MCD icon

McDonald's
MCD

Overview Fund Activity

3,351 hedge funds and large institutions have $153B invested in McDonald's in 2024 Q4 according to their latest regulatory filings, with 398 funds opening new positions, 1,284 increasing their positions, 1,246 reducing their positions, and 128 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,351
Holders Change
+210
Holders Change %
+6.69%
% of All Funds
44.6%
Holding in Top 10
46
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-16.36%
% of All Funds
0.61%
New
398
Increased
1,284
Reduced
1,246
Closed
128
Calls
$3.22B
Puts
$3.4B
Net Calls
-$175M
Net Calls Change
-$483M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$1.85B
2
BlackRock
BlackRock
New York
+$621M
3
State Street
State Street
Massachusetts
+$266M
4
Northern Trust
Northern Trust
Illinois
+$260M
5
Franklin Resources
Franklin Resources
California
+$230M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
-$676M
2
Capital World Investors
Capital World Investors
California
-$639M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$357M
4
Viking Global Investors
Viking Global Investors
Connecticut
-$341M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$309M
Name Holding Trade Value Shares
Change 		Shares
Change %
NJBEST
3101
New Jersey Better Educational Savings Trust
New Jersey
$207K – – –
SRWM
3102
Shira Ridge Wealth Management
California
$207K +$13.3K +46 +7%
MWA
3103
Mills Wealth Advisors
Texas
$206K +$206K +712 New
BTWM
3104
Brass Tax Wealth Management
Ohio
$206K +$290 +1 +0.1%
HIS
3105
Horizon Investment Services
Indiana
$206K -$17.4K -60 -8%
FWM
3106
Fonville Wealth Management
Virginia
$205K +$290 +1 +0.1%
SCA
3107
Southern Capital Advisors
Tennessee
$205K +$5.8K +20 +3%
GRQ
3108
Gardner Russo & Quinn
Pennsylvania
$204K – – –
CAM
3109
Concorde Asset Management
Michigan
$204K -$251K -865 -55%
CCIA
3110
Cherry Creek Investment Advisors
Colorado
$204K +$1.16K +4 +0.6%
BC
3111
Barrett & Company
Rhode Island
$204K +$3.19K +11 +2%
WIM
3112
Waverton Investment Management
United Kingdom
$203K +$203K +701 New
GMFG
3113
Greater Midwest Financial Group
Minnesota
$203K +$1.16K +4 +0.6%
SC
3114
Skylands Capital
Wisconsin
$203K -$43.5K -150 -18%
FC
3115
Financial Council
Maryland
$203K – – –
FA
3116
FSA Advisors
Michigan
$203K -$2.9K -10 -1%
PWA
3117
PCG Wealth Advisors
Kansas
$202K +$6.37K +22 +3%
FSA
3118
Fort Sheridan Advisors
Illinois
$202K +$579 +2 +0.3%
MWM
3119
Mascoma Wealth Management
New Hampshire
$201K – – –
AFO
3120
Arrowroot Family Office
California
$201K +$201K +694 New
SPFA
3121
Summit Place Financial Advisors
New Jersey
$201K – – –
REMPR
3122
Roof Eidam Maycock Peralta (REMP)
California
$201K – – –
FFG
3123
Fortress Financial Group
Minnesota
$201K +$201K +692 New
EAM
3124
Everstar Asset Management
North Carolina
$200K -$3.48K -12 -2%
JAA
3125
Joel Adams & Associates
North Carolina
$200K +$200K +690 New
123 124
125
126 127