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McDonald's
MCD

Name Holding Trade Value Shares
Change 		Change in
Stake
CMA
2001
Cedar Mountain Advisors
Oregon
$401K – – –
DW
2002
Domani Wealth
Pennsylvania
$400K – – –
HR
2003
Howe & Rusling
New York
$399K -$27.2K -117 -6%
WA
2004
WealthTrust Axiom
Pennsylvania
$399K +$465 +2 +0.1%
KFP
2005
KB Financial Partners
New Jersey
$399K +$20.9K +90 +5%
TAM
2006
Trillium Asset Management
Massachusetts
$398K -$89.1K -383 -18%
SF
2007
Symphony Financial
Texas
$397K -$81.4K -350 -17%
HIS
2008
Horizon Investment Services
Indiana
$397K -$2.09K -9 -0.5%
TCM
2009
Tradewinds Capital Management
Washington
$396K +$48.2K +207 +14%
F
2010
F3Logic
Minnesota
$395K -$590K -2,535 -60%
WRM
2011
Weybosset Research & Management
Rhode Island
$395K -$61.7K -265 -13%
NCM
2012
Novare Capital Management
North Carolina
$395K +$60.7K +261 +18%
CPC
2013
Consolidated Planning Corp
Georgia
$394K – – –
FI
2014
Financial Insights
Washington
$394K +$1.86K +8 +0.5%
MSA
2015
Marino Stram & Associates
Massachusetts
$393K -$1.79M -7,703 -82%
YWP
2016
YorkBridge Wealth Partners
New York
$393K – – –
CAC
2017
Certified Advisory Corp
Florida
$393K +$5.82K +25 +1%
OFW
2018
Omnia Family Wealth
Florida
$392K +$8.84K +38 +2%
SC
2019
Sepio Capital
Utah
$392K +$16.1K +69 +4%
SAM
2020
Summit Asset Management
Tennessee
$391K +$931 +4 +0.2%
SFP
2021
Sandbox Financial Partners
Maryland
$389K +$8.14K +35 +2%
SPWG
2022
Sage Private Wealth Group
Illinois
$389K +$16.3K +70 +4%
AG
2023
AIA Group
Hong Kong
$389K +$101K +433 +34%
ECM
2024
Estabrook Capital Management
New York
$389K – – –
BWM
2025
BCS Wealth Management
Tennessee
$388K -$19.8K -85 -5%
79 80
81
82 83