Public record / Tickers / MCD

MCD — MCDONALDS CORP

Both disclosure regimes on one name: who in Congress filed about MCD, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
158
all PTR rows naming MCD
Members · 12m
8
4 buys · 9 sells · by trade date
Latest PTR
09-09
filed 2026-09-09
13F holders
500
top-500 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Van Taylor · $250K–$500K

Sale · traded 2020-03-17 → filed 2020-04-13. Ranked over every MCD row by the provable lower bound, never a point estimate.

8 members · 4 buys / 9 sells

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

24 rows filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

29 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 29 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING MCD · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning MCD
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-09-09Cory A. Booker D–NJSale · SP (spouse-owned)Traded 08-11 +29d$15K–$50K
2026-08-14Richard McCormick R–GA-7SaleTraded 07-30 +15d$1K–$15K
2026-08-05Tommy Tuberville R–ALSale · JT (jointly owned)Traded 2024-10-29 LATE·645d$15K–$50Kamendment pending
2026-08-05Tommy Tuberville R–ALSale · JT (jointly owned)Traded 2024-10-29 LATE·645d$15K–$50Kamendment pending
2026-07-21Alan Armstrong R–OKPurchaseTraded 03-27 LATE·116d$1K–$15K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 158 ↗

Members active in MCD

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing MCD in the trailing 12 months
MemberRowsNetNet disclosed flow for this ticker: purchases minus sales, computed as a net range on the disclosed amounts. A lower bound is provable, never a point.CommitteesNumber of committees the member sat on as of their latest trade date in the window, from the cc0-legislators roster snapshot. Context, never an allegation; jurisdiction overlap needs the sector join.
Lisa C. McClain R–MI-93−$29.0K to $13.0K2
Julie Johnson D–TX-322−$30.0K to −$2.0K4
Kevin Hern R–OK-12−$265K to −$101K1
Richard McCormick R–GA-72−$14.0K to $14.0K3
Alan Armstrong R–OK1$1.0K to $15.0K2
Cory A. Booker D–NJ1−$50.0K to −$15.0K4
Jared Moskowitz D–FL-231$1.0K to $15.0K3
Sheldon Whitehouse D–RI1−$50.0K to −$15.0K6

8 members in the window · counts of disclosures, not dollars.

Congress ↔ notable managers · MCD

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
1 Alan Armstrong R–OK $1K–$15K
Sellers
3 Tommy Tuberville R–AL, Cory A. Booker D–NJ, Richard McCormick R–GA-7 $46K–$165K

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Trimming
1 Moore Capital Management $0 held

new + add vs trim + exit, by shares · $ = reported value now, not the change · McDonald's Corp

Merged timeline of congressional filings and notable-manager moves on MCD
DateWhoChangeSize
2026-09-09Cory A. Booker CongressSale$15K–$50K
2026-08-14Richard McCormick CongressSale$1K–$15K
2026-08-05Tommy Tuberville CongressSale$15K–$50K
2026-08-05Tommy Tuberville CongressSale$15K–$50K
2026-07-21Alan Armstrong CongressPurchase$1K–$15K
2026-05-15Viking Global Investors 13Fadd+5,814 sh
2026-05-15Soros Fund Management 13Fnew+123,562 sh
2026-05-15Gotham Asset Management 13Fadd+29,004 sh
2026-05-15Bridgewater Associates 13Fadd+2,787 sh
2026-05-15Moore Capital Management 13Fexit−3,391 sh
2026-05-14Caxton Associates 13Fadd+55 sh

