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McDonald's
MCD

Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
2001
Becker Capital Management
Oregon
$250K – – –
TPW
2002
Tiller Private Wealth
Pennsylvania
$250K +$33.3K +168 +15%
IWAG
2003
Integer Wealth Advisors Group
Georgia
$250K +$231K +1,166 New
SFG
2004
Sunburst Financial Group
Alabama
$250K +$251K +1,266 New
GC
2005
Grace Capital
Massachusetts
$249K -$79.3K -400 -24%
APW
2006
Austin Private Wealth
Texas
$248K +$249K +1,255 New
MPW
2007
Monterey Private Wealth
California
$248K +$249K +1,256 New
CHAM
2008
Clear Harbor Asset Management
Connecticut
$247K – – –
IWP
2009
Icon Wealth Partners
Texas
$247K +$41.9K +211 +20%
NEIRG
2010
New England Investment & Retirement Group
Massachusetts
$246K – – –
AS
2011
Altshuler Shaham
Israel
$246K +$49.8K +251 +25%
CFG
2012
Capstone Financial Group
Oklahoma
$246K +$247K +1,246 New
TIM
2013
Tortoise Investment Management
New York
$245K +$5.95K +30 +2%
SL
2014
Salomon & Ludwin
Virginia
$244K – – –
TC
2015
Tatro Capital
Kentucky
$244K +$245K +1,236 New
HHGA
2016
Halbert Hargrove Global Advisors
California
$243K -$5.16K -26 -2%
OAM
2017
Occidental Asset Management
California
$242K – – –
CIS
2018
Connors Investor Services
Pennsylvania
$241K – – –
BWP
2019
Baldwin Wealth Partners
Massachusetts
$240K – – –
FCA
2020
FinTrust Capital Advisors
South Carolina
$240K +$29.2K +147 +14%
NAM
2021
NTV Asset Management
West Virginia
$240K +$240K +1,212 New
WA
2022
Wealth Architects
California
$239K -$1.59K -8 -0.7%
IPW
2023
Inlet Private Wealth
Florida
$238K – – –
PVWM
2024
Point View Wealth Management
New Jersey
$238K – – –
RGIA
2025
Rainier Group Investment Advisory
Washington
$238K +$5.55K +28 +2%
79 80
81
82 83