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 |
---|---|---|---|---|---|
Napatree Capital LLC
Westerly, RI |
Nov 12, 2024 Q3 2024 |
663
shares
|
$187,171
0.14% of portfolio
|
Q3 2024
New holding
|
|
Fi3 Financial Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
661
shares
|
$186,606
0.08% of portfolio
|
Q3 2024
New holding
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
661
shares
|
$186,606
0.1% of portfolio
|
Q2 2024
Reduced 51.96%
|
|
Lex Aurum Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
660
shares
|
$186,324
0.05% of portfolio
|
Q3 2024
New holding
|
|
Global Strategic Investment Solutions, LLC
|
Oct 31, 2024 Q3 2024 |
659
shares
|
$186,042
0.02% of portfolio
|
Q3 2024
New holding
|
|
Calton & Associates, Inc.
|
Oct 21, 2024 Q3 2024 |
658
shares
|
$185,759
0.08% of portfolio
|
Q3 2024
Reduced 80.06%
|
|
Access Investment Management LLC
Atlanta, GA |
Nov 04, 2024 Q3 2024 |
650
shares
|
$183,501
0.06% of portfolio
|
Q2 2024
Reduced 2.69%
|
|
Castleview Partners, LLC
Dallas, TX |
Oct 21, 2024 Q3 2024 |
640
shares
|
$180,678
0.13% of portfolio
|
Q3 2024
Added 0.31%
|
|
Reston Wealth Management LLC
|
Oct 28, 2024 Q3 2024 |
636
shares
|
$179,549
0.07% of portfolio
|
Q3 2024
New holding
|
|
Hall Laurie J Trustee
|
Oct 08, 2024 Q3 2024 |
632
shares
|
$178,419
0.06% of portfolio
|
Q2 2024
Reduced 12.71%
|
|
Pineridge Advisors LLC
St. Charles, MO |
Oct 18, 2024 Q3 2024 |
630
shares
|
$177,855
0.07% of portfolio
|
Q3 2024
Reduced 7.62%
|
|
Western Pacific Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
626
shares
|
$176,726
0.13% of portfolio
|
Q3 2024
Added 31.79%
|
|
Westside Investment Management, Inc.
|
Nov 20, 2024 Q3 2024 |
618
shares
|
$174,467
0.04% of portfolio
|
Q3 2024
Reduced 2.98%
|
|
Swan Capital LLC
Pensacola, FL |
Nov 14, 2024 Q3 2024 |
615
shares
|
$173,620
0.09% of portfolio
|
Q2 2024
New holding
|
|
J.Safra Asset Management Corp
|
Nov 13, 2024 Q3 2024 |
612
shares
|
$172,773
0.02% of portfolio
|
Q3 2024
Added 29.94%
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Nov 06, 2024 Q3 2024 |
607
shares
|
$171,362
0.14% of portfolio
|
Q3 2024
Reduced 1.94%
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
595
shares
|
$167,974
0.14% of portfolio
|
Q4 2023
Reduced 33.52%
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Oct 21, 2024 Q3 2024 |
583
shares
|
$164,586
0.03% of portfolio
|
Q1 2024
Reduced 72.25%
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
580
shares
|
$163,739
0.03% of portfolio
|
Q4 2024
Added 0.17%
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 29, 2024 Q3 2024 |
578
shares
|
$163,175
0.07% of portfolio
|
Q3 2024
Added 0.52%
|
|
Tsfg, LLC
|
Oct 15, 2024 Q3 2024 |
566
shares
|
$159,787
0.04% of portfolio
|
Q3 2024
Reduced 6.45%
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 13, 2024 Q3 2024 |
564
shares
|
$159,222
0.05% of portfolio
|
Q3 2024
New holding
|
|
Carson Allaria Wealth Management, Ltd.
|
Oct 21, 2024 Q3 2024 |
555
shares
|
$156,682
0.1% of portfolio
|
Q2 2024
Added 0.18%
|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
550
shares
|
$155,270
0.09% of portfolio
|
Q1 2018
Added 83.33%
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Oct 25, 2024 Q3 2024 |
520
shares
|
$146,801
0.08% of portfolio
|
Q3 2023
Added 4.0%
|