Institutional Ownership Mcdonalds Corp (MCD)
This table provides information about the institutional ownership of Mcdonalds Corp (MCD). We have compiled data on the 3,959 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 |
|---|---|---|---|---|---|
|
Enterprise Bank & Trust CO
|
Jul 07, 2025 Q2 2025 |
7,464
shares
|
$2.28 Million
0.82% of portfolio
|
Q1 2025
Reduced 0.21%
|
|
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
Aug 14, 2025 Q2 2025 |
7,434
shares
|
$2.27 Million
0.11% of portfolio
|
Q2 2025
Reduced 19.53%
|
|
|
Tradition Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
7,431
shares
|
$2.27 Million
0.19% of portfolio
|
Q3 2025
Reduced 0.8%
|
|
|
Brandywine Oak Private Wealth LLC
|
Oct 30, 2025 Q3 2025 |
7,417
shares
|
$2.26 Million
0.2% of portfolio
|
Q3 2025
Reduced 1.74%
|
|
|
Matrix Trust CO
|
Oct 14, 2025 Q3 2025 |
7,414
shares
|
$2.26 Million
0.35% of portfolio
|
Q3 2025
Reduced 4.56%
|
|
|
Panagora Asset Management Inc
Boston, MA |
Nov 13, 2025 Q3 2025 |
7,389
shares
|
$2.25 Million
0.01% of portfolio
|
Q3 2025
Added 39.34%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
7,359
shares
|
$2.24 Million
0.06% of portfolio
|
Q1 2024
Reduced 2.52%
|
|
|
Optimist Retirement Group LLC
Bellevue, WA |
Nov 17, 2025 Q3 2025 |
7,341
shares
|
$2.24 Million
1.03% of portfolio
|
Q3 2025
Added 1.0%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
7,330
shares
|
$2.23 Million
0.17% of portfolio
|
Q3 2025
Added 1.29%
|
|
|
Heartwood Wealth Advisors LLC
|
Oct 06, 2025 Q3 2025 |
7,329
shares
|
$2.23 Million
0.22% of portfolio
|
Q3 2025
Added 3.37%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Nov 13, 2025 Q3 2025 |
7,326
shares
|
$2.23 Million
0.18% of portfolio
|
Q3 2025
Added 2.86%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
7,312
shares
|
$2.23 Million
0.28% of portfolio
|
Q1 2024
Added 488.25%
|
|
|
Forbes J M & CO LLP
|
Oct 28, 2025 Q3 2025 |
7,305
shares
|
$2.23 Million
0.19% of portfolio
|
Q3 2025
Reduced 4.41%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
7,300
shares
|
$2.23 Million
0.08% of portfolio
|
Q3 2025
Added 4.6%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2025 Q3 2025 |
7,283
shares
|
$2.22 Million
0.09% of portfolio
|
Q3 2025
Added 4.4%
|
|
|
Sentinel Trust CO Lba
Houston, TX |
Nov 04, 2025 Q3 2025 |
7,275
shares
|
$2.22 Million
0.23% of portfolio
|
Q2 2025
Reduced 3.72%
|
|
|
Alerus Financial Na
Grand Forks, ND |
Nov 10, 2025 Q3 2025 |
7,248
shares
|
$2.21 Million
0.12% of portfolio
|
Q3 2025
Added 1078.54%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Oct 17, 2025 Q3 2025 |
7,237
shares
|
$2.21 Million
0.37% of portfolio
|
Q3 2025
Reduced 0.96%
|
|
|
Jgp Wealth Management, LLC
|
Oct 15, 2025 Q3 2025 |
7,235
shares
|
$2.21 Million
0.25% of portfolio
|
Q3 2025
Reduced 2.64%
|
|
|
Meridian Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
7,233
shares
|
$2.21 Million
0.09% of portfolio
|
Q3 2025
Reduced 5.5%
|
|
|
Cadinha & CO LLC
|
Oct 16, 2025 Q3 2025 |
7,229
shares
|
$2.2 Million
0.3% of portfolio
|
Q3 2025
Reduced 12.55%
|
|
|
Ntb Financial Corp
Centennial, CO |
Aug 09, 2022 Q2 2022 |
7,224
shares
|
$2.2 Million
1.44% of portfolio
|
Q2 2022
Reduced 1.23%
|
|
|
Stolper CO
|
Oct 10, 2025 Q3 2025 |
7,203
shares
|
$2.2 Million
0.66% of portfolio
|
Q3 2025
Added 2.67%
|
|
|
Eads & Heald Wealth Management
|
Oct 22, 2025 Q3 2025 |
7,188
shares
|
$2.19 Million
1.04% of portfolio
|
Q3 2025
Reduced 0.86%
|
|
|
Dantai Capital LTD
Hong Kong, K3 |
Dec 03, 2024 Q3 2024 |
7,170
shares
|
$2.19 Million
2.77% of portfolio
|
Q4 2023
Added 37.88%
|
|