Institutional Ownership Mcdonalds Corp (MCD)
This table provides information about the institutional ownership of Mcdonalds Corp (MCD). We have compiled data on the 3,623 institutions that hold shares in the stock, with a total of 503 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 |
|---|---|---|---|---|---|
|
Optimum Investment Advisors
|
Feb 11, 2025 Q4 2024 |
3,753
shares
|
$1.16 Million
0.49% of portfolio
|
Q4 2024
Reduced 1.31%
|
|
|
Heartwood Wealth Advisors LLC
|
Jan 10, 2025 Q4 2024 |
3,752
shares
|
$1.16 Million
0.12% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
3,749
shares
|
$1.16 Million
0.1% of portfolio
|
Q4 2024
Reduced 5.59%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Feb 10, 2025 Q4 2024 |
3,734
shares
|
$1.16 Million
0.25% of portfolio
|
Q4 2024
Reduced 0.72%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jan 27, 2025 Q4 2024 |
3,724
shares
|
$1.16 Million
0.1% of portfolio
|
Q4 2024
Added 49.98%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
Feb 11, 2025 Q4 2024 |
3,722
shares
|
$1.15 Million
0.23% of portfolio
|
Q4 2024
Added 4.0%
|
|
|
Morton Community Bank
East Peoria, IL |
Feb 07, 2025 Q4 2024 |
3,715
shares
|
$1.15 Million
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jan 30, 2025 Q4 2024 |
3,711
shares
|
$1.15 Million
1.06% of portfolio
|
Q4 2024
New holding
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Jan 14, 2025 Q4 2024 |
3,710
shares
|
$1.15 Million
0.49% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
William B. Walkup & Associates, Inc.
Columbia, SC |
Nov 14, 2024 Q3 2024 |
3,703
shares
|
$1.15 Million
0.7% of portfolio
|
Q3 2024
Reduced 1.59%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
3,701
shares
|
$1.15 Million
0.47% of portfolio
|
Q4 2024
Added 5.56%
|
|
|
Enhancing Capital LLC
|
Feb 10, 2025 Q4 2024 |
3,700
shares
|
$1.15 Million
0.82% of portfolio
|
Q4 2024
Reduced 1.2%
|
|
|
Chimera Capital Management LLC
New York, NY |
May 15, 2023 Q1 2023 |
3,697
shares
|
$1.15 Million
0.49% of portfolio
|
Q1 2023
Reduced 60.7%
|
|
|
Klcm Advisors, Inc.
|
Jan 31, 2025 Q4 2024 |
3,684
shares
|
$1.14 Million
0.13% of portfolio
|
Q4 2024
Added 22.03%
|
|
|
Elevate Capital Advisors, LLC
Eagle, CO |
Jan 28, 2025 Q4 2024 |
3,681
shares
|
$1.14 Million
0.94% of portfolio
|
Q4 2024
New holding
|
|
|
Pds Planning, Inc
|
Feb 10, 2025 Q4 2024 |
3,675
shares
|
$1.14 Million
0.1% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Hanson & Doremus Investment Management
|
Jan 23, 2025 Q4 2024 |
3,674
shares
|
$1.14 Million
0.17% of portfolio
|
Q4 2024
Added 23.7%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
Feb 11, 2025 Q4 2024 |
3,674
shares
|
$1.14 Million
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Coastal Bridge Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
3,668
shares
|
$1.14 Million
0.31% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
Jan 17, 2025 Q4 2024 |
3,665
shares
|
$1.14 Million
0.8% of portfolio
|
Q4 2024
Reduced 3.98%
|
|
|
Hendershot Investments Inc.
|
Jan 28, 2025 Q4 2024 |
3,663
shares
|
$1.14 Million
0.15% of portfolio
|
Q3 2024
Reduced 1.61%
|
|
|
Gilbert & Cook, Inc.
|
Jan 23, 2025 Q4 2024 |
3,657
shares
|
$1.13 Million
0.15% of portfolio
|
Q4 2024
Reduced 0.27%
|
|
|
Compass Capital Management, Inc
|
Jan 24, 2025 Q4 2024 |
3,656
shares
|
$1.13 Million
0.07% of portfolio
|
Q2 2019
Reduced 0.54%
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
3,649
shares
|
$1.13 Million
0.89% of portfolio
|
Q2 2023
Reduced 1.78%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 17, 2025 Q4 2024 |
3,643
shares
|
$1.13 Million
0.42% of portfolio
|
Q4 2024
Added 5.23%
|