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; 3,480 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, Q4 2024
Institutional positions in McDonalds Corp as of Dec 31, 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
- 3,393
- +281 vs. Q3 2024
- Shares held
- 520.5M
- +8.08M (+1.6%) vs. Q3 2024
- Total value
- $150.8B
- −$4.44B (−2.9%) vs. Q3 2024
- New holders
- 410
- 1,293 more added
- Sold out
- 129
- 1,256 more reduced
61 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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 | 3,480 | $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, Q4 2024
Shares, value and share of portfolio for each institution holding McDonalds Corp; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Private Capital Advisors, Inc. | 834 | $241.8K | 0.03% | +834 | New |
| Innova Wealth Partners | 834 | $241.8K | 0.15% | +834 | New |
| Studio Investment Management LLC | 836 | $242.3K | 0.05% | 00.0% | Unchanged |
| NavPoint Financial, Inc. | 837 | $242.6K | 0.19% | 00.0% | Unchanged |
| Jacobson & Schmitt Advisors, LLC | 840 | $243.5K | 0.05% | +40+5.0% | Added |
| Gold Investment Management Ltd. | 848 | $245.8K | 0.10% | −13−1.5% | Reduced |
| Oberweis Asset Management Inc | 848 | $245.8K | 0.01% | +1+0.1% | Added |
| Napatree Capital LLC | 850 | $246.4K | 0.14% | +187+28.2% | Added |
| Joule Financial, LLC | 851 | $246.7K | 0.09% | +2+0.2% | Added |
| Running Point Capital Advisors, LLC | 853 | $247.1K | 0.08% | +155+22.2% | Added |
| Aurdan Capital Management, LLC | 854 | $247.6K | 0.10% | +854 | New |
| Capital Performance Advisors LLP | 855 | $247.8K | 0.08% | +71+9.1% | Added |
| Hirtle Callaghan & Co LLC | 855 | $247.9K | 0.01% | +855 | New |
| Horan Capital Advisors, LLC. | 855 | $247.9K | 0.08% | +85+11.0% | Added |
| Beacon Capital Management, LLC | 855 | $247.9K | 0.03% | +58+7.3% | Added |
| Aspen Grove Capital, LLC | 856 | $248.4K | 0.05% | +16+1.9% | Added |
| Austin Wealth Management, LLC | 885 | $248.6K | 0.05% | +119+15.5% | Added |
| Orion Investment Co | 860 | $249.3K | 0.10% | 00.0% | Unchanged |
| Alpha Financial Partners, LLC | 861 | $249.7K | 0.20% | +861 | New |
| Signature Wealth Management Partners, LLC | 865 | $250.8K | 0.17% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 866 | $251.1K | 0.12% | +39+4.7% | Added |
| Fairscale Capital, LLC | 866 | $251.1K | 0.22% | 00.0% | Unchanged |
| Middleton & Co Inc | 866 | $251.2K | 0.03% | +30+3.6% | Added |
| Roehl & Yi Investment Advisors, LLC | 868 | $251.6K | 0.14% | +868 | New |
| Second Line Capital, LLC | 869 | $251.9K | 0.07% | 00.0% | Unchanged |
| Iron Financial, LLC | 870 | $252.1K | 0.14% | +4+0.5% | Added |
| Holos Integrated Wealth LLC | 870 | $252.2K | 0.17% | +870 | New |
| Blue Barn Wealth, LLC | 871 | $252.5K | 0.13% | +36+4.3% | Added |
| Summit Wealth Partners, LLC | 871 | $252.5K | 0.05% | +171+24.4% | Added |
| Red Wave Investments LLC | 872 | $252.7K | 0.09% | +1+0.1% | Added |
| Wealthstream Advisors, Inc. | 874 | $253.3K | 0.05% | −403−31.6% | Reduced |
| Firethorn Wealth Partners, LLC | 875 | $253.5K | 0.13% | +38+4.5% | Added |
| Wittenberg Investment Management, Inc. | 875 | $253.7K | 0.10% | 00.0% | Unchanged |
| Private Capital Management LLC | 879 | $254.9K | 0.05% | −290−24.8% | Reduced |
| Nelson Capital Management, LLC | 880 | $255.1K | 0.04% | 00.0% | Unchanged |
| Strategic Financial Concepts, LLC | 880 | $255.2K | 0.05% | +38+4.5% | Added |
| Liberty Square Wealth Partners LLC | 828 | $255.5K | 0.09% | +828 | New |
| Courage Miller Partners, LLC | 883 | $256.0K | 0.09% | −22−2.4% | Reduced |
| Wealth Effects LLC | 885 | $256.6K | 0.09% | −443−33.4% | Reduced |
| Smith & Howard Wealth Management, LLC | 885 | $256.6K | 0.07% | 00.0% | Unchanged |
| Pollock Investment Advisors, LLC | 885 | $256.6K | 0.21% | +885 | New |
| SGL Investment Advisors, Inc. | 835 | $256.7K | 0.13% | +159+23.5% | Added |
| Sykon Capital LLC | 887 | $257.1K | 0.09% | 00.0% | Unchanged |
| Northwest Quadrant Wealth Management, LLC | 887 | $257.2K | 0.06% | +5+0.6% | Added |
| Flywheel Private Wealth LLC | 888 | $257.4K | 0.24% | +888 | New |
