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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 %
TA
2576
TKG Advisors
Indiana
$295K +$3.31K +13 +1%
TIM
2577
Total Investment Management
Arizona
$295K -$14.8K -58 -5%
MSFP
2578
Mark Sheptoff Financial Planning
Connecticut
$294K -$61.2K -240 -17%
NRW
2579
Nova R Wealth
Kansas
$294K – – –
CCM
2580
Chilton Capital Management
Texas
$294K +$14.8K +58 +5%
CA
2581
CSM Advisors
Pennsylvania
$294K – – –
NRA
2582
NSI Retail Advisors
Pennsylvania
$294K – – –
IAG
2583
Investmark Advisory Group
Connecticut
$294K +$765 +3 +0.3%
VFPW
2584
Vantage Financial Partners (Wisconsin)
Wisconsin
$293K +$46.1K +181 +19%
MWP
2585
Meredith Wealth Planning
Illinois
$293K -$1.53K -6 -0.5%
PA
2586
Parkside Advisors
California
$293K – – –
XSC
2587
X-Square Capital
Puerto Rico
$293K – – –
AA
2588
Alesco Advisors
New York
$292K -$114K -447 -28%
PWA
2589
Phoenix Wealth Advisors
North Carolina
$291K +$5.1K +20 +2%
MIM
2590
MTM Investment Management
South Carolina
$291K -$8.15K -32 -3%
CCM
2591
Canal Capital Management
Virginia
$290K – – –
SPWG
2592
Sage Private Wealth Group
Illinois
$289K -$38.8K -152 -12%
AFS
2593
Access Financial Services
Minnesota
$289K +$1.53K +6 +0.5%
BWM
2594
BNC Wealth Management
Oregon
$289K +$9.69K +38 +3%
TPW
2595
Tiller Private Wealth
Pennsylvania
$288K -$19.6K -77 -6%
GKWIM
2596
Gerber Kawasaki Wealth & Investment Management
California
$288K +$1.78K +7 +0.6%
HWM
2597
Hemington Wealth Management
Virginia
$288K +$7.89K +31 +3%
ICP
2598
Interchange Capital Partners
Pennsylvania
$288K +$288K +1,129 New
TFF
2599
The Family Firm
Maryland
$287K +$1.02K +4 +0.4%
BA
2600
Ballast Advisors
Minnesota
$287K – – –
102 103
104
105 106