We are live on ! Find out more
MCD icon

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
SFPG
3076
Stonebridge Financial Planning Group
Florida
$222K +$573 +2 +0.2%
PWS
3077
Proactive Wealth Strategies
Georgia
$221K +$1.15K +4 +0.5%
HP
3078
Havemeyer Place
Connecticut
$221K -$3.04M -10,607 -93%
CW
3079
Code Waechter
Florida
$221K -$69.1K -241 -23%
NQWM
3080
Northwest Quadrant Wealth Management
Oregon
$221K -$1.43K -5 -0.6%
LSWP
3081
Liberty Square Wealth Partners
Pennsylvania
$221K -$2.29K -8 -1%
WAG
3082
Windsor Advisory Group
Ohio
$221K +$234K +817 New
PCTC
3083
Perkins Coie Trust Company
Washington
$221K
TVAMP
3084
Tennessee Valley Asset Management Partners
Tennessee
$221K +$31.8K +111 +16%
RPGNY
3085
Retirement Planning Group (New York)
New York
$220K -$573 -2 -0.2%
MSFP
3086
Mark Sheptoff Financial Planning
Connecticut
$220K
AW
3087
Avion Wealth
Texas
$220K +$5.45K +19 +2%
CCG
3088
Coastwise Capital Group
California
$220K +$233K +814 New
FPW
3089
Flywheel Private Wealth
California
$220K
TCMP
3090
Thrive Capital Management (Pennsylvania)
Pennsylvania
$219K -$573 -2 -0.2%
SWM
3091
Stronghold Wealth Management
Florida
$219K -$573 -2 -0.2%
SA
3092
Stewardship Advisors
Pennsylvania
$219K +$287 +1 +0.1%
FWP
3093
Forefront Wealth Partners
Texas
$218K -$12K -42 -5%
PCS
3094
Private Client Services
Kentucky
$218K +$2.58K +9 +1%
TWM
3095
Tripletail Wealth Management
Florida
$218K
HAFS
3096
Hapanowicz & Associates Financial Services
Pennsylvania
$218K -$12K -42 -5%
SHWM
3097
Smith & Howard Wealth Management
Georgia
$218K -$10.3K -36 -4%
AWM
3098
Adams Wealth Management
Utah
$217K
CI
3099
CacheTech Inc
Utah
$217K
CNWM
3100
Clay Northam Wealth Management
California
$217K

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.