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 |
---|---|---|---|---|---|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
10,115
shares
|
$2.97 Million
0.13% of portfolio
|
Q2 2024
Reduced 1.93%
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 16, 2024 Q2 2024 |
10,110
shares
|
$2.97 Million
0.52% of portfolio
|
Q2 2024
Reduced 0.31%
|
|
Sapient Capital LLC
Indianapolis, IN |
Jul 15, 2024 Q2 2024 |
10,082
shares
|
$2.96 Million
0.05% of portfolio
|
Q2 2024
Reduced 4.66%
|
|
Fulton Bank, N.A.
|
Jul 09, 2024 Q2 2024 |
10,081
shares
|
$2.96 Million
0.23% of portfolio
|
Q2 2024
Added 13.77%
|
|
Cohen Investment Advisors LLC
|
Jul 25, 2024 Q2 2024 |
10,012
shares
|
$2.94 Million
1.7% of portfolio
|
Q2 2024
Reduced 3.08%
|
|
Carmichael Hill & Associates, Inc.
|
Aug 02, 2024 Q2 2024 |
9,997
shares
|
$2.94 Million
1.01% of portfolio
|
Q1 2024
Added 2.38%
|
|
Widmann Financial Services, Inc.
|
Aug 14, 2024 Q2 2024 |
9,954
shares
|
$2.93 Million
2.07% of portfolio
|
Q2 2024
Reduced 0.79%
|
|
Stratos Wealth Advisors, LLC
|
Jul 24, 2024 Q2 2024 |
9,943
shares
|
$2.92 Million
0.13% of portfolio
|
Q2 2024
Reduced 18.35%
|
|
Marino, Stram & Associates LLC
|
Jul 18, 2024 Q2 2024 |
9,881
shares
|
$2.9 Million
0.62% of portfolio
|
Q2 2024
Added 0.22%
|
|
Citizens National Bank Trust Department
|
Jul 22, 2024 Q2 2024 |
9,872
shares
|
$2.9 Million
0.56% of portfolio
|
Q2 2024
Reduced 0.03%
|
|
Country Club Bank
|
Jul 16, 2024 Q2 2024 |
9,866
shares
|
$2.9 Million
0.18% of portfolio
|
Q2 2024
Added 2.53%
|
|
Benjamin Edwards Inc
Clayton, MO |
Aug 12, 2024 Q2 2024 |
9,862
shares
|
$2.9 Million
0.48% of portfolio
|
Q2 2024
Reduced 3.06%
|
|
Htlf Bank
Denver, CO |
Jul 23, 2024 Q2 2024 |
9,852
shares
|
$2.9 Million
0.29% of portfolio
|
Q2 2024
Reduced 2.03%
|
|
Birinyi Associates Inc
|
Aug 01, 2024 Q2 2024 |
9,829
shares
|
$2.89 Million
0.76% of portfolio
|
Q2 2024
New holding
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
9,816
shares
|
$2.88 Million
0.33% of portfolio
|
Q2 2024
Reduced 11.97%
|
|
Principal Securities, Inc.
Des Moines, IA |
Jul 31, 2024 Q2 2024 |
9,753
shares
|
$2.87 Million
0.07% of portfolio
|
Q2 2024
Reduced 2.28%
|
|
Icw Investment Advisors LLC
Scottsdale, AZ |
Aug 05, 2024 Q2 2024 |
9,741
shares
|
$2.86 Million
1.16% of portfolio
|
Q2 2024
Added 0.08%
|
|
Affinity Capital Advisors, LLC
|
Aug 13, 2024 Q2 2024 |
9,738
shares
|
$2.86 Million
0.53% of portfolio
|
Q2 2024
Reduced 0.33%
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jul 31, 2024 Q2 2024 |
9,722
shares
|
$2.86 Million
0.2% of portfolio
|
Q2 2024
Added 6.22%
|
|
Front Street Capital Management, Inc.
|
Aug 14, 2024 Q2 2024 |
9,713
shares
|
$2.85 Million
0.47% of portfolio
|
Q4 2023
Reduced 1.24%
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Aug 01, 2024 Q2 2024 |
9,710
shares
|
$2.85 Million
0.42% of portfolio
|
Q2 2024
Reduced 0.34%
|
|
Lineweaver Wealth Advisors, LLC
|
Aug 01, 2024 Q2 2024 |
9,680
shares
|
$2.84 Million
0.54% of portfolio
|
Q2 2024
Added 13.6%
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Jul 26, 2024 Q2 2024 |
9,636
shares
|
$2.83 Million
0.13% of portfolio
|
Q2 2024
Reduced 7.62%
|
|
Plante Moran Financial Advisors, LLC
|
Aug 12, 2024 Q2 2024 |
9,630
shares
|
$2.83 Million
0.25% of portfolio
|
Q2 2024
Added 0.92%
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Aug 02, 2024 Q2 2024 |
9,614
shares
|
$2.83 Million
0.53% of portfolio
|
Q2 2024
Reduced 3.41%
|