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McDonald's
MCD

Name Holding Trade Value Shares
Change 		Change in
Stake
AC
2001
ASB Consultores
Florida
$494K +$298K +1,166 +119%
UC
2002
Unio Capital
New Jersey
$492K -$25.6K -100 -4%
CIA
2003
Caerus Investment Advisors
Texas
$489K – – –
SA
2004
SL Advisors
New Jersey
$488K – – –
MAM
2005
Marotta Asset Management
Virginia
$488K – – –
JMF
2006
Johnson Midwest Financial
Iowa
$487K +$2.3K +9 +0.4%
CIM
2007
Contravisory Investment Management
Massachusetts
$487K +$15.3K +60 +3%
RF
2008
Resolute Financial
Massachusetts
$486K -$49.8K -195 -8%
DLA
2009
Douglas Lane & Associates
New York
$485K -$159K -624 -23%
SA
2010
Syntax Advisors
New York
$485K -$12.8K -50 -2%
VCG
2011
Vantage Consulting Group
Virginia
$485K -$12.8K -50 -2%
TC
2012
Tacita Capital
Ontario, Canada
$485K -$2.56K -10 -0.5%
CA
2013
Cornerstone Advisors
North Carolina
$485K +$537K +2,100 New
WMS
2014
Wealth Management Solutions
Pennsylvania
$484K -$2.04K -8 -0.4%
SFS
2015
Summit Financial Strategies
Ohio
$483K -$41.2K -161 -7%
SIM
2016
SSI Investment Management
California
$483K – – –
RWP
2017
Revolve Wealth Partners
New Jersey
$481K +$138K +538 +35%
CG
2018
CFO4Life Group
Texas
$480K +$38.9K +152 +8%
JSL
2019
JT Stratford LLC
Georgia
$479K -$8.44K -33 -2%
SCG
2020
Sonata Capital Group
Washington
$479K – – –
TPWM
2021
Twelve Points Wealth Management
Massachusetts
$479K +$7.92K +31 +2%
ECM
2022
Estabrook Capital Management
New York
$479K -$10.2K -40 -2%
WDC
2023
Woodward Diversified Capital
California
$478K -$28.9K -113 -5%
HAS
2024
Holland Advisory Services
Florida
$477K -$61.6K -241 -10%
DDC
2025
DF Dent & Co
Maryland
$477K -$5.88K -23 -1%
79 80
81
82 83