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 |
|---|---|---|---|---|---|
| Opinicus Capital, Inc. | 991 | $301.6K | 0.24% | +6+0.6% | Added |
| Monument Group Wealth Advisors, LLC | 989 | $301.2K | 0.18% | 00.0% | Unchanged |
| Ingalls & Snyder LLC | 988 | $301.0K | 0.01% | 00.0% | Unchanged |
| FSM Wealth Advisors, LLC | 986 | $300.2K | 0.08% | −9−0.9% | Reduced |
| Code Waechter LLC | 985 | $300.0K | 0.29% | +985 | New |
| Aspen Investment Management Inc | 982 | $299.0K | 0.14% | −84−7.9% | Reduced |
| KWMG, LLC | 982 | $298.9K | 0.03% | +4+0.4% | Added |
| Gitterman Wealth Management, LLC | 979 | $298.1K | 0.12% | −1,020−51.0% | Reduced |
| Hoxton Planning & Management, LLC | 977 | $297.5K | 0.12% | +977 | New |
| Carr Financial Group Corp | 976 | $297.3K | 0.09% | +3+0.3% | Added |
| Litman Gregory Asset Management LLC | 976 | $297.2K | 0.02% | 00.0% | Unchanged |
| Cabot Wealth Management Inc | 975 | $296.9K | 0.04% | 00.0% | Unchanged |
| Retirement Investment Advisors, Inc. | 974 | $296.6K | 0.03% | 00.0% | Unchanged |
| Bond & Devick Financial Network, Inc. | 973 | $296.3K | 0.13% | −960−49.7% | Reduced |
| Benchmark Financial Wealth Advisors, LLC | 973 | $296.2K | 0.10% | −10−1.0% | Reduced |
| S.E.E.D. Planning Group LLC | 972 | $296.0K | 0.10% | +44+4.7% | Added |
| Godsey & Gibb Associates | 972 | $296.0K | 0.03% | −238−19.7% | Reduced |
| Heritage Wealth Management, Inc. | 966 | $294.2K | 0.27% | −7−0.7% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 965 | $293.9K | 0.01% | −166−14.7% | Reduced |
| Provident Wealth Management, LLC | 965 | $293.9K | 0.10% | 00.0% | Unchanged |
| NorthStar Asset Management LLC | 964 | $293.7K | 0.20% | −7−0.7% | Reduced |
| Jacobsen Capital Management | 964 | $293.5K | 0.12% | −42−4.2% | Reduced |
| Campbell Wealth Management | 962 | $293.0K | 0.03% | +962 | New |
| Mason & Associates Inc | 962 | $292.9K | 0.07% | −69−6.7% | Reduced |
| ROI Financial Advisors, LLC | 960 | $292.4K | 0.20% | +960 | New |
| Okabena Investment Services Inc | 960 | $292.3K | 0.08% | 00.0% | Unchanged |
| Visionary Horizons, LLC | 959 | $292.2K | 0.20% | −600−38.5% | Reduced |
| West Oak Capital, LLC | 959 | $292.0K | 0.05% | 00.0% | Unchanged |
| Highland Capital Management, LLC | 957 | $291.4K | 0.02% | 00.0% | Unchanged |
| Verus Financial Partners, Inc. | 959 | $290.6K | 0.03% | −146−13.2% | Reduced |
| Members Capital Advisors Inc | 954 | $290.5K | 0.33% | 00.0% | Unchanged |
| Seeds Investor LLC | 953 | $290.2K | 0.11% | +953 | New |
| Mitchell Sinkler & Starr | 953 | $290.2K | 0.07% | 00.0% | Unchanged |
| Avalon Trust Co | 952 | $289.9K | 0.02% | −111−10.4% | Reduced |
| Ardent Capital Management, Inc. | 951 | $289.6K | 0.13% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 946 | $288.0K | 0.10% | 00.0% | Unchanged |
| Barnes Pettey Financial Advisors, LLC | 940 | $286.2K | 0.23% | 00.0% | Unchanged |
| Lee Financial Co | 939 | $285.8K | 0.04% | +120+14.7% | Added |
| 1858 Wealth Management, LLC | 938 | $285.6K | 0.24% | −1−0.1% | Reduced |
| ASB Consultores, LLC | 934 | $284.4K | 0.11% | +934 | New |
| One Wealth Advisors, LLC | 931 | $283.5K | 0.04% | 00.0% | Unchanged |
| Sage Investment Advisers LLC | 929 | $283.0K | 0.30% | +73+8.5% | Added |
| Cercano Management LLC | 927 | $282.3K | 0.01% | +927 | New |
| Hemington Wealth Management | 968 | $282.0K | 0.08% | −164−14.5% | Reduced |
| SIMA Wealth Partners, LLC | 925 | $281.7K | 0.24% | 00.0% | Unchanged |
| Lane & Associates LLC | 924 | $281.3K | 0.15% | −99−9.7% | Reduced |
| Patten Group, Inc. | 923 | $281.1K | 0.06% | −2,017−68.6% | Reduced |
| Advisors Management Group Inc | 920 | $280.0K | 0.07% | +1+0.1% | Added |
| West Coast Financial LLC | 918 | $279.5K | 0.03% | 00.0% | Unchanged |
| McDonough Capital Management, Inc | 916 | $279.0K | 0.19% | −10−1.1% | Reduced |
