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; 3,482 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 | 3,482 | $142.5B |
| Q1 2026 | 3,604 | $163.1B |
| Q4 2025 | 3,589 | $160.4B |
| Q3 2025 | 3,424 | $155.5B |
| Q2 2025 | 3,424 | $152.9B |
| Q1 2025 | 3,423 | $165.7B |
| Q4 2024 | 3,392 | $150.8B |
| Q3 2024 | 3,172 | $156.2B |
| Q2 2024 | 3,087 | $129.1B |
| Q1 2024 | 3,172 | $143.6B |
| Q4 2023 | 3,192 | $151.1B |
| Q3 2023 | 3,000 | $131.5B |
| Q2 2023 | 3,011 | $150.1B |
| Q1 2023 | 2,952 | $140.5B |
| Q4 2022 | 2,927 | $133.0B |
| Q3 2022 | 2,702 | $115.7B |
| Q2 2022 | 2,724 | $123.7B |
| Q1 2022 | 2,741 | $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 |
|---|---|---|---|---|---|
| Private Ocean, LLC | 2,737 | $771.7K | 0.08% | 00.0% | Unchanged |
| Hummer Financial Advisory Services Inc | 2,730 | $769.7K | 0.63% | 00.0% | Unchanged |
| Mountain Pacific Investment Advisers Inc | 2,728 | $769.1K | 0.04% | −100−3.5% | Reduced |
| Lakeridge Wealth Management LLC | 2,720 | $766.8K | 0.50% | −159−5.5% | Reduced |
| RiverFront Investment Group, LLC | 2,712 | $764.6K | 0.02% | +51+1.9% | Added |
| D'Orazio & Associates, Inc. | 2,708 | $763.4K | 0.12% | +352+14.9% | Added |
| Soltis Investment Advisors LLC | 2,705 | $762.7K | 0.09% | −92−3.3% | Reduced |
| Zions Bancorporation, N.A. | 2,701 | $761.5K | 0.06% | +101+3.9% | Added |
| Simplex Trading, LLC | 2,700 | $761.0K | 0.02% | +2,700 | New |
| BOS Asset Management, LLC | 2,689 | $758.2K | 0.40% | 00.0% | Unchanged |
| Smith Anglin Financial, LLC | 2,688 | $757.7K | 0.08% | +2+0.1% | Added |
| TRUE Private Wealth Advisors | 2,687 | $757.7K | 0.09% | −307−10.3% | Reduced |
| United Advisor Group, LLC | 2,685 | $757.0K | 0.28% | +947+54.5% | Added |
| Semus Wealth Partners LLC | 2,676 | $754.5K | 0.64% | −123−4.4% | Reduced |
| Mayfair Advisory Group, LLC | 2,675 | $754.2K | 0.55% | +29+1.1% | Added |
| Hurlow Wealth Management Group, Inc. | 2,674 | $753.9K | 0.27% | 00.0% | Unchanged |
| Viawealth, LLC | 2,672 | $753.4K | 0.47% | +4+0.1% | Added |
| FSB Premier Wealth Management, Inc. | 2,667 | $751.9K | 0.35% | −18−0.7% | Reduced |
| ETF Store, Inc. | 2,663 | $750.9K | 0.43% | +15+0.6% | Added |
| Tyler-Stone Wealth Management | 2,658 | $749.4K | 0.33% | −55−2.0% | Reduced |
| Exchange Bank | 2,657 | $749.1K | 0.62% | +50+1.9% | Added |
| NTV Asset Management LLC | 2,655 | $748.6K | 0.11% | +744+38.9% | Added |
| WR Wealth Planners, LLC | 2,652 | $747.6K | 0.23% | −198−6.9% | Reduced |
| Transamerica Financial Advisors, Inc. | 2,647 | $747.0K | 0.08% | −2,919−52.4% | Reduced |
| Tucker Asset Management LLC | 2,648 | $746.6K | 0.17% | −263−9.0% | Reduced |
| Mirabella Financial Services LLP | 2,643 | $745.2K | 0.05% | +2,643 | New |
| Pinebridge Investments, L.P. | 2,636 | $743.2K | 0.01% | +1,222+86.4% | Added |