11 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

full holders view ↗
Top institutional holders of MCD for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$17.2B1
2VANGUARD CAPITAL MANAGEMENT LLC$14.4B1
3JPMORGAN CHASE & CO$11.6B1
4STATE STREET CORP$11.0B1
5VANGUARD PORTFOLIO MANAGEMENT LLC$5.9B1
6GEODE CAPITAL MANAGEMENT, LLC$5.6B1
7MORGAN STANLEY$4.9B1
8BANK OF AMERICA CORP /DE/$3.8B1
9NORTHERN TRUST CORP$2.6B1
10WELLS FARGO & COMPANY/MN$2.5B1
11Capital Research Global Investors$2.1B1
12ROYAL BANK OF CANADA$2.1B1
13UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$2.0B1
14UBS Group AG$1.8B1
15CHARLES SCHWAB INVESTMENT MANAGEMENT INC$1.7B1
16Bank of New York Mellon Corp$1.6B1
17Legal & General Group Plc$1.5B1
18AMERIPRISE FINANCIAL INC$1.3B1
19Gallagher Fiduciary Advisors, LLC$1.3B1
20FRANKLIN RESOURCES INC$1.3B1
21Amundi$1.3B1
22VANGUARD FIDUCIARY TRUST CO$1.2B1
23ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$1.1B1
24VIKING GLOBAL INVESTORS LP$1.1B1
25FMR LLC$1.1B1
26Invesco Ltd.$1.1B1
27WELLINGTON MANAGEMENT GROUP LLP$1.1B1
28Nuveen, LLC$1.0B1
29RAYMOND JAMES FINANCIAL INC$801M1
30DEUTSCHE BANK AG\$761M1
31BARCLAYS PLC$701M1
32Capital Wealth Planning, LLC$665M1
33Swiss National Bank$650M1
34CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$636M1
35Neuberger Berman Group LLC$603M1
36ALLIANCEBERNSTEIN L.P.$595M1
37DIMENSIONAL FUND ADVISORS LP$593M1
38Sumitomo Mitsui Trust Group, Inc.$591M1
39Mitsubishi UFJ Asset Management Co., Ltd.$541M1
40National Pension Service$502M1
41LPL Financial LLC$501M1
42Capital International Investors$486M1
43Vanguard Global Advisers, LLC$485M1
441832 Asset Management L.P.$478M1
45VANGUARD ASSET MANAGEMENT, Ltd$446M1
46BANK OF MONTREAL /CAN/$436M1
47TD ASSET MANAGEMENT INC$431M1
48HSBC HOLDINGS PLC$428M1
49HighTower Advisors, LLC$427M1
50CIBC Bancorp USA Inc.$421M1
51ENVESTNET ASSET MANAGEMENT INC$406M1
52CANADA PENSION PLAN INVESTMENT BOARD$353M1
53STIFEL FINANCIAL CORP$352M1
54BANQUE PICTET & CIE SA$346M1
55SCHRODER INVESTMENT MANAGEMENT GROUP$342M1
56Swedbank AB$330M1
57CITIGROUP INC$312M1
58MACKENZIE FINANCIAL CORP$308M1
59US BANCORP \DE\$283M1
60Universal- Beteiligungs- und Servicegesellschaft mbH$278M1
61Corient Private Wealth LLC$265M1
62NEW YORK STATE COMMON RETIREMENT FUND$262M1
63Mariner, LLC$260M1
64PRINCIPAL FINANCIAL GROUP INC$256M1
65FIFTH THIRD BANCORP$237M1
66Connor, Clark & Lunn Investment Management Ltd.$237M1
67Rockefeller Capital Management L.P.$236M1
68ProShare Advisors LLC$236M1
69B. Metzler seel. Sohn & Co. AG$235M1
70Alyeska Investment Group, L.P.$235M1
71LAZARD ASSET MANAGEMENT LLC$234M1
72NATIONAL BANK OF CANADA /FI/$225M1
73BAHL & GAYNOR INC$222M1
74Janus Henderson Group Ltd.$218M1
75AQR CAPITAL MANAGEMENT LLC$203M1
76Focus Partners Wealth$197M1
77STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$195M1
