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, Q3 2024
Institutional positions in McDonalds Corp as of Sep 30, 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
- 3,173
- +126 vs. Q2 2024
- Shares held
- 515.6M
- +60.0M (+13.2%) vs. Q2 2024
- Total value
- $156.2B
- +$40.2B (+34.6%) vs. Q2 2024
- New holders
- 246
- 1,202 more added
- Sold out
- 120
- 1,301 more reduced
41 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2024: 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, Q3 2024
Shares, value and share of portfolio for each institution holding McDonalds Corp; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Baron Silver Stevens Financial Advisors, LLC | 1,941 | $591.1K | 0.10% | +76+4.1% | Added |
| Tilia Fiduciary Partners, Inc. | 1,942 | $591.4K | 0.41% | +27+1.4% | Added |
| SC&H Financial Advisors, Inc. | 1,943 | $591.8K | 0.13% | −20−1.0% | Reduced |
| Fiduciary Family Office, LLC | 1,950 | $593.8K | 0.20% | −275−12.4% | Reduced |
| Sterling Financial Planning, Inc. | 1,951 | $594.1K | 0.22% | 00.0% | Unchanged |
| Lazari Capital Management, Inc. | 1,955 | $595.3K | 0.25% | +27+1.4% | Added |
| BTC Capital Management, Inc. | 1,956 | $595.6K | 0.05% | −5−0.3% | Reduced |
| Drive Wealth Management, LLC | 1,956 | $595.7K | 0.16% | +125+6.8% | Added |
| Allred Capital Management, LLC | 1,958 | $596.1K | 0.23% | +110+6.0% | Added |
| Tradewinds Capital Management, LLC | 1,959 | $596.5K | 0.16% | +1,434+273.1% | Added |
| Cooper Financial Group | 1,972 | $600.4K | 0.08% | −1,406−41.6% | Reduced |
| BlackDiamond Wealth Management Inc. | 2,014 | $601.5K | 0.36% | +138+7.4% | Added |
| Councilmark Asset Management, LLC | 1,980 | $602.9K | 0.40% | 00.0% | Unchanged |
| Gamco Investors, Inc. Et Al | 1,985 | $604.5K | 0.01% | −164−7.6% | Reduced |
| Heartland Bank & Trust Co | 1,985 | $604.5K | 0.33% | −152−7.1% | Reduced |
| Redhawk Wealth Advisors, Inc. | 1,986 | $604.9K | 0.09% | −346−14.8% | Reduced |
| Cladis Investment Advisory, LLC | 1,990 | $606.0K | 0.42% | 00.0% | Unchanged |
| Stonebridge Capital Management Inc | 1,990 | $606.0K | 0.24% | 00.0% | Unchanged |
| Tacita Capital Inc | 1,994 | $607.2K | 0.40% | 00.0% | Unchanged |
| Elyxium Wealth, LLC | 1,997 | $608.1K | 0.33% | +1,997 | New |
| Grace & White Inc | 2,000 | $609.0K | 0.11% | −2,500−55.6% | Reduced |
| Ping Capital Management, Inc. | 2,000 | $609.0K | 0.34% | −200−9.1% | Reduced |
| Jupiter Wealth Management LLC | 2,000 | $609.0K | 0.31% | 00.0% | Unchanged |
| Strategic Investment Advisors | 2,001 | $609.3K | 0.07% | −47−2.3% | Reduced |
| Yarbrough Capital, LLC | 2,003 | $609.9K | 0.02% | 00.0% | Unchanged |
| Paulson Wealth Management Inc. | 2,007 | $611.2K | 0.16% | +20+1.0% | Added |
| Hamilton Capital, LLC | 2,094 | $611.7K | 0.05% | +57+2.8% | Added |
