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McDonald's
MCD

Name Holding Trade Value Shares
Change 		Change in
Stake
RSVP
2001
Ramsay Stattman Vela & Price
Colorado
$568K – – –
RWG
2002
Regal Wealth Group
California
$568K – – –
OCPWS
2003
One Charles Private Wealth Services
Massachusetts
$568K +$2.02K +8 +0.4%
CST
2004
Charles Schwab Trust
Nevada
$567K -$95.7K -379 -15%
LAM
2005
LifePro Asset Management
California
$567K +$118K +466 +28%
TRIA
2006
Trail Ridge Investment Advisors
Colorado
$567K +$534K +2,114 New
CSB
2007
City State Bank
Iowa
$566K +$533K +2,111 New
EHAM
2008
Eagle Harbor Asset Management
Washington
$565K +$532K +2,108 New
SFP
2009
Sterling Financial Planning
New Jersey
$564K -$40.4K -160 -7%
PAM
2010
Private Asset Management
California
$563K – – –
NPPM
2011
North Point Portfolio Managers
Ohio
$562K +$7.07K +28 +1%
WMA
2012
West Michigan Advisors
Michigan
$562K +$529K +2,097 New
RWA
2013
RGT Wealth Advisors
Texas
$561K +$289K +1,144 +120%
BWM
2014
Baystate Wealth Management
Massachusetts
$560K +$16.2K +64 +3%
ZAM
2015
Zevin Asset Management
Massachusetts
$558K -$156K -618 -23%
VCG
2016
Vantage Consulting Group
Virginia
$558K -$20.2K -80 -4%
JMF
2017
Johnson Midwest Financial
Iowa
$558K +$757 +3 +0.1%
SA
2018
Syntax Advisors
New York
$558K +$526K +2,083 New
ISWM
2019
Independent Solutions Wealth Management
New York
$558K +$37.9K +150 +8%
MGIM
2020
M&G Investment Management
United Kingdom
$557K -$58.2M -230,654 -99%
IFG
2021
Investors Financial Group
Minnesota
$557K -$2.02K -8 -0.4%
BSSFA
2022
Baron Silver Stevens Financial Advisors
Florida
$557K – – –
BFO
2023
Biltmore Family Office
North Carolina
$557K +$64.6K +256 +14%
SCG
2024
Sonata Capital Group
Washington
$556K – – –
CFC
2025
Coyle Financial Counsel
Illinois
$556K +$51.8K +205 +11%
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