Institutional Ownership Mcdonalds Corp (MCD)
This table provides information about the institutional ownership of Mcdonalds Corp (MCD). We have compiled data on the 3,841 institutions that hold shares in the stock, with a total of 527 Million shares, which have been reported (via 13F filing form) to have a value of $166 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Apr 18, 2025 Q1 2025 |
697
shares
|
$219,255
0.05% of portfolio
|
Q1 2025
Reduced 34.25%
|
|
Fortress Financial Group, LLC
Rochester, MN |
Apr 11, 2025 Q1 2025 |
697
shares
|
$219,255
0.22% of portfolio
|
Q1 2025
Added 0.72%
|
|
Black Diamond Financial, LLC
|
Apr 30, 2025 Q1 2025 |
696
shares
|
$218,940
0.03% of portfolio
|
Q1 2025
New holding
|
|
Nwam LLC
Mercer Island, WA |
May 05, 2025 Q1 2025 |
696
shares
|
$218,940
0.02% of portfolio
|
Q1 2025
Reduced 86.58%
|
|
Mascoma Wealth Management LLC
|
Apr 24, 2025 Q1 2025 |
695
shares
|
$218,626
0.06% of portfolio
|
Q2 2024
Reduced 16.27%
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
695
shares
|
$218,626
0.06% of portfolio
|
Q3 2024
New holding
|
|
Northstar Asset Management Inc
Boston, MA |
May 13, 2025 Q1 2025 |
695
shares
|
$218,626
0.07% of portfolio
|
Q1 2025
Reduced 13.02%
|
|
Mirabaud & Cie Sa
Geneva, V8 |
May 09, 2025 Q1 2025 |
695
shares
|
$218,626
0.07% of portfolio
|
Q1 2025
Reduced 91.78%
|
|
Summit Place Financial Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
694
shares
|
$218,311
0.13% of portfolio
|
Q3 2024
New holding
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Feb 14, 2025 Q4 2024 |
694
shares
|
$218,311
0.1% of portfolio
|
Q4 2024
New holding
|
|
Engrave Wealth Partners LLC
|
Jan 16, 2024 Q4 2023 |
693
shares
|
$217,997
0.06% of portfolio
|
Q4 2023
New holding
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
693
shares
|
$217,997
0.04% of portfolio
|
Q2 2024
Reduced 18.09%
|
|
Slocum, Gordon & CO LLP
Newport, RI |
Apr 23, 2025 Q1 2025 |
688
shares
|
$216,424
0.17% of portfolio
|
Q2 2024
Added 6.5%
|
|
Gibson Wealth Advisors LLC
Tyler, TX |
May 14, 2025 Q1 2025 |
687
shares
|
$216,109
0.17% of portfolio
|
Q1 2025
New holding
|
|
Pcg Wealth Advisors, LLC
|
May 05, 2025 Q1 2025 |
685
shares
|
$215,480
0.08% of portfolio
|
Q1 2025
Reduced 2.0%
|
|
Clarity Financial LLC
|
May 14, 2025 Q1 2025 |
684
shares
|
$215,165
0.02% of portfolio
|
Q1 2025
Reduced 5.0%
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Apr 23, 2025 Q1 2025 |
683
shares
|
$214,851
0.06% of portfolio
|
Q1 2025
New holding
|
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
Apr 24, 2025 Q1 2025 |
683
shares
|
$214,851
0.2% of portfolio
|
Q1 2025
New holding
|
|
Financial Advisory Corp
Grand Rapids, MI |
Apr 14, 2025 Q1 2025 |
682
shares
|
$214,536
0.04% of portfolio
|
Q1 2025
New holding
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
681
shares
|
$214,222
0.05% of portfolio
|
Q1 2025
Added 12.19%
|
|
Second Half Financial Partners, LLC
Sebring, FL |
May 07, 2025 Q1 2025 |
677
shares
|
$212,963
0.15% of portfolio
|
Q1 2025
New holding
|
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
May 14, 2025 Q1 2025 |
676
shares
|
$212,649
0.16% of portfolio
|
Q1 2025
New holding
|
|
Gsg Advisors LLC
Mount Laurel, NJ |
May 13, 2025 Q1 2025 |
676
shares
|
$212,649
0.07% of portfolio
|
Q1 2025
New holding
|
|
Jsf Financial, LLC
|
May 07, 2025 Q1 2025 |
672
shares
|
$211,391
0.06% of portfolio
|
Q1 2025
New holding
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
672
shares
|
$211,391
0.07% of portfolio
|
Q1 2025
Reduced 42.27%
|