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McDonald's
MCD

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
2001
BCS Wealth Management
Tennessee
$408K +$3.34K +14 +0.8%
SAG
2002
Spotlight Asset Group
Illinois
$407K -$53K -222 -12%
F
2003
F3Logic
Minnesota
$407K -$4.3K -18 -1%
WA
2004
Wealth Architects
California
$407K +$22.7K +95 +6%
AA
2005
ALPS Advisors
Colorado
$406K +$62.1K +260 +18%
EL
2006
Essex LLC
Illinois
$406K +$401K +1,682 New
ECM
2007
Estabrook Capital Management
New York
$406K – – –
SIS
2008
Sound Income Strategies
Florida
$405K -$178K -745 -31%
OIS
2009
Okabena Investment Services
Minnesota
$405K – – –
RCG
2010
Rock Creek Group
District of Columbia
$404K -$74K -310 -16%
SAM
2011
Summit Asset Management
Tennessee
$403K -$5.97K -25 -1%
OCM
2012
One Capital Management
California
$403K -$716 -3 -0.2%
HC
2013
Hamilton Capital
Ohio
$402K +$118K +496 +42%
SPWG
2014
Sage Private Wealth Group
Illinois
$401K -$4.77K -20 -1%
SN
2015
Sittner & Nelson
Oregon
$400K -$59.7K -250 -13%
OFW
2016
Omnia Family Wealth
Florida
$400K -$9.07K -38 -2%
GAG
2017
GM Advisory Group
New York
$400K – – –
EBT
2018
Enterprise Bank & Trust
Massachusetts
$399K – – –
FA
2019
Fiducient Advisors
Illinois
$398K – – –
LAM
2020
LifePro Asset Management
California
$398K +$8.35K +35 +2%
TGAM
2021
TBH Global Asset Management
Tennessee
$396K +$239 +1 +0.1%
EFM
2022
E Fund Management
China
$396K +$392K +1,641 New
MAM
2023
McLean Asset Management
Virginia
$395K +$33.7K +141 +9%
FOA
2024
Five Oceans Advisors
California
$395K +$391K +1,639 New
BIC
2025
Beach Investment Counsel
Pennsylvania
$394K – – –
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