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McDonald's
MCD

Name Holding Trade Value Shares
Change 		Change in
Stake
FWA
2001
FORM Wealth Advisors
Wisconsin
$771K -$320K -1,117 -28%
PWP
2002
Perfromance Wealth Partners
Illinois
$770K -$1.58M -5,507 -66%
GWM
2003
Greenwich Wealth Management
Connecticut
$764K -$20.4K -71 -2%
EM
2004
ELCO Management
New York
$763K -$10.6K -37 -1%
DWM
2005
Daner Wealth Management
Georgia
$763K +$287 +1 +0%
BEC
2006
Blue Edge Capital
Virginia
$762K -$18.1K -63 -2%
ALA
2007
Atlas Legacy Advisors
California
$761K +$26.4K +92 +3%
TC
2008
Truvestments Capital
Florida
$761K -$28.7K -100 -3%
GLLW
2009
Graves Light Lenhart Wealth
Virginia
$761K -$13.2K -46 -2%
BPAMU
2010
BTG Pactual Asset Management US
New York
$760K +$806K +2,810 New
CRIG
2011
Charter Research & Investment Group
Connecticut
$757K – – –
LOWM
2012
Laurel Oak Wealth Management
New Jersey
$756K -$6.02K -21 -0.7%
GBWM
2013
Granite Bay Wealth Management
New Hampshire
$756K +$801K +2,794 New
FA
2014
Faithward Advisors
Pennsylvania
$756K -$49.3K -172 -6%
SWP
2015
Semus Wealth Partners
Florida
$755K -$16.3K -57 -2%
CWM
2016
Cahaba Wealth Management
Georgia
$754K +$4.01K +14 +0.5%
RWA
2017
River Wealth Advisors
Pennsylvania
$753K +$475K +1,656 +147%
WCM
2018
Winebrenner Capital Management
Kentucky
$750K -$3.44K -12 -0.4%
AIIMS
2019
Analyst IMS Investment Management Services
Israel
$749K +$115K +401 +17%
FCM
2020
Fire Capital Management
California
$748K +$24.7K +86 +3%
BCP
2021
Blackhawk Capital Partners
Wisconsin
$747K -$14.9K -52 -2%
WF
2022
WoodTrust Financial
Wisconsin
$747K +$1.43K +5 +0.2%
FWA
2023
FSM Wealth Advisors
Ohio
$746K +$237K +828 +43%
BWP
2024
Balboa Wealth Partners
Arizona
$744K -$42.2K -147 -5%
DGM
2025
Delta Global Management
New York
$744K -$111K -388 -12%
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