Institutional Ownership Mcdonalds Corp (MCD)
This table provides information about the institutional ownership of Mcdonalds Corp (MCD). We have compiled data on the 3,534 institutions that hold shares in the stock, with a total of 499 Million shares, which have been reported (via 13F filing form) to have a value of $142 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Apr 01, 2024 Q4 2023 |
802
shares
|
$228,938
0.03% of portfolio
|
Q4 2023
Reduced 0.25%
|
|
|
Milestone Advisory Partners
|
Nov 08, 2023 Q3 2023 |
800
shares
|
$228,367
0.18% of portfolio
|
Q4 2022
New holding
|
|
|
Adams Wealth Management
|
Oct 28, 2024 Q3 2024 |
800
shares
|
$228,367
0.06% of portfolio
|
Q4 2023
Reduced 14.35%
|
|
|
Clay Northam Wealth Management, LLC
|
Jan 24, 2025 Q4 2024 |
800
shares
|
$228,367
0.15% of portfolio
|
Q3 2024
Added 1.01%
|
|
|
Jacobson & Schmitt Advisors, LLC
|
Oct 28, 2024 Q3 2024 |
800
shares
|
$228,367
0.05% of portfolio
|
Q3 2024
Reduced 1.84%
|
|
|
Legacy Financial Group, Inc.
Tulsa, OK |
Nov 13, 2024 Q3 2024 |
800
shares
|
$228,367
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Cache Tech Inc.
Logan, UT |
Oct 28, 2024 Q3 2024 |
800
shares
|
$228,367
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Jan 23, 2025 Q4 2024 |
798
shares
|
$227,797
0.2% of portfolio
|
Q4 2024
Reduced 0.13%
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
797
shares
|
$227,511
0.04% of portfolio
|
Q3 2024
Added 6.27%
|
|
|
Foster Victor Wealth Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
797
shares
|
$227,511
0.02% of portfolio
|
Q4 2024
Reduced 7.86%
|
|
|
Life Guide Financial Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
795
shares
|
$226,940
0.1% of portfolio
|
Q4 2024
Reduced 0.75%
|
|
|
Gill Capital Partners, LLC
Denver, CO |
Jan 15, 2025 Q4 2024 |
795
shares
|
$226,940
0.09% of portfolio
|
Q4 2024
Reduced 2.33%
|
|
|
New England Professional Planning Group Inc.
|
Oct 09, 2024 Q3 2024 |
794
shares
|
$226,655
0.12% of portfolio
|
Q2 2024
Reduced 0.38%
|
|
|
Equius Partners, Inc.
|
Jan 27, 2023 Q4 2022 |
794
shares
|
$226,655
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
Jan 17, 2025 Q4 2024 |
790
shares
|
$225,513
0.12% of portfolio
|
Q4 2024
Added 7.34%
|
|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
788
shares
|
$224,942
0.05% of portfolio
|
Q2 2024
Reduced 11.46%
|
|
|
Madden Advisory Services, Inc.
|
Oct 30, 2024 Q3 2024 |
786
shares
|
$224,371
0.11% of portfolio
|
Q3 2024
Reduced 6.87%
|
|
|
Investment Management Of Virginia LLC
|
Apr 26, 2023 Q1 2023 |
786
shares
|
$224,371
0.04% of portfolio
|
Q1 2023
Reduced 3.68%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
785
shares
|
$224,086
0.31% of portfolio
|
Q1 2022
Added 0.13%
|
|
|
Conrad Siegel Investment Advisors, Inc.
|
Jan 13, 2025 Q4 2024 |
784
shares
|
$223,800
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
784
shares
|
$223,800
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Bristlecone Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
783
shares
|
$223,515
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Prw Wealth Management LLC
|
Nov 01, 2023 Q3 2023 |
782
shares
|
$223,229
0.08% of portfolio
|
Q2 2023
Added 1.16%
|
|
|
M.E. Allison & Co., Inc.
San Antonio, TX |
Jan 16, 2025 Q4 2024 |
781
shares
|
$222,944
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
780
shares
|
$222,658
0.05% of portfolio
|
Q3 2022
Reduced 8.77%
|