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McDonald's (MCD) Institutional Ownership

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$270.71 +5.95 (+2.25%)
Closing price 07/27/2026 03:59 PM Eastern
Extended Trading
$270.58 -0.14 (-0.05%)
As of 07/27/2026 07:59 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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Institutional Ownership Changes (13F Filings) for McDonald's (NYSE:MCD)

Current
Institutional Ownership
Percentage
70.29%
Number of
Institutional Buyers
(last 12 months)
2311
Total
Institutional Inflows
(last 12 months)
$23.07B
Number of
Institutional Sellers
(last 12 months)
1896
Total
Institutional Outflows
(last 12 months)
$10.07B
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MCD Institutional Buying and Selling by Quarter

McDonald's Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/28/2026First Fiduciary Investment Counsel Inc.34,557$9.34M1.8%+2.6%0.005%
7/28/2026Florida Trust Wealth Management Co27,681$7.48M0.2%+7.6%0.004%
7/28/2026Whipplewood Advisors LLC3,328$900K0.6%-3.6%0.000%
7/28/2026Turtle Creek Wealth Advisors LLC63,139$17.07M0.9%+17.6%0.009%
7/28/2026Parkwoods Wealth Partners LLC891$241K0.0%+4.5%0.000%
7/28/2026Clare Market Investments LLC1,625$439K0.1%-17.4%0.000%
7/28/2026Capstone Wealth Management Group Inc.1,014$274K0.2%N/A0.000%
7/28/2026Richmond Investment Services LLC1,017$275K0.1%-56.8%0.000%
7/28/2026Nixon Peabody Trust Co.2,536$686K0.0%+6.4%0.000%
7/28/2026Krilogy Financial LLC5,356$1.45M0.0%+15.6%0.001%
7/27/2026Pittenger & Anderson Inc.23,619$6.38M0.2%-0.4%0.003%
7/27/2026SageGuard Financial Group LLC35,112$9.49M1.3%-2.9%0.005%
7/27/2026Valley Brook Capital Group Inc.6,520$1.76M1.0%-4.0%0.001%
7/27/2026Ascentis Wealth Management LLC478,103$129.24M0.0%+23,222.1%0.067%
7/27/2026Tilson Financial Group Inc.2,545$688K0.2%+3.3%0.000%
7/27/2026Warner Group LLC1,176$318K0.1%N/A0.000%
7/27/2026Facet Wealth Inc.2,484$671K0.0%+2.3%0.000%
7/27/2026New Hampshire Trust20,319$5.49M1.0%+4.0%0.003%
7/27/2026Cambridge Investment Research Advisors Inc.213,282$57.65M0.1%+1.1%0.030%
7/27/2026Ellenbecker Investment Group1,453$393K0.0%-4.4%0.000%
7/27/2026NORTHSTAR ASSET MANAGEMENT Co4,956$1.31M0.3%-2.0%0.001%
7/27/2026Wendell David Associates Inc.71,366$19.29M2.0%-0.2%0.010%
7/27/2026Westside Investment Management Inc.1,375$372K0.0%+4.6%0.000%
7/27/2026Allen Capital Group LLC3,080$832K0.1%-13.7%0.000%
7/27/2026Peterson Wealth Services12,252$3.31M0.7%-1.8%0.002%
7/27/2026TD Waterhouse Canada Inc.441,443$119.01M0.3%-1.7%0.062%
7/27/2026Global Assets Advisory LLC1,806$490K0.1%+24.0%0.000%
7/27/2026Directional Asset Management1,620$438K0.4%-4.0%0.000%
7/27/2026CKW Financial Group127,550$34.37M3.4%+0.2%0.018%
7/27/2026Oak Harvest Investment Services32,176$8.70M0.8%+2.3%0.005%
7/27/2026BXM Wealth LLC1,078$291K0.2%+17.6%0.000%
7/27/2026Mariner Investment Group LLC1,500$405K0.1%-95.0%0.000%
7/12/2026 SL Advisors LLC1,165$315K0.6%-15.1%0.000%
7/12/2026 Ballast Inc.2,286$618K0.1%-1.8%0.000%
7/10/2026 Regent Peak Wealth Advisors LLC3,258$881K0.2%-9.9%0.000%
7/10/2026 Abound Wealth Management460$124K0.0%-21.0%0.000%
7/10/2026 Northside Capital Management LLC1,291$349K0.0%-18.1%0.000%
7/10/2026 Investors Research Corp287$78K0.0%-54.4%0.000%
7/10/2026 Annex Advisory Services LLC4,031$1.09M0.0%-5.1%0.001%
7/10/2026 Butensky & Cohen Financial Security Inc.19,429$5.25M1.3%+2.5%0.003%
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7/10/2026 Hudson Value Partners LLC15,790$4.27M1.1%+22.1%0.002%
7/10/2026 Whitener Capital Management Inc.33,453$9.04M1.9%+1.9%0.005%
