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 | 3,192 | $151.1B |
| Q3 2023 | 3,001 | $131.5B |
| Q2 2023 | 3,011 | $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 |
|---|---|---|---|---|---|
| Agate Pass Investment Management, LLC | 1,024 | $311.8K | 0.16% | −80−7.2% | Reduced |
| High Note Wealth, LLC | 1,026 | $312.5K | 0.09% | −12,705−92.5% | Reduced |
| Old Port Advisors | 1,027 | $312.7K | 0.09% | +127+14.1% | Added |
| Elwood & Goetz Wealth Advisory Group, LLC | 1,028 | $313.0K | 0.08% | +6+0.6% | Added |
| Newton One Investments LLC | 1,028 | $313.1K | 0.13% | +6+0.6% | Added |
| Safeguard Investment Advisory Group, LLC | 1,030 | $314.0K | 0.09% | +1,030 | New |
| Invenio Wealth Partners LLC | 1,032 | $314.3K | 0.14% | +18+1.8% | Added |
| Apeiron RIA LLC | 1,032 | $314.3K | 0.09% | −28−2.6% | Reduced |
| Beacon Financial Group | 1,034 | $314.9K | 0.03% | −82−7.3% | Reduced |
| AlphaMark Advisors, LLC | 1,035 | $315.0K | 0.11% | 00.0% | Unchanged |
| Auxano Advisors, LLC | 1,034 | $315.0K | 0.08% | +103+11.1% | Added |
| Alexander Labrunerie & Co., Inc. | 1,035 | $315.2K | 0.14% | +1,035 | New |
| Financial Symmetry Inc | 1,036 | $315.5K | 0.22% | 00.0% | Unchanged |
| Shufro Rose & Co LLC | 1,242 | $316.5K | 0.03% | 00.0% | Unchanged |
| Trust Investment Advisors | 1,042 | $317.3K | 0.20% | −245−19.0% | Reduced |
| RTD Financial Advisors, Inc. | 1,043 | $317.7K | 0.04% | 00.0% | Unchanged |
| Aviso Wealth Management | 1,044 | $317.8K | 0.17% | +167+19.0% | Added |
| San Luis Wealth Advisors LLC | 1,044 | $318.0K | 0.07% | −1,518−59.3% | Reduced |
| Allen Wealth Management, LLC | 1,047 | $318.8K | 0.22% | 00.0% | Unchanged |
| Fagan Associates, Inc. | 1,047 | $318.9K | 0.05% | 00.0% | Unchanged |
| Mustard Seed Financial, LLC | 1,051 | $320.0K | 0.27% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 1,053 | $321.0K | 0.00% | +71+7.2% | Added |
| Virtue Capital Management, LLC | 1,055 | $321.3K | 0.06% | −152−12.6% | Reduced |
| WFA Asset Management Corp | 1,056 | $321.7K | 0.17% | −30−2.8% | Reduced |
| First National Corp | 1,058 | $322.1K | 0.07% | +14+1.3% | Added |
| Creative Financial Designs Inc | 1,058 | $322.3K | 0.03% | +94+9.8% | Added |
| Aua Capital Management, LLC | 1,059 | $322.5K | 0.19% | 00.0% | Unchanged |
| Sage Rhino Capital LLC | 1,064 | $324.0K | 0.07% | −13−1.2% | Reduced |
| Walker Asset Management, LLC | 1,068 | $325.2K | 0.20% | +13+1.2% | Added |
| Presidio Capital Management, LLC | 1,069 | $325.5K | 0.21% | +25+2.4% | Added |
| Cherry Tree Wealth Management, LLC | 1,071 | $326.0K | 0.08% | 00.0% | Unchanged |
| Christensen, King & Associates Investment Services, Inc. | 1,071 | $326.2K | 0.15% | +1+0.1% | Added |
| Madison Wealth Partners, Inc | 1,072 | $326.3K | 0.10% | +17+1.6% | Added |
| Allied Investment Advisors, LLC | 1,073 | $326.7K | 0.06% | 00.0% | Unchanged |
| Matrix Asset Advisors Inc | 1,074 | $327.0K | 0.04% | +4+0.4% | Added |
| Madrona Financial Services, LLC | 1,074 | $327.0K | 0.09% | +42+4.1% | Added |
| NFP Retirement, Inc. | 1,078 | $328.4K | 0.03% | +24+2.3% | Added |
| Waddell & Associates, LLC | 1,081 | $329.2K | 0.04% | −90−7.7% | Reduced |
| Chilton Capital Management LLC | 1,082 | $329.5K | 0.01% | −72−6.2% | Reduced |
| Accel Wealth Management | 1,085 | $330.5K | 0.12% | +238+28.1% | Added |
| Cypress Wealth Services, LLC | 1,086 | $330.7K | 0.07% | +31+2.9% | Added |
| TFC Financial Management | 1,088 | $331.2K | 0.05% | +180+19.8% | Added |
| Armstrong, Fleming & Moore, Inc | 1,089 | $331.6K | 0.19% | 00.0% | Unchanged |
| BNC Wealth Management, LLC | 1,091 | $332.4K | 0.12% | −43−3.8% | Reduced |
| Sargent Investment Group, LLC | 1,094 | $333.1K | 0.06% | −3−0.3% | Reduced |
| 4J Wealth Management LLC | 1,094 | $333.3K | 0.26% | 00.0% | Unchanged |
| Fulcrum Equity Management | 1,095 | $333.4K | 0.28% | −3−0.3% | Reduced |
| Clarity Financial LLC | 1,095 | $333.4K | 0.04% | +1,095 | New |
| Birchbrook, Inc. | 1,095 | $333.4K | 0.18% | −8−0.7% | Reduced |
