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McDonald's
MCD

Overview Fund Activity

3,145 hedge funds and large institutions have $143B invested in McDonald's in 2024 Q1 according to their latest regulatory filings, with 173 funds opening new positions, 1,248 increasing their positions, 1,299 reducing their positions, and 156 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,145
Holders Change
-23
Holders Change %
-0.73%
% of All Funds
45.59%
Holding in Top 10
56
Holding in Top 10 Change
-51
Holding in Top 10 Change %
-47.66%
% of All Funds
0.81%
New
173
Increased
1,248
Reduced
1,299
Closed
156
Calls
$2.48B
Puts
$1.72B
Net Calls
+$765M
Net Calls Change
+$710M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$619M
2
Bank of America
Bank of America
North Carolina
+$445M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$370M
4
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$295M
5
Capital World Investors
Capital World Investors
California
+$285M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$3.82B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$420M
3
DZ Bank
DZ Bank
Germany
-$396M
4
Swedbank
Swedbank
Sweden
-$361M
5
BlackRock
BlackRock
New York
-$322M
Name Holding Trade Value Shares
Change 		Shares
Change %
MF
2501
Manchester Financial
California
$377K +$67.7K +240 +22%
LC
2502
Lavaca Capital
Texas
$376K +$83.5K +296 +28%
BW
2503
BIP Wealth
Georgia
$375K -$2.54K -9 -0.7%
6F
2504
626 Financial
Michigan
$375K – – –
AWMT
2505
AAFMAA Wealth Management & Trust
North Carolina
$375K – – –
PG
2506
Prostatis Group
Maryland
$374K +$18.6K +66 +5%
BFG
2507
Beacon Financial Group
Texas
$373K +$28.5K +101 +8%
OWM
2508
OneAscent Wealth Management
Alabama
$373K -$1.97K -7 -0.5%
LFA
2509
LGT Financial Advisors
Texas
$372K -$2.26K -8 -0.6%
RFA
2510
Resurgent Financial Advisors
Georgia
$372K +$4.51K +16 +1%
AWS
2511
Arkfeld Wealth Strategies
Nebraska
$372K – – –
MC
2512
Montag & Caldwell
Georgia
$371K -$24.5K -87 -6%
JWM
2513
Jessup Wealth Management
Ohio
$371K +$1.41K +5 +0.4%
HCC
2514
Hirtle Callaghan & Co
Pennsylvania
$370K -$86.3K -306 -19%
LJAC
2515
L.J. Altfest & Co
New York
$370K -$12.4K -44 -3%
MCP
2516
Mirador Capital Partners
California
$370K -$6.49K -23 -2%
PSP
2517
Pacific Sage Partners
Washington
$370K – – –
CIA
2518
Cape Investment Advisory
Georgia
$369K -$148K -525 -29%
WAS
2519
Winch Advisory Services
Wisconsin
$369K -$4.51K -16 -1%
FNA
2520
First National Advisers
Nebraska
$369K +$28.2K +100 +8%
CHAM
2521
Clear Harbor Asset Management
Connecticut
$368K -$22K -78 -6%
CWA
2522
Consilium Wealth Advisory
Texas
$367K -$18.6K -66 -5%
RA
2523
Rational Advisors
New York
$366K -$118K -417 -24%
ACA
2524
Aspire Capital Advisors
Washington
$366K -$14.7K -52 -4%
TIA
2525
Traphagen Investment Advisors
New Jersey
$366K -$846 -3 -0.2%
99 100
101
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