| Planned Solutions, Inc. | 2,015 | $613.6K | 0.25% | 00.0% | Unchanged |
| 180 Wealth Advisors, LLC | 2,018 | $614.6K | 0.10% | −133−6.2% | Reduced |
| Strategic Wealth Designers | 2,030 | $614.9K | 0.07% | −49−2.4% | Reduced |
| LM Advisors LLC | 2,020 | $615.0K | 0.13% | 00.0% | Unchanged |
| Kingfisher Capital LLC | 2,021 | $615.3K | 0.14% | −483−19.3% | Reduced |
| Rise Advisors, LLC | 2,023 | $616.1K | 0.30% | +51+2.6% | Added |
| Blueprint Investment Partners LLC | 2,025 | $616.6K | 0.11% | +2,025 | New |
| Coastal Investment Advisors, Inc. | 1,996 | $618.2K | 0.28% | −7,537−79.1% | Reduced |
| Sierra Summit Advisors LLC | 2,032 | $618.8K | 0.14% | +372+22.4% | Added |
| WealthTrust Axiom LLC | 2,036 | $620.1K | 0.18% | 00.0% | Unchanged |
| Lokken Investment Group LLC | 2,038 | $620.6K | 0.26% | +27+1.3% | Added |
| Gibbs Wealth Management | 2,040 | $621.2K | 0.20% | +91+4.7% | Added |
| Strategic Advisors LLC | 2,049 | $624.0K | 0.12% | +16+0.8% | Added |
| Security National Bank | 2,053 | $625.2K | 0.08% | 00.0% | Unchanged |
| Philip James Wealth Mangement, LLC | 2,053 | $625.3K | 0.08% | +1,015+97.8% | Added |
| Tiemann Investment Advisors, LLC | 2,054 | $625.5K | 0.27% | −75−3.5% | Reduced |
| Quotient Wealth Partners, LLC | 2,058 | $626.7K | 0.02% | +131+6.8% | Added |
| Financial Strategies Group, Inc. | 2,031 | $629.3K | 0.15% | 00.0% | Unchanged |
| Cassia Capital Partners, LLC | 2,068 | $629.7K | 0.42% | +51+2.5% | Added |
| Sym Financial Corp | 2,070 | $630.3K | 0.08% | +28+1.4% | Added |
| Archer Investment Corp | 2,070 | $630.3K | 0.17% | +29+1.4% | Added |
| ZRC Wealth Management, LLC | 2,072 | $630.9K | 0.27% | +10.0% | Added |
| Bollard Group LLC | 2,072 | $631.0K | 0.02% | +11+0.5% | Added |
| Alera Investment Advisors, LLC | 2,079 | $633.1K | 0.07% | −134−6.1% | Reduced |
| GM Advisory Group, Inc. | 2,081 | $633.7K | 0.04% | +118+6.0% | Added |
| PCA Investment Advisory Services Inc. | 2,083 | $634.4K | 0.30% | +136+7.0% | Added |
| Texas Capital Bancshares Inc | 2,088 | $635.8K | 0.26% | −15−0.7% | Reduced |
| Marathon Capital Management | 2,089 | $636.1K | 0.15% | 00.0% | Unchanged |
| Sompo Asset Management Co., Ltd. | 2,090 | $636.4K | 0.10% | +200+10.6% | Added |
| Riverpark Capital Management LLC | 2,091 | $636.7K | 1.16% | −896−30.0% | Reduced |
| Autumn Glory Partners, LLC | 2,071 | $637.4K | 0.25% | 00.0% | Unchanged |
| J. L. Bainbridge & Co., Inc. | 2,099 | $639.2K | 0.06% | 00.0% | Unchanged |
| Holistic Planning, LLC | 2,101 | $639.7K | 0.27% | +122+6.2% | Added |
| Callan Capital, LLC | 2,104 | $640.7K | 0.04% | +561+36.4% | Added |
| Wedgewood Investors Inc | 2,111 | $642.8K | 0.70% | +8+0.4% | Added |
| MSH Capital Advisors LLC | 2,122 | $646.3K | 0.20% | −111−5.0% | Reduced |
| Planning Directions Inc | 2,124 | $646.6K | 0.39% | −682−24.3% | Reduced |
