Institutional Ownership Mcdonalds Corp (MCD)
This table provides information about the institutional ownership of Mcdonalds Corp (MCD). We have compiled data on the 3,752 institutions that hold shares in the stock, with a total of 508 Million shares, which have been reported (via 13F filing form) to have a value of $159 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sargent Investment Group, LLC
|
Jan 27, 2025 Q4 2024 |
950
shares
|
$296,751
0.04% of portfolio
|
Q4 2024
Reduced 13.16%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Apr 01, 2025 Q4 2024 |
949
shares
|
$296,439
0.07% of portfolio
|
Q4 2024
Reduced 7.5%
|
|
|
Cadence Bank Na
|
Oct 27, 2022 Q3 2022 |
943
shares
|
$294,564
1.35% of portfolio
|
Q3 2022
Reduced 90.03%
|
|
|
Lee Financial CO
Dallas, TX |
Jan 30, 2025 Q4 2024 |
941
shares
|
$293,940
0.04% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Global Strategic Investment Solutions, LLC
|
Feb 06, 2025 Q4 2024 |
940
shares
|
$293,627
0.03% of portfolio
|
Q4 2024
Added 42.64%
|
|
|
Barnes Pettey Financial Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
940
shares
|
$293,627
0.21% of portfolio
|
Q1 2024
Added 16.05%
|
|
|
Monument Group Wealth Advisors, LLC
Concord, MA |
Jan 15, 2025 Q4 2024 |
939
shares
|
$293,315
0.19% of portfolio
|
Q4 2024
Reduced 5.06%
|
|
|
1858 Wealth Management, LLC
Akron, OH |
Jan 27, 2025 Q4 2024 |
938
shares
|
$293,003
0.22% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
Avalon Trust CO
Santa Fe, NM |
Feb 10, 2025 Q4 2024 |
937
shares
|
$292,690
0.02% of portfolio
|
Q4 2024
Reduced 1.58%
|
|
|
Nav Point Financial, Inc.
Prior Lake, MN |
Apr 14, 2025 Q1 2025 |
937
shares
|
$292,690
0.21% of portfolio
|
Q1 2025
Added 11.95%
|
|
|
Code Waechter LLC
Tampa, FL |
Jan 13, 2025 Q4 2024 |
937
shares
|
$292,690
0.24% of portfolio
|
Q4 2024
Reduced 4.87%
|
|
|
Virtu Financial LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
935
shares
|
$292,065
0.01% of portfolio
|
Q4 2024
Reduced 82.71%
|
|
|
Van Weelden Wealth Management, LLC
West Chester Township, OH |
Feb 10, 2025 Q4 2024 |
935
shares
|
$292,065
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Asb Consultores, LLC
Aventura, FL |
Oct 30, 2024 Q3 2024 |
934
shares
|
$291,753
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Lane & Associates LLC
Moorestown, NJ |
Feb 03, 2025 Q4 2024 |
934
shares
|
$291,753
0.14% of portfolio
|
Q4 2024
Added 1.08%
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
932
shares
|
$291,128
0.09% of portfolio
|
Q4 2024
Reduced 4.21%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Jan 24, 2025 Q4 2024 |
931
shares
|
$290,816
0.04% of portfolio
|
Q2 2024
Reduced 0.75%
|
|
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
Nov 04, 2024 Q3 2024 |
929
shares
|
$290,191
0.3% of portfolio
|
Q3 2024
Added 8.53%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Feb 06, 2025 Q4 2024 |
928
shares
|
$289,879
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Cercano Management LLC
Bellevue, WA |
Feb 14, 2025 Q4 2024 |
927
shares
|
$289,566
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Safir Wealth Advisors, LLC
|
Apr 11, 2025 Q1 2025 |
923
shares
|
$288,317
0.23% of portfolio
|
Q1 2025
Added 29.09%
|
|
|
Loomis Sayles & CO L P
|
Feb 12, 2025 Q4 2024 |
922
shares
|
$288,005
0.0% of portfolio
|
Q4 2024
Reduced 12.44%
|
|
|
Values Added Financial LLC
Washington, DC |
Jan 29, 2025 Q4 2024 |
922
shares
|
$288,005
0.15% of portfolio
|
Q4 2024
Added 3.36%
|
|
|
Matauro, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
922
shares
|
$288,005
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Roi Financial Advisors, LLC
Beaverton, OR |
Feb 12, 2025 Q4 2024 |
920
shares
|
$287,380
0.18% of portfolio
|
Q4 2024
Reduced 4.17%
|