| Klingman & Associates, LLC | 2,626 | $740.4K | 0.05% | +127+5.1% | Added |
| Arrien Investments, Inc. | 2,620 | $738.8K | 0.58% | −39−1.5% | Reduced |
| Geller Advisors LLC | 2,616 | $737.6K | 0.06% | +125+5.0% | Added |
| Vertex Planning Partners, LLC | 2,611 | $736.2K | 0.20% | −362−12.2% | Reduced |
| Latitude Advisors, LLC | 2,605 | $734.5K | 0.46% | +2+0.1% | Added |
| Hudock, Inc. | 2,603 | $734.1K | 0.16% | +8+0.3% | Added |
| TCM Advisors, LLC | – | $733.1K | 0.58% | – | – |
| Sanders Morris Harris LLC | 2,600 | $733.1K | 0.14% | +2,600 | New |
| Delta Financial Group, Inc. | 2,600 | $733.0K | 0.22% | +30+1.2% | Added |
| Trust Co of the South | 2,599 | $732.8K | 0.17% | −913−26.0% | Reduced |
| Gray Private Wealth, LLC | 2,598 | $732.6K | 0.48% | +2,598 | New |
| DRW Securities, LLC | 2,598 | $730.9K | 0.04% | +2,598 | New |
| Delta Investment Management, LLC | 2,587 | $729.5K | 0.17% | +174+7.2% | Added |
| WoodTrust Financial Corp | 2,583 | $728.0K | 0.12% | +7+0.3% | Added |
| Spirit of America Management Corp | 2,580 | $727.4K | 0.15% | 00.0% | Unchanged |
| Waycross Partners, LLC | 2,578 | $726.9K | 0.13% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 2,577 | $726.7K | 0.05% | +984+61.8% | Added |
| Taylor Financial Group, Inc. | 2,575 | $725.9K | 0.55% | 00.0% | Unchanged |
| Everpar Advisors LLC | 2,570 | $724.6K | 0.44% | −588−18.6% | Reduced |
| Summit Financial Group Inc | 2,570 | $724.6K | 0.26% | 00.0% | Unchanged |
| Allen Capital Group, LLC | 2,566 | $723.4K | 0.11% | +82+3.3% | Added |
| Wealthquest Corp | 2,563 | $722.8K | 0.08% | −69−2.6% | Reduced |
| Garde Capital, Inc. | 2,563 | $722.0K | 0.05% | −294−10.3% | Reduced |
| Fidelity D & D Bancorp Inc | 2,559 | $721.5K | 0.54% | −460−15.2% | Reduced |
| Beck Mack & Oliver LLC | 2,555 | $720.4K | 0.01% | +55+2.2% | Added |
| Concentric Wealth Management, LLC | 2,551 | $719.3K | 0.19% | 00.0% | Unchanged |
| SS&H Financial Advisors, Inc. | 2,553 | $719.0K | 0.30% | 00.0% | Unchanged |
| JT Stratford LLC | 2,550 | $719.0K | 0.14% | −46−1.8% | Reduced |
| Cove Private Wealth, LLC | 2,550 | $719.0K | 0.61% | 00.0% | Unchanged |
| IAM Advisory, LLC | 2,546 | $717.8K | 0.20% | +15+0.6% | Added |
| Somerset Group LLC | 2,544 | $717.3K | 0.67% | −1,190−31.9% | Reduced |
| O'Rourke & Company, Inc | 2,541 | $717.0K | 0.42% | +2+0.1% | Added |
| L2 Asset Management, LLC | 2,543 | $717.0K | 0.24% | +204+8.7% | Added |
| Twelve Points Wealth Management LLC | 2,542 | $716.6K | 0.26% | −3−0.1% | Reduced |
| GDS Wealth Management | 2,531 | $713.6K | 0.08% | −348−12.1% | Reduced |
| Aveo Capital Partners, LLC | 2,639 | $713.4K | 0.08% | +740+39.0% | Added |
| Lakeshore Financial Planning, Inc. | 2,530 | $713.3K | 0.36% | −71−2.7% | Reduced |
| Revisor Wealth Management LLC | 2,455 | $710.1K | 0.32% | +1,354+123.0% | Added |
