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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, 1,490 reducing their positions, and 245 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: 1,490

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: 245

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
41.65%
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
1,490
Closed
245
Calls
$2.41B
Puts
$2.44B
Net Calls
-$29.2M
Net Calls Change
+$51M
Name Holding Trade Value Shares
Change
Change in
Stake
NC
2776
NewSquare Capital
Pennsylvania
$301K -$40.7K -142 -11%
HPBT
2777
Hickory Point Bank & Trust
Illinois
$300K
WCM
2778
Wallace Capital Management
Texas
$300K -$20.4K -71 -6%
OPA
2779
Old Port Advisors
Maine
$300K -$65.4K -228 -17%
OMC
2780
Overbrook Management Corp
New York
$300K +$2.58K +9 +0.8%
AFG
2781
Arkansas Financial Group
Arkansas
$300K +$2.87K +10 +0.9%
FZCM
2782
Flynn Zito Capital Management
New York
$300K
EGWAG
2783
Elwood & Goetz Wealth Advisory Group
Georgia
$299K -$7.46K -26 -2%
EC
2784
EdgeRock Capital
Colorado
$299K -$16.3K -57 -5%
SW
2785
SMART Wealth
Nebraska
$299K -$287 -1 -0.1%
SB
2786
Sunflower Bank
Texas
$299K -$27K -94 -8%
RA
2787
Ruggaard & Associates
Ohio
$297K -$50.8K -177 -14%
PJWM
2788
Philip James Wealth Mangement
Georgia
$297K -$39K -136 -11%
PCM
2789
Presidio Capital Management
California
$296K -$3.15K -11 -1%
PAM
2790
Paradigm Asset Management
New York
$295K +$86K +300 +38%
SIA
2791
SGL Investment Advisors
Montana
$295K -$404K -1,410 -57%
VC
2792
Veracity Capital
Georgia
$295K -$26.7K -93 -8%
BW
2793
Bravera Wealth
North Dakota
$295K
WFA
2794
Websterrogers Financial Advisors
South Carolina
$295K
BPFA
2795
Barnes Pettey Financial Advisors
Mississippi
$295K +$4.01K +14 +1%
SRC
2796
Shufro Rose & Co
New York
$295K
EA
2797
Eclectic Associates
California
$295K +$2.58K +9 +0.8%
NAG
2798
Northstar Advisory Group
New Jersey
$295K -$284K -992 -48%
MWM
2799
Mindset Wealth Management
Indiana
$295K -$13.8K -48 -4%
TPW
2800
Tiller Private Wealth
Pennsylvania
$295K -$8.6K -30 -3%

MCD Hedge Fund Activity: Q2 2026 in Review

3,446 of the 8,274 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: 245 funds closed out of MCD and 171 opened new positions — a net loss of 74 holders — while 1,490 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 245 closed out, a net change of -74 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.