.81% | −42−1.3% | Reduced |
| Tobam | 3,160 | $891.0K | 0.08% | 00.0% | Unchanged |
| Wall Street Access Asset Management, LLC | 3,158 | $890.4K | 0.37% | +1,100+53.4% | Added |
| IMS Capital Management | 3,154 | $889.2K | 0.41% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 3,168 | $887.7K | 0.60% | +3,168 | New |
| Frisch Financial Group, Inc. | 3,145 | $887.0K | 0.29% | −551−14.9% | Reduced |
| Astoria Portfolio Advisors LLC. | 3,329 | $886.2K | 0.34% | +441+15.3% | Added |
| Options Solutions, LLC | 3,143 | $886.1K | 0.50% | −208−6.2% | Reduced |
| Mango Five Family, Inc. | 3,129 | $882.2K | 0.29% | 00.0% | Unchanged |
| Savoie Capital LLC | 3,129 | $882.2K | 0.13% | +3,129 | New |