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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 %
CKAIS
2676
Christensen King & Associates Investment Services
Washington
$302K +$8.74K +31 +3%
FF
2677
Francis Financial
$301K – – –
HI
2678
Hoey Investments
Pennsylvania
$301K – – –
MAA
2679
Matrix Asset Advisors
New York
$301K -$18.6K -66 -6%
CAC
2680
Certified Advisory Corp
Florida
$300K +$30.5K +108 +11%
SRC
2681
Sage Rhino Capital
California
$300K -$3.1K -11 -1%
ACM
2682
AUA Capital Management
Pennsylvania
$299K – – –
CW
2683
Channel Wealth
California
$298K -$2.54K -9 -0.8%
MWP
2684
Madison Wealth Partners
Wisconsin
$297K – – –
EGWAG
2685
Elwood & Goetz Wealth Advisory Group
Georgia
$297K +$282 +1 +0.1%
WAM
2686
Walker Asset Management
Missouri
$297K +$13.3K +47 +5%
FA
2687
Fagan Associates
New York
$297K -$5.64K -20 -2%
MSF
2688
Mustard Seed Financial
Arkansas
$296K – – –
GF
2689
Gabelli Funds
New York
$296K +$84.6K +300 +40%
RI
2690
RWWM Inc
California
$296K – – –
G
2691
GenTrust
Florida
$294K +$59.2K +210 +25%
WAS
2692
Wealth Advisory Solutions
Indiana
$294K +$294K +1,042 New
WFMPM
2693
Woodley Farra Manion Portfolio Management
Indiana
$294K -$114K -405 -28%
NAMNJ
2694
NorthStar Asset Management (New Jersey)
New Jersey
$293K -$6.77K -24 -2%
AA
2695
AlphaMark Advisors
Kentucky
$292K -$28.2K -100 -9%
KFA
2696
Kapstone Financial Advisors
Ohio
$292K – – –
MAC
2697
Mason & Associates (California)
California
$291K – – –
GAM
2698
Gemmer Asset Management
California
$290K – – –
LRIA
2699
Leonard Rickey Investment Advisors
Washington
$290K -$15.5K -55 -5%
WC
2700
Waterloo Capital
Texas
$290K -$297K -1,054 -51%
106 107
108
109 110