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McDonald's
MCD

Name Holding Trade Value Shares
Change 		Change in
Stake
VWM
2001
Vigilare Wealth Management
Arizona
$529K +$2.24K +9 +0.4%
ACG
2002
Allen Capital Group
Nebraska
$528K +$2.49K +10 +0.5%
AA
2003
Advisory Alpha
Michigan
$527K +$48.8K +196 +10%
BSSFA
2004
Baron Silver Stevens Financial Advisors
Florida
$526K +$12.5K +50 +2%
KFP
2005
KB Financial Partners
New Jersey
$524K -$27.4K -110 -5%
OCPWS
2006
One Charles Private Wealth Services
Massachusetts
$524K – – –
CIA
2007
Caerus Investment Advisors
Texas
$524K +$127K +509 +32%
CST
2008
Charles Schwab Trust
Nevada
$523K – – –
PC
2009
Periscope Capital
Ontario, Canada
$522K +$526K +2,112 New
EHAM
2010
Eagle Harbor Asset Management
Washington
$521K – – –
TRIA
2011
Trail Ridge Investment Advisors
Colorado
$521K -$1.5K -6 -0.3%
SA
2012
SL Advisors
New Jersey
$520K -$6.97K -28 -1%
TA
2013
TCM Advisors
West Virginia
$519K -$548K -2,200 Closed
LFG
2014
Larson Financial Group
Missouri
$519K -$8.97K -36 -2%
MLFP
2015
MPS Loria Financial Planners
Illinois
$518K -$48.1K -193 -8%
PFA
2016
Pure Financial Advisors
California
$517K -$65.5K -263 -11%
RWG
2017
Regal Wealth Group
California
$516K -$13.9K -56 -3%
SIM
2018
SSI Investment Management
California
$516K -$13.7K -55 -3%
CSB
2019
City State Bank
Iowa
$516K -$6.23K -25 -1%
NPPM
2020
North Point Portfolio Managers
Ohio
$516K -$2.49K -10 -0.5%
JMF
2021
Johnson Midwest Financial
Iowa
$516K +$1.99K +8 +0.4%
BG
2022
Bollard Group
Massachusetts
$515K +$2.99K +12 +0.6%
MCWA
2023
Meadow Creek Wealth Advisors
Georgia
$515K +$6.23K +25 +1%
GA
2024
Geller Advisors
New York
$515K +$85.9K +345 +20%
ZAM
2025
Zevin Asset Management
Massachusetts
$513K -$2.49K -10 -0.5%
79 80
81
82 83