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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
OAM
3026
Oberweis Asset Management
Illinois
$231K +$287 +1 +0.1%
IWP
3027
Innova Wealth Partners
Pennsylvania
$231K +$573 +2 +0.2%
JAA
3028
Joel Adams & Associates
North Carolina
$231K
PAM
3029
Parvin Asset Management
South Dakota
$231K +$22.9K +80 +10%
EFL
3030
ERn Financial LLC
Wisconsin
$231K -$2.29K -8 -0.9%
AWA
3031
AmeriServ Wealth Advisors
Pennsylvania
$231K
GAMA
3032
Graticule Asia Macro Advisors
New York
$231K +$245K +853 New
IWP
3033
IAG Wealth Partners
Wisconsin
$230K +$71.4K +249 +41%
AGAM
3034
Audent Global Asset Management
California
$230K -$42.4K -148 -15%
DCM
3035
Delaney Capital Management
$230K
SWMP
3036
Signature Wealth Management Partners
New Jersey
$229K
SFG
3037
Shum Financial Group
California
$229K -$63.4K -221 -21%
4WM
3038
4J Wealth Management
Virginia
$229K -$155K -539 -39%
PCMNC
3039
Piedmont Capital Management (North Carolina)
North Carolina
$229K -$28.1K -98 -10%
UA
3040
URS Advisory
Florida
$228K +$4.88K +17 +2%
MCM
3041
Morton Capital Management
California
$228K +$54.8K +191 +29%
OIC
3042
Orion Investment Company
Missouri
$228K +$1.15K +4 +0.5%
HA
3043
Hofer & Associates
California
$228K +$5.16K +18 +2%
WAT
3044
Wealth Advisory Team
Kentucky
$228K +$241K +842 New
KFS
3045
Kelly Financial Services
Massachusetts
$228K -$40.4K -141 -14%
EA
3046
Emerald Advisors
Washington
$227K +$10.3K +36 +4%
BTWM
3047
Baker Tilly Wealth Management
Wisconsin
$227K -$188K -654 -44%
UFPG
3048
United Financial Planning Group
New York
$227K +$287 +1 +0.1%
CAS
3049
CTC Alternative Strategies
Illinois
$227K +$241K +840 New
VIA
3050
Victrix Investment Advisors
Florida
$227K -$83.7K -292 -26%

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.