78AVIVA PLC$192M1
79VICTORY CAPITAL MANAGEMENT INC$189M1
80Ensign Peak Advisors, Inc$187M1
81Ilex Capital Partners (UK) LLP$187M1
82Baird Financial Group, Inc.$186M1
83RENAISSANCE TECHNOLOGIES LLC$169M1
84FIRST MANHATTAN CO. LLC.$168M1
85Aberdeen Group plc$167M1
86Korea Investment CORP$167M1
87Quantinno Capital Management LP$163M1
88COMMERCE BANK$162M1
89Cerity Partners LLC$160M1
90ADAGE CAPITAL PARTNERS GP, L.L.C.$158M1
91FLOSSBACH VON STORCH SE$155M1
92Squarepoint Ops LLC$155M1
93MANUFACTURERS LIFE INSURANCE COMPANY, THE$155M1
94Stonehage Fleming Financial Services Holdings Ltd$154M1
95UniSuper Management Pty Ltd$153M1
96Pictet Asset Management Holding SA$151M1
97Skandinaviska Enskilda Banken AB (publ)$149M1
98PRUDENTIAL FINANCIAL INC$146M1
99Eurizon Capital SGR S.p.A.$145M1
100NOMURA ASSET MANAGEMENT CO LTD$145M1
101COMMONWEALTH EQUITY SERVICES, LLC$144M1
102STOREBRAND ASSET MANAGEMENT AS$144M1
103Cetera Investment Advisers$143M1
104Zurcher Kantonalbank (Zurich Cantonalbank)$141M1
105Creative Planning$139M1
106TD Waterhouse Canada Inc.$138M1
107CIBC WORLD MARKET INC.$134M1
108Asset Management One Co., Ltd.$131M1
109Focused Investors LLC$127M1
110TRUIST FINANCIAL CORP$126M1
111ING GROEP NV$126M1
112DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$124M1
113DAVENPORT & Co LLC$123M1
114EVERETT HARRIS & CO /CA/$121M1
115Mitsubishi UFJ Trust & Banking Corp$121M1
116NORDEA INVESTMENT MANAGEMENT AB$119M1
117REGIONS FINANCIAL CORP$119M1
118STATE OF WISCONSIN INVESTMENT BOARD$119M1
119PFA Pension, Forsikringsaktieselskab$118M1
120Sumitomo Mitsui DS Asset Management Company, Ltd$115M1
121OSAIC HOLDINGS, INC.$115M1
122KEYBANK NATIONAL ASSOCIATION/OH$115M1
123Chevy Chase Trust Holdings, LLC$113M1
124DANSKE BANK A/S$112M1
125CREDIT AGRICOLE S A$111M1
126Vanguard Investments Australia, Ltd.$110M1
127BLAIR WILLIAM & CO/IL$108M1
128AE Wealth Management LLC$107M1
129BNP Paribas Asset Management Holding S.A.$106M1
130APG Asset Management N.V.$106M1
131Assenagon Asset Management S.A.$106M1
132ROYAL LONDON ASSET MANAGEMENT LTD$104M1
133GATES FOUNDATION TRUST$104M1
134Holocene Advisors, LP$104M1
135SCOTIA CAPITAL INC.$103M1
136ZACKS INVESTMENT MANAGEMENT$103M1
137Allianz Asset Management GmbH$102M1
138KLP KAPITALFORVALTNING AS$102M1
139Compagnie Lombard Odier SCmA$101M1
140CIBC Asset Management Inc$101M1
141TORONTO DOMINION BANK$101M1
142FIRST FINANCIAL BANKSHARES INC$99.3M1
143AMF Tjanstepension AB$99.3M1
144GLENMEDE TRUST CO NA$98.1M1
145BANK OF NOVA SCOTIA$97.9M1
146MENORA MIVTACHIM HOLDINGS LTD.$97.0M1
147&PARTNERS$96.5M1
148JOHNSON INVESTMENT COUNSEL INC$96.4M1
149TEACHER RETIREMENT SYSTEM OF TEXAS$94.6M1
150WELCH & FORBES LLC$94.5M1
151FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$93.8M1
152M&T BANK CORP$92.9M1
153MAVERICK CAPITAL LTD$91.4M1
154Life Cycle Investment Partners Ltd$90.4M1
