MCDONALDS CORP (MCD)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
172
Reporting holders
$427.1M
Reported value
0.0%
Calls
0.0%
Puts
-3,307
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| PARK NATIONAL CORP /OH/ | $35.6M | 154,310 | 0.97% | 32q | +10.4%+$3.4M |
| Gradient Investments LLC | $32.0M | 138,769 | 0.46% | 32q | +13.2%+$3.7M |
| MassMutual Private Wealth & Trust, FSB | $29.2M | 126,418 | 0.77% | 32q | HELD |
| Quintet Private Bank (Europe) S.A. | $23.5M | 101,887 | 1.03% | 16q | +986.2%+$21.4M |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $22.4M | 96,974 | 0.27% | 32q | HELD |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | $13.7M | 59,362 | 0.23% | 32q | -9.9%-$1.5M |
| Venture Visionary Partners LLC | $12.6M | 54,659 | 0.33% | 28q | +1.9%+$236.3K |
| TOMPKINS FINANCIAL CORP | $12.6M | 54,431 | 0.89% | 31q | -0.7%-$82.7K |
| EASTERN BANK | $12.5M | 53,923 | 0.19% | 32q | -63.1%-$21.3M |
| ROCKLAND TRUST CO | $11.0M | 47,832 | 0.42% | 32q | -6.5%-$770.9K |
| CONGRESS ASSET MANAGEMENT CO | $10.2M | 44,335 | 0.07% | 32q | -3.8%-$404.8K |
| Stokes Capital Advisors, LLC | $9.0M | 39,001 | 1.98% | 31q | +2.4%+$209.2K |
| Farther Finance Advisors, LLC | $8.8M | 38,227 | 0.06% | 16q | HELD |
| CANANDAIGUA NATIONAL BANK & TRUST CO | $7.7M | 33,492 | 0.67% | 20q | -0.5%-$41.6K |
| Lincoln Capital LLC | $7.0M | 30,204 | 1.23% | 32q | HELD |
| Bath Savings Trust Co | $6.9M | 30,070 | 0.72% | 32q | -5.8%-$430.5K |
| YHB Investment Advisors, Inc. | $6.1M | 26,260 | 0.38% | 32q | -1.0%-$59.4K |
| TOTH FINANCIAL ADVISORY CORP | $5.5M | 23,705 | 0.55% | 32q | -18.7%-$1.3M |
| BENEDICT FINANCIAL ADVISORS INC | $4.8M | 20,883 | 0.96% | 32q | -0.5%-$25.4K |
| SPRING CAPITAL MANAGEMENT, LLC | $4.6M | 19,891 | 2.20% | 20q | +1.1%+$48.3K |
| Valeo Financial Advisors, LLC | $4.5M | 19,357 | 0.09% | 32q | -5.6%-$267.7K |
| Stonebridge Financial Group, LLC | $4.4M | 19,255 | 0.33% | 8q | -4.9%-$228.9K |
| Adams Asset Advisors, LLC | $4.2M | 18,224 | 0.43% | new | NEW |
| DLK Investment Management, LLC | $4.2M | 18,057 | 1.52% | 12q | +21.0%+$723.8K |
| GAMMA Investing LLC | $4.2M | 17,978 | 0.14% | 12q | -7.4%-$333.3K |
| AMERICAN NATIONAL BANK & TRUST | $4.1M | 17,799 | 0.38% | 32q | -4.5%-$192.8K |
| ALKEME WEALTH, LLC | $4.1M | 17,609 | 1.53% | 32q | -1.0%-$40.9K |
| VISTA INVESTMENT PARTNERS LLC | $3.6M | 15,484 | 0.93% | 12q | +68.9%+$1.5M |
| Apella Capital, LLC | $3.4M | 14,542 | 0.04% | 26q | +10.6%+$322.1K |
| VALLEY WEALTH MANAGERS, INC. | $3.3M | 14,489 | 0.19% | 32q | +4.6%+$146.9K |
| CoreCap Advisors, LLC | $3.0M | 12,909 | 0.09% | 9q | +24.0%+$577.8K |