| Aldebaran Financial Inc. | 2,517 | $709.6K | 1.06% | +3+0.1% | Added |
| Mill Creek Capital Advisors, LLC | 2,517 | $709.5K | 0.02% | +76+3.1% | Added |
| Keating Investment Counselors Inc | 2,515 | $709.1K | 0.23% | −1,050−29.5% | Reduced |
| Holland Advisory Services, Inc. | 2,513 | $708.4K | 0.78% | +7+0.3% | Added |
| Atlas Private Wealth Management | 2,510 | $707.7K | 0.30% | +114+4.8% | Added |
| Karpas Strategies, LLC | 2,506 | $706.5K | 0.22% | +12+0.5% | Added |
| Schear Investment Advisers, LLC | 2,499 | $704.6K | 0.57% | +268+12.0% | Added |
| Blueshift Asset Management, LLC | 2,498 | $704.3K | 0.37% | +2,498 | New |
| Measured Wealth Private Client Group, LLC | 2,497 | $704.0K | 0.25% | 00.0% | Unchanged |
| Kingfisher Capital LLC | 2,495 | $704.0K | 0.17% | +11+0.4% | Added |
| Cooper Financial Group | 2,486 | $700.9K | 0.12% | −78−3.0% | Reduced |
| First Business Financial Services, Inc. | 2,480 | $699.2K | 0.07% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 2,494 | $699.0K | 0.12% | −55−2.2% | Reduced |
| Petix & Botte Co | 2,478 | $698.7K | 0.17% | −2,478−50.0% | Reduced |
| Oldfather Financial Services, LLC | 2,475 | $697.8K | 0.29% | −41−1.6% | Reduced |
| Centennial Bank | 2,473 | $697.3K | 0.36% | −160−6.1% | Reduced |
| Steele Capital Management, Inc. | 2,471 | $696.8K | 0.04% | 00.0% | Unchanged |
| Ackerman Capital Advisors, LLC | 2,470 | $696.4K | 0.19% | +20+0.8% | Added |
| Samalin Investment Counsel, LLC | 2,456 | $692.4K | 0.33% | −367−13.0% | Reduced |
| Novak & Powell Financial Services, Inc. | 2,447 | $689.9K | 0.52% | −17−0.7% | Reduced |
| Shelton Wealth Management, LLC | 2,446 | $689.6K | 0.43% | +823+50.7% | Added |
| Retirement Guys Formula LLC | 2,445 | $689.2K | 0.34% | +548+28.9% | Added |
| Integrated Investment Consultants, LLC | 2,444 | $689.0K | 0.19% | +10.0% | Added |
| GHP Investment Advisors, Inc. | 2,444 | $689.0K | 0.03% | +10.0% | Added |
| Gray Wealth Management Inc. | 2,442 | $688.6K | 0.31% | +21+0.9% | Added |
| D L Carlson Investment Group Inc | 2,440 | $688.0K | 0.13% | −12−0.5% | Reduced |
| Berger Financial Group, Inc | 2,439 | $687.8K | 0.06% | +417+20.6% | Added |
| Gleason Group, Inc. | 2,439 | $687.6K | 0.14% | +15+0.6% | Added |
| Cullen Investment Group, Ltd. | 2,473 | $686.7K | 0.11% | +265+12.0% | Added |
| Ridgecrest Wealth Partners, LLC | 2,435 | $686.5K | 0.41% | 00.0% | Unchanged |
| WealthPlan Investment Management, LLC | 2,434 | $686.2K | 0.10% | +13+0.5% | Added |
| Legacy Bridge, LLC | 2,428 | $684.6K | 0.40% | 00.0% | Unchanged |
| Riverpark Capital Management LLC | 2,428 | $684.6K | 0.94% | +338+16.2% | Added |
| Ignite Planners, LLC | 2,429 | $680.8K | 0.19% | −30−1.2% | Reduced |
| Sunpointe, LLC | 2,405 | $678.1K | 0.75% | −23−0.9% | Reduced |