Institutional Ownership Mcdonalds Corp (MCD)
This table provides information about the institutional ownership of Mcdonalds Corp (MCD). We have compiled data on the 3,863 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 $155 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
4 J Wealth Management LLC
|
Apr 28, 2025 Q1 2025 |
1,132
shares
|
$334,777
0.35% of portfolio
|
Q1 2025
Added 3.47%
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
1,131
shares
|
$334,481
0.21% of portfolio
|
Q2 2022
Reduced 43.76%
|
|
Vision Capital Management, Inc.
Portland, OR |
Jul 16, 2025 Q2 2025 |
1,130
shares
|
$334,186
0.04% of portfolio
|
Q1 2025
New holding
|
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
May 02, 2025 Q1 2025 |
1,126
shares
|
$333,003
0.13% of portfolio
|
Q1 2025
New holding
|
|
Phoenix Wealth Advisors
|
May 14, 2025 Q1 2025 |
1,123
shares
|
$332,116
0.15% of portfolio
|
Q1 2025
Reduced 1.75%
|
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
May 14, 2025 Q1 2025 |
1,123
shares
|
$332,116
0.32% of portfolio
|
Q1 2025
Reduced 3.11%
|
|
Isam Funds (Uk) LTD
London, X0 |
May 15, 2025 Q1 2025 |
1,122
shares
|
$331,820
0.17% of portfolio
|
Q1 2025
New holding
|
|
Hickory Point Bank & Trust
Decatur, IL |
Jul 08, 2025 Q2 2025 |
1,120
shares
|
$331,228
0.26% of portfolio
|
Q2 2025
Added 28.74%
|
|
Clark Asset Management, LLC
Stratham, NH |
Apr 28, 2025 Q1 2025 |
1,119
shares
|
$330,933
0.06% of portfolio
|
Q1 2025
New holding
|
|
Gen Trust, LLC
|
Apr 23, 2025 Q1 2025 |
1,118
shares
|
$330,637
0.02% of portfolio
|
Q3 2024
New holding
|
|
Elser Financial Planning, Inc
Indianapolis, IN |
Jul 17, 2025 Q2 2025 |
1,115
shares
|
$329,750
0.02% of portfolio
|
Q2 2025
Reduced 3.38%
|
|
Bigelow Investment Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
1,114
shares
|
$329,454
0.14% of portfolio
|
Q1 2025
Reduced 3.88%
|
|
American Planning Services, Inc.
Sun City Center, FL |
Nov 14, 2024 Q3 2024 |
1,114
shares
|
$329,454
0.3% of portfolio
|
Q1 2023
Added 6.6%
|
|
Capital Investment Services Of America, Inc.
|
Apr 16, 2025 Q1 2025 |
1,112
shares
|
$328,862
0.04% of portfolio
|
Q3 2024
Added 5.2%
|
|
E&G Advisors, LP
|
Jul 14, 2025 Q2 2025 |
1,109
shares
|
$327,975
0.09% of portfolio
|
Q2 2025
Reduced 8.27%
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
1,109
shares
|
$327,975
0.07% of portfolio
|
Q2 2025
Reduced 2.03%
|
|
Accel Wealth Management
|
Apr 10, 2025 Q1 2025 |
1,109
shares
|
$327,975
0.13% of portfolio
|
Q1 2025
Added 1.09%
|
|
Cypress Wealth Services, LLC
|
Apr 10, 2025 Q1 2025 |
1,108
shares
|
$327,679
0.07% of portfolio
|
Q1 2025
Added 1.84%
|
|
Garrison Asset Management, LLC
|
Oct 29, 2024 Q3 2024 |
1,107
shares
|
$327,384
0.18% of portfolio
|
Q2 2024
Added 0.45%
|
|
Aspire Capital Advisors LLC
Seattle, WA |
Jul 15, 2025 Q2 2025 |
1,105
shares
|
$326,792
0.1% of portfolio
|
Q2 2025
Reduced 1.34%
|
|
Dudley Capital Management, LLC
Middleburg, VA |
May 07, 2025 Q1 2025 |
1,104
shares
|
$326,496
0.18% of portfolio
|
Q1 2025
Reduced 0.36%
|
|
Websterrogers Financial Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
1,103
shares
|
$326,201
0.1% of portfolio
|
Q1 2025
Reduced 2.04%
|
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
May 20, 2025 Q1 2025 |
1,103
shares
|
$326,201
0.29% of portfolio
|
Q4 2024
New holding
|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
1,102
shares
|
$325,905
0.05% of portfolio
|
Q3 2024
Reduced 6.29%
|
|
Overbrook Management Corp
New York, NY |
Jul 17, 2025 Q2 2025 |
1,100
shares
|
$325,314
0.06% of portfolio
|
Q1 2023
Reduced 8.33%
|