Institutional Ownership Mcdonalds Corp (MCD)
This table provides information about the institutional ownership of Mcdonalds Corp (MCD). We have compiled data on the 3,623 institutions that hold shares in the stock, with a total of 503 Million shares, which have been reported (via 13F filing form) to have a value of $156 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
10,974
shares
|
$3.38 Million
0.37% of portfolio
|
Q2 2024
Reduced 59.66%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Feb 10, 2025 Q4 2024 |
10,972
shares
|
$3.37 Million
1.49% of portfolio
|
Q4 2024
Reduced 4.04%
|
|
|
Provident Investment Management, Inc.
Novi, MI |
Feb 12, 2025 Q4 2024 |
10,968
shares
|
$3.37 Million
0.33% of portfolio
|
Q4 2024
Reduced 2.47%
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Jan 29, 2025 Q4 2024 |
10,957
shares
|
$3.37 Million
0.78% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Nov 12, 2024 Q3 2024 |
10,956
shares
|
$3.37 Million
0.67% of portfolio
|
Q3 2024
Reduced 4.26%
|
|
|
Dividend Assets Capital, LLC
|
Feb 03, 2025 Q4 2024 |
10,935
shares
|
$3.36 Million
0.62% of portfolio
|
Q4 2024
Reduced 2.24%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Feb 07, 2025 Q4 2024 |
10,923
shares
|
$3.36 Million
0.93% of portfolio
|
Q4 2024
Reduced 1.41%
|
|
|
Cpa Asset Management LLC
West Palm Beach, FL |
Feb 04, 2025 Q4 2024 |
10,916
shares
|
$3.36 Million
1.47% of portfolio
|
Q3 2024
Reduced 0.91%
|
|
|
Ironwood Investment Counsel, LLC
|
Feb 10, 2025 Q4 2024 |
10,912
shares
|
$3.36 Million
0.57% of portfolio
|
Q4 2024
Reduced 1.91%
|
|
|
Lester Murray Antman Dba Simply Rich
|
Jan 29, 2025 Q4 2024 |
10,900
shares
|
$3.35 Million
0.9% of portfolio
|
Q4 2024
Added 0.41%
|
|
|
Mokan Wealth Management Inc.
Overland Park, KS |
Jan 30, 2025 Q4 2024 |
10,785
shares
|
$3.32 Million
1.99% of portfolio
|
Q4 2024
New holding
|
|
|
Kiley Juergens Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
10,758
shares
|
$3.31 Million
0.81% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Chicago Trust CO Na
|
Jan 13, 2025 Q4 2024 |
10,754
shares
|
$3.31 Million
0.69% of portfolio
|
Q4 2024
Reduced 3.39%
|
|
|
Exchange Capital Management, Inc.
|
Feb 04, 2025 Q4 2024 |
10,753
shares
|
$3.31 Million
0.54% of portfolio
|
Q4 2024
Added 1.42%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Feb 05, 2025 Q4 2024 |
10,725
shares
|
$3.3 Million
1.03% of portfolio
|
Q4 2024
Reduced 0.11%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Feb 11, 2025 Q4 2024 |
10,711
shares
|
$3.29 Million
0.29% of portfolio
|
Q4 2024
Reduced 5.57%
|
|
|
Garrett Investment Advisors LLC
|
Jan 15, 2025 Q4 2024 |
10,685
shares
|
$3.29 Million
0.33% of portfolio
|
Q4 2024
Reduced 6.4%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Oct 08, 2024 Q3 2024 |
10,681
shares
|
$3.29 Million
0.98% of portfolio
|
Q3 2024
Reduced 0.66%
|
|
|
Paloma Partners Management CO
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
10,663
shares
|
$3.28 Million
0.11% of portfolio
|
Q3 2024
Reduced 25.38%
|
|
|
O'Brien Wealth Partners LLC
|
Jan 28, 2025 Q4 2024 |
10,637
shares
|
$3.27 Million
0.58% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
10,630
shares
|
$3.27 Million
0.12% of portfolio
|
Q4 2024
Reduced 1.79%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Jan 22, 2025 Q4 2024 |
10,624
shares
|
$3.27 Million
0.52% of portfolio
|
Q4 2024
Reduced 1.16%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Nov 12, 2024 Q3 2024 |
10,615
shares
|
$3.27 Million
0.85% of portfolio
|
Q3 2024
Reduced 4.21%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
10,546
shares
|
$3.24 Million
0.09% of portfolio
|
Q4 2024
Reduced 0.91%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Jan 28, 2025 Q4 2024 |
10,509
shares
|
$3.23 Million
0.81% of portfolio
|
Q4 2024
New holding
|