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 |
---|---|---|---|---|---|
Central Valley Advisors, LLC
Sacramento, CA |
Jul 12, 2024 Q2 2024 |
3,833
shares
|
$1.14 Million
0.36% of portfolio
|
Q2 2024
Added 5.85%
|
|
Harrison & CO Wealth Management, LLC
|
Jan 17, 2023 Q4 2022 |
3,830
shares
|
$1.14 Million
0.98% of portfolio
|
Q4 2022
Added 1.73%
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Aug 29, 2024 Q2 2024 |
3,828
shares
|
$1.14 Million
0.33% of portfolio
|
Q2 2024
Reduced 2.89%
|
|
Everhart Financial Group, Inc.
|
Jul 24, 2024 Q2 2024 |
3,825
shares
|
$1.14 Million
0.26% of portfolio
|
Q2 2024
Added 3.24%
|
|
Dover Advisors, LLC
Richmond, VA |
Jul 31, 2024 Q2 2024 |
3,825
shares
|
$1.14 Million
0.6% of portfolio
|
Q2 2024
Added 2.96%
|
|
In Track Investment Management Inc
|
Jul 15, 2024 Q2 2024 |
3,815
shares
|
$1.13 Million
0.7% of portfolio
|
Q2 2024
Reduced 14.52%
|
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
Aug 01, 2024 Q2 2024 |
3,815
shares
|
$1.13 Million
0.76% of portfolio
|
Q2 2024
Added 0.08%
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Aug 14, 2024 Q2 2024 |
3,811
shares
|
$1.13 Million
0.07% of portfolio
|
Q2 2024
Reduced 2.06%
|
|
Empire Financial Management Company, LLC
New York, NY |
Aug 13, 2024 Q2 2024 |
3,811
shares
|
$1.13 Million
0.32% of portfolio
|
Q2 2024
Added 3.11%
|
|
Gilbert & Cook, Inc.
|
Aug 01, 2024 Q2 2024 |
3,810
shares
|
$1.13 Million
0.14% of portfolio
|
Q2 2024
Reduced 7.43%
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Aug 14, 2024 Q2 2024 |
3,809
shares
|
$1.13 Million
0.13% of portfolio
|
Q2 2024
Reduced 1.91%
|
|
Grandfield & Dodd, LLC
|
Aug 09, 2024 Q2 2024 |
3,802
shares
|
$1.13 Million
0.06% of portfolio
|
Q1 2024
Reduced 0.68%
|
|
Schrum Private Wealth Management LLC
|
Jul 30, 2024 Q2 2024 |
3,796
shares
|
$1.13 Million
0.87% of portfolio
|
Q1 2024
Added 23.65%
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Aug 01, 2024 Q2 2024 |
3,791
shares
|
$1.13 Million
0.24% of portfolio
|
Q2 2024
Added 2.9%
|
|
Pendal Group LTD
|
Jan 19, 2023 Q4 2022 |
3,790
shares
|
$1.12 Million
0.01% of portfolio
|
Q4 2022
New holding
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
3,788
shares
|
$1.12 Million
0.06% of portfolio
|
Q2 2022
Reduced 0.81%
|
|
Summit Trail Advisors, LLC
New York, NY |
Aug 13, 2024 Q2 2024 |
3,788
shares
|
$1.12 Million
0.03% of portfolio
|
Q2 2024
Reduced 29.54%
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jul 08, 2024 Q2 2024 |
3,765
shares
|
$1.12 Million
0.08% of portfolio
|
Q2 2024
Added 2.53%
|
|
American Investment Services, Inc.
|
Aug 14, 2024 Q2 2024 |
3,763
shares
|
$1.12 Million
0.17% of portfolio
|
Q2 2024
Added 0.64%
|
|
William B. Walkup & Associates, Inc.
Columbia, SC |
Aug 15, 2024 Q2 2024 |
3,763
shares
|
$1.12 Million
0.63% of portfolio
|
Q2 2024
New holding
|
|
Parkside Financial Bank & Trust
|
Aug 05, 2024 Q2 2024 |
3,762
shares
|
$1.12 Million
0.15% of portfolio
|
Q2 2024
Reduced 3.17%
|
|
Psi Advisors, LLC
|
Jul 23, 2024 Q2 2024 |
3,745
shares
|
$1.11 Million
0.3% of portfolio
|
Q2 2024
Added 98.46%
|
|
Enhancing Capital LLC
|
Oct 11, 2022 Q3 2022 |
3,745
shares
|
$1.11 Million
1.09% of portfolio
|
Q4 2021
New holding
|
|
Heartwood Wealth Advisors LLC
|
Jul 09, 2024 Q2 2024 |
3,738
shares
|
$1.11 Million
0.11% of portfolio
|
Q2 2024
Added 4.33%
|
|
Spc Financial, Inc.
|
Aug 21, 2024 Q2 2024 |
3,733
shares
|
$1.11 Million
0.09% of portfolio
|
Q2 2024
Reduced 1.32%
|