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McDonald's
MCD

Name Holding Trade Value Shares
Change 		Change in
Stake
RCC
1976
Red Cedar Capital
Nebraska
$114K – – –
SIS
1977
Sound Income Strategies
Florida
$107K -$1.78K -9 -2%
BWA
1978
BDO Wealth Advisors
Florida
$104K -$35.1K -177 -26%
PK
1979
Pflug Koory
Nebraska
$104K – – –
EWM
1980
Endurance Wealth Management
Rhode Island
$103K – – –
SIAS
1981
Shine Investment Advisory Services
Colorado
$103K +$198 +1 +0.2%
HCM
1982
Horan Capital Management
Maryland
$103K +$98.8K +499 New
EIP
1983
Ellis Investment Partners
Pennsylvania
$103K +$99K +500 New
LFG
1984
Larson Financial Group
Missouri
$101K +$396 +2 +0.4%
POIA
1985
Pin Oak Investment Advisors
Texas
$101K +$68.5K +346 +247%
CTB
1986
Country Trust Bank
Illinois
$100K +$46.7K +236 +97%
M
1987
Mirova
France
$100K +$95.5K +482 New
BG
1988
Bollard Group
Massachusetts
$98K +$594 +3 +0.6%
APSP
1989
Asset Planning Services (Pennsylvania)
Pennsylvania
$96K +$594 +3 +0.7%
LWM
1990
Lenox Wealth Management
Ohio
$95K – – –
GWA
1991
Guidant Wealth Advisors
Illinois
$94K – – –
WPW
1992
Winthrop Partners - WNY
New York
$92.2K – – –
TFO
1993
Tarbox Family Office
California
$87K +$21.6K +109 +35%
BAM
1994
Baldrige Asset Management
Pennsylvania
$86K – – –
HWM
1995
Holloway Wealth Management
Florida
$85K – – –
WCM
1996
Wealthcare Capital Management
Virginia
$84K – – –
GT
1997
Glenmede Trust
Pennsylvania
$83.5K -$629K -3,177 -0.8%
NIM
1998
NuWave Investment Management
New Jersey
$82K -$516K -2,605 -87%
RA
1999
Rational Advisors
New York
$82K -$18.4K -93 -19%
HL
2000
Harding Loevner
New Jersey
$81K – – –
78 79
80
81 82