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 |
|---|---|---|---|---|---|
|
Ruggaard & Associates LLC
Twinsburg, OH |
Aug 14, 2025 Q2 2025 |
1,194
shares
|
$364,134
0.14% of portfolio
|
Q2 2025
Reduced 1.16%
|
|
|
Shum Financial Group, Inc.
Alameda, CA |
Apr 22, 2025 Q1 2025 |
1,194
shares
|
$364,134
0.32% of portfolio
|
Q1 2025
Reduced 2.61%
|
|
|
Total Investment Management Inc
Scottsdale, AZ |
Aug 29, 2025 Q2 2025 |
1,193
shares
|
$363,829
0.06% of portfolio
|
Q2 2025
Added 1.88%
|
|
|
Cmg Global Holdings, LLC
|
Jul 29, 2025 Q2 2025 |
1,190
shares
|
$362,914
0.2% of portfolio
|
Q2 2025
Reduced 8.95%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Jul 09, 2025 Q2 2025 |
1,186
shares
|
$361,694
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Goepper Burkhardt LLC
|
Aug 12, 2025 Q2 2025 |
1,184
shares
|
$361,084
0.13% of portfolio
|
Q1 2024
Reduced 0.08%
|
|
|
Interchange Capital Partners, LLC
|
Jul 31, 2025 Q2 2025 |
1,183
shares
|
$360,779
0.08% of portfolio
|
Q2 2025
Added 1172.04%
|
|
|
Clean Yield Group
|
Jul 17, 2025 Q2 2025 |
1,182
shares
|
$360,474
0.11% of portfolio
|
Q1 2025
Reduced 9.91%
|
|
|
Broadleaf Partners, LLC
Hudson, OH |
Aug 14, 2025 Q2 2025 |
1,181
shares
|
$360,169
0.08% of portfolio
|
Q4 2022
Reduced 3.98%
|
|
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
Aug 12, 2025 Q2 2025 |
1,181
shares
|
$360,169
0.13% of portfolio
|
Q2 2025
Added 0.43%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
1,178
shares
|
$359,254
0.12% of portfolio
|
Q2 2025
Added 17.21%
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
Aug 14, 2025 Q2 2025 |
1,177
shares
|
$358,949
0.06% of portfolio
|
Q2 2025
Added 39.29%
|
|
|
Mills Wealth Advisors LLC
Southlake, TX |
Jul 30, 2025 Q2 2025 |
1,177
shares
|
$358,949
0.16% of portfolio
|
Q2 2025
Reduced 1.18%
|
|
|
Swarthmore Group Inc
|
Jul 20, 2022 Q2 2022 |
1,176
shares
|
$358,644
0.12% of portfolio
|
Q1 2021
New holding
|
|
|
Bfi Infinity Ltd.
Zurich, V8 |
Jul 17, 2025 Q2 2025 |
1,175
shares
|
$358,339
0.29% of portfolio
|
Q1 2025
Reduced 32.28%
|
|
|
Forefront Wealth Partners, LLC
Austin, TX |
Aug 20, 2025 Q2 2025 |
1,175
shares
|
$358,339
0.23% of portfolio
|
Q2 2025
Added 60.08%
|
|
|
Congress Park Capital LLC
|
Jul 11, 2025 Q2 2025 |
1,170
shares
|
$356,814
0.12% of portfolio
|
Q2 2025
Reduced 41.35%
|
|
|
Epic Trust Investment Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
1,170
shares
|
$356,814
0.35% of portfolio
|
Q2 2024
Added 2.9%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Aug 06, 2025 Q2 2025 |
1,164
shares
|
$354,985
0.19% of portfolio
|
Q2 2025
Added 0.78%
|
|
|
Phoenix Wealth Advisors
|
Aug 08, 2025 Q2 2025 |
1,159
shares
|
$353,460
0.14% of portfolio
|
Q2 2025
Added 3.21%
|
|
|
Providence Wealth Advisors, LLC
Frankfort, IL |
Aug 12, 2025 Q2 2025 |
1,159
shares
|
$353,460
0.24% of portfolio
|
Q2 2025
Reduced 7.21%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Aug 07, 2025 Q2 2025 |
1,159
shares
|
$353,460
0.06% of portfolio
|
Q2 2025
Reduced 0.69%
|
|
|
Nova R Wealth, Inc.
|
Jul 17, 2025 Q2 2025 |
1,158
shares
|
$353,155
0.17% of portfolio
|
Q2 2025
Reduced 7.73%
|
|
|
Claret Asset Management Corp
|
Aug 13, 2025 Q2 2025 |
1,158
shares
|
$353,155
0.04% of portfolio
|
Q1 2025
Added 3.58%
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
Aug 14, 2025 Q2 2025 |
1,157
shares
|
$352,850
0.21% of portfolio
|
Q2 2025
Reduced 0.26%
|