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 |
|---|---|---|---|---|---|
| New Republic Capital, LLC | 1,198 | $337.9K | 0.21% | −119−9.0% | Reduced |
| Levin Capital Strategies, L.P. | 1,196 | $337.2K | 0.03% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 1,196 | $337.2K | 0.19% | −156−11.5% | Reduced |
| Grant Street Asset Management, Inc. | 1,194 | $336.6K | 0.11% | 00.0% | Unchanged |
| Northside Capital Management, LLC | 1,191 | $335.9K | 0.06% | 00.0% | Unchanged |
| Vicus Capital | 1,191 | $335.9K | 0.03% | +1,191 | New |
| Compass Financial Group, INC | 1,189 | $335.2K | 0.08% | 00.0% | Unchanged |
| Virtue Capital Management, LLC | 1,254 | $335.1K | 0.06% | −813−39.3% | Reduced |
| Clarus Wealth Advisors | 1,246 | $334.8K | 0.19% | +37+3.1% | Added |
| Oder Investment Management, LLC | 1,186 | $334.4K | 0.31% | −43−3.5% | Reduced |
| 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 |
| New England Capital Financial Advisors LLC | 1,182 | $333.2K | 0.19% | +3+0.3% | Added |
| Broadleaf Partners, LLC | 1,181 | $333.0K | 0.09% | 00.0% | Unchanged |
| Philip James Wealth Mangement, LLC | 1,180 | $332.6K | 0.24% | +1,180 | New |
| Satovsky Asset Management LLC | 1,176 | $331.4K | 0.10% | +7+0.6% | Added |
| Hutchinson Capital Management | 1,175 | $331.3K | 0.07% | +3+0.3% | Added |
| MTM Investment Management, LLC | 1,174 | $331.1K | 0.14% | +38+3.3% | Added |
| Dakota Community Bank & Trust NA | 1,168 | $329.3K | 1.78% | +32+2.8% | Added |
| Old Point Trust & Financial Services N A | 1,164 | $328.2K | 0.12% | 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 |
| Brooks, Moore & Associates, Inc. | 1,162 | $327.6K | 0.21% | 00.0% | Unchanged |
| McGowan Group Asset Management, Inc. | 1,161 | $327.5K | 0.05% | +11+1.0% | Added |
| Eagle Bluffs Wealth Management LLC | 1,160 | $327.1K | 0.20% | 00.0% | Unchanged |
| 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 |
| Meredith Wealth Planning | 1,157 | $326.3K | 0.18% | +1+0.1% | Added |
| Tempus Wealth Planning, LLC | 1,155 | $325.8K | 0.14% | +50+4.5% | Added |
| Brown, Lisle/Cummings, Inc. | 1,155 | $325.7K | 0.11% | 00.0% | Unchanged |
| Goepper Burkhardt LLC | 1,184 | $325.6K | 0.15% | −1−0.1% | Reduced |
| Nova R Wealth, Inc. | 1,155 | $325.6K | 0.17% | 00.0% | Unchanged |
| 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 |
| Insight Folios Inc | 1,152 | $324.7K | 0.13% | −104−8.3% | Reduced |
| Parkside Advisors LLC | 1,151 | $324.6K | 0.08% | 00.0% | Unchanged |
| Atlas Wealth LLC | 1,151 | $324.5K | 0.16% | 00.0% | Unchanged |
| Savvy Advisors, Inc. | 1,151 | $324.5K | 0.19% | +1,151 | New |
| Investmark Advisory Group LLC | 1,150 | $324.1K | 0.18% | −72−5.9% | Reduced |
| Capital Investment Services of America, Inc. | 1,147 | $323.5K | 0.03% | −34−2.9% | Reduced |
| Private Client Services, LLC | 1,147 | $323.4K | 0.22% | +196+20.6% | Added |
| Birchbrook, Inc. | 1,146 | $323.2K | 0.19% | 00.0% | Unchanged |
| TKG Advisors, LLC | 1,146 | $323.1K | 0.18% | −18−1.5% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 1,148 | $323.0K | 0.01% | +551+92.3% | Added |
| Litman Gregory Asset Management LLC | 1,144 | $322.6K | 0.03% | +1,144 | New |
| Twin Peaks Wealth Advisors, LLC | 1,143 | $322.3K | 0.18% | −268−19.0% | Reduced |
| 4J Wealth Management LLC | 1,141 | $321.8K | 0.28% | −3−0.3% | Reduced |
| XTX Topco Ltd | 1,141 | $321.7K | 0.04% | +1,141 | New |
| Onyx Bridge Wealth Group LLC | 1,177 | $321.6K | 0.06% | −61−4.9% | Reduced |
| Occidental Asset Management, LLC | 1,140 | $321.4K | 0.06% | +31+2.8% | Added |
| Presidio Capital Management, LLC | 1,137 | $320.5K | 0.23% | +100+9.6% | Added |
| Epic Trust Investment Advisors, LLC | 1,137 | $320.5K | 0.39% | −35−3.0% | Reduced |