| Avidian Wealth Enterprises, LLC | $2.9M | 12,722 | 0.08% | 32q | -18.7%-$675.7K |
| MOODY NATIONAL BANK TRUST DIVISION | $2.8M | 12,106 | 0.23% | 32q | +16.7%+$400.2K |
| Bell Asset Management Ltd | $2.8M | 12,098 | 1.01% | 4q | -18.4%-$628.6K |
| Coastline Trust Co | $2.6M | 11,423 | 0.25% | 32q | -6.9%-$195.1K |
| Gerald Baker Financial Group LLC | $2.4M | 10,228 | 0.67% | 3q | +1.0%+$22.6K |
| CENTRAL BANK & TRUST CO | $2.3M | 9,892 | 0.33% | 32q | +51.6%+$777.8K |
| Legacy Private Trust Co. | $2.3M | 9,849 | 0.12% | 32q | -7.8%-$192.8K |
| Iowa State Bank | $2.3M | 9,844 | 0.38% | 32q | -2.1%-$48.5K |
| FIRST FINANCIAL BANK - TRUST DIVISION | $2.2M | 9,565 | 0.16% | 32q | -1.3%-$29.3K |
| Kennon-Green & Company, LLC | $2.0M | 8,810 | 1.56% | 16q | -2.3%-$47.6K |
| CHAPIN DAVIS, INC. | $1.9M | 8,251 | 0.37% | 16q | +242.2%+$1.3M |
| Greenfield Savings Bank | $1.9M | 8,189 | 0.72% | 18q | -2.3%-$43.9K |
| Heartwood Wealth Advisors LLC | $1.9M | 8,052 | 0.15% | 23q | +2.2%+$40.9K |
| Bangor Savings Bank | $1.9M | 8,045 | 0.14% | 32q | -5.8%-$115.2K |
| PFW Advisors LLC | $1.8M | 7,698 | 0.53% | 14q | +0.5%+$9.0K |
| ABLES, IANNONE, MOORE & ASSOCIATES, INC. | $1.8M | 7,642 | 0.92% | 12q | -2.4%-$43.6K |
| SAPIENT CAPITAL LLC | $1.7M | 7,276 | 0.02% | 12q | -50.1%-$1.7M |
| Brown Shipley& Co Ltd | $1.6M | 6,863 | 0.76% | 15q | +2963.8%+$1.5M |
| CYPRESS ASSET MANAGEMENT INC/TX | $1.5M | 6,629 | 0.30% | 32q | -3.5%-$56.1K |
| Bank & Trust Co | $1.5M | 6,510 | 0.95% | 10q | -1.4%-$20.8K |
| Wedmont Private Capital | $1.5M | 6,203 | 0.04% | 20q | +4.4%+$61.8K |
| GoalVest Advisory LLC | $1.4M | 36,292 | 0.24% | 22q | +539.4%+$1.2M |
| Keystone Financial Planning, Inc. | $1.4M | 5,918 | 0.34% | 32q | -2.1%-$29.6K |
| Montecito Bank & Trust | $1.3M | 5,762 | 0.20% | 31q | +0.5%+$6.9K |
| Legacy Wealth Asset Management, LLC | $1.3M | 5,707 | 0.29% | 24q | +23.2%+$248.5K |
| Wealth Enhancement Trust Services, Inc. | $1.3M | 5,703 | 0.14% | 4q | -51.4%-$1.4M |
| DOLIVER ADVISORS, LP | $1.3M | 5,649 | 0.28% | 28q | +37.1%+$352.9K |
| Sound Income Strategies, LLC | $1.3M | 5,359 | 0.06% | 32q | -7.2%-$98.1K |
| Peoples Bank/KS | $1.3M | 5,480 | 1.23% | 13q | -3.6%-$46.9K |
| DIVERSIFIED MANAGEMENT INC | $1.3M | 5,424 | 0.22% | 4q | +47.6%+$404.1K |
| Everhart Financial Group, Inc. | $1.2M | 5,242 | 0.07% | 22q | -6.9%-$90.3K |
| Allen Mooney & Barnes Investment Advisors LLC | $1.1M | 4,821 | 0.17% | 19q | HELD |
| Olistico Wealth, LLC | $1.1M | 4,694 | 0.45% | 16q | -0.7%-$8.1K |
| Violich Capital Management, Inc. | $1.0M | 4,503 | 0.11% | 32q | -2.2%-$23.1K |
| Atlas Brown,Inc. | $1.0M | 4,483 | 0.27% | 32q | HELD |
| Ridgewood Investments LLC | $1.0M | 4,443 | 0.38% | new | NEW |
