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 |
|---|---|---|---|---|---|
|
Centerpoint Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
313
shares
|
$88,363
0.03% of portfolio
|
Q3 2024
Added 45.58%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Oct 15, 2024 Q3 2024 |
313
shares
|
$88,363
0.05% of portfolio
|
Q3 2024
Added 3.64%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Dec 02, 2024 Q3 2024 |
311
shares
|
$87,798
0.01% of portfolio
|
Q3 2024
Reduced 50.32%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
311
shares
|
$87,798
0.07% of portfolio
|
Q3 2024
Added 148.8%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
308
shares
|
$86,951
0.06% of portfolio
|
Q1 2024
Reduced 32.75%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Nov 14, 2024 Q3 2024 |
308
shares
|
$86,951
0.06% of portfolio
|
Q2 2024
Added 24.7%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
305
shares
|
$86,104
0.04% of portfolio
|
Q3 2021
Added 48.78%
|
|
|
Paladin Advisory Group, LLC
|
Nov 05, 2024 Q3 2024 |
304
shares
|
$85,822
0.07% of portfolio
|
Q1 2023
New holding
|
|
|
First Pacific Financial
|
Oct 15, 2024 Q3 2024 |
300
shares
|
$84,693
0.03% of portfolio
|
Q2 2024
Reduced 4.46%
|
|
|
Claremont Financial Group, Inc.
Claremont, CA |
Aug 15, 2022 Q1 2022 |
300
shares
|
$84,693
0.32% of portfolio
|
Q4 2021
New holding
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Nov 15, 2024 Q3 2024 |
300
shares
|
$84,693
0.08% of portfolio
|
Q3 2024
Reduced 7.69%
|
|
|
Abound Wealth Management
Franklin, TN |
Nov 04, 2024 Q3 2024 |
300
shares
|
$84,693
0.03% of portfolio
|
Q3 2024
Reduced 0.66%
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Nov 13, 2024 Q3 2024 |
292
shares
|
$82,434
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Park Place Capital Corp
Birmingham, AL |
Oct 08, 2024 Q3 2024 |
291
shares
|
$82,152
0.03% of portfolio
|
Q3 2024
Added 3.56%
|
|
|
Newfound Research LLC
|
Oct 13, 2022 Q3 2022 |
289
shares
|
$81,587
0.16% of portfolio
|
Q3 2022
Reduced 17.43%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
286
shares
|
$80,740
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
285
shares
|
$80,458
0.02% of portfolio
|
Q3 2023
Added 8.78%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
282
shares
|
$79,611
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Lummis Asset Management, LP
Fort Worth, TX |
Nov 06, 2024 Q3 2024 |
282
shares
|
$79,611
0.1% of portfolio
|
Q3 2024
Reduced 6.62%
|
|
|
Claris Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
276
shares
|
$77,917
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Oct 22, 2024 Q3 2024 |
276
shares
|
$77,917
0.03% of portfolio
|
Q3 2024
Reduced 7.07%
|
|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
272
shares
|
$76,788
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 05, 2024 Q3 2024 |
272
shares
|
$76,788
0.02% of portfolio
|
Q3 2024
Added 1.87%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
264
shares
|
$74,529
0.01% of portfolio
|
Q3 2024
Reduced 0.75%
|
|
|
Headlands Technologies LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
259
shares
|
$73,118
0.01% of portfolio
|
Q3 2024
New holding
|