Institutional Ownership Mcdonalds Corp (MCD)
This table provides information about the institutional ownership of Mcdonalds Corp (MCD). We have compiled data on the 3,561 institutions that hold shares in the stock, with a total of 500 Million shares, which have been reported (via 13F filing form) to have a value of $145 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gitterman Wealth Management, LLC
|
Nov 13, 2024 Q3 2024 |
979
shares
|
$283,958
0.13% of portfolio
|
Q3 2024
Reduced 51.03%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 08, 2024 Q3 2024 |
977
shares
|
$283,378
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Litman Gregory Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
976
shares
|
$283,088
0.02% of portfolio
|
Q2 2024
Reduced 14.69%
|
|
|
Lex Aurum Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
976
shares
|
$283,088
0.06% of portfolio
|
Q4 2024
Added 47.88%
|
|
|
Cabot Wealth Management Inc
|
Feb 03, 2025 Q4 2024 |
975
shares
|
$282,798
0.04% of portfolio
|
Q3 2023
Added 7.85%
|
|
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
Nov 14, 2024 Q3 2024 |
974
shares
|
$282,508
0.03% of portfolio
|
Q2 2024
Added 40.55%
|
|
|
Bond & Devick Financial Network, Inc.
|
Jan 13, 2025 Q4 2024 |
973
shares
|
$282,218
0.14% of portfolio
|
Q3 2024
Reduced 49.66%
|
|
|
Jacobsen Capital Management
|
Jan 24, 2025 Q4 2024 |
971
shares
|
$281,638
0.12% of portfolio
|
Q4 2024
Added 0.73%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jan 28, 2025 Q4 2024 |
969
shares
|
$281,058
0.12% of portfolio
|
Q4 2024
Reduced 51.45%
|
|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
966
shares
|
$280,188
0.06% of portfolio
|
Q3 2023
Reduced 8.0%
|
|
|
Cora Capital Advisors LLC
Marlton, NJ |
Jan 21, 2025 Q4 2024 |
966
shares
|
$280,188
0.14% of portfolio
|
Q4 2024
Reduced 5.48%
|
|
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
Oct 18, 2024 Q3 2024 |
966
shares
|
$280,188
0.21% of portfolio
|
Q3 2024
Reduced 0.72%
|
|
|
Provident Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
965
shares
|
$279,898
0.1% of portfolio
|
Q2 2024
Reduced 3.21%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 13, 2024 Q3 2024 |
965
shares
|
$279,898
0.01% of portfolio
|
Q3 2024
Reduced 14.68%
|
|
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
Jan 22, 2025 Q4 2024 |
965
shares
|
$279,898
0.18% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Feb 04, 2025 Q4 2024 |
962
shares
|
$279,028
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Beacon Financial Group
|
Jan 29, 2025 Q4 2024 |
961
shares
|
$278,738
0.03% of portfolio
|
Q4 2024
Reduced 7.06%
|
|
|
Okabena Investment Services Inc
Minneapolis, MN |
Nov 12, 2024 Q3 2024 |
960
shares
|
$278,448
0.08% of portfolio
|
Q2 2024
Reduced 73.33%
|
|
|
Roi Financial Advisors, LLC
Beaverton, OR |
Nov 05, 2024 Q3 2024 |
960
shares
|
$278,448
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
West Oak Capital, LLC
|
Jan 13, 2025 Q4 2024 |
959
shares
|
$278,157
0.1% of portfolio
|
Q4 2024
Added 4695.0%
|
|
|
Morton Brown Family Wealth, LLC
|
Jan 31, 2025 Q4 2024 |
958
shares
|
$277,867
0.1% of portfolio
|
Q4 2024
Reduced 21.92%
|
|
|
Qp Wealth Management, LLC
|
Oct 05, 2023 Q3 2023 |
955
shares
|
$276,997
0.44% of portfolio
|
Q4 2022
Reduced 9.48%
|
|
|
Granite Bay Wealth Management, LLC
|
Jan 13, 2025 Q4 2024 |
955
shares
|
$276,997
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Verus Financial Partners, Inc.
|
Jan 23, 2025 Q4 2024 |
955
shares
|
$276,997
0.03% of portfolio
|
Q4 2024
Reduced 0.42%
|
|
|
Members Capital Advisors Inc
|
Jan 27, 2025 Q4 2024 |
954
shares
|
$276,707
0.25% of portfolio
|
Q3 2023
Reduced 7.92%
|