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McDonald's
MCD

Name Holding Trade Value Shares
Change 		Change in
Stake
OFW
2026
Omnia Family Wealth
Florida
$371K – – –
VCAM
2027
Van Cleef Asset Management
Ohio
$370K -$26.5K -124 -7%
JAM
2028
Jupiter Asset Management
United Kingdom
$369K +$36.4K +170 +12%
6F
2029
626 Financial
Michigan
$369K +$320K +1,494 New
GAM
2030
Gemmer Asset Management
California
$368K -$1.93K -9 -0.5%
UF
2031
Univest Financial
Pennsylvania
$368K +$18.6K +87 +6%
ML
2032
McAdam LLC
Pennsylvania
$368K +$351K +1,640 New
NL
2033
Navalign LLC
California
$368K +$351K +1,640 New
FWM
2034
Fairhaven Wealth Management
Illinois
$367K – – –
TGAM
2035
TBH Global Asset Management
Tennessee
$367K +$15.2K +71 +5%
KFP
2036
KB Financial Partners
New Jersey
$367K +$350K +1,637 New
BIC
2037
Beach Investment Counsel
Pennsylvania
$366K – – –
QVT
2038
Quantitative Value Technologies
Kansas
$366K +$349K +1,632 New
SC
2039
Sepio Capital
Utah
$365K -$100K -468 -22%
AWM
2040
Atticus Wealth Management
Florida
$365K +$1.5K +7 +0.4%
CTFG
2041
Capstone Triton Financial Group
Oklahoma
$365K +$13.7K +64 +4%
PCG
2042
Private Capital Group
Connecticut
$364K -$204K -952 -37%
BS
2043
Bessemer Securities
New York
$364K – – –
TFM
2044
TFC Financial Management
Massachusetts
$364K – – –
SBL
2045
Sargent Bickham Lagudis
Colorado
$363K +$102K +477 +42%
CIP
2046
Convergence Investment Partners
Florida
$362K -$1.2M -5,603 -78%
AWA
2047
Alaska Wealth Advisors
Alaska
$362K +$1.93K +9 +0.6%
AAM
2048
Autus Asset Management
Arizona
$362K +$345K +1,615 New
JFGLC
2049
Johnson Financial Group LLC (Colorado)
Colorado
$362K +$345K +1,615 New
LAM
2050
LifePro Asset Management
California
$361K -$27.4K -128 -7%
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82
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