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 |
|---|---|---|---|---|---|
|
Univest Financial Corp
|
Aug 04, 2025 Q2 2025 |
13,388
shares
|
$4.08 Million
0.24% of portfolio
|
Q2 2025
Added 5.53%
|
|
|
Alpen Global Capital LLC
Tahoe City, CA |
Aug 14, 2025 Q2 2025 |
13,371
shares
|
$4.08 Million
2.34% of portfolio
|
Q2 2025
Reduced 0.24%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
13,362
shares
|
$4.08 Million
0.1% of portfolio
|
Q2 2025
Added 12.49%
|
|
|
Bfsg, LLC
|
Jul 14, 2025 Q2 2025 |
13,335
shares
|
$4.07 Million
0.45% of portfolio
|
Q2 2025
Reduced 0.94%
|
|
|
Shell Asset Management CO
The Hague, P7 |
Jul 23, 2025 Q2 2025 |
13,298
shares
|
$4.06 Million
0.13% of portfolio
|
Q2 2025
Added 64.89%
|
|
|
Shorepoint Capital Partners LLC
Norwood, MA |
May 13, 2025 Q1 2025 |
13,284
shares
|
$4.05 Million
0.99% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
13,253
shares
|
$4.04 Million
0.41% of portfolio
|
Q4 2022
Reduced 27.35%
|
|
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
Jul 29, 2025 Q2 2025 |
13,224
shares
|
$4.03 Million
1.63% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
|
Cim Investment Management Inc
Pittsburgh, PA |
Aug 22, 2025 Q2 2025 |
13,215
shares
|
$4.03 Million
0.74% of portfolio
|
Q2 2025
Added 99.65%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
13,203
shares
|
$4.03 Million
0.18% of portfolio
|
Q4 2024
Added 50.75%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
13,190
shares
|
$4.02 Million
0.3% of portfolio
|
Q4 2023
Added 2.0%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
13,175
shares
|
$4.02 Million
0.85% of portfolio
|
Q3 2024
Reduced 2.75%
|
|
|
Asset Planning,Inc
Cypress, CA |
Jul 25, 2025 Q2 2025 |
13,155
shares
|
$4.01 Million
2.9% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Community Bank, N.A.
|
Jul 25, 2025 Q2 2025 |
13,154
shares
|
$4.01 Million
0.52% of portfolio
|
Q2 2025
Reduced 2.94%
|
|
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
Aug 07, 2025 Q2 2025 |
13,115
shares
|
$4 Million
0.74% of portfolio
|
Q2 2025
Reduced 2.09%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2025 Q2 2025 |
13,108
shares
|
$4 Million
0.19% of portfolio
|
Q2 2025
Reduced 75.09%
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
13,094
shares
|
$3.99 Million
0.28% of portfolio
|
Q2 2025
Reduced 1.44%
|
|
|
Silvant Capital Management LLC
|
Aug 13, 2025 Q2 2025 |
13,086
shares
|
$3.99 Million
0.15% of portfolio
|
Q3 2024
Reduced 9.83%
|
|
|
Dorchester Wealth Management CO
|
Feb 03, 2025 Q4 2024 |
13,034
shares
|
$3.97 Million
0.76% of portfolio
|
Q4 2024
Reduced 1.47%
|
|
|
Valley National Advisers Inc
|
Jul 22, 2025 Q2 2025 |
13,033
shares
|
$3.97 Million
0.62% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Pictet Bank & Trust LTD
|
Jul 15, 2025 Q2 2025 |
13,000
shares
|
$3.96 Million
4.45% of portfolio
|
Q3 2024
Reduced 29.61%
|
|
|
Eagle Global Advisors LLC
Houston, TX |
Jul 16, 2025 Q2 2025 |
13,000
shares
|
$3.96 Million
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Bell Bank
|
Jul 11, 2025 Q2 2025 |
12,989
shares
|
$3.96 Million
0.18% of portfolio
|
Q2 2025
Added 1.31%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Jul 31, 2025 Q2 2025 |
12,955
shares
|
$3.95 Million
1.05% of portfolio
|
Q2 2025
Added 4.6%
|
|
|
Schnieders Capital Management LLC
|
Jul 29, 2025 Q2 2025 |
12,938
shares
|
$3.95 Million
0.67% of portfolio
|
Q2 2025
Added 2.47%
|