Explore more topics
Public ownership evidence

McDonald's Corporation (MCD) Ownership Disclosures

Read MCD insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-14T02:54:47.600Z

Jump to a section

Read one actual disclosure before using it

Show the table · 1 row, 6 columns

Scroll sideways to compare all columns. Select a heading to sort.

2026-10-022026-09-30Dean Lloyd HA156.97Not reported

First displayed source row from Recent Form 4 activity. The full bounded history and coverage notes remain below.

The displayed observation date is 2026-09-30 and its public availability date is 2026-10-02. Subtracting those calendar dates gives 2 days of disclosure lag. Historical public research can use the record from the availability date, rather than backdating knowledge to the observation date. The calendar-day difference does not assert an intraday publication time.

This row is code A: a award. An award is an acquisition but is not an open-market purchase. A purchase-following rule must not count it as code P.

Open the linked original receipts to verify the row, then inspect a second record before drawing a pattern. This public filing observation supplies source evidence, not a completed copy-trading return.

SEC 0001332215-26-000004 ↗SEC 0001745938-26-000005 ↗SEC 0001554339-26-000004 ↗

Recent Form 4 activity

Show the table · 3 rows, 6 columns

Scroll sideways to compare all columns. Select a heading to sort.

2026-10-022026-09-30Dean Lloyd HA156.97Not reported
2026-10-022026-09-30Taubert Jennifer LA129.9Not reported
2026-10-022026-09-30Hsu Michael D.A129.9Not reported

90-day public availability window, up to 50 records.

Recent institutional filing receipts

Inspect all 50 displayed rows: Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

Scroll sideways to compare all columns. Select a heading to sort.

Cornerstone Financial Management LLC2026-06-302026-08-29233$62,982None
Cornerstone Financial Management LLC2026-03-312026-08-29209$64,955None
Cornerstone Financial Management LLC2025-12-312026-08-29194$59,292None
B. Riley Wealth Advisors, Inc.2025-03-312026-08-29100$31,237Call
B. Riley Wealth Advisors, Inc.2025-03-312026-08-2945,602$14,244,850None
OPTIMIZE FINANCIAL INC.2026-06-302026-08-281,947$526,294None
Advisors Asset Management, Inc.2021-12-312026-08-2884,012$22,521,097None
Advisors Asset Management, Inc.2022-12-312026-08-2881,330$21,432,895None
Advisors Asset Management, Inc.2020-06-302026-08-28138,265$25,505,745None
Advisors Asset Management, Inc.2022-06-302026-08-2878,015$19,260,000None
Advisors Asset Management, Inc.2021-09-302026-08-2882,798$19,963,000None
Corient Private Wealth LP2026-06-302026-08-28715,619$193,439,161None
Corient Private Wealth LP2026-06-302026-08-2830,206$8,164,951None
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co2026-06-302026-08-28952$256,526None
Redwood Investment Management, LLC2025-03-312026-08-281,512$472,000None
TUCKER ASSET MANAGEMENT LLC2026-06-302026-08-281,613$436,010None
TUCKER ASSET MANAGEMENT LLC2026-03-312026-08-281,609$500,061None
BOSTON RESEARCH & MANAGEMENT INC2025-12-312026-08-2824,173$7,387,842None
Formuepleje A/S2015-12-312026-08-282,590$305,983None
Formuepleje A/S2014-09-302026-08-28169,774$16,096,273None
Formuepleje A/S2014-06-302026-08-28558,090$56,221,987None
Formuepleje A/S2014-03-312026-08-28485,084$47,552,785None
Wellington Grp LLC2026-06-302026-08-27879$237,602None
AFFINITY WEALTH LLC2025-06-302026-08-2721$6,136None
Reflection Asset Management2026-03-312026-08-271,250$387,523None
HORAN Wealth, LLC2026-06-302026-08-271,615$436,442None
Principia Wealth Advisory, LLC2026-06-302026-08-27263$71,092None
Principia Wealth Advisory, LLC2026-03-312026-08-27247$76,765None
Brown Financial Advisors2026-06-302026-08-275,214$1,409,396None
Advisors Asset Management, Inc.2024-03-312026-08-2755,627$15,684,033None
Advisors Asset Management, Inc.2025-03-312026-08-2739,892$12,461,064None
Advisors Asset Management, Inc.2022-09-302026-08-2781,028$18,696,000None
Advisors Asset Management, Inc.2020-12-312026-08-27120,272$25,808,000None
Advisors Asset Management, Inc.2022-03-312026-08-2783,125$20,555,150None
Advisors Asset Management, Inc.2023-06-302026-08-2772,718$21,699,778None
Advisors Asset Management, Inc.2023-09-302026-08-2770,643$18,610,192None
Advisors Asset Management, Inc.2023-03-312026-08-2773,916$20,667,653None
Advisors Asset Management, Inc.2021-03-312026-08-27109,274$24,492,674None
Advisors Asset Management, Inc.2021-06-302026-08-2798,317$22,710,000None
Advisors Asset Management, Inc.2020-09-302026-08-27130,502$28,643,884None
Advisors Asset Management, Inc.2025-09-302026-08-2736,324$11,038,500None
Advisors Asset Management, Inc.2023-12-312026-08-2763,208$18,741,804None
Dakota Wealth Management2025-09-302026-08-2732,107$9,756,914None
Dakota Wealth Management2025-12-312026-08-2741,640$12,726,443None
Dakota Wealth Management2026-03-312026-08-2740,492$12,584,414None
Redwood Investment Management, LLC2025-06-302026-08-27920$269,000None
Redwood Investment Management, LLC2025-09-302026-08-27797$242,000None
BOSTON RESEARCH & MANAGEMENT INC2026-03-312026-08-2724,103$7,490,816None
Advus Financial Partners, LLC2026-03-312026-08-261,314$408,449None
Advus Financial Partners, LLC2025-12-312026-08-261,337$408,590None

90-day public filing window, up to 50 source positions.

Cornerstone Financial Management LLC ↗Cornerstone Financial Management LLC ↗Cornerstone Financial Management LLC ↗B. Riley Wealth Advisors, Inc. ↗B. Riley Wealth Advisors, Inc. ↗OPTIMIZE FINANCIAL INC. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗

Recent Congressional disclosures

Show the table · 8 rows, 5 columns

Scroll sideways to compare all columns. Select a heading to sort.

Josh Gottheimer2026-10-072026-09-25sale$1,001 - $15,000
Ro Khanna2026-10-072026-09-25purchase$1,001 - $15,000
Ro Khanna2026-10-072026-09-11purchase$15,001 - $50,000
Ro Khanna2026-10-072026-09-04sale$15,001-$50,000
Ro Khanna2026-10-072026-09-02sale$1,001 - $15,000
Ro Khanna2026-10-072026-09-02saleA $1,001 $15,000
Ro Khanna2026-10-072026-09-02saleA $1,001 $15,000
Scott Franklin2026-09-172026-08-26purchase$1,001 - $15,000

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.