155Freestone Grove Partners LP$90.2M1
156PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$89.5M1
157Steward Partners Investment Advisory, LLC$88.1M1
158SUSQUEHANNA INTERNATIONAL GROUP, LLP$86.7M1
159ATALANTA SOSNOFF CAPITAL, LLC$86.4M1
160JENSEN INVESTMENT MANAGEMENT INC$85.9M1
161Fisher Asset Management, LLC$85.9M1
162NewEdge Advisors, LLC$81.6M1
163Resona Asset Management Co.,Ltd.$80.7M1
164CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$79.5M1
165MILLENNIUM MANAGEMENT LLC$78.8M1
166Haverford Trust Co$78.1M1
167Clark Capital Management Group, Inc.$77.6M1
168WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$76.4M1
169Swiss Life Asset Management Ltd$76.1M1
170State of New Jersey Common Pension Fund D$75.8M1
171JUPITER ASSET MANAGEMENT LTD$75.8M1
172CITADEL ADVISORS LLC$75.6M1
173EP Wealth Advisors, LLC$75.2M1
174Walleye Capital LLC$74.2M1
175Lansforsakringar Fondforvaltning AB (publ)$74.1M1
176HOMESTEAD ADVISERS CORP$73.2M1
177Midwest Trust Co$70.7M1
178FIRST TRUST ADVISORS LP$70.3M1
179BENJAMIN EDWARDS INC$69.0M1
180SEI INVESTMENTS CO$69.0M1
181Advisors Capital Management, LLC$68.9M1
182Cartenna Capital, LP$68.4M1
183Kestra Advisory Services, LLC$68.1M1
184JENNISON ASSOCIATES LLC$67.5M1
185J. Safra Sarasin Holding AG$67.2M1
186Welch Group, LLC$66.8M1
187MUFG Securities EMEA plc$66.0M1
188DONALDSON CAPITAL MANAGEMENT, LLC$65.7M1
189NISA INVESTMENT ADVISORS, LLC$65.4M1
190Epoch Investment Partners, Inc.$65.2M1
191D. E. Shaw & Co., Inc.$64.5M1
192Tredje AP-fonden$64.4M1
193Daiwa Securities Group Inc.$64.3M1
194Bank Julius Baer & Co. Ltd, Zurich$63.2M1
195Vest Financial, LLC$63.1M1
196NICHOLAS COMPANY, INC.$62.8M1
197Arizona State Retirement System$60.6M1
198Capstone Financial Advisors, Inc.$60.4M1
199Czech National Bank$60.3M1
200HM PAYSON & CO$59.5M1
201STATE OF MICHIGAN RETIREMENT SYSTEM$57.8M1
202Qube Research & Technologies Ltd$57.4M1
203Calamos Advisors LLC$57.2M1
204Zurich Insurance Group Ltd/FI$57.0M1
205GUGGENHEIM CAPITAL LLC$56.9M1
206MERCER GLOBAL ADVISORS INC /ADV$55.6M1
207Sanctuary Advisors, LLC$54.4M1
208SMITH CHAS P & ASSOCIATES PA CPAS$53.5M1
209Allspring Global Investments Holdings, LLC$52.8M1
210MetLife Investment Management, LLC$52.3M1
211BRADLEY FOSTER & SARGENT INC/CT$51.6M1
212COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$51.6M1
213MAI Capital Management$51.2M1
214Mirae Asset Global Investments Co., Ltd.$50.4M1
215DnB Asset Management AS$50.2M1
216LGT Group Foundation$49.6M1
217Woodline Partners LP$48.5M1
218DEARBORN PARTNERS LLC$48.2M1
219VOYA INVESTMENT MANAGEMENT LLC$48.0M1
220O'SHAUGHNESSY ASSET MANAGEMENT, LLC$47.3M1
221Retirement Systems of Alabama$47.0M1
222Federation des caisses Desjardins du Quebec$46.5M1
223AGF MANAGEMENT LTD$46.2M1
224SEB Asset Management AB$45.9M1
225Bank Pictet & Cie (Europe) AG$44.8M1
226Sequoia Financial Advisors, LLC$44.7M1
