Institutional Ownership Mcdonalds Corp (MCD)
This table provides information about the institutional ownership of Mcdonalds Corp (MCD). We have compiled data on the 3,860 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 $157 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Convergence Investment Partners, LLC
|
May 06, 2025 Q1 2025 |
911
shares
|
$273,637
0.08% of portfolio
|
Q1 2025
Reduced 21.6%
|
|
|
Warren Street Wealth Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
909
shares
|
$273,036
0.09% of portfolio
|
Q2 2025
Added 5.7%
|
|
|
Flagship Private Wealth, LLC
|
Apr 14, 2025 Q1 2025 |
909
shares
|
$273,036
0.14% of portfolio
|
Q2 2024
New holding
|
|
|
Resolute Wealth Strategies, LLC
Jackson, MS |
May 07, 2025 Q1 2025 |
909
shares
|
$273,036
0.16% of portfolio
|
Q1 2025
Added 0.55%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
May 15, 2025 Q1 2025 |
909
shares
|
$273,036
0.12% of portfolio
|
Q1 2025
Reduced 13.59%
|
|
|
Correct Capital Wealth Management
Clayton, MO |
Apr 30, 2025 Q1 2025 |
905
shares
|
$271,834
0.08% of portfolio
|
Q4 2024
Added 5.85%
|
|
|
E Rn Financial, LLC
|
Jul 17, 2025 Q2 2025 |
904
shares
|
$271,534
0.06% of portfolio
|
Q2 2025
Reduced 36.69%
|
|
|
Spartan Planning & Wealth Management
Greensboro, NC |
Jul 17, 2025 Q2 2025 |
902
shares
|
$270,933
0.24% of portfolio
|
Q2 2025
Reduced 31.61%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Apr 18, 2025 Q1 2025 |
902
shares
|
$270,933
0.1% of portfolio
|
Q1 2025
Reduced 8.52%
|
|
|
Stone Run Capital, LLC
New York, NY |
May 14, 2025 Q1 2025 |
900
shares
|
$270,333
0.12% of portfolio
|
Q1 2025
Reduced 28.57%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Apr 28, 2025 Q1 2025 |
900
shares
|
$270,333
0.05% of portfolio
|
Q1 2025
Added 2.27%
|
|
|
Transatlantique Private Wealth LLC
|
May 13, 2025 Q1 2025 |
899
shares
|
$270,032
0.11% of portfolio
|
Q1 2025
Added 1.01%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Jul 07, 2025 Q2 2025 |
898
shares
|
$269,732
0.13% of portfolio
|
Q2 2025
Reduced 0.55%
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
897
shares
|
$269,431
0.06% of portfolio
|
Q4 2023
Added 1.7%
|
|
|
Blue Barn Wealth, LLC
|
May 09, 2025 Q1 2025 |
897
shares
|
$269,431
0.15% of portfolio
|
Q1 2025
Added 2.99%
|
|
|
West Coast Financial LLC
|
Apr 10, 2025 Q1 2025 |
896
shares
|
$269,131
0.03% of portfolio
|
Q1 2025
Reduced 0.55%
|
|
|
Capital Planning Advisors, LLC
Sacramento, CA |
May 12, 2025 Q1 2025 |
895
shares
|
$268,831
0.04% of portfolio
|
Q1 2025
Reduced 13.94%
|
|
|
Graver Capital Management, LLC
Columbus, OH |
Apr 30, 2025 Q1 2025 |
894
shares
|
$268,530
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Wealthstream Advisors, Inc.
|
May 07, 2025 Q1 2025 |
891
shares
|
$267,629
0.05% of portfolio
|
Q1 2025
Added 1.95%
|
|
|
Sea Bridge Investment Advisors LLC
|
Jul 16, 2025 Q2 2025 |
890
shares
|
$267,329
0.05% of portfolio
|
Q2 2024
Reduced 8.25%
|
|
|
Slt Holdings LLC
Scottsdale, AZ |
May 07, 2025 Q1 2025 |
888
shares
|
$266,728
0.26% of portfolio
|
Q1 2025
New holding
|
|
|
Mc Donough Capital Management, Inc
Orlando, FL |
Apr 14, 2025 Q1 2025 |
887
shares
|
$266,428
0.18% of portfolio
|
Q1 2025
Reduced 3.17%
|
|
|
Sykon Capital LLC
Harrison, NY |
May 15, 2025 Q1 2025 |
887
shares
|
$266,428
0.11% of portfolio
|
Q3 2023
New holding
|
|
|
Firethorn Wealth Partners, LLC
|
Apr 10, 2025 Q1 2025 |
885
shares
|
$265,827
0.14% of portfolio
|
Q1 2025
Added 1.14%
|
|
|
Pollock Investment Advisors, LLC
Ann Arbor, MI |
May 13, 2025 Q1 2025 |
885
shares
|
$265,827
0.22% of portfolio
|
Q4 2024
New holding
|