| Bill Few Associates, Inc. | $1.0M | 4,433 | 0.21% | 20q | +12.2%+$111.5K |
| Bank of New Hampshire | $994.9K | 4,308 | 0.21% | 22q | HELD |
| Capital Advisors Wealth Management, LLC | $976.8K | 4,230 | 0.11% | 23q | -8.6%-$91.9K |
| Adelphi Trust Co | $962.3K | 4,167 | 0.63% | 4q | +7.4%+$66.3K |
| STABLEFORD CAPITAL II LLC | $955.6K | 4,138 | 0.33% | 14q | +19.4%+$155.0K |
| KFA Private Wealth Group, LLC | $928.2K | 4,019 | 0.22% | 7q | +9.7%+$82.0K |
| Roxbury Financial LLC | $919.7K | 3,983 | 0.71% | 8q | -6.9%-$68.3K |
| Bullock Wealth Management Group | $917.0K | 3,956 | 0.38% | 11q | +1.8%+$16.0K |
| JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC | $916.2K | 3,967 | 0.66% | 4q | +19.0%+$146.2K |
| DAVIDSON TRUST CO | $910.1K | 3,941 | 0.36% | 28q | -2.5%-$23.1K |
| Grove Bank & Trust | $799.5K | 3,462 | 0.08% | 32q | -1.5%-$12.0K |
| General Partner, Inc. | $782.7K | 3,389 | 0.42% | 16q | HELD |
| Successful Portfolios LLC | $773.7K | 3,320 | 0.36% | 32q | -1.0%-$8.2K |
| Persium Advisors, LLC | $764.6K | 3,311 | 0.40% | 8q | -44.0%-$601.6K |
| ATWOOD & PALMER INC | $750.1K | 3,248 | 0.04% | 32q | HELD |
| ARMSTRONG ADVISORY GROUP, INC | $731.5K | 3,168 | 0.04% | 16q | -5.4%-$41.8K |
| ACIMA PRIVATE WEALTH, LLC | $716.1K | 3,101 | 0.21% | 32q | HELD |
| Dickmeyer Boyce Financial Management, Inc. | $713.4K | 3,089 | 0.37% | 3q | -1.2%-$8.8K |
| FINANCIAL MANAGEMENT NETWORK INC | $705.1K | 3,041 | 0.10% | 24q | HELD |
| Partnership Wealth Management, LLC | $703.4K | 3,046 | 0.50% | 12q | -3.5%-$25.2K |
| TLWM | $701.4K | 3,037 | 0.11% | 28q | -3.8%-$27.5K |
| First Citizens Financial Corp | $695.4K | 3,011 | 0.29% | 27q | -3.4%-$24.2K |
| Dorato Capital Management | $675.2K | 2,925 | 0.45% | 4q | HELD |
| Central Pacific Bank - Trust Division | $674.6K | 2,921 | 0.07% | 11q | -34.5%-$355.6K |
| Davis Capital Management | $663.7K | 2,874 | 0.40% | 13q | +196.6%+$439.9K |
| TILIA FIDUCIARY PARTNERS, INC. | $654.5K | 2,834 | 0.15% | 20q | +99.2%+$325.9K |
| Hamilton Capital, LLC | $644.7K | 2,792 | 0.04% | 25q | +2.5%+$15.7K |
| NORTH POINT PORTFOLIO MANAGERS CORP/OH | $635.5K | 2,752 | 0.11% | 26q | +8.2%+$48.3K |
| WINEBRENNER CAPITAL MANAGEMENT LLC | $634.5K | 2,747 | 0.41% | 8q | -0.9%-$6.0K |
| Trust Co | $617.7K | 2,675 | 0.05% | 32q | -1.7%-$10.6K |
| Hummer Financial Advisory Services Inc | $612.0K | 2,650 | 0.40% | 28q | HELD |
| Acropolis Investment Management, LLC | $605.0K | 2,620 | 0.02% | 32q | -50.2%-$609.2K |
| Dominguez Wealth Management Solutions, Inc. | $591.3K | 2,560 | 0.33% | 16q | -1.7%-$10.2K |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-08-07 | 13G | STATE STREET CORPORATION | 5.1% |
