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, 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
- 3,172
- +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
- 1,300 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 | 3,482 | $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, 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 |
|---|---|---|---|---|---|
| One Charles Private Wealth Services, LLC | 1,888 | $574.9K | 0.22% | −52−2.7% | Reduced |
| Onefund, LLC | 1,884 | $573.7K | 0.58% | −14−0.7% | Reduced |
| Rooted Wealth Advisors, Inc. | 1,903 | $573.0K | 0.26% | +233+14.0% | Added |
| Great Diamond Partners, LLC | 1,880 | $572.4K | 0.15% | −7,199−79.3% | Reduced |
| Brown, Lisle/Cummings, Inc. | 1,876 | $571.3K | 0.17% | −135−6.7% | Reduced |
| Zevin Asset Management LLC | 1,872 | $570.0K | 0.09% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 1,872 | $570.0K | 0.00% | +36+2.0% | Added |
| Apexium Financial, LP | 1,870 | $569.5K | 0.04% | −12−0.6% | Reduced |
| Hilltop Partners LLC | 1,869 | $569.2K | 0.19% | +3+0.2% | Added |
| Bernardo Wealth Planning LLC | 1,804 | $568.0K | 0.14% | +13+0.7% | Added |
| TFB Advisors LLC | 1,863 | $567.3K | 0.17% | +64+3.6% | Added |
| Silver Oak Securities, Inc | 1,866 | $566.8K | 0.06% | +22+1.2% | Added |
| ABLE Financial Group, LLC | 1,857 | $565.5K | 0.17% | −2,269−55.0% | Reduced |
| Meridian Wealth Partners, LLC | 1,855 | $564.9K | 0.09% | +3+0.2% | Added |
| Montz Harcus Wealth Management LLC | 1,853 | $564.4K | 0.33% | −8−0.4% | Reduced |
| Cahill Financial Advisors Inc | 1,851 | $563.7K | 0.08% | +50+2.8% | Added |
| Spinnaker Investment Group, LLC | 1,850 | $563.3K | 0.14% | 00.0% | Unchanged |
| Boltwood Capital Management | 1,847 | $562.4K | 0.17% | +236+14.6% | Added |
| Global Trust Asset Management, LLC | 1,844 | $561.5K | 0.21% | −60−3.2% | Reduced |
| Financial Insights, Inc. | 1,843 | $561.1K | 0.18% | −71−3.7% | Reduced |
| Lipe & Dalton | 1,843 | $561.0K | 0.28% | 00.0% | Unchanged |
| LWM Advisory Services, LLC | 1,840 | $560.2K | 0.41% | +479+35.2% | Added |
| High Net Worth Advisory Group LLC | 1,837 | $559.5K | 0.16% | −35−1.9% | Reduced |
| Windward Capital Management Co | 1,837 | $559.4K | 0.04% | +1,837 | New |
| Goldstein Advisors, LLC | 1,833 | $558.2K | 0.08% | +15+0.8% | Added |
| Sepio Capital, LP | 1,831 | $557.4K | 0.04% | −1−0.1% | Reduced |
| MBE Wealth Management, LLC | 1,828 | $556.6K | 0.31% | −18−1.0% | Reduced |
| Chapin Davis, Inc. | 1,827 | $556.6K | 0.18% | −17−0.9% | Reduced |
| Arbor Investment Advisors, LLC | 1,827 | $556.3K | 0.07% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 1,826 | $556.2K | 0.18% | 00.0% | Unchanged |
| Lion Street Advisors, LLC | 1,825 | $556.1K | 0.19% | −226−11.0% | Reduced |
| TriaGen Wealth Management LLC | 1,822 | $554.8K | 0.19% | 00.0% | Unchanged |
| Almanack Investment Partners, LLC. | 1,818 | $553.5K | 0.09% | +107+6.3% | Added |
| BCGM Wealth Management, LLC | 1,818 | $553.5K | 0.18% | +112+6.6% | Added |
| Aveo Capital Partners, LLC | 1,815 | $552.8K | 0.06% | +59+3.4% | Added |
| Detalus Advisors, LLC | 1,815 | $552.6K | 0.18% | −90−4.7% | Reduced |
| Keystone Wealth Services, LLC | 1,813 | $552.0K | 0.15% | +54+3.1% | Added |
| Addison Advisors LLC | 1,810 | $551.2K | 0.15% | +75+4.3% | Added |
| DF Dent & Co Inc | 1,805 | $549.8K | 0.01% | 00.0% | Unchanged |
| Trilogy Capital Inc. | 1,804 | $549.3K | 0.03% | +179+11.0% | Added |
| DMG Group, LLC | 1,802 | $548.7K | 0.44% | −298−14.2% | Reduced |
| Brevan Howard Capital Management LP | 1,800 | $548.1K | 0.03% | −14,285−88.8% | Reduced |
| St. Louis Trust Co | 1,800 | $548.1K | 0.08% | 00.0% | Unchanged |
| Palisades Hudson Asset Management, L.P. | 1,796 | $547.0K | 0.23% | +5+0.3% | Added |
| Conscious Wealth Investments, LLC | 1,829 | $546.1K | 0.38% | −254−12.2% | Reduced |
| Financial Partners Group, Inc | 1,790 | $545.1K | 0.08% | +55+3.2% | Added |
| LBMC Investment Advisors, LLC | 1,789 | $544.8K | 0.04% | +336+23.1% | Added |
| Family Capital Trust Co | 1,787 | $544.2K | 0.17% | 00.0% | Unchanged |
