Institutional Ownership Mcdonalds Corp (MCD)
This table provides information about the institutional ownership of Mcdonalds Corp (MCD). We have compiled data on the 3,855 institutions that hold shares in the stock, with a total of 528 Million shares, which have been reported (via 13F filing form) to have a value of $155 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Morgan Rosel Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
208
shares
|
$60,948
0.02% of portfolio
|
Q1 2025
New holding
|
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
May 12, 2025 Q1 2025 |
208
shares
|
$60,948
0.04% of portfolio
|
Q1 2025
New holding
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
205
shares
|
$60,069
0.03% of portfolio
|
Q4 2023
New holding
|
|
Rocky Mountain Advisers, LLC
|
May 05, 2025 Q1 2025 |
200
shares
|
$58,604
0.05% of portfolio
|
Q2 2022
Reduced 33.33%
|
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
May 07, 2025 Q1 2025 |
200
shares
|
$58,604
0.0% of portfolio
|
Q2 2024
New holding
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
May 15, 2025 Q1 2025 |
194
shares
|
$56,845
0.04% of portfolio
|
Q1 2025
Added 25.16%
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
192
shares
|
$56,259
0.22% of portfolio
|
Q3 2024
New holding
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
May 16, 2025 Q1 2025 |
192
shares
|
$56,259
0.02% of portfolio
|
Q1 2025
Added 3.78%
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Apr 29, 2025 Q1 2025 |
184
shares
|
$53,915
0.02% of portfolio
|
Q3 2024
Added 41.54%
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Apr 22, 2025 Q1 2025 |
181
shares
|
$53,036
0.02% of portfolio
|
Q1 2023
Added 123.46%
|
|
Dagco, Inc.
|
May 12, 2025 Q1 2025 |
180
shares
|
$52,743
0.02% of portfolio
|
Q1 2025
New holding
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
179
shares
|
$52,450
0.02% of portfolio
|
Q3 2024
Added 2.87%
|
|
Ima Wealth, Inc.
Wichita, KS |
May 06, 2025 Q1 2025 |
179
shares
|
$52,450
0.01% of portfolio
|
Q1 2025
New holding
|
|
Carderock Capital Management Inc
|
Jul 10, 2025 Q2 2025 |
175
shares
|
$51,278
0.01% of portfolio
|
Q2 2025
New holding
|
|
Centerpoint Advisors, LLC
|
May 12, 2025 Q1 2025 |
173
shares
|
$50,692
0.02% of portfolio
|
Q1 2025
Reduced 44.73%
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
173
shares
|
$50,692
0.02% of portfolio
|
Q1 2024
New holding
|
|
All Square Wealth Management LLC
Albany, NY |
May 06, 2025 Q1 2025 |
173
shares
|
$50,692
0.03% of portfolio
|
Q2 2024
Reduced 10.36%
|
|
Advisor Shares Investments LLC
Bethesda, MD |
May 13, 2025 Q1 2025 |
172
shares
|
$50,399
0.01% of portfolio
|
Q1 2025
Reduced 90.81%
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
May 09, 2025 Q1 2025 |
170
shares
|
$49,813
0.03% of portfolio
|
Q1 2025
New holding
|
|
First Community Trust Na
|
Jul 07, 2025 Q2 2025 |
168
shares
|
$49,227
0.04% of portfolio
|
Q1 2025
Reduced 5.62%
|
|
Friedenthal Financial
|
Apr 21, 2025 Q1 2025 |
165
shares
|
$48,348
0.03% of portfolio
|
Q1 2025
New holding
|
|
Cowen Prime Advisors LLC
|
Jul 31, 2023 Q2 2023 |
161
shares
|
$47,176
0.02% of portfolio
|
Q2 2023
Reduced 75.64%
|
|
Hara Capital LLC
Bellevue, WA |
Apr 30, 2025 Q1 2025 |
152
shares
|
$44,539
0.03% of portfolio
|
Q1 2025
Added 4.83%
|
|
Lowe Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
150
shares
|
$43,953
0.02% of portfolio
|
Q1 2024
Reduced 2.6%
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
150
shares
|
$43,953
0.02% of portfolio
|
Q1 2024
Reduced 72.48%
|