MCD McDonald's Corporation
McDonald's Corporation (MCD) Institutional Ownership
What the institutions did with MCD last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended September 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| PARK NATIONAL CORP /OH/ | 154.3K | 19.1% |
| MassMutual Private Wealth & Trust, FSB | 126.4K | 15.6% |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 97.0K | 12.0% |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 59.4K | 7.3% |
| TOMPKINS FINANCIAL CORP | 54.4K | 6.7% |
| EASTERN BANK | 53.9K | 6.7% |
| ROCKLAND TRUST CO | 47.8K | 5.9% |
| CX Institutional | 36.4K | 4.5% |
| GoalVest Advisory LLC | 36.3K | 4.5% |
| NEVILLE RODIE & SHAW INC | 22.3K | 2.8% |
| Stonebridge Financial Group, LLC | 19.3K | 2.4% |
| Coastline Trust Co | 11.4K | 1.4% |
| FIRST FINANCIAL BANK - TRUST DIVISION | 9.6K | 1.2% |
| Kennon-Green & Company, LLC | 8.8K | 1.1% |
| Heartwood Wealth Advisors LLC | 8.1K | 1.0% |
| Montecito Bank & Trust | 5.8K | 0.7% |
| DOLIVER ADVISORS, LP | 5.6K | 0.7% |
| Olistico Wealth, LLC | 4.7K | 0.6% |
| Violich Capital Management, Inc. | 4.5K | 0.6% |
| Ridgewood Investments LLC | 4.4K | 0.6% |
| Adelphi Trust Co | 4.2K | 0.5% |
| Roxbury Financial LLC | 4.0K | 0.5% |
| General Partner, Inc. | 3.4K | 0.4% |
| ACIMA PRIVATE WEALTH, LLC | 3.1K | 0.4% |
| Partnership Wealth Management, LLC | 3.0K | 0.4% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| EASTERN BANK | Reduced | 146.0K | 53.9K | -92.1K |
| GoalVest Advisory LLC | Increased | 5.7K | 36.3K | +30.6K |
| PARK NATIONAL CORP /OH/ | Increased | 139.7K | 154.3K | +14.6K |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | Reduced | 65.9K | 59.4K | -6.5K |
| Ridgewood Investments LLC | New | 0 | 4.4K | +4.4K |
| ROCKLAND TRUST CO | Reduced | 51.2K | 47.8K | -3.3K |
| CX Institutional | Reduced | 39.6K | 36.4K | -3.2K |
| Central Pacific Bank - Trust Division | Reduced | 4.5K | 2.9K | -1.5K |
| DOLIVER ADVISORS, LP | Increased | 4.1K | 5.6K | +1.5K |
| Stonebridge Financial Group, LLC | Reduced | 20.2K | 19.3K | -991 |
| Coastline Trust Co | Reduced | 12.3K | 11.4K | -845 |
| PRIVATE CLIENT SERVICES, LLC | Sold Out | 808 | 0 | -808 |
| Boltwood Capital Management | Reduced | 2.0K | 1.5K | -476 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | Increased | 840 | 1.3K | +435 |
| Versant Capital Management, Inc | Increased | 1.7K | 2.1K | +391 |
| TOMPKINS FINANCIAL CORP | Reduced | 54.8K | 54.4K | -358 |
| Roxbury Financial LLC | Reduced | 4.3K | 4.0K | -296 |
| Adelphi Trust Co | Increased | 3.9K | 4.2K | +287 |
| Kennon-Green & Company, LLC | Reduced | 9.0K | 8.8K | -206 |
| BURKETT FINANCIAL SERVICES, LLC | Increased | 8 | 193 | +185 |
| Heartwood Wealth Advisors LLC | Increased | 7.9K | 8.1K | +177 |
| Miller Global Investments, LLC | Increased | 273 | 430 | +157 |
| FIRST FINANCIAL BANK - TRUST DIVISION | Reduced | 9.7K | 9.6K | -127 |
| MassMutual Private Wealth & Trust, FSB | Increased | 126.3K | 126.4K | +125 |
| Partnership Wealth Management, LLC | Reduced | 3.2K | 3.0K | -109 |
| First Citizens Financial Corp | Reduced | 3.1K | 3.0K | -105 |
| Violich Capital Management, Inc. | Reduced | 4.6K | 4.5K | -100 |
| NEVILLE RODIE & SHAW INC | Reduced | 22.4K | 22.3K | -88 |
| Rosenberg Matthew Hamilton | Increased | 2.3K | 2.4K | +78 |
| CapWealth Advisors, LLC | Reduced | 1.4K | 1.4K | -45 |
| Olistico Wealth, LLC | Reduced | 4.7K | 4.7K | -35 |
| Montecito Bank & Trust | Increased | 5.7K | 5.8K | +30 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | Increased | 97.0K | 97.0K | +21 |
| Planning Strategies Inc. | Reduced | 470 | 460 | -10 |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.