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McDonald's
MCD

Overview Fund Activity

3,056 hedge funds and large institutions have $129B invested in McDonald's in 2024 Q2 according to their latest regulatory filings, with 157 funds opening new positions, 1,193 increasing their positions, 1,318 reducing their positions, and 198 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,056
Holders Change
-88
Holders Change %
-2.8%
% of All Funds
44.45%
Holding in Top 10
37
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-33.93%
% of All Funds
0.54%
New
157
Increased
1,193
Reduced
1,318
Closed
198
Calls
$2.83B
Puts
$2.14B
Net Calls
+$695M
Net Calls Change
-$70.2M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$3.81B
2
Capital Research Global Investors
Capital Research Global Investors
California
$2.23B
3
Viking Global Investors
Viking Global Investors
Connecticut
$478M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.94B
5
UBS AM
UBS AM
Illinois
$1.18B

Top Sellers

1
GFA
Gallagher Fiduciary Advisors
Illinois
$1.04M
2
Citadel Advisors
Citadel Advisors
Florida
$15.7M
3
Bank of America
Bank of America
North Carolina
$3.42B
4
DZ Bank
DZ Bank
Germany
$119M
5
Winslow Capital Management
Winslow Capital Management
Minnesota
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CWMGP
3201
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
– -$219K -777 Closed
AWM
3202
Austin Wealth Management
Texas
– -$206K -776 Closed
WFG
3203
Wills Financial Group
Virginia
– -$219K -775 Closed
RW
3204
RVW Wealth
California
– -$218K -773 Closed
EIP
3205
Ellis Investment Partners
Pennsylvania
– -$217K -769 Closed
ACP
3206
Arcus Capital Partners
Georgia
– -$217K -769 Closed
ALC
3207
Alexander Labrunerie & Co
Missouri
– -$216K -766 Closed
KOMWMG
3208
Kerntke Otto McGlone Wealth Management Group
Wisconsin
– -$215K -763 Closed
HCA
3209
Horan Capital Advisors
Ohio
– -$214K -760 Closed
RFA
3210
ROI Financial Advisors
Oregon
– -$214K -759 Closed
BIM
3211
Bullseye Investment Management
Ohio
– -$213K -757 Closed
PWAC
3212
Private Wealth Advisors (California)
California
– -$213K -756 Closed
RGC
3213
Roberts, Glore & Co
Illinois
– -$213K -756 Closed
AC
3214
Applied Capital
Arkansas
– -$212K -752 Closed
OFA
3215
Oak Family Advisors
Illinois
– -$212K -751 Closed
LFP
3216
Leeward Financial Partners
Washington
– -$211K -750 Closed
IWN
3217
Independent Wealth Network
Iowa
– -$211K -750 Closed
SCM
3218
Saxony Capital Management
Missouri
– -$211K -749 Closed
WCWM
3219
Willow Creek Wealth Management
California
– -$211K -747 Closed
SFA
3220
Seneca Financial Advisors
New York
– -$210K -745 Closed
RW
3221
Regimen Wealth
Georgia
– -$209K -740 Closed
RPCA
3222
Running Point Capital Advisors
California
– -$209K -740 Closed
CWA
3223
Cornerstone Wealth Advisors
Minnesota
– -$208K -738 Closed
CC
3224
Commons Capital
Massachusetts
– -$208K -737 Closed
CWA
3225
Clarity Wealth Advisors
California
– -$207K -736 Closed
127 128
129
130 131