Institutional Ownership Mcdonalds Corp (MCD)
This table provides information about the institutional ownership of Mcdonalds Corp (MCD). We have compiled data on the 3,901 institutions that hold shares in the stock, with a total of 542 Million shares, which have been reported (via 13F filing form) to have a value of $165 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 19, 2025 Q2 2025 |
865
shares
|
$263,799
0.09% of portfolio
|
Q2 2025
Added 15.64%
|
|
|
Balance Wealth, LLC
Delaware, OH |
Aug 13, 2025 Q2 2025 |
865
shares
|
$263,799
0.15% of portfolio
|
Q2 2025
Reduced 0.35%
|
|
|
Octavia Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
861
shares
|
$262,579
0.03% of portfolio
|
Q2 2025
Reduced 9.94%
|
|
|
Ssi Investment Management LLC
Los Angeles, CA |
Aug 14, 2025 Q2 2025 |
861
shares
|
$262,579
0.1% of portfolio
|
Q2 2025
Reduced 40.29%
|
|
|
Mbb Public Markets I LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
860
shares
|
$262,274
0.03% of portfolio
|
Q2 2025
Reduced 18.02%
|
|
|
Orion Investment CO
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
860
shares
|
$262,274
0.09% of portfolio
|
Q2 2024
New holding
|
|
|
Convergence Investment Partners, LLC
|
Aug 01, 2025 Q2 2025 |
859
shares
|
$261,969
0.07% of portfolio
|
Q2 2025
Reduced 5.71%
|
|
|
Cambridge Advisors Inc.
|
Jul 16, 2025 Q2 2025 |
858
shares
|
$261,664
0.05% of portfolio
|
Q2 2025
Reduced 5.51%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Aug 05, 2025 Q2 2025 |
858
shares
|
$261,664
0.11% of portfolio
|
Q2 2025
Added 3.87%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
855
shares
|
$260,749
0.35% of portfolio
|
Q4 2022
New holding
|
|
|
Joule Financial, LLC
|
Jul 22, 2025 Q2 2025 |
855
shares
|
$260,749
0.08% of portfolio
|
Q2 2025
Added 0.59%
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
Jul 17, 2025 Q2 2025 |
854
shares
|
$260,444
0.05% of portfolio
|
Q2 2025
Reduced 2.06%
|
|
|
Gold Investment Management Ltd.
Edmonton, A0 |
Jul 18, 2025 Q2 2025 |
854
shares
|
$260,444
0.1% of portfolio
|
Q2 2025
Added 0.35%
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Jul 31, 2025 Q2 2025 |
853
shares
|
$260,139
0.13% of portfolio
|
Q2 2025
Added 15.11%
|
|
|
Oberweis Asset Management Inc
Lisle, IL |
Aug 14, 2025 Q2 2025 |
851
shares
|
$259,529
0.01% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Stewardship Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
846
shares
|
$258,004
0.07% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Wealthpoint, LLC
|
Oct 12, 2023 Q3 2023 |
846
shares
|
$258,004
0.09% of portfolio
|
Q3 2023
Reduced 11.23%
|
|
|
Lee Financial CO
Dallas, TX |
Jul 24, 2025 Q2 2025 |
845
shares
|
$257,699
0.04% of portfolio
|
Q2 2025
Reduced 2.54%
|
|
|
Smith & Howard Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
842
shares
|
$256,784
0.08% of portfolio
|
Q2 2025
Reduced 4.86%
|
|
|
Avion Wealth
The Woodlands, TX |
Jul 30, 2025 Q2 2025 |
842
shares
|
$256,784
0.06% of portfolio
|
Q2 2025
Added 19.77%
|
|
|
Gries Financial LLC
Cleveland, OH |
Jul 14, 2025 Q2 2025 |
842
shares
|
$256,784
0.05% of portfolio
|
Q2 2025
Reduced 11.92%
|
|
|
One8zero8, LLC
Greensboro, NC |
Aug 12, 2025 Q2 2025 |
840
shares
|
$256,174
0.06% of portfolio
|
Q2 2025
Reduced 42.54%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Jul 11, 2025 Q2 2025 |
839
shares
|
$255,869
0.05% of portfolio
|
Q2 2025
Reduced 24.28%
|
|
|
Signature Wealth Management Group
|
Jul 31, 2025 Q2 2025 |
837
shares
|
$255,259
0.1% of portfolio
|
Q2 2025
Added 18.05%
|
|
|
Innova Wealth Partners
|
Jul 28, 2025 Q2 2025 |
836
shares
|
$254,954
0.16% of portfolio
|
Q2 2025
Added 0.24%
|