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 |
---|---|---|---|---|---|
North Star Asset Management Inc
|
Aug 05, 2024 Q2 2024 |
5,406
shares
|
$1.59 Million
0.07% of portfolio
|
Q2 2024
Reduced 3.38%
|
|
Connecticut Wealth Management, LLC
|
Aug 13, 2024 Q2 2024 |
5,400
shares
|
$1.59 Million
0.07% of portfolio
|
Q2 2024
Added 21.73%
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
5,397
shares
|
$1.59 Million
0.12% of portfolio
|
Q3 2022
Reduced 20.92%
|
|
Grant
|
Jul 22, 2024 Q2 2024 |
5,382
shares
|
$1.58 Million
0.71% of portfolio
|
Q2 2024
Reduced 1.37%
|
|
Pettee Investors, Inc.
|
Aug 02, 2024 Q2 2024 |
5,366
shares
|
$1.58 Million
0.68% of portfolio
|
Q2 2024
Reduced 30.37%
|
|
Diligent Investors, LLC
|
Jul 15, 2024 Q2 2024 |
5,360
shares
|
$1.58 Million
0.37% of portfolio
|
Q2 2024
Added 19.35%
|
|
Delta Financial Advisors LLC
|
Aug 06, 2024 Q2 2024 |
5,360
shares
|
$1.58 Million
0.53% of portfolio
|
Q1 2024
Reduced 1.14%
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Aug 06, 2024 Q2 2024 |
5,348
shares
|
$1.57 Million
0.2% of portfolio
|
Q2 2024
Reduced 6.11%
|
|
Capital Investment Counsel, Inc
|
Jul 22, 2024 Q2 2024 |
5,346
shares
|
$1.57 Million
0.21% of portfolio
|
Q4 2023
Reduced 0.37%
|
|
Jnba Financial Advisors
|
Jul 22, 2024 Q2 2024 |
5,335
shares
|
$1.57 Million
0.14% of portfolio
|
Q4 2023
Reduced 2.06%
|
|
Waterfront Wealth Inc.
|
Aug 01, 2024 Q2 2024 |
5,333
shares
|
$1.57 Million
0.38% of portfolio
|
Q2 2024
Added 161.17%
|
|
Berkeley Capital Partners, LLC
|
Aug 14, 2024 Q2 2024 |
5,333
shares
|
$1.57 Million
0.41% of portfolio
|
Q2 2024
Reduced 0.34%
|
|
Efg Capital International Corp.
Miami, FL |
Aug 02, 2023 Q2 2023 |
5,318
shares
|
$1.56 Million
0.37% of portfolio
|
Q2 2023
New holding
|
|
Bedel Financial Consulting, Inc.
|
Aug 05, 2024 Q2 2024 |
5,306
shares
|
$1.56 Million
0.2% of portfolio
|
Q2 2024
Added 0.51%
|
|
Naviter Wealth, LLC
|
Aug 01, 2024 Q2 2024 |
5,293
shares
|
$1.56 Million
0.2% of portfolio
|
Q2 2024
Added 9.38%
|
|
Roanoke Asset Management Corp
Jersey City, NJ |
Aug 14, 2024 Q2 2024 |
5,293
shares
|
$1.56 Million
0.45% of portfolio
|
Q2 2024
Added 0.86%
|
|
Headinvest, LLC
Portland, ME |
Aug 14, 2024 Q2 2024 |
5,293
shares
|
$1.56 Million
0.27% of portfolio
|
Q2 2024
Reduced 0.43%
|
|
Burke & Herbert Bank & Trust CO
|
Jul 16, 2024 Q2 2024 |
5,292
shares
|
$1.56 Million
0.35% of portfolio
|
Q2 2024
Added 90.15%
|
|
First Farmers & Merchants Bank
|
Oct 31, 2022 Q3 2022 |
5,281
shares
|
$1.55 Million
1.62% of portfolio
|
Q3 2022
Added 0.59%
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Aug 06, 2024 Q2 2024 |
5,281
shares
|
$1.55 Million
0.22% of portfolio
|
Q2 2024
Reduced 17.82%
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Jul 23, 2024 Q2 2024 |
5,278
shares
|
$1.55 Million
0.54% of portfolio
|
Q2 2024
Added 5.6%
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 09, 2024 Q2 2024 |
5,273
shares
|
$1.55 Million
0.12% of portfolio
|
Q2 2024
Reduced 16.31%
|
|
Nu Wave Investment Management, LLC
|
Oct 21, 2022 Q3 2022 |
5,270
shares
|
$1.55 Million
1.39% of portfolio
|
Q3 2022
New holding
|
|
Rmr Wealth Builders
|
Jul 23, 2024 Q2 2024 |
5,267
shares
|
$1.55 Million
0.15% of portfolio
|
Q2 2024
Added 12.64%
|
|
Mechanics Financial Corp
|
Aug 01, 2024 Q2 2024 |
5,266
shares
|
$1.55 Million
0.69% of portfolio
|
Q2 2024
Reduced 1.22%
|