Institutional Ownership Mcdonalds Corp (MCD)
This table provides information about the institutional ownership of Mcdonalds Corp (MCD). We have compiled data on the 3,373 institutions that hold shares in the stock, with a total of 502 Million shares, which have been reported (via 13F filing form) to have a value of $149 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
1,432
shares
|
$425,031
0.23% of portfolio
|
Q4 2023
Reduced 4.41%
|
|
Trail Ridge Investment Advisors, LLC
|
Aug 14, 2024 Q2 2024 |
1,431
shares
|
$424,735
0.19% of portfolio
|
Q2 2024
Added 5.92%
|
|
Alliance Wealth Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
1,429
shares
|
$424,141
0.23% of portfolio
|
Q2 2024
Reduced 1.72%
|
|
Bigelow Investment Advisors, LLC
|
Aug 08, 2024 Q2 2024 |
1,426
shares
|
$423,251
0.17% of portfolio
|
Q2 2024
Reduced 0.14%
|
|
Tobam
|
Aug 01, 2024 Q2 2024 |
1,426
shares
|
$423,251
0.06% of portfolio
|
Q2 2024
Reduced 54.87%
|
|
Pettinga Financial Advisors, LLC
|
Jul 25, 2024 Q2 2024 |
1,424
shares
|
$422,657
0.09% of portfolio
|
Q2 2024
Added 0.07%
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
1,424
shares
|
$422,657
0.01% of portfolio
|
Q1 2024
Reduced 69.77%
|
|
Sunburst Financial Group, LLC
|
Jul 12, 2024 Q2 2024 |
1,420
shares
|
$421,470
0.1% of portfolio
|
Q4 2023
Added 21.58%
|
|
Darden Wealth Group Inc
Ann Arbor, MI |
Aug 06, 2024 Q2 2024 |
1,420
shares
|
$421,470
0.22% of portfolio
|
Q4 2023
New holding
|
|
Life Steps Financial, Inc.
|
Jul 17, 2024 Q2 2024 |
1,415
shares
|
$419,986
0.3% of portfolio
|
Q4 2023
New holding
|
|
Keating Investment Counselors Inc
|
Aug 06, 2024 Q2 2024 |
1,415
shares
|
$419,986
0.16% of portfolio
|
Q2 2024
Reduced 43.74%
|
|
Chase Investment Counsel Corp
|
Aug 19, 2024 Q2 2024 |
1,414
shares
|
$419,689
0.13% of portfolio
|
Q1 2024
Added 5.21%
|
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
Jul 15, 2024 Q2 2024 |
1,414
shares
|
$419,689
0.21% of portfolio
|
Q2 2024
New holding
|
|
Capital Planning Advisors, LLC
Sacramento, CA |
Aug 12, 2024 Q2 2024 |
1,410
shares
|
$418,502
0.06% of portfolio
|
Q2 2024
Reduced 22.7%
|
|
Fin Trust Capital Advisors, LLC
|
Jul 24, 2024 Q2 2024 |
1,409
shares
|
$418,205
0.07% of portfolio
|
Q2 2024
Added 8.8%
|
|
Patriot Investment Management Inc.
|
Jul 15, 2024 Q2 2024 |
1,405
shares
|
$417,018
0.03% of portfolio
|
Q1 2024
Reduced 1.47%
|
|
Source Financial Advisors LLC
New York, NY |
Jul 17, 2024 Q2 2024 |
1,402
shares
|
$416,127
0.11% of portfolio
|
Q2 2024
Added 0.14%
|
|
Pinnacle Financial Group, LLC
|
Aug 08, 2024 Q2 2024 |
1,401
shares
|
$415,830
0.15% of portfolio
|
Q2 2024
Added 77.34%
|
|
Brogan Financial, Inc.
Knoxville, TN |
Aug 13, 2024 Q2 2024 |
1,399
shares
|
$415,237
0.22% of portfolio
|
Q2 2024
Added 0.29%
|
|
American Institute For Advanced Investment Management, LLP
|
Jul 23, 2024 Q2 2024 |
1,395
shares
|
$414,049
0.27% of portfolio
|
Q2 2024
Reduced 6.38%
|
|
Kkm Financial LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
1,394
shares
|
$413,753
0.17% of portfolio
|
Q4 2023
New holding
|
|
Tufton Capital Management
|
Jul 31, 2024 Q2 2024 |
1,391
shares
|
$412,862
0.07% of portfolio
|
Q2 2024
Added 1.61%
|
|
Occidental Asset Management, LLC
|
Jul 15, 2024 Q2 2024 |
1,390
shares
|
$412,565
0.06% of portfolio
|
Q2 2024
Added 21.93%
|
|
Steigerwald, Gordon & Koch Inc.
|
Aug 07, 2024 Q2 2024 |
1,389
shares
|
$412,269
0.04% of portfolio
|
Q2 2024
Reduced 26.62%
|
|
Redw Wealth LLC
|
Aug 09, 2024 Q2 2024 |
1,388
shares
|
$411,972
0.09% of portfolio
|
Q3 2023
Added 0.65%
|