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 |
|---|---|---|---|---|---|
| TriaGen Wealth Management LLC | 1,822 | $513.7K | 0.21% | −34−1.8% | Reduced |
| Dravo Bay LLC | 1,820 | $513.1K | 0.31% | 00.0% | Unchanged |
| LWMG, LLC | 1,819 | $513.0K | 0.12% | +9+0.5% | Added |
| Sepio Capital, LP | 1,818 | $512.7K | 0.04% | −74−3.9% | Reduced |
| Omnia Family Wealth, LLC | 1,818 | $512.6K | 0.24% | +149+8.9% | Added |
| Addison Advisors LLC | 1,817 | $512.3K | 0.18% | +44+2.5% | Added |
| Eagle Harbor Asset Management Inc | 1,816 | $512.0K | 0.54% | 00.0% | Unchanged |
| Spectrum Asset Management, Inc. (NB/CA) | 1,814 | $511.5K | 0.22% | 00.0% | Unchanged |
| LWM Advisory Services, LLC | 1,808 | $509.8K | 0.41% | −52−2.8% | Reduced |
| AA Financial Advisors, LLC | 1,807 | $509.5K | 0.21% | +1,807 | New |
| Capital Insight Partners, LLC | 1,806 | $509.2K | 0.10% | +10+0.6% | Added |
| Marotta Asset Management | 1,804 | $508.7K | 0.11% | −142−7.3% | Reduced |
| Alta Advisers Ltd | 1,800 | $507.5K | 0.25% | 00.0% | Unchanged |
| SMART Wealth LLC | 1,798 | $507.0K | 0.23% | +551+44.2% | Added |
| Eagle Bay Advisors LLC | 1,795 | $506.0K | 0.32% | +389+27.7% | Added |
| Cahill Financial Advisors Inc | 1,792 | $505.3K | 0.07% | +107+6.4% | Added |
| First National Bank | 1,790 | $504.7K | 0.38% | −24−1.3% | Reduced |
| Family Capital Trust Co | 1,787 | $503.8K | 0.17% | −237−11.7% | Reduced |
| Goldstein Advisors, LLC | 1,786 | $503.6K | 0.09% | −1−0.1% | Reduced |
| Cognios Beta Neutral Large Cap Fund, LP | 1,785 | $503.3K | 0.66% | −144−7.5% | Reduced |
| Cary Street Partners Asset Management LLC | 1,784 | $503.0K | 0.08% | 00.0% | Unchanged |
| Palisades Hudson Asset Management, L.P. | 1,785 | $503.0K | 0.23% | +5+0.3% | Added |
| Biltmore Family Office, LLC | 1,782 | $502.4K | 0.10% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 1,777 | $501.0K | 0.13% | 00.0% | Unchanged |
| Powell Investment Advisors, LLC | 1,777 | $501.0K | 0.26% | 00.0% | Unchanged |
| Shikiar Asset Management Inc | 1,776 | $501.0K | 0.15% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 1,774 | $500.3K | 0.10% | +320+22.0% | Added |
| Centurion Wealth Management LLC | 1,766 | $498.0K | 0.20% | −61−3.3% | Reduced |
| Watts Gwilliam & Co., LLC | 1,833 | $496.1K | 0.15% | +1,833 | New |
| Sentinus, LLC | 1,756 | $495.0K | 0.17% | +1,756 | New |
| Point72 Asia (Singapore) Pte. Ltd. | 1,755 | $494.9K | 0.13% | +1,755 | New |
| Childress Capital Advisors, LLC | 1,754 | $494.6K | 0.14% | −263−13.0% | Reduced |
| Financial Partners Group, Inc | 1,751 | $493.7K | 0.08% | +175+11.1% | Added |
| Talisman Wealth Advisors LLC | 1,750 | $493.3K | 0.62% | −4−0.2% | Reduced |
| Detalus Advisors, LLC | 1,748 | $493.0K | 0.18% | +52+3.1% | Added |
| Financial Partners Group, LLC | 1,748 | $492.7K | 0.19% | +745+74.3% | Added |
| Walled Lake Planning & Wealth Management, LLC | 1,745 | $492.0K | 0.20% | 00.0% | Unchanged |
| Merriman Wealth Management, LLC | 1,744 | $491.7K | 0.02% | +443+34.1% | Added |
| Sittner & Nelson, LLC | 1,744 | $491.7K | 0.25% | 00.0% | Unchanged |
| Principal Street Partners, LLC | 1,763 | $489.6K | 0.09% | +671+61.4% | Added |
| Peregrine Asset Advisers, Inc. | 2,328 | $487.1K | 0.19% | −26−1.1% | Reduced |
| SL Advisors, LLC | 1,725 | $486.4K | 0.96% | +15+0.9% | Added |
| Vantage Financial Partners Ltd., Inc. | 1,725 | $486.4K | 0.13% | +225+15.0% | Added |
| Morris Retirement Advisors, LLC | 1,720 | $485.1K | 0.29% | −101−5.5% | Reduced |
| Eubel Brady & Suttman Asset Management Inc | 1,721 | $485.0K | 0.06% | +64+3.9% | Added |
| Beach Investment Counsel Inc | 1,635 | $485.0K | 0.06% | 00.0% | Unchanged |
| Westshore Wealth, LLC | 1,720 | $484.9K | 0.20% | +100+6.2% | Added |
| Bridgefront Capital, LLC | 1,714 | $483.3K | 0.37% | +1,714 | New |
| Legacy Trust | 1,711 | $482.4K | 0.12% | −340−16.6% | Reduced |
| Rather & Kittrell, Inc. | 1,703 | $480.2K | 0.14% | +811+90.9% | Added |
