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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
CWA
3201
Cornerstone Wealth Advisors
Minnesota
$229K
CTWM
3202
Cherry Tree Wealth Management
Minnesota
$229K -$48.7K -153 -17%
WCG
3203
Weaver Consulting Group
California
$229K -$21K -66 -8%
WMP
3204
Wealth Management Partners
Arizona
$229K +$235K +737 New
HIIFS
3205
Harel Insurance Investments & Financial Services
Israel
$229K +$159K +500 +211%
SSWG
3206
Seven Springs Wealth Group
Tennessee
$228K
RFG
3207
REAP Financial Group
Texas
$228K +$45.6K +143 +24%
TWM
3208
Triton Wealth Management
Arizona
$228K
BCPWM
3209
Bradley & Co Private Wealth Management
Florida
$228K
LTAS
3210
Linden Thomas Advisory Services
North Carolina
$228K -$5.42K -17 -2%
SCP
3211
Stevens Capital Partners
Nebraska
$227K +$233K +732 New
APIM
3212
Agate Pass Investment Management
Washington
$227K
O3W
3213
Omni 360 Wealth
New Jersey
$227K
GKIM
3214
GW&K Investment Management
Massachusetts
$227K +$5.73K +18 +3%
CFO
3215
Custos Family Office
Texas
$227K +$13.7K +43 +6%
MG
3216
Marex Group
$227K -$4.46K -14 -2%
AWA
3217
Aletheian Wealth Advisors
Washington
$227K +$232K +729 New
TP
3218
Tranquility Partners
Tennessee
$226K +$232K +728 New
SCP
3219
Sivia Capital Partners
California
$226K -$448K -1,405 -66%
DW30
3220
Drucker Wealth 3.0
New Jersey
$226K -$49.4K -155 -18%
JF
3221
JSF Financial
California
$226K -$7.96K -25 -3%
BC
3222
BDFS Capital
Delaware
$225K +$231K +725 New
FFA
3223
Frazier Financial Advisors
Ohio
$225K +$35.4K +111 +18%
DWM
3224
DecisionMap Wealth Management
Virginia
$225K -$16.6K -52 -7%
KIA
3225
Knollwood Investment Advisory
Maryland
$225K

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.