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McDonald's
MCD

Name Holding Trade Value Shares
Change 		Change in
Stake
SLF
2001
Sun Life Financial
Ontario, Canada
$133K +$214 +1 +0.2%
HCM
2002
Horan Capital Management
Maryland
$133K +$26.8K +125 +25%
IAS
2003
IMA Advisory Services
Colorado
$131K +$214 +1 +0.2%
KWA
2004
KCS Wealth Advisory
California
$124K +$124K +579 New
TCCM
2005
Timber Creek Capital Management
Massachusetts
$124K – – –
BEAM
2006
Baker Ellis Asset Management
Washington
$120K – – –
WC
2007
Weil Company
California
$120K +$120K +560 New
EWM
2008
Elmwood Wealth Management
California
$118K – – –
RCC
2009
Red Cedar Capital
Nebraska
$118K – – –
PK
2010
Pflug Koory
Nebraska
$115K +$7.72K +36 +7%
LFG
2011
Larson Financial Group
Missouri
$115K +$10.5K +49 +10%
EIP
2012
Ellis Investment Partners
Pennsylvania
$115K +$11.6K +54 +11%
M
2013
Mirova
France
$114K +$10.1K +47 +10%
LWS
2014
Lucia Wealth Services
California
$111K -$31.9K -149 -22%
HCA
2015
Horan Capital Advisors
Ohio
$110K +$110K +513 New
LWM
2016
Lenox Wealth Management
Ohio
$109K +$11.1K +52 +11%
SIAS
2017
Shine Investment Advisory Services
Colorado
$107K +$214 +1 +0.2%
POIA
2018
Pin Oak Investment Advisors
Texas
$104K – – –
CTB
2019
Country Trust Bank
Illinois
$103K – – –
BG
2020
Bollard Group
Massachusetts
$101K +$429 +2 +0.4%
APSP
2021
Asset Planning Services (Pennsylvania)
Pennsylvania
$100K +$643 +3 +0.6%
GWA
2022
Guidant Wealth Advisors
Illinois
$97K – – –
WPW
2023
Winthrop Partners - WNY
New York
$95.3K – – –
HCM
2024
Hilton Capital Management
New York
$95K -$241K -1,122 -72%
TFO
2025
Tarbox Family Office
California
$90K – – –
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