Institutional Ownership Mcdonalds Corp (MCD)
This table provides information about the institutional ownership of Mcdonalds Corp (MCD). We have compiled data on the 3,724 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 $156 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
13,439
shares
|
$4.07 Million
0.4% of portfolio
|
Q3 2023
Reduced 15.6%
|
|
|
Essex Financial Services, Inc.
|
Jan 29, 2025 Q4 2024 |
13,415
shares
|
$4.07 Million
0.29% of portfolio
|
Q4 2024
Added 5.36%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 29, 2025 Q4 2024 |
13,406
shares
|
$4.06 Million
0.15% of portfolio
|
Q4 2024
Reduced 1.27%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Feb 07, 2025 Q4 2024 |
13,374
shares
|
$4.05 Million
0.23% of portfolio
|
Q4 2024
Reduced 3.54%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Feb 11, 2025 Q4 2024 |
13,333
shares
|
$4.04 Million
0.29% of portfolio
|
Q4 2024
Reduced 4.78%
|
|
|
Asset Planning,Inc
Cypress, CA |
Jan 30, 2025 Q4 2024 |
13,323
shares
|
$4.04 Million
2.94% of portfolio
|
Q4 2024
New holding
|
|
|
Alpha Omega Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
13,262
shares
|
$4.02 Million
0.74% of portfolio
|
Q4 2024
Reduced 0.59%
|
|
|
Shorepoint Capital Partners LLC
Norwood, MA |
Feb 14, 2025 Q4 2024 |
13,261
shares
|
$4.02 Million
0.92% of portfolio
|
Q4 2024
Reduced 0.4%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
13,253
shares
|
$4.02 Million
0.41% of portfolio
|
Q4 2022
Reduced 27.35%
|
|
|
Ritholtz Wealth Management
|
Jan 14, 2025 Q4 2024 |
13,250
shares
|
$4.02 Million
0.11% of portfolio
|
Q4 2024
Added 6.7%
|
|
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
Jan 29, 2025 Q4 2024 |
13,238
shares
|
$4.01 Million
0.8% of portfolio
|
Q4 2024
Added 3.42%
|
|
|
Greatmark Investment Partners, Inc.
|
Feb 10, 2025 Q4 2024 |
13,212
shares
|
$4 Million
0.52% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Vinva Investment Management LTD
Sydney, C3 |
Feb 10, 2025 Q4 2024 |
13,206
shares
|
$4 Million
0.15% of portfolio
|
Q4 2024
Reduced 4.12%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
13,203
shares
|
$4 Million
0.18% of portfolio
|
Q4 2024
Added 50.75%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Jan 31, 2025 Q4 2024 |
13,200
shares
|
$4 Million
0.15% of portfolio
|
Q4 2024
Reduced 2.31%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
13,190
shares
|
$4 Million
0.3% of portfolio
|
Q4 2023
Added 2.0%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
13,175
shares
|
$3.99 Million
0.85% of portfolio
|
Q3 2024
Reduced 2.75%
|
|
|
Coastline Trust CO
|
Feb 13, 2025 Q4 2024 |
13,148
shares
|
$3.98 Million
0.45% of portfolio
|
Q4 2024
Reduced 2.69%
|
|
|
Holderness Investments CO
Greensboro, NC |
Feb 11, 2025 Q4 2024 |
13,147
shares
|
$3.98 Million
0.85% of portfolio
|
Q4 2024
Reduced 0.94%
|
|
|
Brady Family Wealth, LLC
Saint Louis, MO |
Jan 14, 2025 Q4 2024 |
13,094
shares
|
$3.97 Million
1.16% of portfolio
|
Q4 2024
Reduced 1.63%
|
|
|
Silvant Capital Management LLC
|
Feb 13, 2025 Q4 2024 |
13,086
shares
|
$3.97 Million
0.16% of portfolio
|
Q3 2024
Reduced 9.83%
|
|
|
Dorchester Wealth Management CO
|
Feb 03, 2025 Q4 2024 |
13,034
shares
|
$3.95 Million
0.76% of portfolio
|
Q4 2024
Reduced 1.47%
|
|
|
Alta Capital Management LLC
|
Feb 06, 2025 Q4 2024 |
13,032
shares
|
$3.95 Million
0.23% of portfolio
|
Q4 2024
Added 9.71%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Feb 13, 2025 Q4 2024 |
13,026
shares
|
$3.95 Million
0.13% of portfolio
|
Q4 2024
Added 5.03%
|
|
|
Pictet Bank & Trust LTD
|
Jan 30, 2025 Q4 2024 |
13,000
shares
|
$3.94 Million
3.77% of portfolio
|
Q3 2024
Reduced 29.61%
|