Institutional Ownership Mcdonalds Corp (MCD)
This table provides information about the institutional ownership of Mcdonalds Corp (MCD). We have compiled data on the 3,657 institutions that hold shares in the stock, with a total of 516 Million shares, which have been reported (via 13F filing form) to have a value of $160 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Balboa Wealth Partners
Newport Beach, CA |
Feb 10, 2025 Q4 2024 |
2,576
shares
|
$798,611
0.18% of portfolio
|
Q4 2024
Reduced 3.52%
|
|
|
Austin Private Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
2,571
shares
|
$797,061
0.07% of portfolio
|
Q4 2024
Added 10.49%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
2,570
shares
|
$796,751
0.26% of portfolio
|
Q4 2023
Reduced 2.91%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
2,569
shares
|
$796,441
0.06% of portfolio
|
Q4 2023
Added 0.31%
|
|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
2,569
shares
|
$796,441
0.22% of portfolio
|
Q4 2024
Reduced 0.66%
|
|
|
Winthrop Advisory Group LLC
|
Jan 13, 2025 Q4 2024 |
2,565
shares
|
$795,201
0.08% of portfolio
|
Q4 2024
Reduced 0.43%
|
|
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
Feb 03, 2025 Q4 2024 |
2,565
shares
|
$795,201
0.38% of portfolio
|
Q4 2024
Added 7.41%
|
|
|
Aspiriant, LLC
|
Jan 16, 2025 Q4 2024 |
2,562
shares
|
$794,271
0.03% of portfolio
|
Q4 2024
Reduced 2.7%
|
|
|
Verity Asset Management, Inc.
Durham, NC |
Jan 24, 2025 Q4 2024 |
2,557
shares
|
$792,721
0.41% of portfolio
|
Q4 2024
Reduced 44.99%
|
|
|
Viawealth, LLC
Overland Park, KS |
Feb 11, 2025 Q4 2024 |
2,557
shares
|
$792,721
0.45% of portfolio
|
Q4 2024
Reduced 10.44%
|
|
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
Dec 06, 2024 Q3 2024 |
2,557
shares
|
$792,721
0.52% of portfolio
|
Q2 2024
Reduced 0.08%
|
|
|
Stegent Equity Advisors, Inc.
Houston, TX |
Feb 04, 2025 Q4 2024 |
2,554
shares
|
$791,791
0.88% of portfolio
|
Q4 2024
Added 150.15%
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
2,551
shares
|
$790,861
0.16% of portfolio
|
Q4 2023
Added 1.39%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
2,546
shares
|
$789,310
0.12% of portfolio
|
Q3 2024
Added 7.38%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
2,545
shares
|
$789,000
0.17% of portfolio
|
Q3 2024
Reduced 29.91%
|
|
|
Somerset Group LLC
Wayzata, MN |
Feb 11, 2025 Q4 2024 |
2,544
shares
|
$788,690
0.69% of portfolio
|
Q1 2024
Reduced 31.87%
|
|
|
Star Financial Bank
Fort Wayne, IN |
Nov 08, 2024 Q3 2024 |
2,537
shares
|
$786,520
0.52% of portfolio
|
Q3 2024
Reduced 11.66%
|
|
|
Exchange Bank
Santa Rosa, CA |
Jan 16, 2025 Q4 2024 |
2,536
shares
|
$786,210
0.59% of portfolio
|
Q4 2024
Reduced 14.96%
|
|
|
Ridgecrest Wealth Partners, LLC
|
Jan 22, 2025 Q4 2024 |
2,535
shares
|
$785,900
0.4% of portfolio
|
Q3 2024
Added 4.11%
|
|
|
Mjp Associates Inc
|
Nov 12, 2024 Q3 2024 |
2,533
shares
|
$785,280
0.15% of portfolio
|
Q3 2024
Reduced 3.54%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
2,532
shares
|
$784,970
0.05% of portfolio
|
Q4 2022
Reduced 0.12%
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
Jan 23, 2025 Q4 2024 |
2,531
shares
|
$784,660
0.41% of portfolio
|
Q4 2024
Added 0.72%
|
|
|
Cm Wealth Advisors LLC
Beachwood, OH |
Feb 13, 2025 Q4 2024 |
2,529
shares
|
$784,040
0.25% of portfolio
|
Q2 2024
Added 92.47%
|
|
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
Feb 11, 2025 Q4 2024 |
2,527
shares
|
$783,420
0.31% of portfolio
|
Q4 2024
Added 1.9%
|
|
|
Aldebaran Financial Inc.
|
Nov 21, 2024 Q3 2024 |
2,522
shares
|
$781,870
0.96% of portfolio
|
Q3 2024
Added 0.08%
|