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 $148 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Cpa Asset Management LLC
West Palm Beach, FL |
Jul 11, 2024 Q2 2024 |
11,016
shares
|
$3.24 Million
1.5% of portfolio
|
Q4 2023
Reduced 0.77%
|
|
Jackson Hole Capital Partners, LLC
|
Aug 13, 2024 Q2 2024 |
11,003
shares
|
$3.23 Million
0.62% of portfolio
|
Q2 2024
Added 2.25%
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Sep 09, 2024 Q2 2024 |
11,000
shares
|
$3.23 Million
0.93% of portfolio
|
Q2 2024
New holding
|
|
Csenge Advisory Group
|
Jul 10, 2024 Q2 2024 |
10,995
shares
|
$3.23 Million
0.16% of portfolio
|
Q2 2024
Added 2.61%
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Aug 01, 2024 Q2 2024 |
10,986
shares
|
$3.23 Million
0.27% of portfolio
|
Q2 2024
Reduced 17.28%
|
|
Lake Street Financial LLC
|
Jul 12, 2024 Q2 2024 |
10,974
shares
|
$3.22 Million
0.37% of portfolio
|
Q2 2024
Reduced 2.88%
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
10,974
shares
|
$3.22 Million
0.37% of portfolio
|
Q2 2024
Reduced 59.66%
|
|
Simmons Bank
|
Jul 26, 2024 Q2 2024 |
10,952
shares
|
$3.22 Million
0.21% of portfolio
|
Q2 2024
Reduced 1.41%
|
|
Borer Denton & Associates, Inc.
Blue Bell, PA |
Aug 13, 2024 Q2 2024 |
10,936
shares
|
$3.21 Million
1.01% of portfolio
|
Q1 2024
Reduced 4.47%
|
|
Oak Harbor Wealth Partners, LLC
|
Jul 18, 2024 Q2 2024 |
10,923
shares
|
$3.21 Million
0.88% of portfolio
|
Q1 2024
Reduced 0.65%
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jul 29, 2024 Q2 2024 |
10,918
shares
|
$3.21 Million
0.23% of portfolio
|
Q2 2024
Added 5.43%
|
|
Pinnacle Wealth Planning Services, Inc.
|
Aug 09, 2024 Q2 2024 |
10,915
shares
|
$3.21 Million
0.4% of portfolio
|
Q2 2024
Reduced 1.93%
|
|
Provident Investment Management, Inc.
Novi, MI |
Aug 07, 2024 Q2 2024 |
10,900
shares
|
$3.2 Million
0.27% of portfolio
|
Q2 2024
Reduced 1.58%
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jul 29, 2024 Q2 2024 |
10,887
shares
|
$3.2 Million
0.59% of portfolio
|
Q2 2024
Reduced 12.94%
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Aug 15, 2024 Q2 2024 |
10,870
shares
|
$3.19 Million
0.75% of portfolio
|
Q2 2024
Reduced 0.68%
|
|
First United Bank & Trust
|
Aug 12, 2024 Q2 2024 |
10,868
shares
|
$3.19 Million
1.06% of portfolio
|
Q2 2024
Reduced 0.31%
|
|
Perbak Capital Partners LLP
London, X0 |
Aug 14, 2024 Q2 2024 |
10,836
shares
|
$3.18 Million
0.82% of portfolio
|
Q2 2024
New holding
|
|
Chicago Trust CO Na
|
Jul 11, 2024 Q2 2024 |
10,788
shares
|
$3.17 Million
0.67% of portfolio
|
Q2 2024
Reduced 1.79%
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Jul 19, 2024 Q2 2024 |
10,777
shares
|
$3.17 Million
0.5% of portfolio
|
Q2 2024
Reduced 0.71%
|
|
Wambolt & Associates, LLC
|
Aug 07, 2024 Q2 2024 |
10,770
shares
|
$3.16 Million
0.8% of portfolio
|
Q2 2024
Added 5.7%
|
|
Exchange Capital Management, Inc.
|
Jul 23, 2024 Q2 2024 |
10,757
shares
|
$3.16 Million
0.46% of portfolio
|
Q2 2024
Reduced 3.13%
|
|
Vinva Investment Management LTD
Sydney, C3 |
Aug 13, 2024 Q2 2024 |
10,699
shares
|
$3.14 Million
0.14% of portfolio
|
Q2 2024
Added 227.49%
|
|
Shell Asset Management CO
The Hague, P7 |
Jul 31, 2024 Q1 2024 |
10,671
shares
|
$3.14 Million
0.12% of portfolio
|
Q1 2024
Reduced 3.59%
|
|
O'Brien Wealth Partners LLC
|
Jul 22, 2024 Q2 2024 |
10,637
shares
|
$3.13 Million
0.65% of portfolio
|
Q2 2024
Reduced 0.32%
|
|
Kiley Juergens Wealth Management, LLC
|
Jul 23, 2024 Q2 2024 |
10,573
shares
|
$3.11 Million
0.78% of portfolio
|
Q2 2024
Reduced 0.68%
|