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 |
---|---|---|---|---|---|
Sadoff Investment Management LLC
|
Oct 28, 2022 Q3 2022 |
1,785
shares
|
$529,805
0.03% of portfolio
|
Q3 2022
Reduced 9.94%
|
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
May 08, 2024 Q1 2024 |
1,785
shares
|
$529,805
0.68% of portfolio
|
Q1 2024
Reduced 7.47%
|
|
Shikiar Asset Management Inc
|
Jul 16, 2024 Q2 2024 |
1,776
shares
|
$527,134
0.12% of portfolio
|
Q3 2022
Added 1.49%
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
1,775
shares
|
$526,837
0.11% of portfolio
|
Q2 2024
Added 2.9%
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
1,771
shares
|
$525,650
0.34% of portfolio
|
Q1 2023
Added 1.26%
|
|
German American Bancorp, Inc.
Jasper, IN |
Aug 13, 2024 Q2 2024 |
1,770
shares
|
$525,353
0.05% of portfolio
|
Q2 2024
Added 15.69%
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Jul 16, 2024 Q2 2024 |
1,770
shares
|
$525,353
0.24% of portfolio
|
Q2 2024
Added 5.8%
|
|
Uma Financial Services, Inc.
|
Jul 17, 2024 Q2 2024 |
1,767
shares
|
$524,463
0.09% of portfolio
|
Q2 2024
Added 0.97%
|
|
Syntax Advisors, LLC
New York, NY |
Nov 13, 2023 Q3 2023 |
1,767
shares
|
$524,463
0.81% of portfolio
|
Q3 2023
Added 3.51%
|
|
Centurion Wealth Management LLC
Mclean, VA |
Apr 29, 2024 Q1 2024 |
1,766
shares
|
$524,166
0.2% of portfolio
|
Q1 2024
Reduced 3.34%
|
|
Smart Portfolios, LLC
Seattle, WA |
Jul 22, 2024 Q2 2024 |
1,763
shares
|
$523,276
0.49% of portfolio
|
Q2 2024
Added 13.16%
|
|
Cromwell Holdings LLC
Jackson, WY |
Aug 14, 2024 Q2 2024 |
1,762
shares
|
$522,979
0.27% of portfolio
|
Q2 2024
New holding
|
|
Keystone Wealth Services, LLC
|
Jul 12, 2024 Q2 2024 |
1,759
shares
|
$522,088
0.15% of portfolio
|
Q2 2024
Added 3.59%
|
|
Aveo Capital Partners, LLC
|
Aug 02, 2024 Q2 2024 |
1,756
shares
|
$521,198
0.05% of portfolio
|
Q2 2024
Reduced 33.46%
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
Aug 14, 2024 Q2 2024 |
1,755
shares
|
$520,901
0.52% of portfolio
|
Q2 2024
Added 0.29%
|
|
Merriman Wealth Management, LLC
|
Aug 13, 2024 Q2 2024 |
1,750
shares
|
$519,417
0.02% of portfolio
|
Q2 2024
Added 0.34%
|
|
Obsidian Personal Planning Solutions LLC
|
Jul 25, 2024 Q2 2024 |
1,748
shares
|
$518,823
0.28% of portfolio
|
Q2 2024
Added 0.23%
|
|
Sittner & Nelson, LLC
Eugene, OR |
Aug 13, 2024 Q2 2024 |
1,744
shares
|
$517,636
0.22% of portfolio
|
Q4 2023
Reduced 0.97%
|
|
Osborne Partners Capital Management, LLC
|
Jul 22, 2024 Q2 2024 |
1,740
shares
|
$516,449
0.03% of portfolio
|
Q2 2024
New holding
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Aug 12, 2024 Q2 2024 |
1,739
shares
|
$516,152
0.07% of portfolio
|
Q2 2024
Added 4.19%
|
|
Financial Advisors Network, Inc.
|
Feb 09, 2024 Q4 2023 |
1,736
shares
|
$515,262
0.1% of portfolio
|
Q4 2023
Added 1.28%
|
|
Addison Advisors LLC
|
Aug 05, 2024 Q2 2024 |
1,735
shares
|
$514,965
0.15% of portfolio
|
Q2 2024
Reduced 4.51%
|
|
Financial Partners Group, Inc
Overland Park, KS |
Jul 19, 2024 Q2 2024 |
1,735
shares
|
$514,965
0.07% of portfolio
|
Q2 2024
Reduced 0.91%
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Aug 14, 2024 Q2 2024 |
1,731
shares
|
$513,778
0.03% of portfolio
|
Q2 2024
Added 1.88%
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Aug 12, 2024 Q2 2024 |
1,731
shares
|
$513,778
0.26% of portfolio
|
Q2 2024
Added 3.59%
|