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 |
---|---|---|---|---|---|
Citadel Investment Advisory, Inc.
|
Jul 15, 2024 Q2 2024 |
10,568
shares
|
$3.11 Million
1.53% of portfolio
|
Q4 2022
Reduced 0.47%
|
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
Jul 16, 2024 Q2 2024 |
10,560
shares
|
$3.1 Million
2.21% of portfolio
|
Q2 2024
Reduced 0.5%
|
|
Garrett Investment Advisors LLC
|
Jul 10, 2024 Q2 2024 |
10,546
shares
|
$3.1 Million
0.33% of portfolio
|
Q2 2024
Added 6.34%
|
|
Valley National Advisers Inc
|
Jul 18, 2024 Q2 2024 |
10,520
shares
|
$3.09 Million
0.4% of portfolio
|
Q2 2024
Reduced 4.35%
|
|
Shoker Investment Counsel, Inc.
Oxford, OH |
Jul 31, 2024 Q2 2024 |
10,499
shares
|
$3.09 Million
0.95% of portfolio
|
Q2 2024
Added 3.36%
|
|
Dillon & Associates Inc
|
Aug 06, 2024 Q2 2024 |
10,449
shares
|
$3.07 Million
0.39% of portfolio
|
Q2 2024
Reduced 3.33%
|
|
Forvis Wealth Advisors, LLC
|
Aug 09, 2024 Q2 2024 |
10,418
shares
|
$3.06 Million
0.07% of portfolio
|
Q2 2024
Added 23.7%
|
|
Amg National Trust Bank
|
Jul 25, 2024 Q2 2024 |
10,388
shares
|
$3.05 Million
0.07% of portfolio
|
Q2 2024
Added 8.57%
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Aug 14, 2024 Q2 2024 |
10,385
shares
|
$3.05 Million
0.31% of portfolio
|
Q2 2024
Reduced 8.9%
|
|
Pinnacle Holdings, LLC
Tulsa, OK |
Aug 13, 2024 Q2 2024 |
10,355
shares
|
$3.04 Million
1.33% of portfolio
|
Q2 2024
Reduced 1.38%
|
|
Crossvault Capital Management LLC
|
Aug 08, 2022 Q2 2022 |
10,342
shares
|
$3.04 Million
1.0% of portfolio
|
Q2 2022
Reduced 4.26%
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Aug 12, 2024 Q2 2024 |
10,328
shares
|
$3.03 Million
0.25% of portfolio
|
Q2 2024
Reduced 2.59%
|
|
Weil Company, Inc.
|
Aug 05, 2024 Q2 2024 |
10,323
shares
|
$3.03 Million
1.04% of portfolio
|
Q1 2024
Reduced 23.78%
|
|
Salomon & Ludwin, LLC
|
Jul 25, 2024 Q2 2024 |
10,315
shares
|
$3.03 Million
0.29% of portfolio
|
Q2 2024
Reduced 5.8%
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 14, 2024 Q2 2024 |
10,306
shares
|
$3.03 Million
0.13% of portfolio
|
Q2 2024
Reduced 15.2%
|
|
Rkl Wealth Management LLC
|
Jul 17, 2024 Q2 2024 |
10,242
shares
|
$3.01 Million
0.25% of portfolio
|
Q2 2024
Reduced 2.58%
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Aug 12, 2024 Q2 2024 |
10,222
shares
|
$3 Million
0.2% of portfolio
|
Q2 2024
Reduced 16.23%
|
|
Trajan Wealth LLC
Scottsdale, AZ |
Jul 26, 2024 Q2 2024 |
10,217
shares
|
$3 Million
0.17% of portfolio
|
Q2 2024
Added 20.61%
|
|
Lester Murray Antman Dba Simply Rich
|
Jul 26, 2024 Q2 2024 |
10,209
shares
|
$3 Million
0.82% of portfolio
|
Q2 2024
Reduced 1.09%
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
10,166
shares
|
$2.99 Million
0.48% of portfolio
|
Q1 2024
Reduced 2.51%
|
|
Lawson Kroeker Investment Management Inc
|
Jul 29, 2024 Q2 2024 |
10,162
shares
|
$2.99 Million
0.53% of portfolio
|
Q1 2024
Reduced 3.49%
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
10,141
shares
|
$2.98 Million
0.3% of portfolio
|
Q2 2022
Reduced 2.28%
|
|
Bank Of Nova Scotia Trust CO
|
Aug 14, 2024 Q2 2024 |
10,124
shares
|
$2.98 Million
0.31% of portfolio
|
Q2 2024
Added 0.71%
|
|
Achmea Investment Management B.V.
|
Aug 08, 2024 Q2 2024 |
10,121
shares
|
$2.97 Million
0.05% of portfolio
|
Q2 2024
Reduced 86.9%
|
|
Bell & Brown Wealth Advisors, LLC
|
Aug 13, 2024 Q2 2024 |
10,118
shares
|
$2.97 Million
1.05% of portfolio
|
Q2 2024
Added 9.64%
|