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 |
|---|---|---|---|---|---|
|
Roi Financial Advisors, LLC
Beaverton, OR |
May 09, 2025 Q1 2025 |
851
shares
|
$255,614
0.19% of portfolio
|
Q1 2025
Reduced 7.5%
|
|
|
Joule Financial, LLC
|
Apr 11, 2025 Q1 2025 |
850
shares
|
$255,314
0.09% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
|
Bristlecone Advisors, LLC
|
May 12, 2025 Q1 2025 |
850
shares
|
$255,314
0.02% of portfolio
|
Q1 2025
Reduced 5.76%
|
|
|
Oberweis Asset Management Inc
Lisle, IL |
May 15, 2025 Q1 2025 |
849
shares
|
$255,014
0.01% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Stewardship Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
846
shares
|
$254,113
0.07% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Wealthpoint, LLC
|
Oct 12, 2023 Q3 2023 |
846
shares
|
$254,113
0.09% of portfolio
|
Q3 2023
Reduced 11.23%
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
May 14, 2025 Q1 2025 |
845
shares
|
$253,812
0.05% of portfolio
|
Q1 2025
Reduced 1.29%
|
|
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
Apr 23, 2025 Q1 2025 |
843
shares
|
$253,211
0.24% of portfolio
|
Q1 2025
Reduced 53.11%
|
|
|
Smith & Howard Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
842
shares
|
$252,911
0.08% of portfolio
|
Q2 2025
Reduced 4.86%
|
|
|
Gries Financial LLC
Cleveland, OH |
Jul 14, 2025 Q2 2025 |
842
shares
|
$252,911
0.05% of portfolio
|
Q2 2025
Reduced 11.92%
|
|
|
Keyvantage Wealth, LLC
Bethlehem, PA |
May 07, 2025 Q1 2025 |
842
shares
|
$252,911
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Jul 11, 2025 Q2 2025 |
839
shares
|
$252,010
0.05% of portfolio
|
Q2 2025
Reduced 24.28%
|
|
|
Tfc Financial Management
|
Apr 24, 2025 Q1 2025 |
837
shares
|
$251,409
0.04% of portfolio
|
Q1 2025
Reduced 21.41%
|
|
|
Rba Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
835
shares
|
$250,808
0.09% of portfolio
|
Q2 2025
Reduced 0.71%
|
|
|
Wealth Advisors, Inc.
|
Oct 23, 2023 Q3 2023 |
835
shares
|
$250,808
0.1% of portfolio
|
Q4 2022
New holding
|
|
|
Innova Wealth Partners
|
May 06, 2025 Q1 2025 |
834
shares
|
$250,508
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Vander Pol Investments L.L.C.
Caledonia, MI |
May 14, 2025 Q1 2025 |
833
shares
|
$250,208
0.55% of portfolio
|
Q4 2024
Added 8.04%
|
|
|
Franklin, Parlapiano, Turner & Welch, LLC
|
Apr 25, 2025 Q1 2025 |
832
shares
|
$249,907
0.07% of portfolio
|
Q2 2023
New holding
|
|
|
Axiom Investment Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
832
shares
|
$249,907
0.57% of portfolio
|
Q4 2022
Reduced 8.27%
|
|
|
Hofer & Associates. Inc
Thousand Oaks, CA |
Jul 14, 2025 Q2 2025 |
831
shares
|
$249,607
0.16% of portfolio
|
Q2 2025
Reduced 17.07%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 08, 2025 Q1 2025 |
830
shares
|
$249,307
0.04% of portfolio
|
Q1 2025
Added 0.61%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
May 13, 2025 Q1 2025 |
830
shares
|
$249,307
0.23% of portfolio
|
Q1 2025
Reduced 4.16%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
May 14, 2025 Q1 2025 |
828
shares
|
$248,706
0.05% of portfolio
|
Q1 2025
Added 0.61%
|
|
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
Apr 29, 2025 Q1 2025 |
828
shares
|
$248,706
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Stonebridge Financial Planning Group, LLC
|
May 08, 2025 Q1 2025 |
826
shares
|
$248,105
0.12% of portfolio
|
Q1 2025
Added 0.24%
|