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McDonald's
MCD

Overview Fund Activity

3,057 hedge funds and large institutions have $129B invested in McDonald's in 2024 Q2 according to their latest regulatory filings, with 157 funds opening new positions, 1,193 increasing their positions, 1,319 reducing their positions, and 198 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,057
Holders Change
-88
Holders Change %
-2.8%
% of All Funds
44.46%
Holding in Top 10
37
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-33.93%
% of All Funds
0.54%
New
157
Increased
1,193
Reduced
1,319
Closed
198
Calls
$2.83B
Puts
$2.14B
Net Calls
+$695M
Net Calls Change
-$70.2M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.02B
2
Capital Research Global Investors
Capital Research Global Investors
California
+$837M
3
Viking Global Investors
Viking Global Investors
Connecticut
+$478M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$443M
5
UBS AM
UBS AM
Illinois
+$390M

Top Sellers

1
GFA
Gallagher Fiduciary Advisors
Illinois
-$1.4B
2
Citadel Advisors
Citadel Advisors
Florida
-$585M
3
Bank of America
Bank of America
North Carolina
-$582M
4
DZ Bank
DZ Bank
Germany
-$457M
5
Winslow Capital Management
Winslow Capital Management
Minnesota
-$341M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCP
2476
Mirador Capital Partners
California
$335K +$510 +2 +0.2%
TW
2477
Traveka Wealth
California
$335K +$8.66K +34 +3%
VCM
2478
Vivaldi Capital Management
Illinois
$334K +$12.7K +50 +4%
WCFA
2479
Walkner Condon Financial Advisors
Wisconsin
$334K -$7.9K -31 -2%
VC
2480
Vicus Capital
Pennsylvania
$334K +$30.3K +119 +10%
FNA
2481
First National Advisers
Nebraska
$334K – – –
AT
2482
Arlington Trust
Alabama
$333K +$115K +450 +53%
CHAM
2483
Clear Harbor Asset Management
Connecticut
$333K – – –
RFA
2484
Resurgent Financial Advisors
Georgia
$332K -$4.59K -18 -1%
CWA
2485
Consilium Wealth Advisory
Texas
$332K – – –
FA
2486
FSA Advisors
Michigan
$331K +$112K +418 +51%
ACA
2487
Aspire Capital Advisors
Washington
$331K +$255 +1 +0.1%
WA
2488
Wealth Architects
California
$331K -$76.5K -300 -19%
TAM
2489
Trillium Asset Management
Massachusetts
$330K – – –
MGWM
2490
Marks Group Wealth Management
Minnesota
$330K -$12.2K -48 -4%
GAM
2491
GEM Asset Management
Michigan
$330K – – –
CGA
2492
Crescent Grove Advisors
Illinois
$330K +$255 +1 +0.1%
C
2493
CEDRUS
Colorado
$329K +$5.61K +22 +2%
KFS
2494
Kelly Financial Services
Massachusetts
$329K -$34.4K -135 -9%
WAS
2495
Winch Advisory Services
Wisconsin
$329K -$5.35K -21 -2%
HPIA
2496
Hamilton Point Investment Advisors
North Carolina
$328K – – –
PAM
2497
Peak Asset Management
Colorado
$328K – – –
AFAS
2498
Acorn Financial Advisory Services
Virginia
$328K +$7.65K +30 +2%
TIA
2499
Trust Investment Advisors
Indiana
$328K +$328K +1,287 New
FZCM
2500
Flynn Zito Capital Management
New York
$327K +$3.82K +15 +1%
98 99
100
101 102