7/10/2026 FORM Wealth Advisors LLC2,852$771K0.1%-28.1%0.000%
7/10/2026 JFS Wealth Advisors LLC7,173$1.94M0.1%-1.6%0.001%
7/10/2026 Tema ETFs LLC14,939$4.04M0.1%+10.7%0.002%
7/10/2026 GenWealth Group Inc.752$203K0.0%N/A0.000%
7/10/2026 Dagco Inc.1,256$340K0.1%+597.8%0.000%
7/10/2026 West Branch Capital LLC3,927$1.06M0.2%-57.6%0.001%
7/10/2026 Canvas Wealth Advisors LLC3,275$885K0.1%-4.3%0.000%
7/10/2026 Arkfeld Wealth Strategies L.L.C.1,609$450K0.1%+7.1%0.000%
7/10/2026 Nolet Wealth Management LLC1,144$309K0.2%+17.3%0.000%
7/10/2026 G&S Capital LLC6,227$1.68M0.5%N/A0.001%
7/10/2026 Lederer & Associates Investment Counsel CA6,128$1.66M1.1%N/A0.001%
7/10/2026 Diversified Management Inc.3,674$993K0.2%-35.9%0.001%
7/10/2026 Peoples Bank KS5,683$1.54M1.5%-2.3%0.001%
7/10/2026 Generali Investments Management Co LLC13,942$3.77M0.8%-13.1%0.002%
7/10/2026 E. Ohman J or Asset Management AB19,979$5.40M0.1%-8.3%0.003%
7/10/2026 Handelsbanken Fonder AB254,579$68.82M0.2%-4.4%0.036%
7/10/2026 City Holding Co.19,713$5.33M0.6%-0.9%0.003%
7/10/2026 Charles Schwab Trust Co2,912$787K0.0%-1.7%0.000%
7/10/2026 Carolina Wealth Advisors LLC7,446$2.01M0.8%-1.3%0.001%
7/10/2026 KMG Fiduciary Partners LLC6,881$1.86M0.2%-20.8%0.001%
7/10/2026 Bay Colony Advisory Group Inc d b a Bay Colony Advisors7,748$2.09M0.2%-3.3%0.001%
7/10/2026 Community Financial Services Group LLC19,021$5.13M0.7%+4.9%0.003%
7/10/2026 Fulton Bank N.A.8,767$2.37M0.1%+0.7%0.001%
7/10/2026 Wealthcare Advisory Partners LLC9,143$2.47M0.0%-22.9%0.001%
7/10/2026 Paladin Wealth LLC2,504$677K0.4%-3.3%0.000%
7/9/2026 Shrier Wealth Management LLC780$211K0.1%-8.0%0.000%
7/9/2026 Revolve Wealth Partners LLC3,876$1.05M0.1%+208.8%0.001%
7/9/2026 Ares Financial Consulting LLC1,347$364K0.3%-2.7%0.000%
7/9/2026 Key Client Fiduciary Advisors LLC1,346$364K0.1%-13.3%0.000%
7/9/2026 Centurion Wealth Management LLC1,863$504K0.1%-3.2%0.000%
7/9/2026 Finivi Inc.9,760$2.64M1.4%-8.9%0.001%
7/9/2026 Franklin Street Advisors Inc. NC10,587$2.86M0.2%-66.3%0.001%
7/9/2026 CPA Asset Management Group LLC9,970$2.70M0.8%-0.6%0.001%
7/9/2026 Sapient Capital LLC7,284$1.97M0.0%-26.7%0.001%
7/9/2026 World Equity Group Inc.5,926$1.60M0.4%-2.9%0.001%
7/9/2026 Focus Financial Network Inc.11,864$3.21M0.1%+0.8%0.002%
7/9/2026 Fluent Financial LLC4,389$1.19M0.4%N/A0.001%
7/9/2026 Vertrix Wealth Management LLC11,943$3.23M1.1%+12.5%0.002%
7/9/2026 Allied Private Wealth LLC581$162K0.1%N/A0.000%
7/9/2026 TOWER TRUST & INVESTMENT Co1,942$525K0.3%-6.8%0.000%
7/9/2026 Wealth Science Advisors LLC902$244K0.1%+252.3%0.000%
7/9/2026 Birchbrook Inc.1,050$284K0.1%-3.8%0.000%
7/9/2026 Exchange Bank2,457$664K0.4%-6.0%0.000%
7/9/2026 GoalVest Advisory LLC5,676$1.53M0.3%+3.4%0.001%
7/9/2026 Everhart Financial Group Inc.5,633$1.52M0.1%-19.0%0.001%
7/9/2026 Jacobs & Co. CA43,227$11.68M1.0%+4.1%0.006%
7/9/2026 Sax Wealth Advisors LLC16,849$4.55M0.2%+5.5%0.002%
7/9/2026 Everpar Advisors LLC2,547$688K0.2%-14.0%0.000%
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7/9/2026 Avity Investment Management Inc.1,450$392K0.0%-13.7%0.000%
7/9/2026 Windsor Capital Management LLC4,098$1.11M0.3%-9.6%0.001%
7/9/2026 First National Bank of Mount Dora Trust Investment Services19,642$5.31M1.1%-0.3%0.003%
7/9/2026 Legacy Wealth Management LLC MS1,850$500K0.1%-65.4%0.000%
7/9/2026 Breakwater Capital Group956$258K0.0%-46.8%0.000%
7/9/2026 Sunburst Financial Group LLC936$253K0.0%N/A0.000%
7/9/2026 Affinity Capital Advisors LLC9,747$2.72M0.3%-1.4%0.001%
7/9/2026 Valeo Financial Advisors LLC20,516$5.55M0.1%-4.0%0.003%
7/9/2026 Norway Savings Bank3,702$1.00M0.4%-3.4%0.001%
7/8/2026 Gradient Investments LLC122,566$33.13M0.5%-2.1%0.017%