| Sweeney & Michel, LLC | 1,772 | $479.7K | 0.21% | +1,772 | New |
| Trust Co | 1,701 | $479.6K | 0.06% | −1,284−43.0% | Reduced |
| Millington Financial Advisors, LLC | 1,701 | $479.5K | 0.34% | −92−5.1% | Reduced |
| Genus Capital Management Inc. | 1,700 | $479.3K | 0.06% | +1,700 | New |
| Full Sail Capital, LLC | 1,699 | $479.0K | 0.03% | −93−5.2% | Reduced |
| LSV Asset Management | 1,700 | $479.0K | 0.00% | 00.0% | Unchanged |
| Northwest Financial Advisors | 1,699 | $479.0K | 0.53% | +1+0.1% | Added |
| Keystone Wealth Services, LLC | 1,698 | $478.7K | 0.16% | −186−9.9% | Reduced |
| Financial Planning & Information Services, Inc. | 1,697 | $478.5K | 0.07% | +217+14.7% | Added |
| Financial Advisors, LLC | 1,691 | $476.9K | 0.10% | +1+0.1% | Added |
| Wellington Wealth Strategies, LLC. | 1,690 | $476.5K | 0.23% | +1,690 | New |
| Obsidian Personal Planning Solutions LLC | 1,744 | $476.2K | 0.31% | +1+0.1% | Added |
| Sentinel Pension Advisors Inc | 1,688 | $475.9K | 0.10% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 1,682 | $474.2K | 0.12% | 00.0% | Unchanged |
| Kuhn & Co Investment Counsel | 1,681 | $474.0K | 0.45% | +3+0.2% | Added |
| Dynasty Wealth Management, LLC | 1,679 | $473.4K | 0.02% | +1,679 | New |
| Marietta Investment Partners LLC | 1,678 | $473.1K | 0.10% | 00.0% | Unchanged |
| Lodestone Wealth Management LLC | 1,673 | $471.7K | 0.25% | +90+5.7% | Added |
| BlueChip Wealth Advisors LLC | 1,671 | $471.1K | 0.30% | 00.0% | Unchanged |
| Campbell Wealth Management | 1,670 | $471.0K | 0.05% | +666+66.3% | Added |
| Cambridge Financial Group, LLC | 1,670 | $470.8K | 0.22% | −99−5.6% | Reduced |
| Titleist Asset Management, LLC | 1,669 | $470.7K | 0.08% | +185+12.5% | Added |
| Trilogy Capital Inc. | 1,665 | $469.4K | 0.03% | +953+133.8% | Added |
| Retirement Income Solutions, Inc | 1,664 | $469.2K | 0.11% | 00.0% | Unchanged |
| Johnson Bixby & Associates, LLC | 1,657 | $467.2K | 0.08% | 00.0% | Unchanged |
| KLR Investment Advisors, LLC | 1,694 | $466.8K | 0.34% | −6−0.4% | Reduced |
| Rappaport Reiches Capital Management, LLC | 1,654 | $466.3K | 0.15% | +56+3.5% | Added |
| CJM Wealth Advisers, Ltd. | 1,653 | $466.1K | 0.18% | +12+0.7% | Added |
| Hillsdale Investment Management Inc. | 1,653 | $466.1K | 0.04% | +140+9.3% | Added |
| UMA Financial Services, Inc. | 1,750 | $464.6K | 0.10% | +141+8.8% | Added |
| International Private Wealth Advisors LLC | 1,643 | $463.3K | 0.89% | +212+14.8% | Added |
| Charles Schwab Trust Co | 1,643 | $463.2K | 0.04% | −849−34.1% | Reduced |
| Pacitti Group Inc. | 1,642 | $462.8K | 0.25% | +2+0.1% | Added |
| Vantage Consulting Group Inc | 1,624 | $457.9K | 0.29% | −14−0.9% | Reduced |
| Affinity Wealth Management LLC | 1,622 | $457.3K | 0.08% | +7+0.4% | Added |
| Willner & Heller, LLC | 1,621 | $457.1K | 0.46% | −74−4.4% | Reduced |
| Boltwood Capital Management | 1,621 | $457.0K | 0.14% | −130−7.4% | Reduced |
| Groesbeck Investment Management Corp | 1,620 | $457.0K | 0.49% | 00.0% | Unchanged |
| Commonwealth Financial Services, LLC | 1,541 | $456.9K | 0.11% | 00.0% | Unchanged |
| Mayport, LLC | 1,620 | $456.6K | 0.17% | +426+35.7% | Added |
| Wallace Capital Management Inc. | 1,613 | $454.7K | 0.06% | −232−12.6% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 1,605 | $452.6K | 0.05% | +218+15.7% | Added |
| Compass Ion Advisors, LLC | 1,605 | $452.6K | 0.07% | +5+0.3% | Added |
| Falcon Wealth Planning | 1,604 | $452.2K | 0.07% | +21+1.3% | Added |
| Lazari Capital Management, Inc. | 1,598 | $450.6K | 0.24% | −1−0.1% | Reduced |
| Wealth Architects, LLC | 1,597 | $450.3K | 0.06% | −6−0.4% | Reduced |
| BCGM Wealth Management, LLC | 1,595 | $449.8K | 0.16% | +15+0.9% | Added |
| Alesco Advisors LLC | 1,594 | $449.4K | 0.01% | +445+38.7% | Added |
| Verum Partners LLC | 1,591 | $448.7K | 0.16% | −39−2.4% | Reduced |
| ERn Financial, LLC | 1,589 | $448.1K | 0.08% | −1−0.1% | Reduced |