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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 %
KL
2701
KWMG LLC
Kansas
$249K +$249K +978 New
LGWM
2702
Litman Gregory Wealth Management
California
$249K -$42.8K -168 -15%
WFMPM
2703
Woodley Farra Manion Portfolio Management
Indiana
$248K -$16.8K -66 -6%
CWM
2704
Cabot Wealth Management
Massachusetts
$248K – – –
RIA
2705
Retirement Investment Advisors
Oklahoma
$248K +$248K +974 New
KOC
2706
Koss-Olinger Consulting
Florida
$248K +$248K +974 New
CFG
2707
Carr Financial Group
Massachusetts
$248K -$6.88K -27 -3%
HWMC
2708
Heritage Wealth Management (California)
California
$248K -$510 -2 -0.2%
NAG
2709
Northstar Advisory Group
New Jersey
$248K +$2.8K +11 +1%
NAMNJ
2710
NorthStar Asset Management (New Jersey)
New Jersey
$247K -$17.3K -68 -7%
MSS
2711
Mitchell Sinkler & Starr
Pennsylvania
$247K +$247K +953 New
AFP
2712
Alpha Financial Partners
Kentucky
$246K +$9.94K +39 +4%
PWM
2713
Provident Wealth Management
Tennessee
$246K -$8.16K -32 -3%
MFS
2714
Mirabella Financial Services
United Kingdom
$246K -$428K -1,679 -64%
CFD
2715
Creative Financial Designs
Indiana
$246K +$9.94K +39 +4%
VAF
2716
Values Added Financial
District of Columbia
$245K -$9.94K -39 -4%
JJBC
2717
James J. Burns & Company
New York
$245K +$245K +965 New
OIS
2718
Okabena Investment Services
Minnesota
$245K -$673K -2,640 -73%
WOC
2719
West Oak Capital
California
$244K -$57.3K -225 -19%
HCMT
2720
Highland Capital Management (Tennessee)
Tennessee
$244K – – –
BWG
2721
Berry Wealth Group
Texas
$243K +$510 +2 +0.2%
MCAI
2722
Members Capital Advisors Inc
Wisconsin
$243K – – –
GBWM
2723
Granite Bay Wealth Management
New Hampshire
$243K +$255 +1 +0.1%
PFG
2724
PAX Financial Group
Texas
$243K +$13.8K +54 +6%
ACM
2725
Ardent Capital Management
Ohio
$242K – – –
107 108
109
110 111