Institutional Ownership Mcdonalds Corp (MCD)
This table provides information about the institutional ownership of Mcdonalds Corp (MCD). We have compiled data on the 3,861 institutions that hold shares in the stock, with a total of 524 Million shares, which have been reported (via 13F filing form) to have a value of $154 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Nova R Wealth, Inc.
|
Jul 17, 2025 Q2 2025 |
1,158
shares
|
$341,007
0.17% of portfolio
|
Q2 2025
Reduced 7.73%
|
|
|
Claret Asset Management Corp
|
May 13, 2025 Q1 2025 |
1,158
shares
|
$341,007
0.05% of portfolio
|
Q1 2025
Added 3.58%
|
|
|
Meredith Wealth Planning
Maryville, IL |
Jul 16, 2025 Q2 2025 |
1,156
shares
|
$340,418
0.12% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
May 13, 2025 Q1 2025 |
1,155
shares
|
$340,124
0.2% of portfolio
|
Q2 2024
Reduced 17.2%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
1,154
shares
|
$339,829
0.05% of portfolio
|
Q1 2023
Added 76.45%
|
|
|
Btc Capital Management, Inc.
|
Jul 11, 2025 Q2 2025 |
1,154
shares
|
$339,829
0.03% of portfolio
|
Q2 2025
Reduced 22.6%
|
|
|
Motive Wealth Advisors
|
Jul 15, 2025 Q2 2025 |
1,153
shares
|
$339,535
0.15% of portfolio
|
Q2 2025
Reduced 4.32%
|
|
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
Jul 22, 2025 Q2 2025 |
1,151
shares
|
$338,946
0.06% of portfolio
|
Q3 2024
Reduced 6.57%
|
|
|
Edgemoor Investment Advisors, Inc.
|
May 05, 2025 Q1 2025 |
1,149
shares
|
$338,357
0.03% of portfolio
|
Q4 2024
Reduced 1.46%
|
|
|
Cranbrook Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
1,148
shares
|
$338,063
0.07% of portfolio
|
Q1 2025
Reduced 3.93%
|
|
|
Kelly Financial Services LLC
Braintree, MA |
Jul 17, 2025 Q2 2025 |
1,148
shares
|
$338,063
0.11% of portfolio
|
Q2 2025
Reduced 0.43%
|
|
|
Access Financial Services, Inc.
|
Jul 18, 2025 Q2 2025 |
1,141
shares
|
$336,001
0.19% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Jul 22, 2025 Q2 2025 |
1,141
shares
|
$336,001
0.15% of portfolio
|
Q2 2025
Reduced 0.17%
|
|
|
Madison Wealth Partners, Inc
|
Apr 22, 2025 Q1 2025 |
1,140
shares
|
$335,707
0.1% of portfolio
|
Q1 2025
Added 3.83%
|
|
|
Napatree Capital LLC
Westerly, RI |
May 02, 2025 Q1 2025 |
1,140
shares
|
$335,707
0.2% of portfolio
|
Q1 2025
Added 34.12%
|
|
|
Clarus Group, Inc.
|
Jul 15, 2025 Q2 2025 |
1,138
shares
|
$335,118
0.13% of portfolio
|
Q2 2025
Added 0.44%
|
|
|
Youngs Advisory Group, Inc.
|
Jul 16, 2025 Q2 2025 |
1,135
shares
|
$334,234
0.13% of portfolio
|
Q2 2025
Reduced 2.16%
|
|
|
Interchange Capital Partners, LLC
|
Apr 29, 2025 Q1 2025 |
1,135
shares
|
$334,234
0.1% of portfolio
|
Q1 2025
Added 2.16%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
May 01, 2025 Q1 2025 |
1,135
shares
|
$334,234
0.15% of portfolio
|
Q1 2025
Reduced 0.18%
|
|
|
B&L Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
1,135
shares
|
$334,234
0.23% of portfolio
|
Q1 2025
Added 8.61%
|
|
|
Northwest Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
1,134
shares
|
$333,940
0.06% of portfolio
|
Q2 2025
Added 0.35%
|
|
|
Maia Wealth LLC
Denver, CO |
May 12, 2025 Q1 2025 |
1,134
shares
|
$333,940
0.08% of portfolio
|
Q1 2025
Reduced 21.25%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
May 12, 2025 Q1 2025 |
1,133
shares
|
$333,645
0.19% of portfolio
|
Q1 2025
Added 26.73%
|
|
|
4 J Wealth Management LLC
|
Apr 28, 2025 Q1 2025 |
1,132
shares
|
$333,351
0.35% of portfolio
|
Q1 2025
Added 3.47%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
1,131
shares
|
$333,056
0.21% of portfolio
|
Q2 2022
Reduced 43.76%
|