| Pacific Sun Financial Corp | 1,096 | $333.7K | 0.18% | 00.0% | Unchanged |
| Oder Investment Management, LLC | 1,098 | $334.4K | 0.29% | −95−8.0% | Reduced |
| Overbrook Management Corp | 1,100 | $335.0K | 0.08% | 00.0% | Unchanged |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 1,100 | $335.0K | 0.05% | 00.0% | Unchanged |
| Financial Planning & Information Services, Inc. | 1,102 | $335.6K | 0.05% | −74−6.3% | Reduced |
| Wynn Capital, LLC | 1,105 | $336.5K | 0.22% | 00.0% | Unchanged |
| Garrison Asset Management, LLC | 1,107 | $337.1K | 0.17% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 1,109 | $337.6K | 0.21% | +2+0.2% | Added |
| Novare Capital Management LLC | 1,109 | $337.6K | 0.03% | 00.0% | Unchanged |
| Watchman Group, Inc. | 1,109 | $337.7K | 0.09% | +3+0.3% | Added |
| Ballast Advisors LLC | 1,112 | $338.6K | 0.10% | −13−1.2% | Reduced |
| Capital Investment Services of America, Inc. | 1,112 | $338.7K | 0.03% | +55+5.2% | Added |
| American Planning Services, Inc. | 1,114 | $339.2K | 0.27% | 00.0% | Unchanged |
| Redmond Asset Management, LLC | 1,117 | $340.2K | 0.11% | 00.0% | Unchanged |
| GenTrust, LLC | 1,118 | $340.6K | 0.02% | +1,118 | New |
| LifeSteps Financial, Inc. | 1,119 | $340.6K | 0.27% | −296−20.9% | Reduced |
| Dudley Capital Management, LLC | 1,120 | $341.1K | 0.18% | 00.0% | Unchanged |
| Sunflower Bank, N.A. | 1,120 | $341.1K | 0.09% | +47+4.4% | Added |
| Twin Peaks Wealth Advisors, LLC | 1,120 | $341.1K | 0.16% | +79+7.6% | Added |
| Gemmer Asset Management LLC | 1,120 | $341.1K | 0.03% | 00.0% | Unchanged |
| Optiver Holding B.V. | 1,121 | $341.4K | 0.01% | +479+74.6% | Added |
| Arkansas Financial Group, Inc. | 1,122 | $341.7K | 0.06% | 00.0% | Unchanged |
| Claret Asset Management Corp | 1,123 | $342.0K | 0.06% | 00.0% | Unchanged |
| Ruggaard & Associates LLC | 1,125 | $342.6K | 0.15% | +133+13.4% | Added |
| Onyx Bridge Wealth Group LLC | 1,127 | $343.1K | 0.05% | +3+0.3% | Added |
| Northwest Wealth Management, LLC | 1,127 | $343.3K | 0.08% | +5+0.4% | Added |
| Parkside Advisors LLC | 1,128 | $343.6K | 0.08% | −23−2.0% | Reduced |
| Acadian Asset Management LLC | 1,130 | $344.0K | 0.00% | −18,049−94.1% | Reduced |
| Family Firm, Inc. | 1,131 | $344.4K | 0.08% | +4+0.4% | Added |
| Aufman Associates Inc | 1,131 | $344.4K | 0.22% | +1,131 | New |
| Youngs Advisory Group, Inc. | 1,132 | $344.6K | 0.14% | 00.0% | Unchanged |
| Canal Capital Management, LLC | 1,134 | $345.2K | 0.06% | −3−0.3% | Reduced |
| Fairfield, Bush & Co. | 1,137 | $346.3K | 0.21% | −57−4.8% | Reduced |
| Bruce G. Allen Investments, LLC | 1,139 | $346.8K | 0.27% | +54+5.0% | Added |
| Access Financial Services, Inc. | 1,141 | $347.4K | 0.16% | +6+0.5% | Added |
| Phoenix Wealth Advisors | 1,143 | $348.1K | 0.16% | 00.0% | Unchanged |
| Beck Mack & Oliver LLC | 1,145 | $348.7K | 0.01% | −1,400−55.0% | Reduced |
| Alesco Advisors LLC | 1,147 | $349.3K | 0.01% | 00.0% | Unchanged |
| Sage Private Wealth Group, LLC | 1,147 | $349.5K | 0.28% | +12+1.1% | Added |
| Gilman Hill Asset Management, LLC | 1,148 | $349.7K | 0.06% | −25−2.1% | Reduced |
| X-Square Capital, LLC | 1,150 | $350.0K | 0.15% | +1+0.1% | Added |
| B&L Asset Management LLC | 1,150 | $350.2K | 0.22% | +1,150 | New |
| MTM Investment Management, LLC | 1,154 | $350.5K | 0.14% | +12+1.1% | Added |
| Atlas Wealth LLC | 1,151 | $350.5K | 0.15% | 00.0% | Unchanged |
| Compass Financial Group, INC | 1,151 | $350.5K | 0.07% | −81−6.6% | Reduced |
| Wealth Architects, LLC | 1,152 | $350.7K | 0.04% | −145−11.2% | Reduced |
| Meredith Wealth Planning | 1,152 | $350.9K | 0.17% | +1+0.1% | Added |
| Nova R Wealth, Inc. | 1,155 | $351.6K | 0.17% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 1,155 | $351.7K | 0.19% | 00.0% | Unchanged |
| Total Investment Management Inc | 1,158 | $352.6K | 0.04% | 00.0% | Unchanged |
| Brooks, Moore & Associates, Inc. | 1,162 | $353.8K | 0.21% | 00.0% | Unchanged |