MCD Institutional Ownership - Frequently Asked Questions

During the previous two years, 3,870 institutional investors and hedge funds held shares of McDonald's. The most heavily invested institutionals were Vanguard Group Inc. ($22.11B), State Street Corp ($11.00B), Geode Capital Management LLC ($5.20B), Morgan Stanley ($4.67B), Bank of America Corp DE ($3.78B), Price T Rowe Associates Inc. MD ($2.90B), and Norges Bank ($2.89B).Learn more on McDonald's' institutional investors.

70.29% of McDonald's' stock is owned by institutional investors. Learn more on MCD's institutional investor holdings.

Of the 3,287 institutional investors that purchased McDonald's' stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Norges Bank ($28.38M), Laurel Wealth Advisors LLC ($5.72M), Soundwatch Capital LLC ($4.83M), Nuveen LLC ($4.24M), GAMMA Investing LLC ($3.50M), Arrowstreet Capital Limited Partnership ($2.86M), and Vanguard Group Inc. ($2.71M).

Institutional investors have bought a total of 76,805,283 shares in the last 24 months. This purchase volume represents approximately $23.07B in transactions.

Of the 1,889 institutional investors that sold McDonald's' stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Laurel Wealth Advisors LLC ($5.72M), Wellington Management Group LLP ($4.37M), UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC ($1.74M), California Public Employees Retirement System ($1.45M), Lazard Asset Management LLC ($1.02M), Franklin Resources Inc. ($1.02M), and Invesco Ltd. ($856.23K).

Institutional investors have sold a total of 33,314,677 shares in the last 24 months. This volume of shares sold represents approximately $10.07B in transactions.


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This page (NYSE:MCD) was last updated on 7/28/2026 by MarketBeat.com Staff.
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