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McDonald's

3,587 hedge funds and large institutions have $166B invested in McDonald's in 2026 Q1 according to their latest regulatory filings, with 208 funds opening new positions, 1,457 increasing their positions, 1,438 reducing their positions, and 135 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more first-time investments, than exits

New positions opened: 208 | Existing positions closed: 135

2% more capital invested

Capital invested by funds: $163B → $166B (+$2.54B)

1% more repeat investments, than reductions

Existing positions increased: 1,457 | Existing positions reduced: 1,438

0% more funds holding

Funds holding: 3,5773,587 (+10)

0.05% more ownership

Funds ownership: 74.23%74.28% (+0.05%)

4% less call options, than puts

Call options by funds: $2B | Put options by funds: $2.08B

11% less funds holding in top 10

Funds holding in top 10: 4540 (-5)

Holders
3,587
Holders Change
+10
Holders Change %
+0.28%
% of All Funds
43.89%
Holding in Top 10
40
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-11.11%
% of All Funds
0.49%
New
208
Increased
1,457
Reduced
1,438
Closed
135
Calls
$2B
Puts
$2.08B
Net Calls
-$80.2M
Net Calls Change
+$91.3M
Name Holding Trade Value Shares
Change
Change in
Stake
OL
3176
one8zero8 LLC
North Carolina
$237K -$31.9K -100 -12%
PFA
3177
Pathway Financial Advisors
Vermont
$236K -$79.6K -250 -25%
IWP
3178
Invenio Wealth Partners
Florida
$236K -$192K -604 -44%
NFG
3179
Northeast Financial Group
Pennsylvania
$236K -$3.19K -10 -1%
DI
3180
Disciplined Investors
Texas
$235K +$241K +757 New
BWP
3181
Baldwin Wealth Partners
Massachusetts
$235K -$75.8K -238 -24%
SIA
3182
SeaBridge Investment Advisors
New Jersey
$235K -$42.7K -134 -15%
NME
3183
Notis-McConarty Edward
$235K -$6.37K -20 -3%
RIA
3184
Realta Investment Advisors
Delaware
$234K -$177K -556 -42%
OPF
3185
Old Peak Finance
North Carolina
$234K +$4.78K +15 +2%
EIP
3186
Ellis Investment Partners
Pennsylvania
$233K +$1.59K +5 +0.7%
RW
3187
Regimen Wealth
Georgia
$233K +$956 +3 +0.4%
CA
3188
Cambridge Advisors
Nebraska
$233K
WE
3189
Wealth Effects
Massachusetts
$232K
MWP
3190
Moller Wealth Partners
$232K +$238K +748 New
CI
3191
Ceera Investments
Texas
$232K
MSFP
3192
Mark Sheptoff Financial Planning
Connecticut
$232K -$112K -350 -30%
MC
3193
Middleton & Co
Massachusetts
$232K
CFP
3194
Curran Financial Partners
South Carolina
$232K +$237K +745 New
WFA
3195
Wellspring Financial Advisors
Ohio
$231K -$31.9K -100 -12%
MWM
3196
Manske Wealth Management
Texas
$231K
CIG
3197
Cascade Investment Group
Colorado
$231K
DFG
3198
Dynamic Financial Group
Iowa
$231K
EPW
3199
Endeavor Private Wealth
Kansas
$230K -$34.1K -107 -13%
MWPCG
3200
Measured Wealth Private Client Group
New Hampshire
$230K +$4.46K +14 +2%

MCD Hedge Fund Activity: Q1 2026 in Review

3,587 of the 8,172 institutional investors tracked by Wall St. Rank reported a position in McDonald's (MCD) for Q1 2026, worth a combined $166B — up 1.6% from $163B a quarter earlier.

Buyers outnumbered sellers: 208 funds opened new MCD positions and 135 closed out — a net gain of 73 holders — while 1,457 added to existing stakes and 1,438 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $1.87B. The largest seller was J. Stern & Co, cutting an estimated $807M.

  • 3,587 institutional investors held McDonald's (MCD) as of Q1 2026, up from 3,577 in Q4 2025.
  • Funds reported $166B of McDonald's stock for Q1 2026, up 1.6% quarter-over-quarter.
  • 208 funds opened new McDonald's positions in Q1 2026 and 135 closed out, a net change of +73 holders.
  • The largest McDonald's buyer in Q1 2026 was JP Morgan Chase, an estimated $1.87B added.
  • The largest McDonald's seller in Q1 2026 was J. Stern & Co, an estimated $807M sold.

Based on aggregated 13F filings for Q1 2026.