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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
$1.54B
2
Bank of America
Bank of America
North Carolina
$4.43B
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$371M
4
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$304M
5
Capital World Investors
Capital World Investors
California
$1.01B

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$3.76B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.65B
3
DZ Bank
DZ Bank
Germany
$637M
4
Swedbank
Swedbank
Sweden
$0
5
BlackRock
BlackRock
New York
$14.3B
Name Holding Trade Value Shares
Change 		Shares
Change %
RW
2901
RVW Wealth
California
$218K -$564 -2 -0.3%
PCWA
2902
Pacific Capital Wealth Advisors
California
$218K – – –
ACP
2903
Arcus Capital Partners
Georgia
$217K – – –
EIP
2904
Ellis Investment Partners
Pennsylvania
$217K -$16.4K -58 -7%
ALC
2905
Alexander Labrunerie & Co
Missouri
$216K +$216K +766 New
KOMWMG
2906
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$215K -$57K -202 -21%
HCA
2907
Horan Capital Advisors
Ohio
$214K -$55K -195 -20%
SSWM
2908
Strait & Sound Wealth Management
California
$214K +$19.1K +71 +10%
RFA
2909
ROI Financial Advisors
Oregon
$214K +$214K +759 New
BIM
2910
Bullseye Investment Management
Ohio
$213K – – –
PWAC
2911
Private Wealth Advisors (California)
California
$213K -$282 -1 -0.1%
AL
2912
ADE LLC
Maryland
$213K +$846 +3 +0.4%
RGC
2913
Roberts, Glore & Co
Illinois
$213K -$2.82K -10 -1%
AC
2914
Applied Capital
Arkansas
$212K -$438K -1,552 -67%
OCM
2915
Orion Capital Management
California
$212K – – –
OFA
2916
Oak Family Advisors
Illinois
$212K -$33.8K -120 -14%
SWMG
2917
Signature Wealth Management Group
Georgia
$212K +$4.9K +18 +2%
LFP
2918
Leeward Financial Partners
Washington
$211K -$1.41K -5 -0.7%
IWN
2919
Independent Wealth Network
Iowa
$211K -$31.9K -113 -13%
SCM
2920
Saxony Capital Management
Missouri
$211K +$14.1K +50 +7%
WCWM
2921
Willow Creek Wealth Management
California
$211K -$15.5K -55 -7%
SFA
2922
Seneca Financial Advisors
New York
$210K +$282 +1 +0.1%
RSWA
2923
Robinson Smith Wealth Advisors
Maine
$209K -$25.1K -89 -11%
RPCA
2924
Running Point Capital Advisors
California
$209K +$209K +740 New
RW
2925
Regimen Wealth
Georgia
$209K +$846 +3 +0.4%
115 116
117
118 119