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 |
---|---|---|---|---|---|
Ascension Asset Management LLC
|
Aug 15, 2024 Q2 2024 |
2,000
shares
|
$593,620
0.27% of portfolio
|
Q1 2021
New holding
|
|
Sbk Financial, Inc.
Richmond, VA |
Jan 30, 2023 Q4 2022 |
2,000
shares
|
$593,620
0.84% of portfolio
|
Q4 2021
New holding
|
|
Ascendant Capital Management, LLC
Los Angeles, CA |
May 15, 2023 Q1 2023 |
2,000
shares
|
$593,620
0.74% of portfolio
|
Q1 2023
Added 33.33%
|
|
Jupiter Wealth Management LLC
Glendale, CO |
Aug 12, 2024 Q2 2024 |
2,000
shares
|
$593,620
0.24% of portfolio
|
Q1 2022
Reduced 63.64%
|
|
Gitterman Wealth Management, LLC
|
Aug 12, 2024 Q2 2024 |
1,999
shares
|
$593,323
0.2% of portfolio
|
Q2 2024
Added 104.19%
|
|
Aprio Wealth Management, LLC
|
Jul 10, 2024 Q2 2024 |
1,998
shares
|
$593,026
0.1% of portfolio
|
Q2 2024
Added 3.58%
|
|
Hartford Funds Management CO LLC
Wayne, PA |
Aug 13, 2024 Q2 2024 |
1,995
shares
|
$592,135
0.05% of portfolio
|
Q2 2024
Added 0.35%
|
|
Tacita Capital Inc
Toronto, A6 |
Aug 08, 2024 Q2 2024 |
1,994
shares
|
$591,839
0.4% of portfolio
|
Q2 2024
Added 0.96%
|
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
Jul 17, 2024 Q2 2024 |
1,990
shares
|
$590,651
0.31% of portfolio
|
Q2 2024
New holding
|
|
Stonebridge Capital Management Inc
Los Angeles, CA |
Jul 09, 2024 Q2 2024 |
1,990
shares
|
$590,651
0.22% of portfolio
|
Q2 2024
Reduced 1.24%
|
|
Paulson Wealth Management Inc.
|
Jul 25, 2024 Q2 2024 |
1,987
shares
|
$589,761
0.15% of portfolio
|
Q2 2024
Reduced 9.35%
|
|
Seven Mile Advisory
Ewing, NJ |
Aug 08, 2024 Q2 2024 |
1,983
shares
|
$588,574
0.37% of portfolio
|
Q2 2024
Reduced 2.22%
|
|
V Wealth Advisors LLC
|
Nov 15, 2023 Q3 2023 |
1,980
shares
|
$587,683
0.42% of portfolio
|
Q3 2023
Reduced 68.39%
|
|
Councilmark Asset Management, LLC
Knoxville, TN |
Jul 31, 2024 Q2 2024 |
1,980
shares
|
$587,683
0.36% of portfolio
|
Q1 2024
New holding
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Jul 22, 2024 Q2 2024 |
1,979
shares
|
$587,386
0.43% of portfolio
|
Q1 2024
Reduced 0.15%
|
|
Aimz Investment Advisors, LLC
|
Aug 07, 2024 Q2 2024 |
1,977
shares
|
$586,793
0.18% of portfolio
|
Q2 2023
Reduced 13.18%
|
|
North Point Portfolio Managers Corp
|
Jul 29, 2024 Q2 2024 |
1,974
shares
|
$585,902
0.09% of portfolio
|
Q2 2024
Added 26.95%
|
|
Rise Advisors, LLC
|
Jul 09, 2024 Q2 2024 |
1,972
shares
|
$585,309
0.27% of portfolio
|
Q2 2024
Added 1.23%
|
|
Emprise Bank
Wichita, KS |
Jul 29, 2024 Q2 2024 |
1,971
shares
|
$585,012
0.31% of portfolio
|
Q2 2024
Reduced 15.66%
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Aug 01, 2024 Q2 2024 |
1,963
shares
|
$582,638
0.12% of portfolio
|
Q1 2024
Reduced 10.2%
|
|
Gm Advisory Group, Inc.
Melville, NY |
Aug 12, 2024 Q2 2024 |
1,963
shares
|
$582,638
0.03% of portfolio
|
Q2 2024
Reduced 1.16%
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
1,962
shares
|
$582,341
0.1% of portfolio
|
Q1 2023
Reduced 3.87%
|
|
Btc Capital Management, Inc.
|
Jul 19, 2024 Q2 2024 |
1,961
shares
|
$582,044
0.05% of portfolio
|
Q2 2024
Reduced 11.83%
|
|
Sterling Financial Planning, Inc.
|
Jul 30, 2024 Q2 2024 |
1,951
shares
|
$579,076
0.21% of portfolio
|
Q1 2024
Reduced 4.46%
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Jul 22, 2024 Q2 2024 |
1,948
shares
|
$578,185
0.08% of portfolio
|
Q2 2024
Added 9.19%
|