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McDonald's
MCD

Name Holding Trade Value Shares
Change 		Change in
Stake
EM
2001
ELCO Management
New York
$805K -$12.9K -42 -2%
GWWM
2002
Great Waters Wealth Management
Minnesota
$805K -$3.7K -12 -0.4%
AWM
2003
Atticus Wealth Management
Florida
$804K +$19.7K +64 +2%
RFA
2004
Rollins Financial Advisors
New York
$804K +$12K +39 +1%
HFAS
2005
Hummer Financial Advisory Services
Illinois
$803K -$24.7K -80 -3%
NFC
2006
Northeast Financial Consultants
Connecticut
$803K -$1.47M -4,761 -63%
ONST
2007
Old North State Trust
North Carolina
$802K -$38.5K -125 -4%
IWA
2008
IBEX Wealth Advisors
New Jersey
$802K +$846K +2,744 New
DPI
2009
Diversified Portfolios Inc
Michigan
$801K +$47.8K +155 +6%
WDC
2010
Woodward Diversified Capital
California
$800K +$354K +1,148 +72%
HWMG
2011
Hurlow Wealth Management Group
Indiana
$800K – – –
BWA
2012
Blodgett Wealth Advisors
California
$799K – – –
RA
2013
RiverPark Advisors
New York
$796K -$133K -430 -14%
BIG
2014
Brookwood Investment Group
Arizona
$796K +$277K +897 +49%
CF
2015
Centaurus Financial
California
$794K -$67.2K -218 -7%
COCM
2016
Charter Oak Capital Management
New Hampshire
$793K -$221K -718 -21%
CAM
2017
Chesapeake Asset Management
New York
$791K -$8.94K -29 -1%
KWM
2018
KFG Wealth Management
Indiana
$790K +$90.3K +293 +12%
PSFG
2019
Park Square Financial Group
Georgia
$790K +$63.8K +207 +8%
HCMG
2020
Howard Capital Management Group
California
$789K – – –
AW
2021
Alteri Wealth
California
$788K -$341K -1,105 -29%
CWA
2022
Centennial Wealth Advisory
Michigan
$787K +$24.4K +79 +3%
AI
2023
Arrien Investments
Idaho
$786K +$4.32K +14 +0.5%
BOM
2024
Bank of Marin
California
$785K -$8.94K -29 -1%
BB
2025
Berkshire Bank
Massachusetts
$785K +$26.2K +85 +3%
79 80
81
82 83