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 |
---|---|---|---|---|---|
Westend Capital Management, LLC
Sausalito, CA |
Jul 08, 2024 Q2 2024 |
324
shares
|
$96,166
0.03% of portfolio
|
Q2 2024
Reduced 15.84%
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
321
shares
|
$95,276
0.05% of portfolio
|
Q4 2022
Added 18.45%
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Jul 22, 2024 Q2 2024 |
321
shares
|
$95,276
0.03% of portfolio
|
Q4 2023
New holding
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Jul 23, 2024 Q2 2024 |
313
shares
|
$92,901
0.06% of portfolio
|
Q2 2024
New holding
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
308
shares
|
$91,417
0.06% of portfolio
|
Q1 2024
Reduced 32.75%
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Aug 13, 2024 Q2 2024 |
308
shares
|
$91,417
0.05% of portfolio
|
Q2 2024
Added 24.7%
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
305
shares
|
$90,527
0.04% of portfolio
|
Q3 2021
Added 48.78%
|
|
Paladin Advisory Group, LLC
|
Jul 24, 2024 Q2 2024 |
304
shares
|
$90,230
0.06% of portfolio
|
Q1 2023
New holding
|
|
Fsa Wealth Management LLC
Needham, MA |
May 16, 2024 Q1 2024 |
303
shares
|
$89,933
0.04% of portfolio
|
Q1 2024
Added 49.26%
|
|
Entry Point Capital, LLC
New York, NY |
Aug 13, 2024 Q2 2024 |
303
shares
|
$89,933
0.11% of portfolio
|
Q2 2024
Added 8.21%
|
|
Lummis Asset Management, LP
Fort Worth, TX |
Aug 14, 2024 Q2 2024 |
302
shares
|
$89,636
0.1% of portfolio
|
Q1 2024
Reduced 5.63%
|
|
Aspect Partners, LLC
Fairfax, VA |
Jul 15, 2024 Q2 2024 |
302
shares
|
$89,636
0.05% of portfolio
|
Q4 2023
New holding
|
|
Abound Wealth Management
Franklin, TN |
Aug 09, 2024 Q2 2024 |
302
shares
|
$89,636
0.03% of portfolio
|
Q2 2024
Reduced 3.82%
|
|
First Pacific Financial
|
Jul 19, 2024 Q2 2024 |
300
shares
|
$89,043
0.02% of portfolio
|
Q2 2024
Reduced 4.46%
|
|
Claremont Financial Group, Inc.
Claremont, CA |
Aug 15, 2022 Q1 2022 |
300
shares
|
$89,043
0.32% of portfolio
|
Q4 2021
New holding
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Jul 17, 2024 Q2 2024 |
297
shares
|
$88,152
0.03% of portfolio
|
Q2 2024
Reduced 23.26%
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Jul 09, 2024 Q2 2024 |
293
shares
|
$86,965
0.06% of portfolio
|
Q2 2024
New holding
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Aug 15, 2024 Q2 2024 |
292
shares
|
$86,668
0.06% of portfolio
|
Q4 2023
New holding
|
|
Country Trust Bank
|
Jul 12, 2024 Q2 2024 |
290
shares
|
$86,074
0.0% of portfolio
|
Q2 2024
Reduced 35.41%
|
|
Newfound Research LLC
|
Oct 13, 2022 Q3 2022 |
289
shares
|
$85,778
0.16% of portfolio
|
Q3 2022
Reduced 17.43%
|
|
Disciplina Capital Management LLC
Nashville, TN |
Aug 05, 2024 Q2 2024 |
289
shares
|
$85,778
0.01% of portfolio
|
Q2 2024
Added 0.35%
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
286
shares
|
$84,887
0.04% of portfolio
|
Q2 2024
New holding
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
285
shares
|
$84,590
0.02% of portfolio
|
Q3 2023
Added 8.78%
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Jul 17, 2024 Q2 2024 |
284
shares
|
$84,294
0.03% of portfolio
|
Q2 2023
New holding
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
282
shares
|
$83,700
0.03% of portfolio
|
Q4 2022
New holding
|