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 |
|---|---|---|---|---|---|
|
Harmony Asset Management LLC
Scottsdale, AZ |
Nov 05, 2025 Q3 2025 |
2,582
shares
|
$787,251
0.27% of portfolio
|
Q3 2025
Added 10.72%
|
|
|
Spirit Of America Management Corp
|
Jan 15, 2026 Q4 2025 |
2,580
shares
|
$786,641
0.17% of portfolio
|
Q4 2023
Reduced 13.42%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 14, 2025 Q3 2025 |
2,579
shares
|
$786,337
0.09% of portfolio
|
Q3 2025
Reduced 0.77%
|
|
|
Verity Asset Management, Inc.
Durham, NC |
Nov 14, 2025 Q3 2025 |
2,573
shares
|
$784,507
0.26% of portfolio
|
Q3 2025
Added 6.94%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
2,570
shares
|
$783,592
0.26% of portfolio
|
Q4 2023
Reduced 2.91%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
2,569
shares
|
$783,288
0.06% of portfolio
|
Q4 2023
Added 0.31%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Nov 06, 2025 Q3 2025 |
2,568
shares
|
$782,983
0.21% of portfolio
|
Q2 2025
Reduced 0.35%
|
|
|
Lokken Investment Group LLC
|
Nov 04, 2025 Q3 2025 |
2,563
shares
|
$781,458
0.31% of portfolio
|
Q3 2025
Reduced 13.44%
|
|
|
Taylor Financial Group, Inc.
Roanoke, VA |
Oct 31, 2025 Q3 2025 |
2,560
shares
|
$780,544
0.45% of portfolio
|
Q3 2025
Reduced 0.16%
|
|
|
Sepio Capital, LP
|
Nov 13, 2025 Q3 2025 |
2,558
shares
|
$779,934
0.07% of portfolio
|
Q3 2025
Added 41.25%
|
|
|
Summit Global Investments
Bountiful, UT |
Nov 03, 2025 Q3 2025 |
2,555
shares
|
$779,019
0.05% of portfolio
|
Q3 2025
Reduced 3.26%
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
2,551
shares
|
$777,799
0.16% of portfolio
|
Q4 2023
Added 1.39%
|
|
|
Banyan Capital Management, Inc.
Atlanta, GA |
Nov 03, 2025 Q3 2025 |
2,549
shares
|
$777,190
0.43% of portfolio
|
Q3 2025
New holding
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
2,546
shares
|
$776,275
0.06% of portfolio
|
Q1 2025
Added 11.96%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
2,545
shares
|
$775,970
0.17% of portfolio
|
Q3 2024
Reduced 29.91%
|
|
|
Pb Mares Wealth Management LLC
|
Oct 27, 2025 Q3 2025 |
2,545
shares
|
$775,970
0.13% of portfolio
|
Q3 2025
Added 1.6%
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Nov 13, 2025 Q3 2025 |
2,545
shares
|
$775,970
0.33% of portfolio
|
Q3 2025
Reduced 0.86%
|
|
|
Somerset Group LLC
Wayzata, MN |
Nov 10, 2025 Q3 2025 |
2,544
shares
|
$775,665
0.63% of portfolio
|
Q1 2024
Reduced 31.87%
|
|
|
North Point Portfolio Managers Corp
|
Oct 23, 2025 Q3 2025 |
2,543
shares
|
$775,360
0.14% of portfolio
|
Q1 2025
Added 37.16%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
Oct 21, 2025 Q3 2025 |
2,543
shares
|
$775,360
0.1% of portfolio
|
Q3 2025
Reduced 6.71%
|
|
|
Harbour Capital Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
2,542
shares
|
$775,055
0.18% of portfolio
|
Q4 2025
Reduced 22.78%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 14, 2025 Q3 2025 |
2,537
shares
|
$773,531
0.08% of portfolio
|
Q3 2025
Added 14.64%
|
|
|
Von Borstel & Associates, Inc.
The Dalles, OR |
Nov 13, 2025 Q3 2025 |
2,536
shares
|
$773,226
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Nov 18, 2025 Q3 2025 |
2,534
shares
|
$772,616
0.15% of portfolio
|
Q3 2025
Reduced 1.55%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
2,532
shares
|
$772,006
0.05% of portfolio
|
Q4 2022
Reduced 0.12%
|
|