227MML INVESTORS SERVICES, LLC$44.6M1
228EASTERN BANK$44.3M1
229Pinnacle Financial Partners, Inc.$44.0M1
230D.A. DAVIDSON & CO.$43.6M1
231MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$43.6M1
232IFM Investors Pty Ltd$43.6M1
233RWA WEALTH PARTNERS, LLC$43.4M1
234GATEWAY INVESTMENT ADVISERS LLC$42.6M1
235BROWN ADVISORY INC$42.5M1
236FACTORY MUTUAL INSURANCE CO$42.3M1
237GUARDIAN CAPITAL LP$42.2M1
238XPONANCE LLC$41.2M1
239PARK NATIONAL CORP /OH/$40.9M1
240UMB Bank, n.a.$40.9M1
241Henshaw Capital LLC$39.9M1
242BERKSHIRE ASSET MANAGEMENT LLC/PA$39.7M1
243Gradient Investments LLC$38.9M1
244SOROS FUND MANAGEMENT LLC$38.4M1
245Waverly Advisors, LLC$37.8M1
246Beacon Pointe Advisors, LLC$37.8M1
247Saudi Central Bank$37.7M1
248BAILLIE GIFFORD & CO$37.1M1
249USS Investment Management Ltd$36.8M1
250NS Partners Ltd$36.4M1
251Utah Retirement Systems$36.1M1
252Vanguard Personalized Indexing Management, LLC$36.1M1
253Pathstone Holdings, LLC$35.9M1
254NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$35.7M1
255PUBLIC SECTOR PENSION INVESTMENT BOARD$35.6M1
256Empowered Funds, LLC$34.7M1
257ABN AMRO INVESTMENT SOLUTIONS$34.6M1
258Cresset Asset Management, LLC$34.4M1
259CONNING INC.$34.3M1
260Glenview Trust Co$34.1M1
261Crossmark Global Holdings, Inc.$33.9M1
262Varma Mutual Pension Insurance Co$33.4M1
263RBO & CO LLC$33.3M1
264GUYASUTA INVESTMENT ADVISORS INC$33.0M1
265NEW YORK LIFE INVESTMENT MANAGEMENT LLC$32.9M1
266Union Bancaire Privee, UBP SA$32.6M1
267FUKOKU MUTUAL LIFE INSURANCE CO$32.6M1
268NEOS Investment Management LLC$32.6M1
269Rakuten Investment Management, Inc.$32.6M1
270Danica Pension, Livsforsikringsaktieselskab$32.0M1
271Banque Transatlantique SA$31.7M1
272Lido Advisors, LLC$31.5M1
273QRG CAPITAL MANAGEMENT, INC.$31.1M1
274WESTWOOD HOLDINGS GROUP INC$31.0M1
275Osmosis Investment Management UK Ltd$30.6M1
276Investment Management Corp of Ontario$30.5M1
277PRUDENTIAL PLC$30.5M1
278BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$30.5M1
279Ancora Advisors LLC$30.5M1
280Fiera Capital Corp$30.5M1
281FERGUSON WELLMAN CAPITAL MANAGEMENT, INC$30.4M1
282ALPS ADVISORS INC$30.0M1
283ASSOCIATED BANC-CORP$29.9M1
284Systematic Alpha Investments, LLC$29.8M1
285HANCOCK WHITNEY CORP$29.8M1
286FIDUCIARY TRUST CO$29.8M1
287HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$29.6M1
288MEYER HANDELMAN CO$29.4M1
289Private Advisor Group, LLC$29.1M1
290Candriam S.C.A.$29.0M1
291Stratos Wealth Partners, LTD.$29.0M1
292CWM, LLC$28.6M1
293Brevan Howard Capital Management LP$28.6M1
294Wealthfront Advisers LLC$28.5M1
295NISSAY ASSET MANAGEMENT CORP /JAPAN$28.4M1
296LGT Fund Management Co Ltd.$28.4M1
297OP Asset Management Ltd$28.1M1
298LIBERTY ONE INVESTMENT MANAGEMENT, LLC$28.1M1
299Brookstone Capital Management$27.4M1
300Andra AP-fonden$27.1M1
301HB Wealth Management, LLC$27.0M1
