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McDonald's
MCD

Name Holding Trade Value Shares
Change 		Change in
Stake
WI
2001
Wedgewood Investors
Pennsylvania
$622K -$13.4K -50 -2%
AWMT
2002
AAFMAA Wealth Management & Trust
North Carolina
$622K – – –
TPWM
2003
Twelve Points Wealth Management
Massachusetts
$621K +$40.5K +151 +7%
MSFP
2004
Mark Sheptoff Financial Planning
Connecticut
$621K – – –
BFG
2005
Bouchey Financial Group
New York
$621K – – –
SMA
2006
Sage Mountain Advisors
Georgia
$621K +$204K +762 +52%
DSC
2007
Duncker Streett & Co
Missouri
$619K +$268 +1 +0%
CWM
2008
Connecticut Wealth Management
Connecticut
$618K +$150K +561 +34%
DLCIG
2009
D.L. Carlson Investment Group
New Hampshire
$617K -$84.1K -314 -12%
KWS
2010
Keystone Wealth Services
California
$616K +$8.57K +32 +1%
FCT
2011
Family Capital Trust
Massachusetts
$615K – – –
DFG
2012
Delta Financial Group
New Jersey
$615K -$804 -3 -0.1%
HCC
2013
Hirtle Callaghan & Co
Pennsylvania
$615K -$3.89M -14,507 -87%
DU
2014
Delphia (USA)
Ontario, Canada
$615K -$203K -756 -26%
EFG
2015
Ethos Financial Group
Pennsylvania
$612K -$2.68K -10 -0.5%
CAM
2016
Campion Asset Management
Virginia
$612K – – –
SHFA
2017
SC&H Financial Advisors
Maryland
$611K +$58.7K +219 +11%
D
2018
Diversified
Delaware
$611K -$212K -791 -27%
PO
2019
Private Ocean
California
$610K +$9.64K +36 +2%
SHGA
2020
Sand Hill Global Advisors
California
$610K -$28.1K -105 -5%
LFM
2021
LGT Fund Management
Liechtenstein
$610K – – –
PEA
2022
Park Edge Advisors
Ohio
$609K -$162K -605 -22%
B
2023
Bridgeworth
Alabama
$609K +$48K +179 +9%
MCM
2024
Maple Capital Management
Vermont
$608K -$39.9K -149 -6%
HI
2025
Hudock Inc
Pennsylvania
$608K +$15.8K +59 +3%
79 80
81
82 83