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McDonald's

3,446 hedge funds and large institutions have $142B invested in McDonald's in 2026 Q2 according to their latest regulatory filings, with 171 funds opening new positions, 1,338 increasing their positions, 1,491 reducing their positions, and 246 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.3% less ownership

Funds ownership: 74.28%73.98% (-0.3%)

1% less call options, than puts

Call options by funds: $2.41B | Put options by funds: $2.44B

4% less funds holding

Funds holding: 3,5873,446 (-141)

10% less repeat investments, than reductions

Existing positions increased: 1,338 | Existing positions reduced: 1,491

14% less capital invested

Capital invested by funds: $166B → $142B (-$23.6B)

30% less first-time investments, than exits

New positions opened: 171 | Existing positions closed: 246

35% less funds holding in top 10

Funds holding in top 10: 4026 (-14)

Holders
3,446
Holders Change
-141
Holders Change %
-3.93%
% of All Funds
41.64%
Holding in Top 10
26
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-35%
% of All Funds
0.31%
New
171
Increased
1,338
Reduced
1,491
Closed
246
Calls
$2.41B
Puts
$2.44B
Net Calls
-$29.2M
Net Calls Change
+$51M
Name Holding Trade Value Shares
Change
Change in
Stake
ISL
2651
Ingalls & Snyder LLC
New York
$348K -$2.29K -8 -0.6%
SFSG
2652
Sound Financial Strategies Group
Mississippi
$348K +$13.5K +47 +4%
TFM
2653
TFC Financial Management
Massachusetts
$348K +$55.9K +195 +18%
TWP
2654
Tempus Wealth Planning
California
$347K +$1.72K +6 +0.5%
EWP
2655
Evergreen Wealth Partners
Montana
$347K -$2.29K -8 -0.6%
BDL
2656
Banque de Luxembourg
Luxembourg
$347K -$113K -393 -23%
AWA
2657
Asempa Wealth Advisors
Louisiana
$347K
IAG
2658
Ipsen Advisor Group
Arkansas
$346K +$1.43K +5 +0.4%
TAM
2659
Trillium Asset Management
Massachusetts
$345K -$14.6K -51 -4%
ACA
2660
Ascension Capital Advisors
Texas
$345K +$21.5K +75 +6%
PMFA
2661
Plante Moran Financial Advisors
Michigan
$345K -$53K -185 -13%
HCM
2662
Highview Capital Management
Illinois
$344K
EBA
2663
Eagle Bay Advisors
New York
$341K -$5.45K -19 -1%
Grantham, Mayo, Van Otterloo & Co (GMO)
2664
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$341K +$361K +1,260 New
DI
2665
DAGCO Inc
Ohio
$340K +$309K +1,076 +598%
FBC
2666
Fairfield, Bush & Co
Connecticut
$339K +$57.3K +200 +19%
SWA
2667
Strategies Wealth Advisors
Michigan
$339K -$2.29K -8 -0.6%
IRP
2668
Investment Research Partners
Pennsylvania
$339K +$86.3K +301 +32%
RCS
2669
R2 Capital Strategies
Nebraska
$338K +$358K +1,250 New
SP
2670
Sequent Planning
Nebraska
$337K +$10.9K +38 +3%
MGWM
2671
Marks Group Wealth Management
Minnesota
$336K +$96.1K +335 +37%
WE
2672
Wealth Effects
Massachusetts
$336K +$142K +495 +66%
MP
2673
Moment Partners
California
$336K +$2.01K +7 +0.6%
JC
2674
JM2 Capital
Oklahoma
$336K -$2.01K -7 -0.6%
GTAM
2675
Global Trust Asset Management
Florida
$335K -$48.5K -169 -12%

MCD Hedge Fund Activity: Q2 2026 in Review

3,446 of the 8,275 institutional investors tracked by Wall St. Rank reported a position in McDonald's (MCD) for Q2 2026, worth a combined $142B — down 14% from $166B a quarter earlier.

Sellers outnumbered buyers: 246 funds closed out of MCD and 171 opened new positions — a net loss of 75 holders — while 1,491 trimmed existing stakes and 1,338 added.

The largest buyer was Capital Research Global Investors, adding an estimated $593M. The largest seller was JP Morgan Chase, cutting an estimated $1.64B.

  • 3,446 institutional investors held McDonald's (MCD) as of Q2 2026, down from 3,587 in Q1 2026.
  • Funds reported $142B of McDonald's stock for Q2 2026, down 14% quarter-over-quarter.
  • 171 funds opened new McDonald's positions in Q2 2026 and 246 closed out, a net change of -75 holders.
  • The largest McDonald's buyer in Q2 2026 was Capital Research Global Investors, an estimated $593M added.
  • The largest McDonald's seller in Q2 2026 was JP Morgan Chase, an estimated $1.64B sold.

Based on aggregated 13F filings for Q2 2026.