Institutional Ownership Mcdonalds Corp (MCD)
This table provides information about the institutional ownership of Mcdonalds Corp (MCD). We have compiled data on the 3,972 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 |
|---|---|---|---|---|---|
|
Cornerstone Planning, LLC
Charlotte, NC |
Apr 01, 2025 Q4 2024 |
5,747
shares
|
$1.75 Million
0.64% of portfolio
|
Q4 2024
New holding
|
|
|
Aries Wealth Management
|
Nov 10, 2025 Q3 2025 |
5,740
shares
|
$1.75 Million
0.43% of portfolio
|
Q2 2025
Reduced 6.73%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
5,730
shares
|
$1.75 Million
0.12% of portfolio
|
Q3 2025
Reduced 4.64%
|
|
|
Berkeley Capital Partners, LLC
|
Nov 07, 2025 Q3 2025 |
5,718
shares
|
$1.74 Million
0.42% of portfolio
|
Q3 2025
Reduced 1.28%
|
|
|
Portfolio Design Labs, LLC
Encino, CA |
Nov 12, 2025 Q3 2025 |
5,712
shares
|
$1.74 Million
0.3% of portfolio
|
Q3 2025
Added 409.09%
|
|
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
Oct 16, 2025 Q3 2025 |
5,693
shares
|
$1.74 Million
0.1% of portfolio
|
Q1 2025
Reduced 5.01%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
5,675
shares
|
$1.73 Million
0.14% of portfolio
|
Q2 2025
Reduced 21.45%
|
|
|
Granite Investment Partners, LLC
|
Nov 10, 2025 Q3 2025 |
5,661
shares
|
$1.73 Million
0.1% of portfolio
|
Q3 2025
Reduced 0.7%
|
|
|
Outfitter Financial LLC
|
Oct 23, 2025 Q3 2025 |
5,660
shares
|
$1.73 Million
1.4% of portfolio
|
Q3 2025
Reduced 0.53%
|
|
|
Legacy Financial Advisors, Inc.
|
Nov 10, 2025 Q3 2025 |
5,652
shares
|
$1.72 Million
0.29% of portfolio
|
Q3 2025
Added 7.41%
|
|
|
Vaughan David Investments LLC
Peoria, IL |
Oct 29, 2025 Q3 2025 |
5,645
shares
|
$1.72 Million
0.04% of portfolio
|
Q3 2025
Reduced 2.79%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Nov 13, 2025 Q3 2025 |
5,633
shares
|
$1.72 Million
0.28% of portfolio
|
Q3 2025
Added 3.23%
|
|
|
Tred Avon Family Wealth, LLC
Easton, MD |
Oct 29, 2025 Q3 2025 |
5,625
shares
|
$1.72 Million
0.59% of portfolio
|
Q3 2025
New holding
|
|
|
Birch Hill Investment Advisors LLC
|
Oct 23, 2025 Q3 2025 |
5,616
shares
|
$1.71 Million
0.07% of portfolio
|
Q2 2025
Reduced 0.58%
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2025 Q3 2025 |
5,610
shares
|
$1.71 Million
0.1% of portfolio
|
Q3 2025
Added 17.41%
|
|
|
Stegent Equity Advisors, Inc.
Houston, TX |
Jan 14, 2026 Q4 2025 |
5,609
shares
|
$1.71 Million
1.69% of portfolio
|
Q4 2025
Added 50.29%
|
|
|
Pfc Capital Group, Inc.
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
5,603
shares
|
$1.71 Million
0.72% of portfolio
|
Q3 2025
Reduced 0.25%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Nov 06, 2025 Q3 2025 |
5,585
shares
|
$1.7 Million
0.6% of portfolio
|
Q3 2025
New holding
|
|
|
Montecito Bank & Trust
|
Jan 08, 2026 Q4 2025 |
5,583
shares
|
$1.7 Million
0.28% of portfolio
|
Q4 2025
Reduced 0.27%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
5,579
shares
|
$1.7 Million
0.32% of portfolio
|
Q3 2024
Reduced 5.89%
|
|
|
Yankcom Partnership
Yankton, SD |
Apr 29, 2025 Q1 2025 |
5,579
shares
|
$1.7 Million
0.96% of portfolio
|
Q1 2025
Reduced 0.66%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
5,578
shares
|
$1.7 Million
0.2% of portfolio
|
Q3 2025
Added 4.61%
|
|
|
Retirement Planning Group
|
Oct 27, 2025 Q3 2025 |
5,574
shares
|
$1.7 Million
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Nov 13, 2025 Q3 2025 |
5,570
shares
|
$1.7 Million
0.5% of portfolio
|
Q3 2025
Added 16.36%
|
|
|
Westhampton Capital, LLC
|
Oct 17, 2025 Q3 2025 |
5,563
shares
|
$1.7 Million
0.85% of portfolio
|
Q2 2025
Reduced 4.71%
|
|