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 |
|---|---|---|---|---|---|
|
Equitable Trust CO
|
Jul 28, 2025 Q2 2025 |
17,363
shares
|
$5.3 Million
0.26% of portfolio
|
Q2 2025
Reduced 14.77%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
17,325
shares
|
$5.28 Million
0.12% of portfolio
|
Q2 2025
Added 1.32%
|
|
|
Oak Harvest Investment Services
|
Aug 08, 2025 Q2 2025 |
17,233
shares
|
$5.26 Million
0.65% of portfolio
|
Q2 2025
Reduced 33.9%
|
|
|
Sandhill Capital Partners LLC
Buffalo, NY |
May 14, 2025 Q1 2025 |
17,232
shares
|
$5.26 Million
0.47% of portfolio
|
Q1 2025
Added 1.04%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
17,221
shares
|
$5.25 Million
0.17% of portfolio
|
Q1 2025
Added 11.53%
|
|
|
Mission Wealth Management, LP
|
Aug 05, 2025 Q2 2025 |
17,135
shares
|
$5.23 Million
0.11% of portfolio
|
Q2 2025
Added 2.14%
|
|
|
Crawford Investment Counsel Inc
Atlanta, GA |
Aug 14, 2025 Q2 2025 |
17,122
shares
|
$5.22 Million
0.09% of portfolio
|
Q2 2025
Added 0.64%
|
|
|
Peoples Financial Services Corp.
|
Jul 17, 2025 Q2 2025 |
17,116
shares
|
$5.22 Million
2.49% of portfolio
|
Q2 2025
Reduced 3.55%
|
|
|
Cordatus Wealth Management LLC
Newtown, PA |
Aug 11, 2025 Q2 2025 |
17,109
shares
|
$5.22 Million
1.23% of portfolio
|
Q2 2025
Reduced 1.77%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Jul 31, 2025 Q2 2025 |
17,075
shares
|
$5.21 Million
0.18% of portfolio
|
Q2 2025
Reduced 10.64%
|
|
|
Hudson Valley Investment Advisors Inc
|
Jul 21, 2025 Q2 2025 |
17,070
shares
|
$5.21 Million
0.55% of portfolio
|
Q2 2025
Reduced 1.18%
|
|
|
Infusive Asset Management Inc.
New York, NY |
Aug 14, 2025 Q2 2025 |
17,058
shares
|
$5.2 Million
2.22% of portfolio
|
Q2 2025
Added 18.47%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
17,050
shares
|
$5.2 Million
0.13% of portfolio
|
Q2 2025
Added 11.94%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
17,024
shares
|
$5.19 Million
0.3% of portfolio
|
Q2 2022
Added 32.37%
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
17,019
shares
|
$5.19 Million
1.08% of portfolio
|
Q2 2022
Reduced 3.02%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jul 23, 2025 Q2 2025 |
16,943
shares
|
$5.17 Million
0.3% of portfolio
|
Q2 2025
Reduced 28.93%
|
|
|
Pioneer Trust Bank N A
Salem, OR |
Aug 07, 2025 Q2 2025 |
16,926
shares
|
$5.16 Million
1.3% of portfolio
|
Q2 2025
Reduced 0.97%
|
|
|
Royal Fund Management, LLC
|
Aug 13, 2025 Q2 2025 |
16,901
shares
|
$5.15 Million
0.5% of portfolio
|
Q2 2025
Added 4.3%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
16,890
shares
|
$5.15 Million
0.13% of portfolio
|
Q2 2025
Added 27.9%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Aug 07, 2025 Q2 2025 |
16,882
shares
|
$5.15 Million
0.42% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
16,858
shares
|
$5.14 Million
0.02% of portfolio
|
Q2 2025
Reduced 44.17%
|
|
|
Douglass Winthrop Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
16,857
shares
|
$5.14 Million
0.09% of portfolio
|
Q2 2025
Reduced 0.12%
|
|
|
Vise Technologies, Inc.
New York, NY |
Aug 07, 2025 Q2 2025 |
16,828
shares
|
$5.13 Million
0.21% of portfolio
|
Q2 2025
Added 110.24%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
16,823
shares
|
$5.13 Million
0.16% of portfolio
|
Q2 2025
Added 0.45%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
16,808
shares
|
$5.13 Million
0.07% of portfolio
|
Q2 2025
Added 2.69%
|