Institutional Ownership Mcdonalds Corp (MCD)
This table provides information about the institutional ownership of Mcdonalds Corp (MCD). We have compiled data on the 3,709 institutions that hold shares in the stock, with a total of 518 Million shares, which have been reported (via 13F filing form) to have a value of $160 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
14,186
shares
|
$4.38 Million
0.27% of portfolio
|
Q4 2024
Reduced 0.22%
|
|
|
Alpha Dna Investment Management LLC
Columbia, MD |
Feb 13, 2025 Q4 2024 |
14,124
shares
|
$4.36 Million
1.59% of portfolio
|
Q4 2024
Added 269.06%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Feb 13, 2025 Q4 2024 |
14,112
shares
|
$4.35 Million
0.49% of portfolio
|
Q4 2024
Added 6.1%
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
Feb 13, 2025 Q4 2024 |
14,077
shares
|
$4.34 Million
0.23% of portfolio
|
Q4 2024
Added 11.1%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Feb 13, 2025 Q4 2024 |
14,014
shares
|
$4.32 Million
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Feb 13, 2025 Q4 2024 |
14,013
shares
|
$4.32 Million
0.51% of portfolio
|
Q4 2024
Reduced 5.89%
|
|
|
Jarislowsky, Fraser LTD
|
Feb 14, 2025 Q4 2024 |
14,003
shares
|
$4.32 Million
0.03% of portfolio
|
Q1 2024
Reduced 11.35%
|
|
|
First Citizens Bank & Trust CO
|
Jan 21, 2025 Q4 2024 |
13,992
shares
|
$4.32 Million
0.06% of portfolio
|
Q4 2024
Reduced 1.58%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Feb 10, 2025 Q4 2024 |
13,952
shares
|
$4.3 Million
0.98% of portfolio
|
Q4 2024
Added 7.93%
|
|
|
Ossiam
Paris, I0 |
Feb 13, 2025 Q4 2024 |
13,853
shares
|
$4.27 Million
0.07% of portfolio
|
Q4 2024
Added 37.14%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
13,832
shares
|
$4.27 Million
0.16% of portfolio
|
Q4 2024
Added 20.01%
|
|
|
Transcend Capital Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
13,819
shares
|
$4.26 Million
0.3% of portfolio
|
Q4 2024
Reduced 11.24%
|
|
|
Lee Danner & Bass Inc
|
Feb 11, 2025 Q4 2024 |
13,807
shares
|
$4.26 Million
0.32% of portfolio
|
Q4 2024
Added 1.99%
|
|
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
Jan 27, 2025 Q4 2024 |
13,799
shares
|
$4.26 Million
2.56% of portfolio
|
Q4 2024
Added 0.63%
|
|
|
Spinnaker Trust
|
Jan 30, 2025 Q4 2024 |
13,766
shares
|
$4.25 Million
0.25% of portfolio
|
Q4 2024
Reduced 0.42%
|
|
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
Oct 22, 2024 Q3 2024 |
13,741
shares
|
$4.24 Million
2.88% of portfolio
|
Q3 2024
Reduced 92.18%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 21, 2025 Q4 2024 |
13,726
shares
|
$4.24 Million
0.11% of portfolio
|
Q4 2024
Reduced 4.13%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Feb 10, 2025 Q4 2024 |
13,701
shares
|
$4.23 Million
0.16% of portfolio
|
Q4 2024
Added 2.27%
|
|
|
Bfsg, LLC
|
Jan 31, 2025 Q4 2024 |
13,692
shares
|
$4.22 Million
0.47% of portfolio
|
Q4 2024
Added 0.68%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
13,674
shares
|
$4.22 Million
0.05% of portfolio
|
Q4 2024
Reduced 35.86%
|
|
|
Evexia Wealth LLC
Stevens Point, WI |
Feb 13, 2025 Q4 2024 |
13,660
shares
|
$4.21 Million
1.36% of portfolio
|
Q4 2024
Reduced 0.88%
|
|
|
Caption Management, LLC
Oklahoma City, OK |
Feb 14, 2025 Q4 2024 |
13,633
shares
|
$4.21 Million
0.04% of portfolio
|
Q4 2024
Added 335.14%
|
|
|
Claro Advisors LLC
Boston, MA |
Jan 13, 2025 Q4 2024 |
13,527
shares
|
$4.17 Million
0.59% of portfolio
|
Q4 2024
Reduced 7.48%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
13,506
shares
|
$4.17 Million
0.31% of portfolio
|
Q4 2024
Reduced 23.07%
|
|
|
Hengehold Capital Management LLC
|
Jan 17, 2025 Q4 2024 |
13,456
shares
|
$4.15 Million
0.37% of portfolio
|
Q4 2024
Added 2.9%
|