MCDONALDS CORP

$MCD
13F holders
3,510
Net 13F flow · Q
Insider buys · 90d
0
Insider net · 90d
Congress · 90d
0
Convergence

Institutional holders

Top 10 of 3,510 · Source: 13F-HR
01
State Street
02
Axa S.a.
03
State Farm Mutual Automobile Insurance Co.
04
Augustine Asset Management Inc.
05
Strs Ohio
06
ProShare Advisors LLC
07
Brightline Capital Management, LLC
08
Envestnet Asset Management Inc.
09
US Bancorp De
10
Smh Capital Advisors Inc.

Each fund name links to that filer's expert page. Share counts and per-fund weights are pending the 13F ingest fix (portfolios_expertholding.units is currently mis-populated — see the same caveat on the fund detail page's holdings table). Quarter-over-quarter delta ships with the metrics pipeline.

See all 3,510 13F holders · Pro →

Smart Money · top-200 alpha cohort

60 holders · Q1 2026
46 Top-Alpha Funds Initiate $MCD in Q1 2026; One Exit

Forty-six of the 59 top-200 alpha cohort holders in $MCD reported new positions in Q1 2026, against a single exit and 12 flat carries — a lopsided initiation wave with no meaningful trimming activity recorded.

Banque Pictet & Cie SA entered at 2.48% weight, the largest new position in the cohort. Hamel Associates, Inc. initiated at 1.82%; Bradley Foster & Sargent INC at 0.80%; Bolthouse Investments, LLC at 0.71%. Hummer Financial Advisory Services Inc, carrying 53.0 alpha points, opened at 0.58%. The sole exit was Paragon Capital Management Ltd, which closed a 0.18% prior-quarter position.

Among the 12 continuing holders, Citadel Investment Advisory, Inc. sits at 1.55% (up +0.14pp from 1.41%), while Cypress Capital Group expanded from 0.16% to 0.86% (+0.69pp). Wellington Management Group LLP trimmed modestly to 0.20% (-0.05pp). Cohort average weight across all 59 holders is 0.32%, with a range of 0.00% to 2.48%.

Forty-six simultaneous initiations in a single quarter is a structurally unusual cohort configuration for a mega-cap consumer name — though whether that reflects coordinated reallocation or simply a data artefact of new filers entering the universe is not resolvable from 13F data alone.

01
Banque Pictet & Cie SA
2.48% NEW
α +10.3pts
02
Hamel Associates, Inc.
1.82% NEW
α +12.3pts
03
Cypress Capital Group
0.86% ↑ +0.7pp
α +12.6pts
04
Bradley Foster & Sargent INC
0.80% NEW
α +11.1pts
05
Bolthouse Investments, LLC
0.71% NEW
α +13.6pts
06
Somerset Group LLC
0.59% NEW
α +64.8pts
07
Hummer Financial Advisory Services Inc
0.58% NEW
α +53.0pts
08
Beverly Hills Private Wealth, LLC
0.57% NEW
α +10.4pts
09
Connor, Clark & Lunn Investment Management Ltd.
0.55% held
α +12.3pts
10
Independent Solutions Wealth Management, LLC
0.50% NEW
α +19.1pts
11
Legacy Wealth Management, LLC / MS
0.47% NEW
α +14.9pts
12
MFA Wealth Services
0.47% NEW
α +16.2pts
13
Linscomb Wealth, Inc.
0.45% NEW
α +32.6pts
14
ELCO Management Co., LLC
0.43% NEW
α +10.8pts
15
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
0.43% NEW
α +27.5pts
16
Delta Financial Advisors LLC
0.39% NEW
α +18.1pts
17
RiverPark Advisors, LLC
0.33% held
α +21.5pts
18
Sulzberger Capital Advisors, Inc.
0.32% NEW
α +15.0pts
19
Certior Financial Group, LLC
0.31% NEW
α +11.1pts
20
Gentry Private Wealth, LLC
0.29% held
α +22.9pts
21
Pittenger & Anderson Inc.
0.29% NEW
α +21.3pts
22
Svb Wealth LLC
0.29% held
α +29.6pts
23
Venture Visionary Partners LLC
0.28% NEW
α +10.3pts
24
Nisa Investment Advisors, LLC
0.24% held
α +16.6pts
25
Shellback Capital, LP
0.22% NEW
α +14.3pts
26
Citigroup Inc.
0.20% NEW
α +26.3pts
27
Wellington Management Group LLP
0.20% held
α +10.5pts
28
Banco Santander, S.A.
0.19% held
α +12.6pts
29
IAM Advisory, LLC
0.19% NEW
α +49.7pts
30
Johnson Financial Group, Inc.
0.18% held
α +14.7pts
31
Courier Capital LLC
0.18% NEW
α +14.9pts
32
Corsicana & Co.
0.17% held
α +20.0pts
33
Fiduciary Alliance LLC
0.14% held
α +16.8pts
34
Choate Investment Advisors
0.14% NEW
α +13.8pts
35
Erste Asset Management GmbH
0.12% NEW
α +33.4pts
36
D L Carlson Investment Group Inc.
0.12% held
α +17.7pts
37
Principal Securities, Inc.
0.10% held
α +21.3pts
38
Fulton Bank, N.a.
0.10% held
α +23.8pts
39
JTC Employer Solutions Trustee Ltd
0.09% held
α +22.6pts
40
New England Professional Planning Group Inc.
0.09% held
α +25.4pts
41
Walkner Condon Financial Advisors LLC
0.08% held
α +23.7pts
42
Triasima Portfolio Management inc.
0.08% held
α +15.7pts
43
Endeavor Private Wealth, Inc.
0.07% held
α +13.5pts
44
GM Advisory Group, LLC
0.06% held
α +16.5pts
45
RFG Advisory, LLC
0.06% held
α +16.2pts
46
ProVise Management Group, LLC
0.06% held
α +11.2pts
47
TRUE Private Wealth Advisors
0.06% held
α +23.4pts
48
Costello Asset Management, INC
0.04% held
α +14.3pts
49
Impact Partnership Wealth, LLC
0.04% held
α +10.3pts
50
Greenwich Wealth Management LLC
0.04% held
α +12.7pts
51
CV Advisors LLC
0.04% held
α +29.1pts
52
Focused Wealth Management, Inc
0.03% held
α +19.2pts
53
LM Advisors LLC
0.03% held
α +15.5pts
54
Retirement Investment Advisors, Inc.
0.02% held
α +16.2pts
55
Shufro Rose & Co. LLC
0.02% held
α +32.3pts
56
Scopia Capital Management LP
0.02% held
α +10.2pts
57
Collier Financial
0.02% held
α +14.2pts
58
Quarry LP
0.02% held
α +10.6pts
59
Truepoint, Inc.
0.01% held
α +21.4pts
60
Mountain Hill Investment Partners Corp.
0.01% held
α +15.0pts

Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.

Insider activity · last 90 days

21 transactions · 6 filers
10 Apr 2026
Erlinger Joseph M.
▼ SOLD
2,626
$307.00
S
10 Feb 2026
Erlinger Joseph M.
▼ SOLD
2,626
$325.25
S
12 Jan 2026
Erlinger Joseph M.
▼ SOLD
2,626
$306.58
S
16 Dec 2025
Ralls-Morrison Desiree
▼ SOLD
2,486
$320.00
S
12 Dec 2025
Flatley Edith Morgan
▼ SOLD
658
$315.00
S
01 Dec 2025
Steijaert Manuel JM
▼ SOLD
6,567
$305.50
S
21 Nov 2025
Borden Ian Frederick
▼ SOLD
17,134
$310.00
S
14 Nov 2025
Erlinger Joseph M.
▼ SOLD
3,195
$305.82
S
05 Nov 2025
Steijaert Manuel JM
▼ SOLD
13,134
$300.42
S
02 Sep 2025
Flatley Edith Morgan
▼ SOLD
1,000
$315.00
S
20 Aug 2025
Flatley Edith Morgan
▼ SOLD
24
$315.00
S
20 Aug 2025
Flatley Edith Morgan
▼ SOLD
4,692
$315.00
S

Transaction codes: P open-market purchase · S sale · M option exercise · A grant · F tax-withhold sale. Insider names link to each individual's expert page.

Congress trades · last 90 days

29 disclosures · STOCK Act
Senate · Rhode Island · Traded Jan 9
SOLD
$15K–$50K
Feb 4STOCK
House · Texas · Traded Dec 18
SOLD
$1K–$15K
Jan 15STOCK
House · Texas · Traded Nov 13
SOLD
$1K–$15K
Dec 11STOCK
House · Georgia · Traded Nov 5
BOUGHT
$1K–$15K
Dec 9STOCK
House · Michigan · Traded Oct 31
SOLD
$1K–$15K
Nov 21STOCK
House · Michigan · Traded Oct 30
BOUGHT
$1K–$15K
Nov 21STOCK
House · Michigan · Traded Oct 30
SOLD
$1K–$15K
Nov 21STOCK
House · Oklahoma · Traded Oct 23
SOLD
$100K–$250K
Nov 16STOCK
House · Oklahoma · Traded Oct 23
SOLD
$1K–$15K
Nov 16STOCK
House · California · Traded Oct 7
BOUGHT
$15K–$50K
Nov 14STOCK
See full $MCD Congress history →

Convergence · Pattern Engine ships in v1.1

30-day window
In development

Convergence detection for $MCD lands with the Pattern Engine.

Once the Pattern Engine ships, this section will surface every active convergence event involving $MCD — the institutional managers and Congress members on the same name, the 30-day window, and the combined position size.

Source data: SEC EDGAR · 13F-HR · Form 4 · CapitolTrades · Last refreshed 10:45 UTC.