| 2026-07-22 | 13G/A | JPMORGAN CHASE & CO. | 4.3% |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-06-10 | Erlinger Joseph M. | President, McDonald's USA | Sold | 5,252 | $1.5M |
| 2026-05-28 | Ralls-Morrison Desiree | EVP, Chief Legal Officer | Sold | 2,763 | $769.1K |
| 2026-04-23 | Erlinger Joseph M. | President, McDonald's USA | Sold | 333 | $100.8K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 172 | $427.1M | 1,879,010 | 6 | 53 | 81 | 0.0% |
| Q2 2026 | 3,479 | $162.4B | 586,594,997 | 130 | 1,180 | 1,345 | 3.4% |
| Q1 2026 | 3,587 | $173.8B | 540,868,836 | 153 | 1,238 | 1,277 | 2.3% |
| Q4 2025 | 3,587 | $168.6B | 531,266,778 | 132 | 1,164 | 1,236 | 2.8% |
| Q3 2025 | 3,432 | $171.7B | 546,933,179 | 152 | 1,201 | 1,133 | 3.2% |
| Q2 2025 | 3,431 | $166.4B | 537,003,277 | 136 | 1,161 | 1,221 | 3.2% |
| Q1 2025 | 3,440 | $171.2B | 531,021,692 | 195 | 1,144 | 1,207 | 3.1% |
| Q4 2024 | 3,408 | $159.2B | 526,654,230 | 116 | 1,091 | 1,107 | 4.2% |
| Q3 2024 | 3,187 | $171.6B | 543,401,070 | 196 | 1,029 | 1,202 | 3.6% |
| Q2 2024 | 3,090 | $139.9B | 529,662,853 | 109 | 1,057 | 1,221 | 3.6% |
| Q1 2024 | 3,175 | $160.0B | 553,202,515 | 120 | 1,077 | 1,177 | 2.6% |
| Q4 2023 | 3,209 | $165.5B | 540,165,201 | 155 | 1,096 | 1,008 | 3.3% |
| Q3 2023 | 3,006 | $143.8B | 530,791,658 | 112 | 1,034 | 1,000 | 2.8% |
| Q2 2023 | 3,023 | $155.0B | 504,137,551 | 128 | 934 | 1,137 | 2.9% |
| Q1 2023 | 2,963 | $145.8B | 508,242,390 | 133 | 1,008 | 1,017 | 2.6% |
| Q4 2022 | 2,937 | $146.5B | 538,696,459 | 172 | 930 | 949 | 3.1% |
| Q3 2022 | 2,709 | $120.0B | 503,523,696 | 104 | 936 | 876 | 3.1% |
| Q2 2022 | 2,726 | $127.3B | 501,030,698 | 110 | 985 | 905 | 2.9% |
| Q1 2022 | 2,746 | $127.7B | 502,961,867 | 97 | 971 | 956 | 2.7% |
| Q4 2021 | 2,812 | $141.9B | 511,003,672 | 135 | 941 | 815 | 3.6% |
| Q3 2021 | 2,529 | $126.1B | 506,917,428 | 98 | 920 | 746 | 3.1% |
| Q2 2021 | 2,538 | $119.9B | 505,123,473 | 120 | 930 | 778 | 2.7% |
| Q1 2021 | 2,503 | $116.8B | 506,127,832 | 116 | 933 | 869 | 2.9% |
| Q4 2020 | 2,466 | $112.9B | 502,695,180 | 94 | 876 | 753 | 3.9% |
| Q3 2020 | 2,284 | $114.3B | 502,845,062 | 152 | 671 | 875 | 3.5% |
| Q2 2020 | 2,226 | $95.9B | 502,130,085 | 157 | 843 | 744 | 3.5% |
| Q1 2020 | 2,177 | $87.7B | 513,142,057 | 108 | 811 | 856 | 3.6% |
| Q4 2019 | 2,267 | $105.2B | 514,859,040 | 87 | 776 | 691 | 3.1% |
| Q3 2019 | 2,105 | $113.7B | 517,152,489 | 105 | 732 | 701 | 2.3% |
| Q2 2019 | 2,082 | $112.0B | 524,790,014 | 110 | 675 | 772 | 2.8% |
| Q1 2019 | 2,060 | $103.0B | 529,623,634 | 110 | 684 | 746 | 2.4% |
| Q4 2018 | 2,013 | $98.6B | 542,083,512 | 15 | 36 | 26 | 2.5% |