Institutional Ownership Mcdonalds Corp (MCD)
This table provides information about the institutional ownership of Mcdonalds Corp (MCD). We have compiled data on the 3,534 institutions that hold shares in the stock, with a total of 499 Million shares, which have been reported (via 13F filing form) to have a value of $142 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Transform Wealth, LLC
|
Jan 16, 2025 Q4 2024 |
1,525
shares
|
$435,326
0.03% of portfolio
|
Q4 2024
Added 74.49%
|
|
|
Westshore Wealth, LLC
|
Nov 12, 2024 Q3 2024 |
1,524
shares
|
$435,041
0.19% of portfolio
|
Q2 2024
Reduced 11.4%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Oct 15, 2024 Q3 2024 |
1,524
shares
|
$435,041
0.19% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
True Private Wealth Advisors
|
Nov 14, 2024 Q3 2024 |
1,522
shares
|
$434,470
0.06% of portfolio
|
Q3 2024
Reduced 44.17%
|
|
|
Monterey Private Wealth, Inc.
|
Jan 16, 2025 Q4 2024 |
1,519
shares
|
$433,613
0.15% of portfolio
|
Q4 2024
Added 11.12%
|
|
|
First National Bank Sioux Falls
|
Jan 13, 2025 Q4 2024 |
1,519
shares
|
$433,613
0.19% of portfolio
|
Q2 2023
Reduced 2.25%
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
1,518
shares
|
$433,328
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
Nov 14, 2024 Q3 2024 |
1,512
shares
|
$431,615
0.19% of portfolio
|
Q3 2024
Added 1.2%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 14, 2025 Q4 2024 |
1,512
shares
|
$431,615
0.05% of portfolio
|
Q4 2024
Added 1.27%
|
|
|
Flaharty Asset Management, LLC
|
Oct 18, 2024 Q3 2024 |
1,509
shares
|
$430,759
0.07% of portfolio
|
Q2 2024
Reduced 2.58%
|
|
|
Pinnacle Financial Group, LLC
|
Nov 12, 2024 Q3 2024 |
1,508
shares
|
$430,473
0.18% of portfolio
|
Q3 2024
Added 7.64%
|
|
|
Pine Bridge Investments, L.P.
|
Nov 14, 2024 Q3 2024 |
1,508
shares
|
$430,473
0.0% of portfolio
|
Q3 2024
Reduced 42.79%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
1,508
shares
|
$430,473
0.13% of portfolio
|
Q4 2023
Added 0.6%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Nov 13, 2024 Q3 2024 |
1,503
shares
|
$429,046
0.07% of portfolio
|
Q3 2024
Reduced 13.57%
|
|
|
Tria Gen Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
1,502
shares
|
$428,760
0.16% of portfolio
|
Q4 2024
Reduced 17.56%
|
|
|
Bienville Capital Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
1,500
shares
|
$428,189
0.17% of portfolio
|
Q4 2020
Reduced 36.58%
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Oct 24, 2024 Q3 2024 |
1,500
shares
|
$428,189
0.37% of portfolio
|
Q3 2024
Added 3.02%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
1,499
shares
|
$427,904
0.01% of portfolio
|
Q3 2024
Added 925.15%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Nov 14, 2024 Q3 2024 |
1,495
shares
|
$426,762
0.13% of portfolio
|
Q3 2024
Added 14.04%
|
|
|
Invst, LLC
Indianapolis, IN |
Nov 19, 2024 Q3 2024 |
1,493
shares
|
$426,191
0.05% of portfolio
|
Q3 2024
Reduced 6.16%
|
|
|
Ranch Capital Advisors Inc.
Sarasota, FL |
Nov 12, 2024 Q3 2024 |
1,492
shares
|
$425,906
0.22% of portfolio
|
Q3 2024
Reduced 13.21%
|
|
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
Jan 17, 2025 Q4 2024 |
1,469
shares
|
$419,340
0.31% of portfolio
|
Q4 2024
Added 3.45%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Nov 13, 2024 Q3 2024 |
1,467
shares
|
$418,769
0.03% of portfolio
|
Q3 2024
Reduced 15.25%
|
|
|
Ml & R Wealth Management LLC
|
May 14, 2024 Q1 2024 |
1,466
shares
|
$418,484
0.09% of portfolio
|
Q4 2023
Reduced 4.5%
|
|
|
Gibraltar Capital Management, Inc.
|
Oct 24, 2024 Q3 2024 |
1,460
shares
|
$416,771
0.21% of portfolio
|
Q3 2024
New holding
|