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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 %
MFG
3201
Menard Financial Group
Texas
$96K +$96K +331 New
BFP
3202
Briaud Financial Planning
Texas
$95K +$40.3K +140 +74%
KWAG
3203
Kiely Wealth Advisory Group
North Carolina
$95K – – –
BSC
3204
Brown Shipley & Co
United Kingdom
$93.9K – – –
WCM
3205
Westend Capital Management
California
$92.2K -$13.6K -47 -13%
DWA
3206
Delos Wealth Advisors
Texas
$91.6K +$4.64K +16 +5%
MCM
3207
MidAtlantic Capital Management
Virginia
$91.3K – – –
CA
3208
Centerpoint Advisors
Massachusetts
$91K – – –
MSG
3209
Main Street Group
Virginia
$90.2K -$1.16K -4 -1%
NWWA
3210
New Wave Wealth Advisors
Arkansas
$89.8K +$89.8K +310 New
AWM
3211
Accredited Wealth Management
Kentucky
$89.3K +$89.3K +308 New
RPA
3212
Redwood Park Advisors
California
$88.7K +$88.7K +306 New
AWM
3213
Abound Wealth Management
Tennessee
$87.9K +$871 +3 +1%
AP
3214
Aspect Partners
Virginia
$87.5K -$3.19K -11 -4%
SO
3215
Sierra Ocean
California
$87.2K +$87.2K +300 New
RBC
3216
Roble Belko & Company
Pennsylvania
$87K +$87K +300 New
FPF
3217
First Pacific Financial
Washington
$87K – – –
LC
3218
Luminist Capital
Michigan
$84.6K +$84.6K +292 New
FS
3219
Financially Speaking
Colorado
$84.6K +$84.6K +292 New
PPC
3220
Park Place Capital
Alabama
$84.4K – – –
HC
3221
Hara Capital
Washington
$84.1K +$42K +145 +100%
CWM
3222
Consultiva Wealth Management
Puerto Rico
$83.2K +$83.2K +287 New
CPG
3223
Cornerstone Planning Group
New Jersey
$83K +$3.22K +11 +4%
BIA
3224
Bell Investment Advisors
California
$82.6K +$6.09K +21 +8%
LAM
3225
Lummis Asset Management
Texas
$81.7K – – –
127 128
129
130 131