MCD icon

McDonald's

3,168 hedge funds and large institutions have $155B invested in McDonald's in 2023 Q4 according to their latest regulatory filings, with 382 funds opening new positions, 1,264 increasing their positions, 1,139 reducing their positions, and 135 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,168
Holders Change
+189
Holders Change %
+6.34%
% of All Funds
46.44%
Holding in Top 10
107
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+3.88%
% of All Funds
1.57%
New
382
Increased
1,264
Reduced
1,139
Closed
135
Calls
$2.75B
Puts
$2.7B
Net Calls
+$54.6M
Net Calls Change
-$137M
Name Holding Trade Value Shares
Change
Shares
Change %
CIC
2501
Chase Investment Counsel
Virginia
$398K
BW
2502
BIP Wealth
Georgia
$397K +$78.9K +266 +25%
CWM
2503
Chemistry Wealth Management
New York
$397K +$593 +2 +0.1%
EGA
2504
E&G Advisors
Texas
$397K +$9.77K +33 +3%
FAG
2505
Fortitude Advisory Group
Washington
$396K +$889 +3 +0.2%
MCP
2506
Mirador Capital Partners
California
$396K +$23.4K +79 +6%
OWM
2507
OneAscent Wealth Management
Alabama
$395K +$7.12K +24 +2%
KA
2508
Kure Advisory
Minnesota
$395K -$20.2K -68 -5%
6F
2509
626 Financial
Michigan
$395K -$45.4K -153 -10%
AWMT
2510
AAFMAA Wealth Management & Trust
North Carolina
$394K
LFA
2511
LGT Financial Advisors
Texas
$394K +$1.48K +5 +0.4%
WAOI
2512
Wealth Advisors of Iowa
Iowa
$394K
WAS
2513
Winch Advisory Services
Wisconsin
$393K -$8.9K -30 -2%
TRIA
2514
Trail Ridge Investment Advisors
Colorado
$393K -$8.01K -27 -2%
AIM
2515
Aspen Investment Management
Michigan
$391K -$74.2K -250 -16%
NRC
2516
New Republic Capital
North Carolina
$391K +$64.1K +216 +20%
MW
2517
Maia Wealth
Colorado
$390K +$390K +1,315 New
BWCS
2518
Beirne Wealth Consulting Services
Connecticut
$389K +$121K +407 +45%
PSP
2519
Pacific Sage Partners
Washington
$389K
JWM
2520
Jessup Wealth Management
Ohio
$389K -$180K -608 -32%
RFA
2521
Resurgent Financial Advisors
Georgia
$387K +$20.2K +68 +6%
CAM
2522
Creekmur Asset Management
Illinois
$387K +$387K +1,304 New
PAM
2523
Peak Asset Management
Colorado
$387K -$9.79K -33 -2%
GXJ
2524
Global X Japan
Japan
$386K +$386K +1,303 New
MWM
2525
Merriman Wealth Management
Washington
$386K +$19K +64 +5%