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 |
|---|---|---|---|---|---|
| Catalina Capital Group, LLC | 2,050 | $578.1K | 0.25% | +2,050 | New |
| Bollard Group LLC | 2,048 | $577.0K | 0.02% | +12+0.6% | Added |
| Baron Silver Stevens Financial Advisors, LLC | 2,033 | $573.2K | 0.11% | +168+9.0% | Added |
| Seven Mile Advisory | 2,028 | $571.8K | 0.43% | +27+1.3% | Added |
| Bernardo Wealth Planning LLC | 2,026 | $571.3K | 0.16% | +38+1.9% | Added |
| Morningstar Investment Services LLC | 2,023 | $571.0K | 0.01% | −1,008−33.3% | Reduced |
| LM Advisors LLC | 2,020 | $570.0K | 0.09% | −300−12.9% | Reduced |
| Veracity Capital LLC | 2,021 | $569.9K | 0.22% | +7+0.3% | Added |
| Sompo Asset Management Co., Ltd. | 2,020 | $569.5K | 0.09% | +140+7.4% | Added |
| Financial Strategies Group, Inc. | 2,113 | $569.3K | 0.15% | 00.0% | Unchanged |
| Planned Solutions, Inc. | 2,015 | $568.1K | 0.28% | 00.0% | Unchanged |
| Stonebridge Capital Management Inc | 2,015 | $568.0K | 0.25% | 00.0% | Unchanged |
| Eagle Strategies LLC | 2,012 | $567.4K | 0.13% | +2,012 | New |
| Strategic Wealth Partners, Ltd. | 2,003 | $564.8K | 0.06% | +102+5.4% | Added |
| Yarbrough Capital, LLC | 2,003 | $564.7K | 0.02% | 00.0% | Unchanged |
| Betterment LLC | 2,000 | $564.0K | 0.00% | +2,000 | New |
| Ascension Asset Management LLC | 2,000 | $563.9K | 0.30% | +2,000 | New |
| Riversedge Advisors, LLC | 2,000 | $563.9K | 0.14% | +63+3.3% | Added |
| Lokken Investment Group LLC | 1,998 | $563.4K | 0.28% | 00.0% | Unchanged |
| Prentice Wealth Management LLC | 1,997 | $563.1K | 0.20% | +134+7.2% | Added |
| Schneider Downs Wealth Management Advisors, LP | 1,996 | $562.8K | 0.13% | +1,996 | New |
| Alera Investment Advisors, LLC | 1,995 | $562.5K | 0.08% | +30+1.5% | Added |
| WealthTrust Axiom LLC | 1,991 | $561.4K | 0.18% | 00.0% | Unchanged |
| Gibbs Wealth Management | 1,991 | $561.4K | 0.32% | +1,991 | New |
| Hartford Funds Management Co LLC | 1,988 | $560.4K | 0.05% | +165+9.1% | Added |
| GM Advisory Group, Inc. | 1,986 | $560.0K | 0.04% | +23+1.2% | Added |
| Councilmark Asset Management, LLC | 1,980 | $558.3K | 0.40% | +1,980 | New |
| Holistic Planning, LLC | 1,979 | $558.1K | 0.43% | −3−0.2% | Reduced |
| Waterfront Wealth Inc. | 2,042 | $558.1K | 0.16% | +24+1.2% | Added |
| Silver Oak Securities, Inc | 1,979 | $558.0K | 0.09% | +21+1.1% | Added |
| AIMZ Investment Advisors, LLC | 1,977 | $557.4K | 0.21% | 00.0% | Unchanged |
| Tacita Capital Inc | 1,975 | $556.9K | 0.39% | +11+0.6% | Added |
| Farmers & Merchants Trust Co of Long Beach | 1,973 | $556.3K | 0.14% | −57−2.8% | Reduced |
| Tower Wealth Partners, Inc. | 1,971 | $555.7K | 0.36% | +33+1.7% | Added |
| Spinnaker Investment Group, LLC | 1,969 | $555.2K | 0.16% | 00.0% | Unchanged |
| Cladis Investment Advisory, LLC | 1,965 | $554.0K | 0.41% | 00.0% | Unchanged |
| Chapin Davis, Inc. | 1,964 | $553.9K | 0.20% | −217−9.9% | Reduced |
| SC&H Financial Advisors, Inc. | 1,963 | $553.6K | 0.14% | −223−10.2% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 1,961 | $552.9K | 0.32% | 00.0% | Unchanged |
| LifePlan Financial, LLC | 1,961 | $552.9K | 0.51% | +862+78.4% | Added |
| Conscious Wealth Investments, LLC | 2,083 | $552.9K | 0.42% | −75−3.5% | Reduced |
| Sterling Financial Planning, Inc. | 1,951 | $550.0K | 0.22% | −91−4.5% | Reduced |
| Rise Advisors, LLC | 1,948 | $549.2K | 0.29% | +443+29.4% | Added |
| BlackDiamond Wealth Management Inc. | 1,944 | $548.0K | 0.39% | −14−0.7% | Reduced |
| Centennial Wealth Advisory LLC | 1,941 | $547.5K | 0.25% | +41+2.2% | Added |
| Global Trust Asset Management, LLC | 1,941 | $547.3K | 0.22% | −100−4.9% | Reduced |
| One Charles Private Wealth Services, LLC | 1,940 | $546.9K | 0.24% | +99+5.4% | Added |
| Byrne Asset Management LLC | 1,935 | $545.6K | 0.38% | – | – |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 1,932 | $544.7K | 0.01% | 00.0% | Unchanged |