302Aptus Capital Advisors, LLC$27.0M1
303Destination Wealth Management$26.7M1
304Lighthouse Investment Partners, LLC$26.6M1
305Van Hulzen Asset Management, LLC$26.5M1
306Susquehanna Portfolio Strategies, LLC$26.5M1
307CORDA Investment Management, LLC.$26.3M1
308ASR Vermogensbeheer N.V.$26.2M1
309YOUSIF CAPITAL MANAGEMENT, LLC$26.2M1
310Hook Mill Capital Partners, LP$25.6M1
311Americana Partners, LLC$25.6M1
312OREGON PUBLIC EMPLOYEES RETIREMENT FUND$25.4M1
313BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$25.3M1
314MARTINGALE ASSET MANAGEMENT L P$25.3M1
315OXFORD FINANCIAL GROUP, LTD. LLC$25.1M1
316KANAWHA CAPITAL MANAGEMENT LLC$25.1M1
317OpenArc Corporate Advisory, LLC$24.9M1
318Dai-ichi Life Insurance Company, Ltd$24.5M1
319BRIDGEWAY CAPITAL MANAGEMENT, LLC$24.4M1
320Gotham Asset Management, LLC$24.2M1
321CLIFFORD SWAN INVESTMENT COUNSEL LLC$24.2M1
322Allworth Financial LP$24.0M1
323Banco Santander, S.A.$24.0M1
324MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$24.0M1
325NORTHEAST INVESTMENT MANAGEMENT$23.9M1
326TWO SIGMA INVESTMENTS, LP$23.9M1
327KCM INVESTMENT ADVISORS LLC$23.6M1
328Harvest Portfolios Group Inc.$23.4M1
329CENTRAL TRUST Co$23.4M1
330ADAMS DIVERSIFIED EQUITY FUND, INC.$23.1M1
331FEDERATED HERMES, INC.$23.1M1
332STEPHENS INC /AR/$22.8M1
333FIRST NATIONAL TRUST CO$22.4M1
334AMERICAN CENTURY COMPANIES INC$22.3M1
335MILFORD FUNDS LTD$22.1M1
336MACQUARIE GROUP LTD$21.9M1
337EXCHANGE TRADED CONCEPTS, LLC$21.9M1
338Kingsview Wealth Management, LLC$21.8M1
339Concurrent Investment Advisors, LLC$21.7M1
340CONFLUENCE INVESTMENT MANAGEMENT LLC$21.7M1
341Bragg Financial Advisors, Inc$21.6M1
342Elo Mutual Pension Insurance Co$21.4M1
343Principle Wealth Partners LLC$21.4M1
344ANCHOR CAPITAL ADVISORS LLC$21.3M1
345Capital International Sarl$21.0M1
346RIT CAPITAL PARTNERS PLC$21.0M1
347FARMERS & MERCHANTS INVESTMENTS INC$20.9M1
348KESTRA PRIVATE WEALTH SERVICES, LLC$20.6M1
349ABN AMRO Bank N.V.$20.5M1
350WHITTIER TRUST CO$20.3M1
351OneDigital Investment Advisors LLC$20.1M1
352Callahan Advisors, LLC$20.0M1
353Prospera Financial Services Inc$19.7M1
354ALLIANZ SE$19.7M1
355U.S. Capital Wealth Advisors, LLC$19.5M1
356CHOREO, LLC$19.3M1
357MARSICO CAPITAL MANAGEMENT LLC$19.3M1
358NBT BANK, N.A.$19.2M1
359Atria Investments, Inc$19.0M1
360EFG International AG$19.0M1
361Perigon Wealth Management, LLC$18.8M1
362Badgley Phelps Wealth Managers, LLC$18.8M1
363ABSHER WEALTH MANAGEMENT, LLC$18.6M1
364Orion Porfolio Solutions, LLC$18.6M1
365WAYCROSS PARTNERS, LLC$18.5M1
366Wilmington Savings Fund Society, FSB$18.4M1
367OPPENHEIMER & CO INC$18.3M1
368Evelyn Partners Investment Management LLP$18.3M1
369Robeco Institutional Asset Management B.V.$18.3M1
370Equitable Holdings, Inc.$18.0M1
371BARTLETT & CO. WEALTH MANAGEMENT LLC$17.9M1
372Savant Capital, LLC$17.6M1
373WORLDQUANT MILLENNIUM ADVISORS LLC$17.6M1
