Institutional Ownership Mcdonalds Corp (MCD)
This table provides information about the institutional ownership of Mcdonalds Corp (MCD). We have compiled data on the 3,875 institutions that hold shares in the stock, with a total of 543 Million shares, which have been reported (via 13F filing form) to have a value of $164 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ibex Wealth Advisors
Lebanon, NJ |
Aug 07, 2025 Q2 2025 |
2,744
shares
|
$827,700
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Aug 11, 2025 Q2 2025 |
2,742
shares
|
$827,096
0.09% of portfolio
|
Q2 2025
Added 5.99%
|
|
|
Hurlow Wealth Management Group, Inc.
|
Jul 10, 2025 Q2 2025 |
2,738
shares
|
$825,890
0.23% of portfolio
|
Q1 2025
Reduced 3.52%
|
|
|
Woodward Diversified Capital, LLC
|
Jul 18, 2025 Q2 2025 |
2,738
shares
|
$825,890
0.42% of portfolio
|
Q2 2025
Added 72.2%
|
|
|
Blodgett Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
2,733
shares
|
$824,382
0.63% of portfolio
|
Q1 2025
Reduced 1.8%
|
|
|
Geller Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
2,730
shares
|
$823,477
0.05% of portfolio
|
Q4 2024
Reduced 0.07%
|
|
|
River Park Advisors, LLC
New York, NY |
Aug 12, 2025 Q2 2025 |
2,726
shares
|
$822,270
0.66% of portfolio
|
Q2 2025
Reduced 13.62%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
Aug 01, 2025 Q2 2025 |
2,726
shares
|
$822,270
0.13% of portfolio
|
Q2 2025
Added 49.04%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
2,724
shares
|
$821,667
0.01% of portfolio
|
Q3 2022
Added 81.6%
|
|
|
Charter Oak Capital Management, LLC
|
Jul 10, 2025 Q2 2025 |
2,715
shares
|
$818,952
0.07% of portfolio
|
Q2 2025
Reduced 20.91%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Jul 14, 2025 Q2 2025 |
2,706
shares
|
$816,237
0.18% of portfolio
|
Q2 2025
Added 12.14%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Aug 12, 2025 Q2 2025 |
2,704
shares
|
$815,634
0.57% of portfolio
|
Q2 2025
Added 8.29%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
2,701
shares
|
$814,729
0.06% of portfolio
|
Q2 2024
Reduced 1.32%
|
|
|
Howard Capital Management Group, LLC
|
Jul 16, 2025 Q2 2025 |
2,700
shares
|
$814,428
0.05% of portfolio
|
Q1 2025
Reduced 0.92%
|
|
|
Alteri Wealth LLC
Westlake Village, CA |
Aug 11, 2025 Q2 2025 |
2,698
shares
|
$813,824
0.31% of portfolio
|
Q2 2025
Reduced 29.06%
|
|
|
Arrien Investments, Inc.
Boise, ID |
Jul 30, 2025 Q2 2025 |
2,691
shares
|
$811,713
0.5% of portfolio
|
Q2 2025
Added 0.52%
|
|
|
Centennial Wealth Advisory LLC
|
Jul 17, 2025 Q2 2025 |
2,690
shares
|
$811,411
0.27% of portfolio
|
Q2 2025
Added 3.03%
|
|
|
Bank Of Marin
Novato, CA |
Aug 14, 2025 Q2 2025 |
2,687
shares
|
$810,506
0.62% of portfolio
|
Q2 2025
Reduced 1.07%
|
|
|
Berkshire Bank
|
Jul 09, 2025 Q2 2025 |
2,686
shares
|
$810,205
0.18% of portfolio
|
Q2 2025
Added 3.27%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
2,686
shares
|
$810,205
0.11% of portfolio
|
Q2 2025
Added 1.51%
|
|
|
Klcm Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
2,682
shares
|
$808,998
0.08% of portfolio
|
Q2 2025
Reduced 42.36%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Aug 04, 2025 Q2 2025 |
2,666
shares
|
$804,172
0.04% of portfolio
|
Q2 2025
Added 3.9%
|
|
|
Brasada Capital Management, LP
Houston, TX |
Aug 14, 2025 Q2 2025 |
2,648
shares
|
$798,742
0.15% of portfolio
|
Q2 2025
Added 3.97%
|
|
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
Jul 18, 2023 Q2 2023 |
2,647
shares
|
$798,441
0.76% of portfolio
|
Q2 2023
Added 6.91%
|
|
|
Summit Global Investments
Bountiful, UT |
Aug 12, 2025 Q2 2025 |
2,641
shares
|
$796,631
0.05% of portfolio
|
Q2 2025
Added 124.19%
|