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McDonald's
MCD

Name Holding Trade Value Shares
Change 		Change in
Stake
BEAM
2001
Baker Ellis Asset Management
Washington
$120K – – –
WC
2002
Weil Company
California
$120K +$120K +560 New
EWM
2003
Elmwood Wealth Management
California
$118K – – –
RCC
2004
Red Cedar Capital
Nebraska
$118K – – –
PK
2005
Pflug Koory
Nebraska
$115K +$7.72K +36 +7%
LFG
2006
Larson Financial Group
Missouri
$115K +$10.5K +49 +10%
EIP
2007
Ellis Investment Partners
Pennsylvania
$115K +$11.6K +54 +11%
M
2008
Mirova
France
$114K +$10.1K +47 +10%
LWS
2009
Lucia Wealth Services
California
$111K -$31.9K -149 -22%
HCA
2010
Horan Capital Advisors
Ohio
$110K +$110K +513 New
LWM
2011
Lenox Wealth Management
Ohio
$109K +$11.1K +52 +11%
SIAS
2012
Shine Investment Advisory Services
Colorado
$107K +$214 +1 +0.2%
POIA
2013
Pin Oak Investment Advisors
Texas
$104K – – –
CTB
2014
Country Trust Bank
Illinois
$103K – – –
BG
2015
Bollard Group
Massachusetts
$101K +$429 +2 +0.4%
APSP
2016
Asset Planning Services (Pennsylvania)
Pennsylvania
$100K +$643 +3 +0.6%
GWA
2017
Guidant Wealth Advisors
Illinois
$97K – – –
WPW
2018
Winthrop Partners - WNY
New York
$95.3K – – –
HCM
2019
Hilton Capital Management
New York
$95K -$241K -1,122 -72%
TFO
2020
Tarbox Family Office
California
$90K – – –
CAL
2021
Capital Advisors Ltd
Ohio
$89K -$36.2K -169 -29%
CFN
2022
Cordasco Financial Network
Florida
$89K +$21.4K +100 +32%
HWM
2023
Holloway Wealth Management
Florida
$88K – – –
WCM
2024
Wealthcare Capital Management
Virginia
$87K – – –
AWM
2025
AllSquare Wealth Management
New York
$87K +$32.2K +150 +59%
79 80
81
82 83