374CULLINAN ASSOCIATES INC$17.6M1
375TOCQUEVILLE ASSET MANAGEMENT L.P.$17.6M1
376BEESE FULMER INVESTMENT MANAGEMENT, INC.$17.6M1
377Segment Wealth Management, LLC$17.5M1
378Apollon Wealth Management, LLC$17.4M1
379Verition Fund Management LLC$17.3M1
380BOOTHBAY FUND MANAGEMENT, LLC$17.0M1
381ASSETMARK, INC$17.0M1
382Mediolanum International Funds Ltd$17.0M1
383MATHER GROUP, LLC.$16.9M1
384Guardian Partners Inc.$16.9M1
385WHITTIER TRUST CO OF NEVADA INC$16.9M1
386TOMPKINS FINANCIAL CORP$16.7M1
387Turtle Creek Wealth Advisors, LLC$16.7M1
388Lansing Street Advisors$16.6M1
389Man Group plc$16.5M1
390Atlantic Union Bankshares Corp$16.4M1
391SALEM INVESTMENT COUNSELORS INC$16.4M1
392PINNACLE ASSOCIATES LTD$16.2M1
393Miramar Capital, LLC$16.1M1
394Harbour Trust & Investment Management Co$16.0M1
395Palisade Asset Management, LLC$16.0M1
396Merit Financial Group, LLC$15.9M1
397Bridgewater Associates, LP$15.8M1
398MIRAE ASSET SECURITIES (USA) INC.$15.7M1
399Norinchukin Bank, The$15.7M1
400CUTLER INVESTMENT COUNSEL LLC$15.6M1
401FULTON BREAKEFIELD BROENNIMAN LLC$15.3M1
402Carnegie Investment Counsel$15.3M1
403ROCKLAND TRUST CO$15.3M1
404CONGRESS ASSET MANAGEMENT CO$15.2M1
405HOWE & RUSLING INC$15.2M1
406GREAT VALLEY ADVISOR GROUP, INC.$15.1M1
407Groupe la Francaise$14.8M1
408BALYASNY ASSET MANAGEMENT L.P.$14.7M1
409Vantage Investment Partners, LLC$14.6M1
410Bryn Mawr Trust Advisors, LLC$14.4M1
411GW HENSSLER & ASSOCIATES LTD$14.4M1
412EDMOND DE ROTHSCHILD HOLDING S.A.$14.3M1
413Richard C. Young & CO., LTD.$14.2M1
414DJE Kapital AG$14.1M1
415MASSACHUSETTS FINANCIAL SERVICES CO /MA/$14.0M1
416Aprio Wealth Management, LLC$13.9M1
417Clearstead Advisors, LLC$13.9M1
418Rafferty Asset Management, LLC$13.8M1
419Madison Asset Management, LLC$13.8M1
420Atwater Malick LLC$13.7M1
421Evelyn Partners Investment Management Services Ltd$13.6M1
422Vestmark Advisory Solutions, Inc.$13.5M1
423ISTHMUS PARTNERS, LLC$13.5M1
424MIZUHO SECURITIES USA LLC$13.4M1
425Biondo Investment Advisors, LLC$13.3M1
426Metis Global Partners, LLC$13.1M1
427Mesirow Financial Investment Management, Inc.$12.9M1
428HUNTINGTON NATIONAL BANK$12.9M1
429CI INVESTMENTS INC.$12.7M1
430CAPITAL INTERNATIONAL LTD /CA/$12.6M1
431HARTFORD INVESTMENT MANAGEMENT CO$12.6M1
432Dakota Wealth Management$12.6M1
433Vontobel Holding Ltd.$12.4M1
434Independent Advisor Alliance$12.4M1
435Cornerstone Wealth Group, LLC$12.3M1
436OMERS ADMINISTRATION Corp$12.2M1
437Tidal Investments LLC$12.2M1
438Sienna Gestion$12.2M1
439JANE STREET GROUP, LLC$12.1M1
440Stokes Capital Advisors, LLC$12.0M1
441Pictet North America Advisors SA$12.0M1
442World Investment Advisors$11.9M1
443BLB&B Advisors, LLC$11.9M1
444LEAVELL INVESTMENT MANAGEMENT, INC.$11.9M1
445Composition Wealth, LLC$11.8M1
446MONARCH CAPITAL MANAGEMENT INC$11.8M1
447UNITED CAPITAL FINANCIAL ADVISORS, LLC$11.7M1