| Seven Mile Advisory | 2,129 | $648.3K | 0.43% | +146+7.4% | Added |
| Net Worth Advisory Group | 2,130 | $648.6K | 0.19% | +2,130 | New |
| Port Capital LLC | 2,142 | $652.0K | 0.03% | −12−0.6% | Reduced |
| Gillespie Robinson & Grimm Inc | 2,143 | $652.6K | 0.05% | −30−1.4% | Reduced |
| Estabrook Capital Management | 2,143 | $652.6K | 0.10% | 00.0% | Unchanged |
| M. Kraus & Co | 2,151 | $655.0K | 0.19% | −96−4.3% | Reduced |
| Total Clarity Wealth Management, Inc. | 2,156 | $656.6K | 0.21% | −16−0.7% | Reduced |
| SMART Wealth LLC | 2,157 | $657.0K | 0.26% | −139−6.1% | Reduced |
| Hartford Funds Management Co LLC | 2,158 | $657.2K | 0.06% | +163+8.2% | Added |
| Vectors Research Management, LLC | 2,168 | $659.0K | 0.20% | −90−4.0% | Reduced |
| Sunpointe, LLC | 2,165 | $659.3K | 0.54% | −270−11.1% | Reduced |
| Opus Capital Group, LLC | 2,173 | $662.0K | 0.08% | −8−0.4% | Reduced |
| McDaniel Terry & Co | 2,175 | $662.0K | 0.06% | 00.0% | Unchanged |
| Cullen Investment Group, Ltd. | 2,175 | $662.3K | 0.10% | +99+4.8% | Added |
| Sentinus, LLC | 2,175 | $662.4K | 0.25% | +103+5.0% | Added |
| MPS Loria Financial Planners, LLC | 2,176 | $662.6K | 0.20% | +7+0.3% | Added |
| McAdam, LLC | 2,176 | $662.7K | 0.04% | +36+1.7% | Added |
| Ibex Wealth Advisors | 12,880 | $665.8K | 0.21% | +12,469+3,033.8% | Added |
| Campion Asset Management LLC | 2,187 | $666.0K | 0.49% | 00.0% | Unchanged |
| Sand Hill Global Advisors, LLC | 2,191 | $667.2K | 0.03% | +71+3.3% | Added |
| Alta Wealth Advisors LLC | 2,194 | $668.2K | 0.31% | −164−7.0% | Reduced |
| Berger Financial Group, Inc | 2,202 | $670.7K | 0.05% | −135−5.8% | Reduced |
| Centennial Wealth Advisory LLC | 2,205 | $671.5K | 0.26% | −105−4.5% | Reduced |
| Spectrum Asset Management, Inc. (NB/CA) | 2,207 | $672.0K | 0.28% | −266−10.8% | Reduced |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 2,305 | $675.0K | 0.26% | −50−2.1% | Reduced |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 2,216 | $675.1K | 0.06% | −93−4.0% | Reduced |
| LongView Wealth Management | 2,218 | $675.5K | 0.22% | −95−4.1% | Reduced |
| Hudock, Inc. | 2,221 | $676.5K | 0.12% | +6+0.3% | Added |
| Pegasus Partners Ltd. | 2,223 | $676.9K | 0.06% | −728−24.7% | Reduced |
| Gray Private Wealth, LLC | 2,225 | $677.5K | 0.40% | −138−5.8% | Reduced |
| West Wealth Group, LLC | 2,232 | $679.7K | 0.22% | +19+0.9% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 2,237 | $681.2K | 0.05% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 2,240 | $682.0K | 0.26% | +25+1.1% | Added |
| Rosenberg Matthew Hamilton | 2,241 | $682.4K | 0.18% | +26+1.2% | Added |
| Copley Financial Group, Inc. | 2,246 | $683.9K | 0.62% | +2,246 | New |
| Primoris Wealth Advisors, LLC | 2,251 | $685.5K | 0.50% | −99−4.2% | Reduced |