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McDonald's
MCD

Name Holding Trade Value Shares
Change 		Change in
Stake
BMO
2026
Beck Mack & Oliver
New York
$741K – – –
TA
2027
TCM Advisors
West Virginia
$741K – – –
KA
2028
Klingman & Associates
New York
$741K -$1.36K -5 -0.2%
MWPCG
2029
Measured Wealth Private Client Group
New Hampshire
$740K +$1.36K +5 +0.2%
KS
2030
Karpas Strategies
Connecticut
$740K +$2.99K +11 +0.4%
CST
2031
Charles Schwab Trust
Nevada
$739K -$251K -922 -27%
GA
2032
Geller Advisors
New York
$739K -$201K -739 -23%
ACG
2033
Allen Capital Group
Nebraska
$737K +$41.6K +153 +7%
KC
2034
Kingfisher Capital
North Carolina
$736K +$2.18K +8 +0.3%
FBFS
2035
First Business Financial Services
Wisconsin
$735K -$1.28M -4,708 -65%
OWA
2036
Octavia Wealth Advisors
Ohio
$735K +$37.3K +137 +6%
SCM
2037
Steele Capital Management
Iowa
$733K +$673K +2,471 New
OHWA
2038
Oak Hill Wealth Advisors
Virginia
$732K – – –
NPFS
2039
Novak & Powell Financial Services
Florida
$731K +$671K +2,464 New
WCM
2040
Winthrop Capital Management
Indiana
$730K +$671K +2,464 New
IP
2041
Ignite Planners
California
$730K -$115K -422 -15%
NFSG
2042
Newbridge Financial Services Group
Florida
$728K +$155K +569 +30%
ACA
2043
Ackerman Capital Advisors
Texas
$726K – – –
IIC
2044
Integrated Investment Consultants
Michigan
$724K -$817 -3 -0.1%
GIA
2045
GHP Investment Advisors
Colorado
$724K -$69.7K -256 -9%
MCCA
2046
Mill Creek Capital Advisors
Pennsylvania
$724K -$32.9K -121 -5%
RWP
2047
Ridgecrest Wealth Partners
California
$722K – – –
HC
2048
Hamilton Capital
Ohio
$721K -$84.6K -311 -11%
LB
2049
Legacy Bridge
Iowa
$720K – – –
S
2050
Sunpointe
Missouri
$720K +$661K +2,428 New
80 81
82
83 84