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McDonald's
MCD

Name Holding Trade Value Shares
Change 		Change in
Stake
BFG
2001
Berger Financial Group
Minnesota
$520K -$19K -77 -4%
ACM
2002
Allred Capital Management
Texas
$518K -$33.2K -135 -6%
JMF
2003
Johnson Midwest Financial
Iowa
$518K +$2.96K +12 +0.6%
DDC
2004
DF Dent & Co
Maryland
$517K -$188K -764 -27%
RWA
2005
RGT Wealth Advisors
Texas
$517K -$49.3K -200 -9%
OCPWS
2006
One Charles Private Wealth Services
Massachusetts
$517K -$17.7K -72 -3%
AA
2007
Advisory Alpha
Michigan
$517K -$9.61K -39 -2%
BG
2008
Bollard Group
Massachusetts
$517K +$2.96K +12 +0.6%
APWM
2009
Atlas Private Wealth Management
New York
$516K -$40.4K -164 -7%
SIM
2010
SSI Investment Management
California
$516K – – –
RB
2011
Richmond Brothers
Michigan
$515K -$14.8K -60 -3%
NPPM
2012
North Point Portfolio Managers
Ohio
$515K – – –
GA
2013
Geller Advisors
New York
$515K +$739 +3 +0.1%
VFP
2014
Verus Financial Partners
Virginia
$515K +$16.5K +67 +3%
1WA
2015
180 Wealth Advisors
Washington
$512K -$17.2K -70 -3%
SCG
2016
Sonata Capital Group
Washington
$512K – – –
IDBONY
2017
Israel Discount Bank of New York
New York
$511K -$42.1K -171 -8%
ABLA
2018
Alan B. Lancz & Associates
Ohio
$510K -$985 -4 -0.2%
RWG
2019
Regal Wealth Group
California
$509K – – –
BFG
2020
Barber Financial Group
Kansas
$509K +$199K +808 +64%
CSB
2021
City State Bank
Iowa
$508K -$7.39K -30 -1%
PFA
2022
Pure Financial Advisors
California
$508K -$7.39K -30 -1%
PHAM
2023
Palisades Hudson Asset Management
Florida
$507K +$278K +1,128 +122%
MCM
2024
Marathon Capital Management
Maryland
$507K +$506K +2,055 New
CIM
2025
Contravisory Investment Management
Massachusetts
$506K +$70.7K +287 +16%
79 80
81
82 83