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McDonald's
MCD

Name Holding Trade Value Shares
Change 		Change in
Stake
MHR
2001
Matthew Hamilton Rosenberg
$390K +$12.2K +57 +3%
CMA
2002
Cedar Mountain Advisors
Oregon
$389K – – –
HIS
2003
Horizon Investment Services
Indiana
$388K -$57.3K -268 -13%
DW
2004
Domani Wealth
Pennsylvania
$388K -$5.56K -26 -1%
WA
2005
WealthTrust Axiom
Pennsylvania
$387K – – –
PC
2006
Port Capital
Illinois
$386K +$5.99K +28 +2%
SHGA
2007
Sand Hill Global Advisors
California
$384K +$3.64K +17 +1%
CPC
2008
Consolidated Planning Corp
Georgia
$383K +$43.4K +203 +13%
SFP
2009
Sandbox Financial Partners
Maryland
$382K +$2.99K +14 +0.9%
WIA
2010
World Investment Advisors
California
$382K +$33.6K +157 +10%
MCM
2011
Monument Capital Management
Virginia
$381K -$2.25M -10,521 -86%
BOS
2012
Bingham Osborn & Scarborough
California
$381K -$10.9K -51 -3%
GPFA
2013
Game Plan Financial Advisors
Ohio
$381K -$7.49K -35 -2%
YWP
2014
YorkBridge Wealth Partners
New York
$381K – – –
FI
2015
Financial Insights
Washington
$380K +$1.93K +9 +0.5%
SAM
2016
Summit Asset Management
Tennessee
$379K +$21.4K +100 +6%
ECM
2017
Estabrook Capital Management
New York
$377K – – –
SM
2018
Sciencast Management
New Jersey
$377K +$349K +1,632 New
OCM
2019
One Capital Management
California
$376K -$2.14K -10 -0.6%
VCG
2020
Vantage Consulting Group
Virginia
$376K +$114K +533 +47%
PP
2021
PDS Planning
Ohio
$375K +$20.1K +94 +6%
CAC
2022
Certified Advisory Corp
Florida
$375K +$358K +1,675 New
RCM
2023
Regency Capital Management
Hawaii
$373K +$356K +1,665 New
GAG
2024
GM Advisory Group
New York
$372K -$10.7K -50 -3%
EBT
2025
Enterprise Bank & Trust
Massachusetts
$371K -$4.28K -20 -1%
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