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McDonald's
MCD

Name Holding Trade Value Shares
Change 		Change in
Stake
GBWM
2001
Granite Bay Wealth Management
New Hampshire
$756K +$801K +2,794 New
FA
2002
Faithward Advisors
Pennsylvania
$756K -$49.3K -172 -6%
SWP
2003
Semus Wealth Partners
Florida
$755K -$16.3K -57 -2%
CWM
2004
Cahaba Wealth Management
Georgia
$754K +$4.01K +14 +0.5%
RWA
2005
River Wealth Advisors
Pennsylvania
$753K +$475K +1,656 +147%
WCM
2006
Winebrenner Capital Management
Kentucky
$750K -$3.44K -12 -0.4%
AIIMS
2007
Analyst IMS Investment Management Services
Israel
$749K +$115K +401 +17%
FCM
2008
Fire Capital Management
California
$748K +$24.7K +86 +3%
BCP
2009
Blackhawk Capital Partners
Wisconsin
$747K -$14.9K -52 -2%
WF
2010
WoodTrust Financial
Wisconsin
$747K +$1.43K +5 +0.2%
FWA
2011
FSM Wealth Advisors
Ohio
$746K +$237K +828 +43%
BWP
2012
Balboa Wealth Partners
Arizona
$744K -$42.2K -147 -5%
DGM
2013
Delta Global Management
New York
$744K -$111K -388 -12%
MW
2014
MBL Wealth
North Carolina
$741K -$163K -569 -17%
SPW
2015
Signet Private Wealth
Illinois
$738K -$48.2K -168 -6%
CP
2016
Canopy Partners
Ohio
$737K -$67.4K -235 -8%
HC
2017
Hamilton Capital
Ohio
$736K -$184K -643 -19%
FCCM
2018
First City Capital Management
Georgia
$736K -$2.58K -9 -0.3%
TC
2019
Trust Company
Kansas
$736K -$983K -3,427 -56%
PCS
2020
Personal CFO Solutions
New Jersey
$735K -$57.3K -200 -7%
AA
2021
Alta Advisers
United Kingdom
$734K – – –
HWAM
2022
Hennion & Walsh Asset Management
New Jersey
$732K +$4.3K +15 +0.6%
HAM
2023
Harmony Asset Management
Arizona
$732K -$43.9K -153 -5%
BWM
2024
BlackDiamond Wealth Management
New York
$732K +$17.2K +60 +2%
CWM
2025
Circle Wealth Management
New Jersey
$731K -$241K -841 -24%
79 80
81
82 83