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 |
|---|---|---|---|---|---|
| Valley Brook Capital Group | 6,740 | $2.05M | 1.47% | −145−2.1% | Reduced |
| Foguth Wealth Management, LLC. | 6,797 | $2.05M | 0.75% | −653−8.8% | Reduced |
| Fidelis Capital Partners, LLC | 6,869 | $2.05M | 0.24% | +48+0.7% | Added |
| Act Two Investors LLC | 6,720 | $2.05M | 0.39% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 6,715 | $2.04M | 0.96% | −349−4.9% | Reduced |
| Cox Capital Mgt LLC | 6,713 | $2.04M | 1.22% | −119−1.7% | Reduced |
| Ahl Investment Management, Inc. | 6,705 | $2.04M | 1.41% | +19+0.3% | Added |
| Wealth Alliance | 6,702 | $2.04M | 0.24% | +1,092+19.5% | Added |
| Abbot Financial Management, Inc. | 6,693 | $2.04M | 1.03% | −66−1.0% | Reduced |
| SkyOak Wealth, LLC | 6,680 | $2.03M | 0.45% | −70−1.0% | Reduced |
| Pensionmark Financial Group, LLC | 6,675 | $2.03M | 0.06% | +752+12.7% | Added |
| Monetary Management Group Inc | 6,634 | $2.02M | 0.52% | −25−0.4% | Reduced |
| Cim Investment Mangement Inc | 6,613 | $2.01M | 0.60% | −142−2.1% | Reduced |
| Zullo Investment Group, Inc. | 6,609 | $2.01M | 0.84% | +239+3.8% | Added |
| Northstar Group, Inc. | 6,603 | $2.01M | 0.35% | +20.0% | Added |
| Bank & Trust Co | 6,599 | $2.01M | 1.63% | −20.0% | Reduced |
| Pinnacle West Asset Management, Inc. | 6,590 | $2.01M | 1.44% | +85+1.3% | Added |
| Diversify Wealth Management, LLC | 6,715 | $2.00M | 0.19% | +787+13.3% | Added |
| Capital Advisors Inc | 6,561 | $2.00M | 0.04% | +343+5.5% | Added |
| Dodge & Cox | 6,550 | $1.99M | 0.00% | 00.0% | Unchanged |
| Perbak Capital Partners LLP | 6,548 | $1.99M | 1.40% | −4,288−39.6% | Reduced |
| Capital Group Investment Management Pte. Ltd. | 6,547 | $1.99M | 0.40% | +2,160+49.2% | Added |
| Traynor Capital Management, Inc. | 6,547 | $1.99M | 0.16% | −409−5.9% | Reduced |
| Embree Financial Group | 6,501 | $1.98M | 0.35% | −105−1.6% | Reduced |
| Calamos Wealth Management LLC | 6,495 | $1.98M | 0.10% | −30.0% | Reduced |
| Second Half Financial Partners, LLC | 6,495 | $1.98M | 1.05% | +6,495 | New |
| RB Capital Management, LLC | 6,494 | $1.98M | 0.47% | −202−3.0% | Reduced |
| Atlas Brown,Inc. | 6,485 | $1.97M | 0.68% | +668+11.5% | Added |
| ARS Wealth Advisors Group, LLC | 6,469 | $1.97M | 0.24% | −386−5.6% | Reduced |
| Baldwin Investment Management, LLC | 6,466 | $1.97M | 0.25% | −670−9.4% | Reduced |
| Larson Financial Group LLC | 6,458 | $1.97M | 0.11% | −13,515−67.7% | Reduced |
| United Bank | 6,446 | $1.96M | 0.91% | +218+3.5% | Added |
| Ocean Capital Management, LLC | 6,440 | $1.96M | 0.46% | +6,440 | New |
| Westhampton Capital, LLC | 6,438 | $1.96M | 1.00% | −100−1.5% | Reduced |
| Apella Capital, LLC | 6,440 | $1.96M | 0.08% | +780+13.8% | Added |
| Powers Advisory Group, LLC | 6,403 | $1.95M | 0.97% | +27+0.4% | Added |
| Trueblood Wealth Management, LLC | 6,394 | $1.95M | 0.98% | −71−1.1% | Reduced |
| Norden Group LLC | 6,389 | $1.95M | 0.23% | +2,529+65.5% | Added |
| TCTC Holdings, LLC | 6,379 | $1.94M | 0.07% | +500+8.5% | Added |
| Iams Wealth Management, LLC | 6,373 | $1.94M | 0.95% | +80+1.3% | Added |
| Integral Investment Advisors, Inc. | 6,348 | $1.93M | 0.65% | +283+4.7% | Added |
| Vestmark Advisory Solutions, Inc. | 6,327 | $1.93M | 0.07% | −50−0.8% | Reduced |
| Summit Trail Advisors, LLC | 6,324 | $1.93M | 0.05% | +2,536+66.9% | Added |
| Global Financial Private Client, LLC | 6,318 | $1.92M | 0.75% | +44+0.7% | Added |
| Y.D. More Investments Ltd | 6,317 | $1.92M | 0.20% | −163−2.5% | Reduced |
| Morningstar Investment Management LLC | 6,185 | $1.92M | 0.19% | −157−2.5% | Reduced |
| Trustco Bank Corp N Y | 6,282 | $1.91M | 1.92% | −54−0.9% | Reduced |
| OV Management LLC | 6,280 | $1.91M | 1.27% | +707+12.7% | Added |
| Cape Ann Savings Bank | 6,278 | $1.91M | 1.11% | −153−2.4% | Reduced |
| Simplicity Wealth,LLC | 6,274 | $1.91M | 0.18% | −20,290−76.4% | Reduced |