| Aprio Wealth Management, LLC | 1,929 | $543.8K | 0.11% | −32−1.6% | 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 |
| DF Dent & Co Inc | 1,913 | $539.5K | 0.01% | −48−2.4% | Reduced |
| Hexagon Capital Partners LLC | 1,913 | $539.3K | 0.12% | −38−1.9% | Reduced |
| Clearview Wealth Advisors LLC | 1,911 | $538.8K | 0.55% | −82−4.1% | Reduced |
| Bond & Devick Financial Network, Inc. | 1,908 | $538.0K | 0.29% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 1,907 | $537.8K | 0.15% | −72−3.6% | Reduced |
| Summit Financial Strategies, Inc. | 1,907 | $537.5K | 0.07% | −12−0.6% | Reduced |
| PCA Investment Advisory Services Inc. | 1,904 | $537.0K | 0.30% | +272+16.7% | Added |
| Jupiter Wealth Management LLC | 2,000 | $537.0K | 0.28% | 00.0% | Unchanged |
| Private Portfolio Partners LLC | 1,904 | $536.7K | 0.11% | −15−0.8% | Reduced |
| Revolve Wealth Partners, LLC | 1,899 | $535.4K | 0.09% | +12+0.6% | Added |
| Clare Market Investments LLC | 1,898 | $535.2K | 0.17% | +48+2.6% | Added |
| Apexium Financial, LP | 1,897 | $535.0K | 0.04% | −4,038−68.0% | Reduced |
| LGL Partners, LLC | 1,895 | $534.4K | 0.09% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 1,893 | $533.6K | 0.07% | −15−0.8% | Reduced |
| Maple Capital Management, Inc. | 1,892 | $533.4K | 0.05% | −7−0.4% | Reduced |
| Tilia Fiduciary Partners, Inc. | 1,892 | $533.3K | 0.43% | −326−14.7% | Reduced |
| Kelly Lawrence W & Associates Inc | 1,890 | $533.0K | 0.12% | 00.0% | Unchanged |
| PSI Advisors, LLC | 1,887 | $532.1K | 0.19% | −19−1.0% | Reduced |
| Sonata Capital Group Inc | 1,887 | $532.0K | 0.24% | 00.0% | Unchanged |
| AdvisorShares Investments LLC | 1,879 | $529.8K | 0.09% | −4−0.2% | Reduced |
| Clearwater Capital Advisors, LLC | 1,875 | $528.7K | 0.06% | +9+0.5% | Added |
| Autumn Glory Partners, LLC | 1,874 | $528.4K | 0.26% | 00.0% | Unchanged |
| Allred Capital Management, LLC | 1,874 | $528.4K | 0.21% | −64−3.3% | Reduced |
| Cohen & Steers, Inc. | 1,872 | $528.0K | 0.00% | 00.0% | Unchanged |
| Zevin Asset Management LLC | 1,872 | $528.0K | 0.09% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 1,871 | $527.8K | 0.17% | +241+14.8% | Added |
| Rodgers Brothers Inc. | 1,869 | $527.0K | 0.07% | +650+53.3% | Added |
| Riverview Trust Co | 1,861 | $524.7K | 0.40% | 00.0% | Unchanged |
| Onefund, LLC | 1,867 | $523.2K | 0.63% | −51−2.7% | Reduced |
| BCS Wealth Management | 1,855 | $523.0K | 0.17% | +3+0.2% | Added |
| Financial Insights, Inc. | 1,854 | $522.6K | 0.15% | −11−0.6% | Reduced |
| Gratus Wealth Advisors, LLC | 1,928 | $522.4K | 0.10% | 00.0% | Unchanged |
| St. Louis Trust Co | 1,850 | $522.2K | 0.08% | 00.0% | Unchanged |
| Meridian Wealth Partners, LLC | 1,851 | $522.0K | 0.09% | +62+3.5% | Added |
| LaSalle St. Investment Advisors, LLC | 1,768 | $522.0K | 0.29% | +94+5.6% | Added |
| Hilltop Partners LLC | 1,850 | $521.5K | 0.19% | +10+0.5% | Added |
| Strategic Investment Advisors | 1,846 | $520.5K | 0.07% | −90−4.6% | Reduced |
| MBE Wealth Management, LLC | 1,846 | $520.4K | 0.32% | +34+1.9% | Added |
| Kolinsky Wealth Management, LLC | 1,845 | $520.2K | 0.40% | +271+17.2% | Added |
| City State Bank | 1,844 | $520.0K | 0.23% | 00.0% | Unchanged |
| Lipe & Dalton | 1,843 | $520.0K | 0.27% | 00.0% | Unchanged |
| FLC Capital Advisors | 1,843 | $519.6K | 0.13% | −197−9.7% | Reduced |
| Analyst IMS Investment Management Services Ltd. | 1,837 | $518.0K | 0.02% | +184+11.1% | Added |
| Dark Forest Capital Management LP | 1,831 | $516.3K | 0.09% | +1,831 | New |
| 1858 Wealth Management, LLC | 1,738 | $515.3K | 0.49% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 1,826 | $515.0K | 0.19% | 00.0% | Unchanged |
| Montz Harcus Wealth Management LLC | 1,826 | $514.7K | 0.35% | +21+1.2% | Added |
| Capital Planning Advisors, LLC | 1,824 | $514.3K | 0.09% | −145−7.4% | Reduced |