Institutional Ownership Mcdonalds Corp (MCD)
This table provides information about the institutional ownership of Mcdonalds Corp (MCD). We have compiled data on the 3,505 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 $141 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Beacon Financial Group
|
Nov 12, 2024 Q3 2024 |
1,034
shares
|
$291,908
0.03% of portfolio
|
Q3 2024
Reduced 7.35%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
1,034
shares
|
$291,908
0.11% of portfolio
|
Q1 2024
Added 0.58%
|
|
|
Auxano Advisors, LLC
|
Nov 07, 2024 Q3 2024 |
1,034
shares
|
$291,908
0.09% of portfolio
|
Q3 2024
Added 11.06%
|
|
|
Apeiron Ria LLC
|
Nov 14, 2024 Q3 2024 |
1,032
shares
|
$291,343
0.09% of portfolio
|
Q3 2024
Reduced 2.64%
|
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
Nov 13, 2024 Q3 2024 |
1,032
shares
|
$291,343
0.14% of portfolio
|
Q3 2024
Added 1.78%
|
|
|
Safeguard Investment Advisory Group, LLC
|
Nov 14, 2024 Q3 2024 |
1,030
shares
|
$290,779
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Hm Capital Management, LLC
Clayton, MO |
Nov 04, 2022 Q3 2022 |
1,029
shares
|
$290,496
0.14% of portfolio
|
Q2 2022
New holding
|
|
|
Newton One Investments LLC
|
Oct 17, 2024 Q3 2024 |
1,028
shares
|
$290,214
0.13% of portfolio
|
Q3 2024
Added 0.59%
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
Oct 23, 2024 Q3 2024 |
1,028
shares
|
$290,214
0.08% of portfolio
|
Q3 2024
Added 0.59%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Oct 08, 2024 Q3 2024 |
1,026
shares
|
$289,650
0.09% of portfolio
|
Q3 2024
Reduced 92.53%
|
|
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
Oct 09, 2024 Q3 2024 |
1,024
shares
|
$289,085
0.16% of portfolio
|
Q3 2024
Reduced 7.25%
|
|
|
Cora Capital Advisors LLC
Marlton, NJ |
Oct 07, 2024 Q3 2024 |
1,022
shares
|
$288,520
0.15% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
Nov 12, 2024 Q3 2024 |
1,022
shares
|
$288,520
0.28% of portfolio
|
Q3 2024
New holding
|
|
|
Stegent Equity Advisors, Inc.
Houston, TX |
Oct 18, 2024 Q3 2024 |
1,021
shares
|
$288,238
0.4% of portfolio
|
Q3 2024
Reduced 31.61%
|
|
|
Ifg Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
1,016
shares
|
$286,826
0.07% of portfolio
|
Q4 2023
Reduced 3.05%
|
|
|
Custom Index Systems, LLC
New York, NY |
Oct 24, 2024 Q3 2024 |
1,016
shares
|
$286,826
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
1,012
shares
|
$285,697
0.2% of portfolio
|
Q1 2023
Added 1.2%
|
|
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
Nov 06, 2024 Q3 2024 |
1,011
shares
|
$285,415
0.2% of portfolio
|
Q3 2024
Reduced 9.08%
|
|
|
Financial Partners Group, LLC
Gallatin, TN |
Oct 23, 2024 Q3 2024 |
1,011
shares
|
$285,415
0.12% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Greylin Investment Mangement Inc
|
Jul 19, 2024 Q2 2024 |
1,010
shares
|
$285,133
0.05% of portfolio
|
Q3 2023
Reduced 49.75%
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
Jan 10, 2025 Q3 2024 |
1,005
shares
|
$283,721
0.16% of portfolio
|
Q3 2024
Added 5.79%
|
|
|
Eclectic Associates Inc
|
Oct 04, 2024 Q3 2024 |
1,003
shares
|
$283,156
0.13% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Octavia Wealth Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
1,003
shares
|
$283,156
0.04% of portfolio
|
Q3 2024
Reduced 2.15%
|
|
|
Stegner Investment Associates Inc.
|
Oct 11, 2024 Q3 2024 |
1,003
shares
|
$283,156
0.21% of portfolio
|
Q3 2024
Reduced 1.08%
|
|
|
Hedges Asset Management LLC
|
Oct 24, 2024 Q3 2024 |
1,000
shares
|
$282,310
0.21% of portfolio
|
Q1 2024
Reduced 23.08%
|