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 |
---|---|---|---|---|---|
En Rich Financial Partners LLC
Madison, WI |
Nov 07, 2024 Q3 2024 |
256
shares
|
$72,271
0.03% of portfolio
|
Q1 2024
New holding
|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
255
shares
|
$71,989
0.03% of portfolio
|
Q2 2024
New holding
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Nov 13, 2024 Q3 2024 |
249
shares
|
$70,295
0.07% of portfolio
|
Q3 2024
Added 9.69%
|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
240
shares
|
$67,754
0.04% of portfolio
|
Q3 2023
Reduced 29.41%
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 14, 2024 Q3 2024 |
236
shares
|
$66,625
0.03% of portfolio
|
Q3 2024
Reduced 22.11%
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 07, 2024 Q3 2024 |
216
shares
|
$60,978
0.02% of portfolio
|
Q2 2024
Reduced 40.17%
|
|
Ogorek Anthony Joseph
|
Nov 08, 2024 Q3 2024 |
205
shares
|
$57,873
0.02% of portfolio
|
Q3 2024
Reduced 11.64%
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2025 Q4 2024 |
205
shares
|
$57,873
0.02% of portfolio
|
Q3 2024
Added 4.59%
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Oct 21, 2024 Q3 2024 |
205
shares
|
$57,873
0.03% of portfolio
|
Q4 2023
New holding
|
|
Prairie View Partners, LLC
|
Oct 18, 2024 Q3 2024 |
200
shares
|
$56,462
0.01% of portfolio
|
Q3 2024
Reduced 95.24%
|
|
Rocky Mountain Advisers, LLC
|
Nov 01, 2024 Q3 2024 |
200
shares
|
$56,462
0.05% of portfolio
|
Q2 2022
Reduced 33.33%
|
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
Nov 12, 2024 Q3 2024 |
200
shares
|
$56,462
0.0% of portfolio
|
Q2 2024
New holding
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Nov 14, 2024 Q3 2024 |
193
shares
|
$54,485
0.02% of portfolio
|
Q3 2024
Added 11.56%
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
192
shares
|
$54,203
0.22% of portfolio
|
Q3 2024
New holding
|
|
Briaud Financial Planning, Inc
College Station, TX |
Nov 08, 2024 Q3 2024 |
190
shares
|
$53,638
0.03% of portfolio
|
Q3 2024
Reduced 51.9%
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Nov 06, 2024 Q3 2024 |
184
shares
|
$51,945
0.02% of portfolio
|
Q3 2024
Added 41.54%
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Oct 15, 2024 Q3 2024 |
181
shares
|
$51,098
0.02% of portfolio
|
Q1 2023
Added 123.46%
|
|
Marquette Asset Management, LLC
|
Oct 08, 2024 Q3 2024 |
180
shares
|
$50,815
0.01% of portfolio
|
Q1 2024
Reduced 40.0%
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
179
shares
|
$50,533
0.02% of portfolio
|
Q3 2024
Added 2.87%
|
|
Ima Wealth, Inc.
Wichita, KS |
Nov 14, 2024 Q3 2024 |
179
shares
|
$50,533
0.01% of portfolio
|
Q3 2024
New holding
|
|
First Community Trust Na
|
Oct 02, 2024 Q3 2024 |
178
shares
|
$50,251
0.04% of portfolio
|
Q1 2024
Reduced 42.39%
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
173
shares
|
$48,839
0.02% of portfolio
|
Q1 2024
New holding
|
|
All Square Wealth Management LLC
Albany, NY |
Nov 13, 2024 Q3 2024 |
173
shares
|
$48,839
0.03% of portfolio
|
Q2 2024
Reduced 10.36%
|
|
Canton Hathaway, LLC
|
Nov 13, 2024 Q3 2024 |
165
shares
|
$46,581
0.01% of portfolio
|
Q3 2021
New holding
|
|
Cowen Prime Advisors LLC
|
Jul 31, 2023 Q2 2023 |
161
shares
|
$45,451
0.02% of portfolio
|
Q2 2023
Reduced 75.64%
|