Institutional Ownership Mcdonalds Corp (MCD)
This table provides information about the institutional ownership of Mcdonalds Corp (MCD). We have compiled data on the 3,969 institutions that hold shares in the stock, with a total of 518 Million shares, which have been reported (via 13F filing form) to have a value of $158 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Novare Capital Management LLC
|
Nov 03, 2025 Q3 2025 |
1,176
shares
|
$358,562
0.03% of portfolio
|
Q3 2025
Added 1.82%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Nov 05, 2025 Q3 2025 |
1,176
shares
|
$358,562
0.03% of portfolio
|
Q3 2025
Reduced 12.76%
|
|
|
Meredith Wealth Planning
Maryville, IL |
Oct 21, 2025 Q3 2025 |
1,175
shares
|
$358,257
0.11% of portfolio
|
Q3 2025
Added 1.64%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Jan 12, 2026 Q4 2025 |
1,175
shares
|
$358,257
0.21% of portfolio
|
Q4 2025
Added 31.73%
|
|
|
Cmg Global Holdings, LLC
|
Oct 16, 2025 Q3 2025 |
1,174
shares
|
$357,952
0.19% of portfolio
|
Q3 2025
Reduced 1.34%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Nov 14, 2025 Q3 2025 |
1,171
shares
|
$357,037
0.06% of portfolio
|
Q3 2025
Added 1.04%
|
|
|
Challenger Wealth Management
Aliso Viejo, CA |
Nov 14, 2025 Q3 2025 |
1,171
shares
|
$357,037
0.28% of portfolio
|
Q3 2025
Reduced 6.17%
|
|
|
Epic Trust Investment Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
1,170
shares
|
$356,733
0.35% of portfolio
|
Q2 2024
Added 2.9%
|
|
|
Aviso Wealth Management
Bellevue, WA |
Nov 14, 2025 Q3 2025 |
1,170
shares
|
$356,733
0.16% of portfolio
|
Q3 2025
Added 4.84%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Oct 30, 2025 Q3 2025 |
1,165
shares
|
$355,208
0.12% of portfolio
|
Q3 2025
Reduced 1.1%
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
Nov 14, 2025 Q3 2025 |
1,165
shares
|
$355,208
0.21% of portfolio
|
Q3 2025
Added 0.69%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Nov 13, 2025 Q3 2025 |
1,164
shares
|
$354,903
0.18% of portfolio
|
Q2 2025
Added 0.78%
|
|
|
B&L Asset Management LLC
Boston, MA |
Oct 22, 2025 Q3 2025 |
1,160
shares
|
$353,684
0.18% of portfolio
|
Q3 2025
Added 2.2%
|
|
|
Phar Vision Advisers, LLC
Boca Raton, FL |
Nov 14, 2025 Q3 2025 |
1,160
shares
|
$353,684
0.2% of portfolio
|
Q3 2025
New holding
|
|
|
Byrne Asset Management LLC
|
Jan 12, 2026 Q4 2025 |
1,159
shares
|
$353,379
0.24% of portfolio
|
Q3 2025
Reduced 10.43%
|
|
|
Phoenix Wealth Advisors
|
Oct 28, 2025 Q3 2025 |
1,159
shares
|
$353,379
0.14% of portfolio
|
Q2 2025
Added 3.21%
|
|
|
Claret Asset Management Corp
|
Nov 13, 2025 Q3 2025 |
1,158
shares
|
$353,074
0.04% of portfolio
|
Q1 2025
Added 3.58%
|
|
|
Sage Private Wealth Group, LLC
|
Oct 27, 2025 Q3 2025 |
1,156
shares
|
$352,464
0.22% of portfolio
|
Q3 2025
Added 2.48%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
1,154
shares
|
$351,854
0.05% of portfolio
|
Q1 2023
Added 76.45%
|
|
|
Btc Capital Management, Inc.
|
Nov 06, 2025 Q3 2025 |
1,154
shares
|
$351,854
0.02% of portfolio
|
Q2 2025
Reduced 22.6%
|
|
|
Sonata Capital Group Inc
|
Nov 12, 2025 Q3 2025 |
1,153
shares
|
$351,549
0.13% of portfolio
|
Q3 2025
Reduced 7.98%
|
|
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
Oct 23, 2025 Q3 2025 |
1,152
shares
|
$351,244
0.05% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Correct Capital Wealth Management
Clayton, MO |
Nov 05, 2025 Q3 2025 |
1,152
shares
|
$351,244
0.09% of portfolio
|
Q3 2025
Added 27.72%
|
|
|
Nelson Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
1,150
shares
|
$350,635
0.04% of portfolio
|
Q3 2025
Added 30.68%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Oct 31, 2025 Q3 2025 |
1,148
shares
|
$350,025
0.01% of portfolio
|
Q3 2025
Reduced 8.74%
|
|