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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 %
CWA
2926
Cornerstone Wealth Advisors
Minnesota
$208K – – –
CC
2927
Commons Capital
Massachusetts
$208K -$8.18K -29 -4%
RIM
2928
Rockbridge Investment Management
New York
$208K -$564 -2 -0.3%
CWA
2929
Clarity Wealth Advisors
California
$207K -$2.82K -10 -1%
SSWG
2930
Seven Springs Wealth Group
Tennessee
$207K – – –
BCPWM
2931
Bradley & Co Private Wealth Management
Florida
$207K – – –
NCM
2932
Narwhal Capital Management
Georgia
$207K +$207K +734 New
HS
2933
Horan Securities
United States
$206K +$206K +732 New
AWM
2934
Austin Wealth Management
Texas
$206K -$9.04K -34 -4%
BWM
2935
Baron Wealth Management
Michigan
$205K -$1.69K -6 -0.8%
BBW
2936
Blue Barn Wealth
Utah
$205K -$59.5K -211 -22%
OCM
2937
Objective Capital Management
Ohio
$205K -$21.4K -76 -9%
MSG
2938
Main Street Group
Virginia
$204K -$14.6K -52 -7%
DCM
2939
DGS Capital Management
New Jersey
$204K +$5.08K +18 +3%
OWA
2940
Outlook Wealth Advisors
Texas
$204K +$282 +1 +0.1%
BAWM
2941
Bennett Associates Wealth Management
Pennsylvania
$204K -$17.2K -61 -8%
LJHT
2942
Laurie J. Hall Trustee
$204K -$21.1K -75 -9%
TIA
2943
Tandem Investment Advisors
South Carolina
$204K -$19.2K -68 -9%
MF
2944
Montis Financial
Massachusetts
$203K – – –
CCM
2945
Chiron Capital Management
Florida
$203K -$2.54K -9 -1%
LAM
2946
Lifestyle Asset Management
Texas
$203K -$99.8K -354 -33%
RAG
2947
RIA Advisory Group
Iowa
$202K +$202K +716 New
QFA
2948
Quantum Financial Advisors
California
$202K -$1.69K -6 -0.8%
SWA
2949
Safir Wealth Advisors
New Hampshire
$202K – – –
TFM
2950
TFC Financial Management
Massachusetts
$201K -$116K -412 -37%
116 117
118
119 120