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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 %
FFA
2726
Florida Financial Advisors
Florida
$242K -$13.8K -54 -5%
RAM
2727
Ramirez Asset Management
New York
$242K – – –
RB
2728
Richmond Brothers
Michigan
$242K – – –
FP
2729
Financial Perspectives
Minnesota
$241K – – –
DJYG
2730
David J. Yvars Group
Florida
$240K +$3.57K +14 +2%
BPFA
2731
Barnes Pettey Financial Advisors
Mississippi
$240K – – –
1WM
2732
1858 Wealth Management
Ohio
$239K -$204K -799 -46%
CWA
2733
Capital Wealth Alliance
Arizona
$238K +$30.8K +121 +15%
AA
2734
Auxano Advisors
Washington
$237K +$11.5K +45 +5%
BOS
2735
Bank of Stockton
California
$237K +$14.5K +57 +7%
SEEDPG
2736
S.E.E.D. Planning Group
New York
$236K +$29.8K +117 +14%
C
2737
Covestor
United Kingdom
$236K +$58.8K +231 +33%
MCM
2738
McDonough Capital Management
Florida
$236K +$255 +1 +0.1%
AMG
2739
Advisors Management Group
Wisconsin
$234K -$10.9K -43 -4%
WCF
2740
West Coast Financial
California
$234K -$12.7K -50 -5%
VCAM
2741
Van Cleef Asset Management
Ohio
$233K +$1.53K +6 +0.7%
O3W
2742
Omni 360 Wealth
New Jersey
$233K +$2.8K +11 +1%
AGC
2743
Aspen Grove Capital
Colorado
$233K +$10.5K +41 +5%
FVWA
2744
Foster Victor Wealth Advisors
South Carolina
$233K +$233K +906 New
CWA
2745
Continuum Wealth Advisors
New York
$233K – – –
WWM
2746
Wagner Wealth Management
South Carolina
$233K +$509 +2 +0.2%
FPW
2747
Flagship Private Wealth
Massachusetts
$232K +$232K +909 New
TFM
2748
TFC Financial Management
Massachusetts
$231K +$49.7K +195 +27%
PCTC
2749
Perkins Coie Trust Company
Washington
$231K -$5.1K -20 -2%
GF
2750
Gabelli Funds
New York
$229K -$38.2K -150 -14%
108 109
110
111 112