| Foster & Motley Inc | 6,256 | $1.91M | 0.12% | −675−9.7% | Reduced |
| Iat Reinsurance Co Ltd. | 6,250 | $1.90M | 0.43% | 00.0% | Unchanged |
| Affiance Financial, LLC | 6,243 | $1.90M | 0.46% | −690−10.0% | Reduced |
| Lafayette Investments, Inc. | 6,234 | $1.90M | 0.40% | +141+2.3% | Added |
| Oxler Private Wealth LLC | 6,204 | $1.89M | 0.66% | +31+0.5% | Added |
| Aigen Investment Management, LP | 6,199 | $1.89M | 0.37% | −9,189−59.7% | Reduced |
| Granite Investment Partners, LLC | 6,186 | $1.88M | 0.08% | −375−5.7% | Reduced |
| Marcum Wealth, LLC | 6,180 | $1.88M | 0.17% | −267−4.1% | Reduced |
| Boyar Asset Management Inc. | 6,177 | $1.88M | 1.21% | 00.0% | Unchanged |
| Am Investment Strategies LLC | 6,172 | $1.88M | 0.46% | −564−8.4% | Reduced |
| Montgomery Investment Management Inc | 6,158 | $1.88M | 0.68% | −50−0.8% | Reduced |
| PFC Capital Group, Inc. | 6,150 | $1.87M | 0.90% | +100+1.7% | Added |
| LS Investment Advisors, LLC | 6,128 | $1.87M | 0.28% | −5,045−45.2% | Reduced |
| FWL Investment Management, LLC | 6,121 | $1.86M | 0.71% | +5,876+2,398.4% | Added |
| One Capital Management, LLC | 6,109 | $1.86M | 0.06% | −49−0.8% | Reduced |
| Mogy Joel R Investment Counsel Inc | 6,080 | $1.85M | 0.11% | −1,616−21.0% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 6,071 | $1.85M | 0.01% | −14,008−69.8% | Reduced |
| Southeast Asset Advisors Inc. | 6,069 | $1.85M | 0.20% | +7+0.1% | Added |
| Hubbell Strickland Wealth Management, LLC | 6,068 | $1.85M | 0.86% | −9−0.1% | Reduced |
| Kercheville Advisors, LLC | 6,053 | $1.84M | 0.78% | −1,130−15.7% | Reduced |
| Carl P. Sherr & Co., LLC | 6,041 | $1.84M | 0.97% | −1,159−16.1% | Reduced |
| RMR Capital Management, LLC | 6,039 | $1.84M | 1.56% | 00.0% | Unchanged |
| GTS Securities LLC | 6,038 | $1.84M | 0.04% | +2,810+87.1% | Added |
| Accretive Wealth Partners, LLC | 6,026 | $1.84M | 0.77% | −187−3.0% | Reduced |
| Windsor Capital Management, LLC | 6,011 | $1.83M | 0.53% | +15+0.3% | Added |
| Howe & Rusling Inc | 5,991 | $1.82M | 0.16% | −273−4.4% | Reduced |
| Clarius Group, LLC | 6,004 | $1.82M | 0.13% | −668−10.0% | Reduced |
| Matrix Trust Co | 5,978 | $1.82M | 0.34% | +5,978 | New |
| NVWM, LLC | 5,961 | $1.82M | 0.46% | +80+1.4% | Added |
| Alpine Bank Wealth Management | 5,953 | $1.81M | 0.29% | +5,953 | New |
| Schulhoff & Co Inc | 5,948 | $1.81M | 0.76% | −40−0.7% | Reduced |
| Stokes Family Office, LLC | 5,931 | $1.81M | 0.20% | −1,249−17.4% | Reduced |
| World Equity Group, Inc. | 5,930 | $1.81M | 0.65% | −216−3.5% | Reduced |
| Fundamentun, LLC | 5,925 | $1.80M | 0.13% | −12,612−68.0% | Reduced |
| Pinnacle Bancorp, Inc. | 5,918 | $1.80M | 0.48% | −54−0.9% | Reduced |
| Portland Global Advisors LLC | 5,917 | $1.80M | 0.23% | −75−1.3% | Reduced |
| Clarkston Capital Partners, LLC | 5,916 | $1.80M | 0.03% | 00.0% | Unchanged |
| Kapstone Financial Advisors LLC | 5,918 | $1.80M | 1.09% | +4,900+481.3% | Added |
| Cornell Pochily Investment Advisors, Inc. | 5,895 | $1.80M | 0.62% | +77+1.3% | Added |
| Evermay Wealth Management LLC | 5,895 | $1.80M | 0.29% | −482−7.6% | Reduced |
| Paradigm Asset Management Co LLC | 5,893 | $1.79M | 0.47% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 5,889 | $1.79M | 0.39% | +5,889 | New |
| McDonald Partners LLC | 5,873 | $1.79M | 0.45% | +79+1.4% | Added |
| Bedell Frazier Investment Counseling, LLC | 5,870 | $1.79M | 0.43% | −24−0.4% | Reduced |
| Integrated Advisors Network LLC | 5,858 | $1.78M | 0.09% | −439−7.0% | Reduced |
| Promethium Advisors,llc | 5,857 | $1.78M | 1.26% | +5,857 | New |
| Albert D Mason Inc | 5,855 | $1.78M | 1.14% | −96−1.6% | Reduced |
| Birch Hill Investment Advisors LLC | 5,850 | $1.78M | 0.08% | −5−0.1% | Reduced |
| Arbor Trust Wealth Advisors, LLC | 6,985 | $1.78M | 0.93% | 00.0% | Unchanged |
| Capital Investment Counsel, Inc | 5,824 | $1.77M | 0.25% | +478+8.9% | Added |