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 |
|---|---|---|---|---|---|
|
Legacy Financial Group, Inc.
Tulsa, OK |
Nov 13, 2024 Q3 2024 |
800
shares
|
$225,848
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Cache Tech Inc.
Logan, UT |
Oct 28, 2024 Q3 2024 |
800
shares
|
$225,848
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Oct 22, 2024 Q3 2024 |
799
shares
|
$225,565
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
797
shares
|
$225,001
0.04% of portfolio
|
Q3 2024
Added 6.27%
|
|
|
New England Professional Planning Group Inc.
|
Oct 09, 2024 Q3 2024 |
794
shares
|
$224,154
0.12% of portfolio
|
Q2 2024
Reduced 0.38%
|
|
|
Equius Partners, Inc.
|
Jan 27, 2023 Q4 2022 |
794
shares
|
$224,154
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
788
shares
|
$222,460
0.05% of portfolio
|
Q2 2024
Reduced 11.46%
|
|
|
Stewardship Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
786
shares
|
$221,895
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Madden Advisory Services, Inc.
|
Oct 30, 2024 Q3 2024 |
786
shares
|
$221,895
0.11% of portfolio
|
Q3 2024
Reduced 6.87%
|
|
|
Investment Management Of Virginia LLC
|
Apr 26, 2023 Q1 2023 |
786
shares
|
$221,895
0.04% of portfolio
|
Q1 2023
Reduced 3.68%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
785
shares
|
$221,613
0.31% of portfolio
|
Q1 2022
Added 0.13%
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
784
shares
|
$221,331
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Bristlecone Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
783
shares
|
$221,048
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Prw Wealth Management LLC
|
Nov 01, 2023 Q3 2023 |
782
shares
|
$220,766
0.08% of portfolio
|
Q2 2023
Added 1.16%
|
|
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
Oct 15, 2024 Q3 2024 |
781
shares
|
$220,484
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
780
shares
|
$220,201
0.05% of portfolio
|
Q3 2022
Reduced 8.77%
|
|
|
Kg&L Capital Management,Llc
|
Oct 29, 2024 Q3 2024 |
778
shares
|
$219,637
0.08% of portfolio
|
Q3 2024
Reduced 64.75%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Oct 15, 2024 Q3 2024 |
778
shares
|
$219,637
0.04% of portfolio
|
Q3 2024
Added 0.78%
|
|
|
Stuart Chaussee & Associates, Inc.
|
Nov 13, 2024 Q3 2024 |
777
shares
|
$219,354
0.1% of portfolio
|
Q4 2021
Added 7.17%
|
|
|
Tranquility Partners, LLC
|
Nov 07, 2024 Q3 2024 |
776
shares
|
$219,072
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Nov 14, 2024 Q3 2024 |
776
shares
|
$219,072
0.09% of portfolio
|
Q3 2024
Reduced 8.6%
|
|
|
Wills Financial Group, Inc.
|
Nov 14, 2024 Q3 2024 |
775
shares
|
$218,790
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Rvw Wealth, LLC
|
Oct 15, 2024 Q3 2024 |
773
shares
|
$218,225
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
772
shares
|
$217,943
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Gries Financial LLC
Cleveland, OH |
Oct 18, 2024 Q3 2024 |
772
shares
|
$217,943
0.05% of portfolio
|
Q3 2024
New holding
|