Institutional Ownership Mcdonalds Corp (MCD)
This table provides information about the institutional ownership of Mcdonalds Corp (MCD). We have compiled data on the 3,729 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 |
|---|---|---|---|---|---|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
24,938
shares
|
$7.6 Million
0.26% of portfolio
|
Q2 2023
New holding
|
|
|
Infusive Asset Management Inc.
New York, NY |
Feb 13, 2025 Q4 2024 |
24,936
shares
|
$7.6 Million
3.23% of portfolio
|
Q4 2024
Reduced 53.07%
|
|
|
Campbell Newman Asset Management Inc
|
Jan 14, 2025 Q4 2024 |
24,901
shares
|
$7.59 Million
0.62% of portfolio
|
Q2 2024
Reduced 2.22%
|
|
|
Windle Wealth, LLC
Oklahoma City, OK |
Feb 07, 2025 Q4 2024 |
24,868
shares
|
$7.58 Million
3.99% of portfolio
|
Q4 2024
Added 1.98%
|
|
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
Feb 07, 2025 Q4 2024 |
24,862
shares
|
$7.58 Million
0.83% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
24,839
shares
|
$7.57 Million
0.24% of portfolio
|
Q4 2024
Reduced 17.48%
|
|
|
Edge Wealth Management LLC
|
Jan 14, 2025 Q4 2024 |
24,671
shares
|
$7.52 Million
1.51% of portfolio
|
Q4 2024
Reduced 1.35%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
24,656
shares
|
$7.52 Million
0.47% of portfolio
|
Q4 2024
Reduced 1.7%
|
|
|
Cornerstone Wealth Group, LLC
|
Jan 22, 2025 Q4 2024 |
24,645
shares
|
$7.51 Million
0.54% of portfolio
|
Q4 2024
Added 2.64%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Jan 30, 2025 Q4 2024 |
24,626
shares
|
$7.51 Million
0.34% of portfolio
|
Q4 2024
Reduced 4.93%
|
|
|
Oak Harvest Investment Services
|
Jan 23, 2025 Q4 2024 |
24,503
shares
|
$7.47 Million
1.0% of portfolio
|
Q4 2024
Added 52.13%
|
|
|
Oxbow Advisors, LLC
Corpus Christi, TX |
Feb 03, 2025 Q4 2024 |
24,413
shares
|
$7.44 Million
1.0% of portfolio
|
Q4 2024
Added 2.28%
|
|
|
Steel Peak Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
24,316
shares
|
$7.41 Million
0.29% of portfolio
|
Q4 2024
Reduced 5.61%
|
|
|
Cypress Capital Group
|
Feb 06, 2025 Q4 2024 |
24,310
shares
|
$7.41 Million
0.88% of portfolio
|
Q4 2024
Reduced 5.58%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Feb 07, 2025 Q4 2024 |
24,230
shares
|
$7.39 Million
0.57% of portfolio
|
Q4 2024
Reduced 15.25%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
24,228
shares
|
$7.38 Million
0.28% of portfolio
|
Q4 2024
Added 2.0%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
24,207
shares
|
$7.38 Million
0.2% of portfolio
|
Q4 2023
Added 2.08%
|
|
|
Hantz Financial Services, Inc.
|
Jan 23, 2025 Q4 2024 |
24,080
shares
|
$7.34 Million
0.12% of portfolio
|
Q4 2024
Reduced 3.94%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
24,069
shares
|
$7.34 Million
1.65% of portfolio
|
Q4 2022
Reduced 6.36%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
24,064
shares
|
$7.33 Million
0.53% of portfolio
|
Q3 2023
Added 0.4%
|
|
|
Eliot Finkel Investment Counsel, LLC
|
Feb 05, 2025 Q4 2024 |
24,025
shares
|
$7.32 Million
4.44% of portfolio
|
Q4 2024
Reduced 1.13%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Feb 07, 2025 Q4 2024 |
23,855
shares
|
$7.27 Million
0.37% of portfolio
|
Q4 2024
Added 2.81%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
23,769
shares
|
$7.25 Million
0.95% of portfolio
|
Q4 2022
Added 0.01%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jan 14, 2025 Q4 2024 |
23,769
shares
|
$7.25 Million
0.37% of portfolio
|
Q4 2024
Added 11.99%
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
23,731
shares
|
$7.23 Million
1.87% of portfolio
|
Q3 2024
Added 0.46%
|