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 |
---|---|---|---|---|---|
Resurgent Financial Advisors LLC
Atlanta, GA |
Aug 14, 2024 Q2 2024 |
1,302
shares
|
$386,446
0.2% of portfolio
|
Q2 2024
Reduced 1.36%
|
|
Consilium Wealth Advisory, LLC
|
Aug 01, 2024 Q2 2024 |
1,301
shares
|
$386,149
0.18% of portfolio
|
Q1 2024
Reduced 4.83%
|
|
Heron Financial Group, LLC
|
Aug 10, 2023 Q2 2023 |
1,298
shares
|
$385,259
0.21% of portfolio
|
Q1 2023
Added 17.68%
|
|
Aspire Capital Advisors LLC
Seattle, WA |
Jul 19, 2024 Q2 2024 |
1,298
shares
|
$385,259
0.11% of portfolio
|
Q2 2024
Added 0.08%
|
|
Wealth Architects, LLC
|
Aug 08, 2024 Q2 2024 |
1,297
shares
|
$384,962
0.04% of portfolio
|
Q2 2024
Reduced 18.79%
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
Aug 14, 2024 Q2 2024 |
1,295
shares
|
$384,368
0.04% of portfolio
|
Q2 2024
Reduced 3.57%
|
|
Trillium Asset Management, LLC
Boston, MA |
Aug 07, 2024 Q2 2024 |
1,295
shares
|
$384,368
0.01% of portfolio
|
Q3 2023
Reduced 0.38%
|
|
Crescent Grove Advisors, LLC
|
Jul 22, 2024 Q2 2024 |
1,294
shares
|
$384,072
0.04% of portfolio
|
Q2 2024
Added 0.08%
|
|
Gem Asset Management, LLC
Plymouth, MI |
Aug 07, 2024 Q2 2024 |
1,294
shares
|
$384,072
0.21% of portfolio
|
Q1 2024
Added 0.08%
|
|
Cedrus LLC
Littleton, CO |
Jul 24, 2024 Q2 2024 |
1,292
shares
|
$383,478
0.16% of portfolio
|
Q2 2024
Added 1.73%
|
|
Kelly Financial Services LLC
Braintree, MA |
Aug 12, 2024 Q2 2024 |
1,290
shares
|
$382,884
0.12% of portfolio
|
Q2 2024
Reduced 9.47%
|
|
Hamilton Point Investment Advisors, LLC
|
Aug 06, 2024 Q2 2024 |
1,289
shares
|
$382,588
0.06% of portfolio
|
Q2 2023
Reduced 5.5%
|
|
Winch Advisory Services, LLC
Appleton, WI |
Jul 31, 2024 Q2 2024 |
1,289
shares
|
$382,588
0.1% of portfolio
|
Q2 2024
Reduced 1.6%
|
|
Acorn Financial Advisory Services Inc
|
Aug 01, 2024 Q2 2024 |
1,287
shares
|
$381,994
0.07% of portfolio
|
Q2 2024
Added 2.39%
|
|
Trust Investment Advisors
|
Aug 12, 2024 Q2 2024 |
1,287
shares
|
$381,994
0.21% of portfolio
|
Q2 2024
New holding
|
|
Peak Asset Management, LLC
Louisville, CO |
Aug 12, 2024 Q2 2024 |
1,287
shares
|
$381,994
0.07% of portfolio
|
Q1 2024
Reduced 1.3%
|
|
Flynn Zito Capital Management, LLC
|
Aug 05, 2024 Q2 2024 |
1,284
shares
|
$381,104
0.17% of portfolio
|
Q2 2024
Added 1.18%
|
|
Innovis Asset Management LLC
Chicago, IL |
Nov 09, 2023 Q3 2023 |
1,276
shares
|
$378,729
0.13% of portfolio
|
Q3 2023
New holding
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Jul 31, 2024 Q2 2024 |
1,274
shares
|
$378,135
0.18% of portfolio
|
Q2 2024
Reduced 0.16%
|
|
Clear Creek Financial Management, LLC
|
Jul 25, 2024 Q2 2024 |
1,265
shares
|
$375,464
0.04% of portfolio
|
Q2 2024
Reduced 2.24%
|
|
Sather Financial Group Inc
|
Jul 24, 2024 Q2 2024 |
1,262
shares
|
$374,574
0.02% of portfolio
|
Q2 2024
Reduced 93.69%
|
|
Stone Run Capital, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
1,260
shares
|
$373,980
0.13% of portfolio
|
Q3 2023
New holding
|
|
Worldquant Millennium Advisors LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
1,259
shares
|
$373,683
0.0% of portfolio
|
Q2 2024
Reduced 84.95%
|
|
Prospect Financial Services LLC
Melville, NY |
Jul 15, 2024 Q2 2024 |
1,255
shares
|
$372,496
0.25% of portfolio
|
Q2 2024
Added 0.16%
|
|
Jessup Wealth Management, Inc
Dayton, OH |
Jul 26, 2024 Q2 2024 |
1,253
shares
|
$371,902
0.14% of portfolio
|
Q2 2024
Reduced 4.71%
|