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 |
|---|---|---|---|---|---|
|
Stewart & Patten CO LLC
|
Apr 18, 2024 Q1 2024 |
3,984
shares
|
$1.21 Million
0.17% of portfolio
|
Q1 2024
Added 0.1%
|
|
|
Athena Investment Management
|
Nov 13, 2025 Q3 2025 |
3,980
shares
|
$1.21 Million
0.67% of portfolio
|
Q3 2025
Reduced 4.78%
|
|
|
Aurora Private Wealth, Inc.
|
Jul 24, 2025 Q2 2025 |
3,973
shares
|
$1.21 Million
0.86% of portfolio
|
Q2 2025
Added 0.76%
|
|
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
Jul 16, 2025 Q2 2025 |
3,969
shares
|
$1.21 Million
0.14% of portfolio
|
Q2 2025
Reduced 4.8%
|
|
|
Blue Fin Capital, Inc.
|
Nov 21, 2025 Q3 2025 |
3,954
shares
|
$1.21 Million
0.19% of portfolio
|
Q3 2025
Reduced 3.04%
|
|
|
Hms Capital Management, LLC
|
Oct 29, 2025 Q3 2025 |
3,942
shares
|
$1.2 Million
0.48% of portfolio
|
Q3 2025
Reduced 1.35%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
Nov 12, 2025 Q3 2025 |
3,942
shares
|
$1.2 Million
0.25% of portfolio
|
Q3 2025
Added 12.92%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Nov 18, 2025 Q3 2025 |
3,939
shares
|
$1.2 Million
0.05% of portfolio
|
Q3 2025
Added 2.77%
|
|
|
Fairhaven Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
3,937
shares
|
$1.2 Million
0.36% of portfolio
|
Q4 2024
Reduced 8.84%
|
|
|
Ls Investment Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
3,936
shares
|
$1.2 Million
0.18% of portfolio
|
Q3 2025
Reduced 18.02%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 27, 2025 Q3 2025 |
3,935
shares
|
$1.2 Million
0.09% of portfolio
|
Q3 2025
Reduced 4.26%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
Oct 30, 2025 Q3 2025 |
3,932
shares
|
$1.2 Million
0.2% of portfolio
|
Q3 2025
Added 0.61%
|
|
|
Cra Financial Services, LLC
|
Oct 16, 2025 Q3 2025 |
3,930
shares
|
$1.2 Million
0.18% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Rogco, LP
Claremore, OK |
Oct 30, 2025 Q3 2025 |
3,928
shares
|
$1.2 Million
0.42% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
Cassia Capital Partners, LLC
Winston Salem, NC |
Oct 27, 2025 Q3 2025 |
3,925
shares
|
$1.2 Million
0.65% of portfolio
|
Q3 2025
Added 14.17%
|
|
|
Lewis Capital Management, LLC
|
Nov 08, 2023 Q3 2023 |
3,923
shares
|
$1.2 Million
1.65% of portfolio
|
Q3 2023
Reduced 0.2%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Oct 17, 2025 Q3 2025 |
3,920
shares
|
$1.2 Million
0.45% of portfolio
|
Q3 2025
Reduced 0.13%
|
|
|
Francis Financial, Inc.
New York, NY |
Nov 05, 2025 Q3 2025 |
3,919
shares
|
$1.19 Million
0.29% of portfolio
|
Q3 2025
Reduced 0.15%
|
|
|
Private Wealth Strategies, L.L.C.
|
Aug 01, 2024 Q2 2024 |
3,903
shares
|
$1.19 Million
0.2% of portfolio
|
Q2 2024
Added 0.23%
|
|
|
Walter & Keenan Wealth Management LLC
|
Nov 13, 2025 Q3 2025 |
3,902
shares
|
$1.19 Million
0.33% of portfolio
|
Q3 2025
Added 5.03%
|
|
|
Spearhead Capital Advisors, LLC
Wellington, FL |
Nov 08, 2022 Q3 2022 |
3,896
shares
|
$1.19 Million
0.97% of portfolio
|
Q3 2022
Reduced 89.85%
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
3,887
shares
|
$1.19 Million
1.03% of portfolio
|
Q2 2022
Reduced 9.71%
|
|
|
Capital Management Associates, Inc
Minneapolis, MN |
Oct 22, 2025 Q3 2025 |
3,884
shares
|
$1.18 Million
0.32% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
3,873
shares
|
$1.18 Million
0.11% of portfolio
|
Q3 2025
Added 27.23%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Oct 14, 2025 Q3 2025 |
3,872
shares
|
$1.18 Million
0.23% of portfolio
|
Q3 2025
Added 5.16%
|
|