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McDonald's
MCD

Overview Fund Activity

3,351 hedge funds and large institutions have $153B invested in McDonald's in 2024 Q4 according to their latest regulatory filings, with 398 funds opening new positions, 1,284 increasing their positions, 1,246 reducing their positions, and 128 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,351
Holders Change
+210
Holders Change %
+6.69%
% of All Funds
44.6%
Holding in Top 10
46
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-16.36%
% of All Funds
0.61%
New
398
Increased
1,284
Reduced
1,246
Closed
128
Calls
$3.22B
Puts
$3.4B
Net Calls
-$175M
Net Calls Change
-$483M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$1.85B
2
BlackRock
BlackRock
New York
+$621M
3
State Street
State Street
Massachusetts
+$266M
4
Northern Trust
Northern Trust
Illinois
+$260M
5
Franklin Resources
Franklin Resources
California
+$230M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
-$676M
2
Capital World Investors
Capital World Investors
California
-$639M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$357M
4
Viking Global Investors
Viking Global Investors
Connecticut
-$341M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$309M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCC
2551
Maiden Cove Capital
Maine
$396K -$13K -45 -3%
CAAM
2552
Cornerstone Advisors Asset Management
Pennsylvania
$395K +$4.06K +14 +1%
SGWM
2553
Sterling Group Wealth Management
California
$395K – – –
WA
2554
Wealth Architects
California
$394K +$60.3K +208 +18%
LC
2555
Lavaca Capital
Texas
$394K – – –
SSW
2556
Stone Summit Wealth
Florida
$394K – – –
AWA
2557
AmeriServ Wealth Advisors
Pennsylvania
$394K +$394K +1,359 New
SIG
2558
Spinnaker Investment Group
California
$393K -$143K -493 -27%
AWS
2559
Arkfeld Wealth Strategies
Nebraska
$392K – – –
DWP
2560
Destiny Wealth Partners
Florida
$392K -$13.3K -46 -3%
PCMC
2561
Paragon Capital Management (Colorado)
Colorado
$392K +$4.35K +15 +1%
CIC
2562
Chase Investment Counsel
Virginia
$392K – – –
BEAM
2563
Baker Ellis Asset Management
Washington
$391K – – –
CGH
2564
CMG Global Holdings
Texas
$390K -$56.3K -200 -13%
SGK
2565
Steigerwald Gordon & Koch
Virginia
$390K -$22.3K -77 -5%
PSFG
2566
Park Square Financial Group
Georgia
$390K +$390K +1,345 New
PW
2567
PUREfi Wealth
Massachusetts
$389K +$389K +1,343 New
MFG
2568
Midwest Financial Group
Kansas
$388K -$7.25K -25 -2%
PSCM
2569
Per Stirling Capital Management
Texas
$388K -$18.3K -63 -4%
AR
2570
Apeiron RIA
Texas
$387K +$87.6K +302 +29%
TA
2571
TrueWealth Advisors
Alabama
$387K -$10.4K -36 -3%
CFG
2572
Certior Financial Group
Pennsylvania
$386K +$386K +1,332 New
6F
2573
626 Financial
Michigan
$386K – – –
OKSA
2574
O'Keefe Stevens Advisory
New York
$385K – – –
TIA
2575
Traphagen Investment Advisors
New Jersey
$385K -$110K -379 -22%
101 102
103
104 105