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 |
|---|---|---|---|---|---|
|
Sea Bridge Investment Advisors LLC
|
Jan 23, 2025 Q4 2024 |
890
shares
|
$278,009
0.05% of portfolio
|
Q2 2024
Reduced 8.25%
|
|
|
Transatlantique Private Wealth LLC
|
Feb 14, 2025 Q4 2024 |
890
shares
|
$278,009
0.1% of portfolio
|
Q4 2022
Added 13.82%
|
|
|
Mindset Wealth Management, LLC
Indianapolis, IN |
Feb 11, 2025 Q4 2024 |
889
shares
|
$277,696
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Flywheel Private Wealth LLC
Los Altos, CA |
Jan 14, 2025 Q4 2024 |
888
shares
|
$277,384
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Northwest Quadrant Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
887
shares
|
$277,072
0.06% of portfolio
|
Q4 2024
Added 0.57%
|
|
|
Mc Donough Capital Management, Inc
Orlando, FL |
Apr 14, 2025 Q1 2025 |
887
shares
|
$277,072
0.18% of portfolio
|
Q1 2025
Reduced 3.17%
|
|
|
Sykon Capital LLC
Harrison, NY |
Feb 11, 2025 Q4 2024 |
887
shares
|
$277,072
0.09% of portfolio
|
Q3 2023
New holding
|
|
|
Firethorn Wealth Partners, LLC
|
Apr 10, 2025 Q1 2025 |
885
shares
|
$276,447
0.14% of portfolio
|
Q1 2025
Added 1.14%
|
|
|
Wealth Effects LLC
|
Jan 22, 2025 Q4 2024 |
885
shares
|
$276,447
0.1% of portfolio
|
Q4 2024
Reduced 33.36%
|
|
|
Smith & Howard Wealth Management, LLC
|
Feb 07, 2025 Q4 2024 |
885
shares
|
$276,447
0.07% of portfolio
|
Q2 2024
Added 0.45%
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Feb 07, 2025 Q4 2024 |
885
shares
|
$276,447
0.05% of portfolio
|
Q4 2024
Added 15.54%
|
|
|
Pollock Investment Advisors, LLC
Ann Arbor, MI |
Feb 10, 2025 Q4 2024 |
885
shares
|
$276,447
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Facet Wealth, Inc.
|
Feb 10, 2025 Q4 2024 |
884
shares
|
$276,135
0.01% of portfolio
|
Q4 2024
Added 7.8%
|
|
|
Courage Miller Partners, LLC
|
Jan 16, 2025 Q4 2024 |
883
shares
|
$275,822
0.09% of portfolio
|
Q4 2024
Reduced 2.43%
|
|
|
Nelson Capital Management, LLC
|
Feb 04, 2025 Q4 2024 |
880
shares
|
$274,885
0.04% of portfolio
|
Q3 2024
Added 7.98%
|
|
|
Correct Capital Wealth Management
Clayton, MO |
Aug 13, 2024 Q2 2024 |
880
shares
|
$274,885
0.07% of portfolio
|
Q1 2024
Reduced 2.0%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
879
shares
|
$274,573
0.05% of portfolio
|
Q2 2024
Reduced 0.25%
|
|
|
Hyperion Partners, LLC
Berwyn, PA |
Oct 08, 2024 Q3 2024 |
878
shares
|
$274,260
0.17% of portfolio
|
Q3 2024
Reduced 2.23%
|
|
|
Wittenberg Investment Management, Inc.
Carlisle, MA |
Feb 12, 2025 Q4 2024 |
875
shares
|
$273,323
0.12% of portfolio
|
Q2 2023
Reduced 18.6%
|
|
|
Wealthstream Advisors, Inc.
|
Feb 04, 2025 Q4 2024 |
874
shares
|
$273,011
0.05% of portfolio
|
Q4 2024
Reduced 31.56%
|
|
|
Red Wave Investments LLC
Dillsburg, PA |
Feb 03, 2025 Q4 2024 |
872
shares
|
$272,386
0.1% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Blue Barn Wealth, LLC
|
Feb 06, 2025 Q4 2024 |
871
shares
|
$272,074
0.13% of portfolio
|
Q4 2024
Added 4.31%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Jan 27, 2025 Q4 2024 |
871
shares
|
$272,074
0.05% of portfolio
|
Q4 2024
Added 24.43%
|
|
|
Iron Financial, LLC
|
Jan 22, 2025 Q4 2024 |
870
shares
|
$271,761
0.14% of portfolio
|
Q4 2024
Added 0.46%
|
|
|
Hickory Point Bank & Trust
Decatur, IL |
Apr 14, 2025 Q1 2025 |
870
shares
|
$271,761
0.24% of portfolio
|
Q1 2025
Added 18.85%
|