448TRUST CO OF TOLEDO NA /OH/$11.6M1
449Kinsale Capital Group, Inc.$11.5M1
450BAILARD, INC.$11.5M1
451MOODY LYNN LIEBERSON & WALKER, LLC$11.4M1
452Solidarity Wealth, LLC$11.3M1
453Lombard Odier Asset Management (Switzerland) SA$11.3M1
454SageGuard Financial Group, LLC$11.2M1
455SteelPeak Wealth, LLC$11.2M1
456Maryland State Retirement & Pension System$11.2M1
457JAMISON PRIVATE WEALTH MANAGEMENT, INC.$11.2M1
458CULBERTSON A N & CO INC$11.1M1
459KORNITZER CAPITAL MANAGEMENT INC /KS$11.1M1
460Talbot Financial, LLC$11.1M1
461HS Management Partners, LLC$11.1M1
462Hilton Capital Management, LLC$11.1M1
463OLD NATIONAL BANCORP /IN/$11.0M1
464FLPUTNAM INVESTMENT MANAGEMENT CO$11.0M1
465HUTNER CAPITAL MANAGEMENT INC$10.9M1
466Evercore Wealth Management, LLC$10.8M1
467HUB Investment Partners, LLC$10.8M1
468IEQ CAPITAL, LLC$10.8M1
469DAYMARK WEALTH PARTNERS, LLC$10.7M1
470Modera Wealth Management, LLC$10.7M1
471Capital International, Inc./CA/$10.7M1
472LYNCH & ASSOCIATES/IN$10.7M1
473Caldwell Trust Co$10.6M1
474PRIMECAP MANAGEMENT CO/CA/$10.5M1
475Laird Norton Wetherby Trust Company, LLC$10.5M1
476Capital Investment Advisors, LLC$10.5M1
477Roundview Capital LLC$10.4M1
478CANANDAIGUA NATIONAL CORP$10.4M1
479Cyndeo Wealth Partners, LLC$10.4M1
480Advisors Asset Management, Inc.$10.3M1
481CITIZENS FINANCIAL GROUP INC/RI$10.2M1
482WHITENER CAPITAL MANAGEMENT, INC.$10.2M1
483COLDSTREAM CAPITAL MANAGEMENT INC$10.2M1
484Vident Advisory, LLC$10.1M1
485Snowden Capital Advisors LLC$10.1M1
486Linscomb Wealth, Inc.$10.0M1
487Sky Investment Group LLC$10.0M1
488LEVEL FOUR ADVISORY SERVICES, LLC$9.9M1
489Illinois Municipal Retirement Fund$9.9M1
490IQ EQ FUND MANAGEMENT (IRELAND) Ltd$9.9M1
491Lincoln Capital LLC$9.9M1
492Oak Harvest Investment Services$9.8M1
493IHT Wealth Management, LLC$9.7M1
494JAMES INVESTMENT RESEARCH, INC.$9.7M1
495KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC$9.7M1
496INTECH INVESTMENT MANAGEMENT LLC$9.5M1
497TOTH FINANCIAL ADVISORY CORP$9.4M1
498MATTERN CAPITAL MANAGEMENT, LLC$9.3M1
499ELEVATION POINT WEALTH PARTNERS, LLC$9.2M1
500ADVOCATE GROUP LLC$9.1M1
Truncated by Public Filings. The published aggregate ranks the top 500 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)4 buy / 9 sell
Congress net ($ bound)−$436K to −$76.0K
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on MCD

RETAINED WINDOW · ACTIVE HITS
Signal hits naming MCD
KindRuleHits
FIRST FILINGfirst disclosure of this ticker by this member within the corpus — era-scoped: coverage begins 2014-01-03, so an earlier first disclosure cannot be seen and is not claimed against3 hits

Every rule, with its definition →

Planned modules for MCD · financials and macro

Financials — as filed PLANNED

MCD's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: MCD on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing