MCD icon

McDonald's
MCD

Overview Fund Activity

3,144 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, 1,298 reducing their positions, and 156 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,144
Holders Change
-23
Holders Change %
-0.73%
% of All Funds
45.58%
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
1,298
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 %
LWA
2876
Ledgewood Wealth Advisors
New Hampshire
$226K – – –
AWM
2877
Adams Wealth Management
Utah
$226K – – –
SCM
2878
Seascape Capital Management
New Hampshire
$225K -$96.3K -341 -30%
BCM
2879
BluePath Capital Management
Georgia
$225K +$25.1K +89 +13%
NEPPG
2880
New England Professional Planning Group
Rhode Island
$225K +$225K +797 New
DF
2881
Dunhill Financial
United Kingdom
$225K +$3.67K +13 +2%
WFA
2882
Websterrogers Financial Advisors
South Carolina
$224K – – –
JF
2883
Joule Financial
Kentucky
$224K -$16.9K -60 -7%
WAM
2884
WealthTrust Asset Management
Florida
$223K +$6.49K +23 +3%
CNWM
2885
Clay Northam Wealth Management
California
$223K – – –
PMG
2886
Private Management Group
California
$223K -$16.9K -60 -7%
AWM
2887
Accel Wealth Management
Iowa
$223K – – –
PFG
2888
Pinnacle Financial Group
Illinois
$223K -$14.4K -51 -6%
CIS
2889
Custom Index Systems
New York
$222K +$222K +787 New
GCP
2890
Gill Capital Partners
Colorado
$222K – – –
HPM
2891
Hoxton Planning & Management
West Virginia
$222K +$222K +786 New
AP
2892
Adero Partners
California
$221K -$18.9K -67 -8%
WMP
2893
Wealth Management Partners
Arizona
$220K -$21.7K -77 -9%
FFA
2894
Frazier Financial Advisors
Ohio
$220K +$22.6K +80 +11%
CCMI
2895
Creative Capital Management Investments
California
$219K – – –
CWMGP
2896
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$219K +$564 +2 +0.3%
LFGO
2897
Legacy Financial Group (Oklahoma)
Oklahoma
$219K +$25.9K +92 +13%
SCA
2898
Stuart Chaussee & Associates
California
$219K – – –
WFG
2899
Wills Financial Group
Virginia
$219K – – –
LAM
2900
LifePro Asset Management
California
$218K +$218K +774 New
114 115
116
117 118