| Canal Capital Management, LLC | 1,137 | $320.5K | 0.05% | −6−0.5% | Reduced |
| Holistic Financial Partners | 1,134 | $319.7K | 0.16% | −234−17.1% | Reduced |
| Access Financial Services, Inc. | 1,129 | $318.4K | 0.14% | +6+0.5% | Added |
| Caas Capital Management LP | 1,128 | $318.0K | 0.14% | +1,128 | New |
| Ballast Advisors LLC | 1,125 | $317.2K | 0.11% | +6+0.5% | Added |
| Gerber Kawasaki Wealth & Investment Management | 1,124 | $317.1K | 0.02% | +194+20.9% | Added |
| Guardian Wealth Advisors, LLC | 1,125 | $317.1K | 0.21% | −2−0.2% | Reduced |
| Claret Asset Management Corp | 1,123 | $317.0K | 0.05% | −8−0.7% | Reduced |
| Phoenix Wealth Advisors | 1,123 | $316.6K | 0.19% | 00.0% | Unchanged |
| Family Firm, Inc. | 1,123 | $316.5K | 0.08% | +5+0.4% | Added |
| Arkansas Financial Group, Inc. | 1,122 | $316.3K | 0.06% | 00.0% | Unchanged |
| Sargent Investment Group, LLC | 1,117 | $314.9K | 0.07% | +30+2.8% | Added |
| True North Advisors, LLC | 1,114 | $314.1K | 0.09% | +124+12.5% | Added |
| American Planning Services, Inc. | 1,114 | $314.1K | 0.23% | 00.0% | Unchanged |
| X-Square Capital, LLC | 1,149 | $314.0K | 0.15% | 00.0% | Unchanged |
| Dudley Capital Management, LLC | 1,120 | $313.8K | 0.18% | 00.0% | Unchanged |
| Northwest Wealth Management, LLC | 1,113 | $313.8K | 0.09% | +4+0.4% | Added |
| Birchcreek Wealth Management, LLC | 1,112 | $313.4K | 0.16% | +1+0.1% | Added |
| Verus Financial Partners, Inc. | 1,105 | $311.6K | 0.04% | 00.0% | Unchanged |
| Agate Pass Investment Management, LLC | 1,104 | $311.3K | 0.17% | 00.0% | Unchanged |
| Hemington Wealth Management | 1,101 | $311.0K | 0.11% | −38−3.3% | Reduced |
| Garrison Asset Management, LLC | 1,102 | $310.7K | 0.16% | −25−2.2% | Reduced |
| Morton Brown Family Wealth, LLC | 1,100 | $310.3K | 0.13% | −99−8.3% | Reduced |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 1,100 | $310.1K | 0.05% | −20−1.8% | Reduced |
| Overbrook Management Corp | 1,100 | $310.1K | 0.08% | 00.0% | Unchanged |
| Empirical Finance, LLC | 1,100 | $310.1K | 0.02% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 1,096 | $309.0K | 0.01% | +143+15.0% | Added |
| Pacific Sun Financial Corp | 1,096 | $309.0K | 0.18% | 00.0% | Unchanged |
| BNC Wealth Management, LLC | 1,096 | $309.0K | 0.13% | 00.0% | Unchanged |
| Redmond Asset Management, LLC | 1,095 | $308.8K | 0.10% | −24−2.1% | Reduced |
| Tortoise Investment Management, LLC | 1,093 | $308.1K | 0.04% | −78−6.7% | Reduced |
| Bruce G. Allen Investments, LLC | 1,092 | $307.9K | 0.25% | −9−0.8% | Reduced |
| Eclectic Associates Inc | 1,091 | $307.7K | 0.14% | +68+6.6% | Added |
| Avalon Trust Co | 1,089 | $307.0K | 0.03% | 00.0% | Unchanged |
| Armstrong, Fleming & Moore, Inc | 1,089 | $307.0K | 0.21% | −48−4.2% | Reduced |
| Castleview Partners, LLC | 1,087 | $306.4K | 0.17% | +171+18.7% | Added |
| Alaethes Wealth LLC | 1,086 | $306.2K | 0.13% | −379−25.9% | Reduced |
| Moody Aldrich Partners LLC | 1,086 | $306.2K | 0.05% | −7−0.6% | Reduced |
| Wynn Capital, LLC | 1,085 | $305.9K | 0.24% | −3−0.3% | Reduced |
| WFA Asset Management Corp | 1,083 | $305.4K | 0.16% | +188+21.0% | Added |
| Cherry Tree Wealth Management, LLC | 1,081 | $304.7K | 0.08% | +78+7.8% | Added |
| New Century Financial Group, LLC | 1,076 | $303.4K | 0.21% | +1,076 | New |
| Conservest Capital Advisors, Inc. | 1,076 | $303.4K | 0.03% | +2+0.2% | Added |
| Courage Miller Partners, LLC | 1,073 | $302.6K | 0.10% | +1+0.1% | Added |
| Allied Investment Advisors, LLC | 1,073 | $302.5K | 0.07% | 00.0% | Unchanged |
| Aspen Investment Management Inc | 1,070 | $302.0K | 0.15% | −248−18.8% | Reduced |
| Christensen, King & Associates Investment Services, Inc. | 1,070 | $301.6K | 0.15% | +31+3.0% | Added |
| Francis Financial, Inc. | 1,068 | $301.1K | 0.10% | 00.0% | Unchanged |