Institutional Ownership Mcdonalds Corp (MCD)
This table provides information about the institutional ownership of Mcdonalds Corp (MCD). We have compiled data on the 3,901 institutions that hold shares in the stock, with a total of 542 Million shares, which have been reported (via 13F filing form) to have a value of $165 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Triumph Capital Management
|
Jul 09, 2025 Q2 2025 |
1,253
shares
|
$382,127
0.12% of portfolio
|
Q2 2025
Added 2.12%
|
|
Sonata Capital Group Inc
|
Jul 30, 2025 Q2 2025 |
1,253
shares
|
$382,127
0.15% of portfolio
|
Q2 2025
Reduced 28.52%
|
|
Challenger Wealth Management
Aliso Viejo, CA |
Aug 14, 2025 Q2 2025 |
1,248
shares
|
$380,602
0.25% of portfolio
|
Q2 2025
Reduced 10.41%
|
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
Jul 29, 2025 Q2 2025 |
1,247
shares
|
$380,297
0.1% of portfolio
|
Q1 2025
Reduced 1.27%
|
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
Jul 11, 2025 Q2 2025 |
1,247
shares
|
$380,297
0.35% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
Trail Ridge Investment Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
1,246
shares
|
$379,992
0.18% of portfolio
|
Q2 2025
Added 2.05%
|
|
Lockerman Financial Group, Inc.
|
Jul 17, 2025 Q2 2025 |
1,244
shares
|
$379,382
0.52% of portfolio
|
Q2 2025
Reduced 8.86%
|
|
Hardy Reed LLC
|
Jul 23, 2025 Q2 2025 |
1,243
shares
|
$379,077
0.03% of portfolio
|
Q2 2025
Reduced 0.96%
|
|
First Heartland Consultants, Inc.
|
Aug 15, 2025 Q2 2025 |
1,239
shares
|
$377,857
0.04% of portfolio
|
Q2 2025
Added 13.36%
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Jul 15, 2025 Q2 2025 |
1,235
shares
|
$376,637
0.18% of portfolio
|
Q1 2025
Added 0.9%
|
|
Oracle Alpha Inc.
Toronto, A6 |
May 15, 2024 Q1 2024 |
1,233
shares
|
$376,028
0.62% of portfolio
|
Q1 2024
Reduced 34.35%
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Aug 11, 2025 Q2 2025 |
1,233
shares
|
$376,028
0.12% of portfolio
|
Q2 2025
Added 1.99%
|
|
Scott Marsh Financial, LLC
Millcreek, UT |
Aug 14, 2025 Q2 2025 |
1,232
shares
|
$375,723
0.13% of portfolio
|
Q2 2025
New holding
|
|
Aafmaa Wealth Management & Trust LLC
|
Jul 16, 2025 Q2 2025 |
1,230
shares
|
$375,113
0.15% of portfolio
|
Q4 2024
Reduced 7.52%
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Aug 14, 2025 Q2 2025 |
1,230
shares
|
$375,113
0.04% of portfolio
|
Q2 2025
Reduced 7.03%
|
|
Gerber Kawasaki Wealth & Investment Management
|
Aug 13, 2025 Q2 2025 |
1,229
shares
|
$374,808
0.01% of portfolio
|
Q2 2025
Added 41.43%
|
|
Carr Financial Group Corp
Worcester, MA |
Jul 15, 2025 Q2 2025 |
1,227
shares
|
$374,198
0.11% of portfolio
|
Q2 2025
Added 0.25%
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
1,226
shares
|
$373,893
0.25% of portfolio
|
Q2 2022
New holding
|
|
Apeiron Ria LLC
|
Aug 07, 2025 Q2 2025 |
1,225
shares
|
$373,588
0.1% of portfolio
|
Q2 2025
Reduced 4.67%
|
|
Tempus Wealth Planning, LLC
|
Jul 16, 2025 Q2 2025 |
1,225
shares
|
$373,588
0.1% of portfolio
|
Q2 2025
Added 0.08%
|
|
Acadian Asset Management LLC
Boston, MA |
Aug 07, 2025 Q2 2025 |
1,223
shares
|
$372,978
0.0% of portfolio
|
Q2 2025
New holding
|
|
Carson Advisory Inc.
|
Aug 05, 2025 Q2 2025 |
1,222
shares
|
$372,673
0.25% of portfolio
|
Q2 2025
Added 0.08%
|
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
Jul 22, 2025 Q2 2025 |
1,222
shares
|
$372,673
0.05% of portfolio
|
Q2 2025
Reduced 0.65%
|
|
Jacobsen Capital Management
|
Jul 30, 2025 Q2 2025 |
1,220
shares
|
$372,063
0.13% of portfolio
|
Q2 2025
Added 13.17%
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Aug 08, 2025 Q2 2025 |
1,220
shares
|
$372,063
0.16% of portfolio
|
Q2 2025
Added 0.25%
|