MCDONALD'S CORP (MCD) Institutional Ownership Changes & 13F Activity

MCDONALD'S CORP (MCD). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q3 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include State Street Corp, Envestnet Asset Management Inc, Manufacturers Life Insurance Company, The, Smith Chas P & Associates Pa Cpas, and Qrg Capital Management, Inc..

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Goalvest Advisory LlcBuy+30,616+539.4%36,292$1.37MQ3 2026Oct 02, 2026
Cx InstitutionalSell-3,158-8.0%36,444$8.42KQ3 2026Oct 02, 2026
Boltwood Capital ManagementSell-476-23.8%1,525$352.18KQ3 2026Oct 02, 2026
Versant Capital Management, IncBuy+391+23.4%2,062$476.30KQ3 2026Oct 02, 2026
Miller Global Investments, LlcBuy+157+57.5%430$99.30KQ3 2026Oct 02, 2026
First Citizens Financial CorpSell-105-3.4%3,011$695.36KQ3 2026Oct 02, 2026
Confluence Investment Management LlcSell-6,491-9.9%59,362$13.71MQ3 2026Oct 01, 2026
Doliver Advisors, LpBuy+1,528+37.1%5,649$1.30MQ3 2026Oct 01, 2026
Stonebridge Financial Group, LlcSell-991-4.9%19,255$4.45MQ3 2026Oct 01, 2026
Coastline Trust CoSell-845-6.9%11,423$2.64MQ3 2026Oct 01, 2026
Roxbury Financial LlcSell-296-6.9%3,983$919.72KQ3 2026Oct 01, 2026
Burkett Financial Services, LlcBuy+185+2312.5%193$44.65KQ3 2026Oct 01, 2026
First Financial Bank - Trust DivisionSell-127-1.3%9,565$2.21MQ3 2026Oct 01, 2026
Montecito Bank & TrustBuy+30+0.5%5,762$1.33MQ3 2026Oct 01, 2026
Cim Investment Management IncSell-5,918-100.0%0$0.00Q3 2026Sep 29, 2026
Envestnet Asset Management IncSell-1,277,630-100.0%0$0.00Q3 2026Sep 23, 2026
Qrg Capital Management, Inc.Sell-96,006-100.0%0$0.00Q3 2026Sep 23, 2026
Envestnet Portfolio Solutions, Inc.Sell-23,867-100.0%0$0.00Q3 2026Sep 23, 2026
State Street CorpSell-36,080,505-100.0%0$0.00Q3 2026Sep 22, 2026
Andra Ap-FondenSell-82,011-100.0%0$0.00Q3 2026Sep 22, 2026
Silicon Valley Capital PartnersSell-331-100.0%0$0.00Q3 2026Sep 21, 2026
Security National Bank Of Sioux City IowaSell-264-100.0%0$0.00Q3 2026Sep 18, 2026
Security National Bank Of So DakSell-76-100.0%0$0.00Q3 2026Sep 18, 2026
Anchor Investment Management, LlcSell-15,607-100.0%0$0.00Q3 2026Sep 15, 2026
Reynders Mcveigh Capital Management, LlcSell-8,875-100.0%0$0.00Q3 2026Sep 15, 2026
Cherry Tree Wealth Management, LlcSell-738-100.0%0$0.00Q3 2026Sep 15, 2026
Smith Chas P & Associates Pa CpasSell-171,686-100.0%0$0.00Q3 2026Sep 11, 2026
Manufacturers Life Insurance Company, TheSell-402,353-100.0%0$0.00Q3 2026Sep 09, 2026
Integrated Wealth Concepts LlcSell-56,297-100.0%0$0.00Q3 2026Sep 09, 2026
Parkside Financial Bank & TrustSell-7,513-100.0%0$0.00Q3 2026Sep 04, 2026
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Frequently asked questions about MCD activity

  • Which institutional owners are buying MCD?

    Institutional owners buying MCD include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in MCD activity?

    "Buy" means an investor increased their reported position in MCD compared to the prior reporting period. This reflects growing exposure to MCDONALD'S CORP (MCD) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in MCD increasing?

    Institutional interest in MCD can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.