| Koss-Olinger Consulting, LLC | 913 | $278.0K | 0.02% | −61−6.3% | Reduced |
| Crumly & Associates Inc. | 909 | $276.9K | 0.08% | +32+3.6% | Added |
| Flagship Private Wealth, LLC | 909 | $276.8K | 0.14% | 00.0% | Unchanged |
| Berry Wealth Group, LP | 908 | $276.5K | 0.20% | −47−4.9% | Reduced |
| Perkins Coie Trust Co | 908 | $276.5K | 0.06% | 00.0% | Unchanged |
| Courage Miller Partners, LLC | 905 | $275.6K | 0.09% | −85−8.6% | Reduced |
| Northstar Asset Management Inc | 900 | $274.1K | 0.07% | 00.0% | Unchanged |
| Resolute Wealth Strategies, LLC | 899 | $273.9K | 0.14% | +4+0.4% | Added |
| Hoey Investments, Inc | 1,068 | $272.2K | 0.05% | 00.0% | Unchanged |
| Values Added Financial LLC | 892 | $271.6K | 0.17% | −70−7.3% | Reduced |
| SeaBridge Investment Advisors LLC | 890 | $271.0K | 0.07% | 00.0% | Unchanged |
| Transatlantique Private Wealth LLC | 890 | $271.0K | 0.10% | 00.0% | Unchanged |
| Mindset Wealth Management, LLC | 889 | $270.8K | 0.11% | +889 | New |
| Sykon Capital LLC | 887 | $270.1K | 0.10% | 00.0% | Unchanged |
| Smith & Howard Wealth Management, LLC | 885 | $269.5K | 0.08% | 00.0% | Unchanged |
| Northwest Quadrant Wealth Management, LLC | 882 | $268.7K | 0.06% | +3+0.3% | Added |
| Foresight Capital Management Advisors, Inc. | 881 | $268.0K | 0.16% | 00.0% | Unchanged |
| Nelson Capital Management, LLC | 880 | $268.0K | 0.05% | +65+8.0% | Added |
| Hyperion Partners, LLC | 878 | $267.3K | 0.17% | −20−2.2% | Reduced |
| Wittenberg Investment Management, Inc. | 875 | $266.4K | 0.09% | 00.0% | Unchanged |
| Transform Wealth, LLC | 874 | $266.0K | 0.02% | −3,861−81.5% | Reduced |
| David J Yvars Group | 872 | $265.6K | 0.16% | −70−7.4% | Reduced |
| OMNI 360 Wealth, Inc. | 871 | $265.2K | 0.18% | −29−3.2% | Reduced |
| Red Wave Investments LLC | 871 | $265.2K | 0.09% | +24+2.8% | Added |
| Second Line Capital, LLC | 869 | $264.6K | 0.07% | 00.0% | Unchanged |
| Covestor Ltd | 864 | $264.0K | 0.17% | −63−6.8% | Reduced |
| Fairscale Capital, LLC | 866 | $263.8K | 0.23% | −15−1.7% | Reduced |
| Matthew Goff Investment Advisor, LLC | 866 | $263.7K | 0.05% | 00.0% | Unchanged |
| Iron Financial, LLC | 866 | $263.6K | 0.14% | −13−1.5% | Reduced |
| Signature Wealth Management Partners, LLC | 865 | $263.4K | 0.19% | 00.0% | Unchanged |
| Foster Victor Wealth Advisors, LLC | 865 | $262.8K | 0.02% | −41−4.5% | Reduced |
| Jump Financial, LLC | 862 | $262.5K | 0.01% | −5,954−87.4% | Reduced |
| Gold Investment Management Ltd. | 861 | $262.2K | 0.11% | +3+0.3% | Added |
| NatWest Group plc | 860 | $261.9K | 0.08% | 00.0% | Unchanged |
| Orion Investment Co | 860 | $261.9K | 0.10% | 00.0% | Unchanged |
| Bright Futures Wealth Management, LLC. | 897 | $261.6K | 0.13% | −201−18.3% | Reduced |
| Wealth Advisory Solutions, LLC | 859 | $261.6K | 0.07% | +859 | New |
| Correct Capital Wealth Management | 855 | $260.4K | 0.06% | −25−2.8% | Reduced |
| Skylands Capital, LLC | 850 | $258.8K | 0.04% | 00.0% | Unchanged |
| Sigma Investment Counselors Inc | 849 | $258.7K | 0.02% | +14+1.7% | Added |
| Joule Financial, LLC | 849 | $258.5K | 0.09% | +28+3.4% | Added |
| Oberweis Asset Management Inc | 847 | $257.8K | 0.01% | +1+0.1% | Added |
| Ariadne Wealth Management, LP | 873 | $257.2K | 0.14% | +873 | New |
| Strategic Financial Concepts, LLC | 842 | $256.5K | 0.08% | −206,740−99.6% | Reduced |
| Aspen Grove Capital, LLC | 840 | $256.1K | 0.06% | −74−8.1% | Reduced |
| Acorns Advisers, LLC | 840 | $256.0K | 0.00% | +840 | New |
| NavPoint Financial, Inc. | 837 | $254.9K | 0.21% | 00.0% | Unchanged |
| Firethorn Wealth Partners, LLC | 837 | $254.8K | 0.13% | −148−15.0% | Reduced |
| Middleton & Co Inc | 836 | $254.7K | 0.03% | 00.0% | Unchanged |
| JSF Financial, LLC | 836 | $254.7K | 0.07% | −2−0.2% | Reduced |