Purchases and Sales Made in Q1 2025 in Mcdonalds Corp (MCD)
This table provides information about the institutional ownership of Mcdonalds Corp (MCD) during Q1 2025. The information is specifically focused on institutions that hold shares of MCDONALDS CORP.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
366+ 10.2% |
$102K - $118K
|
3.95K
$1.16M
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
365+ 4.24% |
$102K - $117K
|
8.97K
$2.64M
|
|
Apr 30, 2025
Q1 2025
|
Callahan Advisors, LLC
|
BUY
|
- |
365+ 0.61% |
$102K - $117K
|
60.2K
$17.7M
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
364+ 2.12% |
$102K - $117K
|
17.5K
$5.16M
|
|
May 12, 2025
Q1 2025
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
BUY
|
- |
362New |
$101K - $116K
|
362
$107K
|
|
Jun 03, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
361New |
$101K - $116K
|
361
$106K
|
|
May 12, 2025
Q1 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
360+ 1800.0% |
$101K - $116K
|
380
$112K
|
|
May 15, 2025
Q1 2025
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
359+ 0.11% |
$100K - $115K
|
313K
$92.3M
|
|
May 12, 2025
Q1 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
356+ 4.46% |
$99.6K - $114K
|
8.33K
$2.45M
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
355+ 1.84% |
$99.3K - $114K
|
19.7K
$5.79M
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
355+ 6.25% |
$99.3K - $114K
|
6.03K
$1.78M
|
|
Apr 17, 2025
Q1 2025
|
Optas, LLC
|
BUY
|
- |
355+ 23.14% |
$99.3K - $114K
|
1.89K
$556K
|
|
Jun 06, 2025
Q1 2025
|
E Cio, Inc.
Madison, WI |
BUY
|
- |
343New |
$96K - $110K
|
343
$101K
|
|
May 07, 2025
Q1 2025
|
Bell & Brown Wealth Advisors, LLC
|
BUY
|
- |
338+ 3.2% |
$94.6K - $109K
|
10.9K
$3.21M
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
336+ 1.49% |
$94K - $108K
|
22.9K
$6.73M
|
|
Apr 23, 2025
Q1 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
333+ 9.44% |
$93.2K - $107K
|
3.86K
$1.14M
|
|
May 05, 2025
Q1 2025
|
Rd Lewis Holdings, Inc.
Maitland, FL |
BUY
|
- |
332+ 3.52% |
$92.9K - $107K
|
9.75K
$2.87M
|
|
May 05, 2025
Q1 2025
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
331+ 4.61% |
$92.6K - $106K
|
7.52K
$2.21M
|
|
Apr 30, 2025
Q1 2025
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
330+ 6.05% |
$92.3K - $106K
|
5.79K
$1.7M
|
|
May 14, 2025
Q1 2025
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
330+ 23.34% |
$92.3K - $106K
|
1.74K
$514K
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
329New |
$92K - $106K
|
329
$96.9K
|
|
May 01, 2025
Q1 2025
|
Exchange Capital Management, Inc.
|
BUY
|
- |
329+ 3.06% |
$92K - $106K
|
11.1K
$3.26M
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
BUY
|
- |
327+ 4.49% |
$91.5K - $105K
|
7.61K
$2.24M
|
|
Apr 16, 2025
Q1 2025
|
Paragon Capital Management LTD
|
BUY
|
- |
325+ 24.02% |
$90.9K - $104K
|
1.68K
$494K
|
|
Apr 08, 2025
Q1 2025
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
322+ 7.23% |
$90.1K - $103K
|
4.78K
$1.41M
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
322New |
$90.1K - $103K
|
322
$94.8K
|
|
Apr 24, 2025
Q1 2025
|
Patron Partners, LLC
|
BUY
|
- |
321+ 5.99% |
$89.8K - $103K
|
5.68K
$1.67M
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
321+ 1.67% |
$89.8K - $103K
|
19.6K
$5.77M
|
|
Apr 22, 2025
Q1 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
320+ 0.83% |
$89.5K - $103K
|
39.1K
$11.5M
|
|
Apr 24, 2025
Q1 2025
|
Financial Insights, Inc.
|
BUY
|
- |
320+ 17.52% |
$89.5K - $103K
|
2.15K
$632K
|
|
Apr 17, 2025
Q1 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
319+ 6.38% |
$89.2K - $102K
|
5.32K
$1.57M
|
|
May 08, 2025
Q1 2025
|
Univest Financial Corp
|
BUY
|
- |
319+ 2.58% |
$89.2K - $102K
|
12.7K
$3.74M
|
|
May 01, 2025
Q1 2025
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
317+ 1.55% |
$88.7K - $102K
|
20.7K
$6.1M
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
BUY
|
- |
316+ 38.73% |
$88.4K - $102K
|
1.13K
$333K
|
|
Apr 23, 2025
Q1 2025
|
Berry Wealth Group, LP
Granbury, TX |
BUY
|
- |
316+ 29.4% |
$88.4K - $102K
|
1.39K
$410K
|
|
Apr 22, 2025
Q1 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
313+ 13.18% |
$87.6K - $101K
|
2.69K
$792K
|
|
Apr 10, 2025
Q1 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
312+ 9.3% |
$87.3K - $100K
|
3.67K
$1.08M
|
|
Apr 28, 2025
Q1 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
310+ 11.06% |
$86.7K - $99.6K
|
3.11K
$917K
|
|
Apr 11, 2025
Q1 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
310New |
$86.7K - $99.6K
|
310
$91.3K
|
|
Apr 17, 2025
Q1 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
310+ 2.3% |
$86.7K - $99.6K
|
13.8K
$4.05M
|
|
Apr 16, 2025
Q1 2025
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
309+ 8.96% |
$86.4K - $99.3K
|
3.76K
$1.11M
|
|
Apr 10, 2025
Q1 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
307+ 4.72% |
$85.9K - $98.6K
|
6.81K
$2.01M
|
|
Apr 21, 2025
Q1 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
306+ 1.56% |
$85.6K - $98.3K
|
19.9K
$5.85M
|
|
Apr 11, 2025
Q1 2025
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
304+ 19.71% |
$85K - $97.7K
|
1.85K
$544K
|
|
May 06, 2025
Q1 2025
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
304+ 1.32% |
$85K - $97.7K
|
23.3K
$6.86M
|
|
May 12, 2025
Q1 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
304+ 13.37% |
$85K - $97.7K
|
2.58K
$759K
|
|
Apr 22, 2025
Q1 2025
|
Heartland Bank & Trust CO
|
BUY
|
- |
303+ 17.08% |
$84.8K - $97.4K
|
2.08K
$612K
|
|
May 12, 2025
Q1 2025
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
303+ 3.41% |
$84.8K - $97.4K
|
9.19K
$2.71M
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
302+ 4.88% |
$84.5K - $97K
|
6.49K
$1.91M
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
302+ 5.17% |
$84.5K - $97K
|
6.15K
$1.81M
|