| Mindset Wealth Management, LLC | 889 | $257.8K | 0.09% | 00.0% | Unchanged |
| Transatlantique Private Wealth LLC | 890 | $258.0K | 0.10% | 00.0% | Unchanged |
| SeaBridge Investment Advisors LLC | 890 | $258.0K | 0.05% | 00.0% | Unchanged |
| Blalock Williams, LLC | 893 | $258.9K | 0.30% | +893 | New |
| Graver Capital Management, LLC | 894 | $259.2K | 0.27% | +894 | New |
| Gerber Kawasaki Wealth & Investment Management | 896 | $259.8K | 0.01% | −69−7.2% | Reduced |
| Advisors Management Group Inc | 895 | $260.0K | 0.06% | −25−2.7% | Reduced |
| Facet Wealth, Inc. | 884 | $260.0K | 0.01% | +64+7.8% | Added |
| Vista Wealth Management Group, LLC | 898 | $260.4K | 0.02% | +82+10.0% | Added |
| Matthew Goff Investment Advisor, LLC | 900 | $260.9K | 0.05% | +34+3.9% | Added |
| Covestor Ltd | 899 | $261.0K | 0.16% | +35+4.1% | Added |
| West Coast Financial LLC | 901 | $261.2K | 0.03% | −17−1.9% | Reduced |
| Bristlecone Advisors, LLC | 902 | $261.5K | 0.02% | +119+15.2% | Added |
| Safeguard Financial, LLC | 903 | $261.8K | 0.06% | +903 | New |
| Resolute Wealth Strategies, LLC | 904 | $262.2K | 0.13% | +5+0.6% | Added |
| Correct Capital Wealth Management | 905 | $262.4K | 0.05% | +50+5.8% | Added |
| Perkins Coie Trust Co | 908 | $263.2K | 0.06% | 00.0% | Unchanged |
| Cambridge Advisors Inc. | 908 | $263.2K | 0.06% | +95+11.7% | Added |
| Visionary Horizons, LLC | 909 | $263.5K | 0.17% | −50−5.2% | Reduced |
| Flagship Private Wealth, LLC | 909 | $263.5K | 0.13% | 00.0% | Unchanged |
| Crumly & Associates Inc. | 909 | $263.6K | 0.07% | 00.0% | Unchanged |
| NWF Advisory Services Inc. | 912 | $264.4K | 0.04% | +912 | New |
| Grandview Asset Management LLC | 915 | $265.0K | 0.10% | +915 | New |
| McDonough Capital Management, Inc | 916 | $265.6K | 0.16% | 00.0% | Unchanged |
| Estabrook Capital Management | 918 | $266.1K | 0.04% | −1,225−57.2% | Reduced |
| Martingale Asset Management L P | 919 | $266.4K | 0.01% | −290−24.0% | Reduced |
| ROI Financial Advisors, LLC | 920 | $266.7K | 0.18% | −40−4.2% | Reduced |
| Parvin Asset Management, LLC | 920 | $266.7K | 0.29% | +920 | New |
| Loomis Sayles & Co L P | 922 | $267.0K | 0.00% | −131−12.4% | Reduced |
| Matauro, LLC | 922 | $267.3K | 0.06% | +922 | New |
| Values Added Financial LLC | 922 | $267.3K | 0.15% | +30+3.4% | Added |
| Bennett Associates Wealth Management | 922 | $267.3K | 0.22% | +171+22.8% | Added |
| SIMA Wealth Partners, LLC | 925 | $268.1K | 0.23% | 00.0% | Unchanged |
| Cercano Management LLC | 927 | $268.7K | 0.01% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 928 | $269.0K | 0.12% | +928 | New |
| Sargent Investment Group, LLC | 950 | $269.4K | 0.04% | −144−13.2% | Reduced |
| Verus Financial Partners, Inc. | 955 | $269.7K | 0.03% | −4−0.4% | Reduced |
| Lane & Associates LLC | 934 | $269.8K | 0.14% | +10+1.1% | Added |
| One Wealth Advisors, LLC | 931 | $269.9K | 0.04% | 00.0% | Unchanged |
| Benchmark Financial Wealth Advisors, LLC | 932 | $270.2K | 0.09% | −41−4.2% | Reduced |
| Virtu Financial LLC | 935 | $271.0K | 0.01% | −4,474−82.7% | Reduced |
| VanWeelden Wealth Management, LLC | 935 | $271.0K | 0.24% | +935 | New |
| Code Waechter LLC | 937 | $271.6K | 0.24% | −48−4.9% | Reduced |
| Avalon Trust Co | 937 | $271.6K | 0.02% | −15−1.6% | Reduced |
| 1858 Wealth Management, LLC | 938 | $271.9K | 0.22% | 00.0% | Unchanged |
| Monument Group Wealth Advisors, LLC | 939 | $272.2K | 0.19% | −50−5.1% | Reduced |
| Global Strategic Investment Solutions, LLC | 940 | $272.4K | 0.03% | +281+42.6% | Added |
| Barnes Pettey Financial Advisors, LLC | 940 | $272.5K | 0.21% | 00.0% | Unchanged |
| Lee Financial Co | 941 | $272.8K | 0.04% | +2+0.2% | Added |
| Godsey & Gibb Associates | 945 | $273.9K | 0.03% | −27−2.8% | Reduced |
| High Note Wealth, LLC | 949 | $275.2K | 0.07% | −77−7.5% | Reduced |
| Ardent Capital Management, Inc. | 951 | $275.7K | 0.13% | 00.0% | Unchanged |
| Ariadne Wealth Management, LP | 894 | $275.7K | 0.13% | +21+2.4% | Added |
| Patten Group, Inc. | 952 | $276.0K | 0.06% | +29+3.1% | Added |
| Members Capital Advisors Inc | 954 | $276.6K | 0.25% | 00.0% | Unchanged |