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 |
---|---|---|---|---|---|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Aug 11, 2025 Q2 2025 |
2,531
shares
|
$763,450
0.36% of portfolio
|
Q2 2025
Reduced 2.32%
|
|
Vantage Point Financial LLC
Lisle, IL |
Jul 24, 2025 Q2 2025 |
2,523
shares
|
$761,037
0.32% of portfolio
|
Q2 2025
Added 2.23%
|
|
Karpas Strategies, LLC
|
Jul 30, 2024 Q2 2024 |
2,519
shares
|
$759,831
0.24% of portfolio
|
Q2 2024
Added 0.52%
|
|
Clare Market Investments LLC
Dallas, TX |
Jul 10, 2025 Q2 2025 |
2,519
shares
|
$759,831
0.16% of portfolio
|
Q2 2025
Added 26.77%
|
|
Schear Investment Advisers, LLC
Cincinnati, OH |
Aug 14, 2025 Q2 2025 |
2,518
shares
|
$759,529
0.39% of portfolio
|
Q2 2025
Added 1.78%
|
|
Gleason Group, Inc.
|
Jul 17, 2025 Q2 2025 |
2,513
shares
|
$758,021
0.08% of portfolio
|
Q2 2025
Added 0.6%
|
|
Mqs Management LLC
|
Jul 31, 2025 Q2 2025 |
2,511
shares
|
$757,418
0.4% of portfolio
|
Q2 2025
New holding
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
2,510
shares
|
$757,116
0.31% of portfolio
|
Q1 2024
Added 4.76%
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
2,510
shares
|
$757,116
0.15% of portfolio
|
Q4 2022
Reduced 1.76%
|
|
Holland Advisory Services, Inc.
|
Jul 16, 2025 Q2 2025 |
2,508
shares
|
$756,513
1.07% of portfolio
|
Q1 2025
Added 0.04%
|
|
Pb Mares Wealth Management LLC
|
Jul 18, 2025 Q2 2025 |
2,505
shares
|
$755,608
0.14% of portfolio
|
Q2 2025
Reduced 0.6%
|
|
Creekside Partners
Petaluma, CA |
Jul 28, 2025 Q2 2025 |
2,503
shares
|
$755,004
0.35% of portfolio
|
Q2 2025
Reduced 3.06%
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Apr 28, 2025 Q1 2025 |
2,493
shares
|
$751,988
0.41% of portfolio
|
Q1 2025
Added 2.93%
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
2,493
shares
|
$751,988
0.24% of portfolio
|
Q4 2024
Reduced 1.38%
|
|
Ackerman Capital Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
2,491
shares
|
$751,385
0.17% of portfolio
|
Q2 2025
Added 0.85%
|
|
Yoffe Investment Management, LLC
Lemoyne, PA |
Jul 29, 2025 Q2 2025 |
2,485
shares
|
$749,575
0.99% of portfolio
|
Q4 2024
Reduced 19.27%
|
|
Pcg Asset Management, LLC
Gladstone, NJ |
Aug 07, 2025 Q2 2025 |
2,483
shares
|
$748,972
0.62% of portfolio
|
Q2 2025
Reduced 4.98%
|
|
Tilson Financial Group, Inc.
New Providence, NJ |
Aug 07, 2025 Q2 2025 |
2,466
shares
|
$743,844
0.27% of portfolio
|
Q1 2025
Added 0.24%
|
|
Sound Financial Strategies Group, LLC
|
Aug 06, 2025 Q2 2025 |
2,465
shares
|
$743,542
0.65% of portfolio
|
Q2 2025
Added 1.69%
|
|
Clear Creek Financial Management, LLC
|
Jul 23, 2025 Q2 2025 |
2,465
shares
|
$743,542
0.07% of portfolio
|
Q2 2025
Added 12.56%
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
Jul 30, 2025 Q2 2025 |
2,459
shares
|
$741,732
0.08% of portfolio
|
Q2 2025
Added 19.89%
|
|
Crewe Advisors LLC
|
Jul 29, 2025 Q2 2025 |
2,455
shares
|
$740,526
0.11% of portfolio
|
Q2 2025
Reduced 5.25%
|
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
Aug 14, 2025 Q2 2025 |
2,454
shares
|
$740,224
0.03% of portfolio
|
Q2 2025
New holding
|
|
Fsb Premier Wealth Management, Inc.
|
Aug 15, 2025 Q2 2025 |
2,451
shares
|
$739,319
0.28% of portfolio
|
Q2 2025
Reduced 12.02%
|
|
Mc Adam, LLC
|
Jul 15, 2025 Q2 2025 |
2,450
shares
|
$739,018
0.04% of portfolio
|
Q2 2025
Added 5.65%
|