| Coyle Financial Counsel LLC | 2,129 | $542.6K | 0.19% | −48−2.2% | Reduced |
| Clearview Wealth Advisors LLC | 1,780 | $542.0K | 0.42% | −49−2.7% | Reduced |
| AIMZ Investment Advisors, LLC | 1,777 | $541.1K | 0.18% | −200−10.1% | Reduced |
| Quantum Financial Advisors, LLC | 1,776 | $540.8K | 0.08% | +975+121.7% | Added |
| Charles Schwab Trust Co | 1,767 | $538.1K | 0.05% | −272−13.3% | Reduced |
| Shikiar Asset Management Inc | 1,766 | $538.0K | 0.14% | −10−0.6% | Reduced |
| Aprio Wealth Management, LLC | 1,759 | $535.6K | 0.09% | −239−12.0% | Reduced |
| Core Wealth Partners LLC | 1,758 | $535.3K | 0.32% | −720−29.1% | Reduced |
| Fiduciary Financial Group, LLC | 1,771 | $534.7K | 0.12% | +81+4.8% | Added |
| Childress Capital Advisors, LLC | 1,754 | $534.2K | 0.14% | +114+7.0% | Added |
| Private Portfolio Partners LLC | 1,752 | $533.6K | 0.10% | +1,752 | New |
| Merriman Wealth Management, LLC | 1,749 | $532.6K | 0.02% | −1−0.1% | Reduced |
| Monument Capital Management | 1,746 | $531.7K | 0.15% | −254−12.7% | Reduced |
| Riverview Trust Co | 1,745 | $531.4K | 0.47% | −116−6.2% | Reduced |
| Sittner & Nelson, LLC | 1,744 | $531.0K | 0.24% | 00.0% | Unchanged |
| Smart Portfolios, LLC | 1,743 | $530.8K | 0.54% | −20−1.1% | Reduced |
| Eagle Harbor Asset Management Inc | 1,741 | $530.2K | 0.53% | 00.0% | Unchanged |
| Connors Investor Services Inc | 1,840 | $526.8K | 0.05% | −1,190−39.3% | Reduced |
| Rodgers Brothers Inc. | 1,729 | $526.5K | 0.07% | 00.0% | Unchanged |
| Enclave Advisors LLC | 1,728 | $526.3K | 0.09% | +1,728 | New |
| Legacy Trust | 1,725 | $525.3K | 0.12% | +77+4.7% | Added |
| LaSalle St. Investment Advisors, LLC | 1,726 | $525.0K | 0.21% | +35+2.1% | Added |
| Capital Insight Partners, LLC | 1,723 | $524.7K | 0.09% | −76−4.2% | Reduced |
| Talisman Wealth Advisors LLC | 1,720 | $522.7K | 0.55% | −35−2.0% | Reduced |
| Gratus Wealth Advisors, LLC | 1,734 | $521.6K | 0.09% | −169−8.9% | Reduced |
| Northwest Financial Advisors | 1,712 | $521.3K | 0.41% | +1+0.1% | Added |
| Novak & Powell Financial Services, Inc. | 1,711 | $521.1K | 0.30% | −767−31.0% | Reduced |
| Infrastructure Capital Advisors, LLC | 1,708 | $520.1K | 0.07% | −479−21.9% | Reduced |
| Traphagen Investment Advisors LLC | 1,706 | $519.6K | 0.05% | +253+17.4% | Added |
| BlueChip Wealth Advisors LLC | 1,706 | $519.5K | 0.27% | −25−1.4% | Reduced |
| LSV Asset Management | 1,700 | $518.0K | 0.00% | 00.0% | Unchanged |
| Osborne Partners Capital Management, LLC | 1,700 | $517.7K | 0.03% | −40−2.3% | Reduced |
| Affinity Wealth Management LLC | 1,699 | $517.4K | 0.09% | +44+2.7% | Added |
| Compass Ion Advisors, LLC | 1,696 | $516.4K | 0.06% | +91+5.7% | Added |
| Summit Financial Strategies, Inc. | 1,695 | $516.0K | 0.06% | −243−12.5% | Reduced |
| Financial Advisors, LLC | 1,694 | $515.8K | 0.10% | +1+0.1% | Added |
| Crew Capital Management, Ltd. | 1,692 | $515.2K | 0.41% | 00.0% | Unchanged |
| Willner & Heller, LLC | 1,692 | $515.1K | 0.46% | +60+3.7% | Added |
| Smith Thornton Advisors LLC | 1,690 | $514.6K | 0.34% | 00.0% | Unchanged |
| Retirement Income Solutions, Inc | 1,689 | $514.3K | 0.12% | 00.0% | Unchanged |
| Sentinel Pension Advisors Inc | 1,688 | $514.0K | 0.10% | 00.0% | Unchanged |
| Riversedge Advisors, LLC | 1,686 | $513.3K | 0.12% | +33+2.0% | Added |
| SL Advisors, LLC | 1,685 | $513.1K | 0.92% | +10+0.6% | Added |
| Tower Wealth Partners, Inc. | 1,678 | $511.0K | 0.30% | −263−13.5% | Reduced |
| Marietta Investment Partners LLC | 1,678 | $511.0K | 0.11% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 1,676 | $510.4K | 0.12% | 00.0% | Unchanged |
| Rappaport Reiches Capital Management, LLC | 1,673 | $509.5K | 0.14% | +5+0.3% | Added |
| Falcon Wealth Planning | 1,671 | $508.8K | 0.06% | +45+2.8% | Added |
| Silvia McColl Wealth Management, LLC | 1,665 | $507.0K | 0.38% | 00.0% | Unchanged |
| Global X Japan Co., Ltd. | 1,665 | $507.0K | 0.06% | +133+8.7% | Added |
| Kuhn & Co Investment Counsel | 1,663 | $506.4K | 0.43% | 00.0% | Unchanged |
| Heritage Investment Group, Inc. | 1,651 | $502.7K | 0.10% | +1,651 | New |