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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
AIA
3226
Accelerate Investment Advisors
California
$225K +$8.6K +27 +4%
GMFG
3227
Greater Midwest Financial Group
Minnesota
$225K +$1.27K +4 +0.6%
MBI
3228
May Barnhard Investments
Maryland
$225K
PA
3229
Prism Advisors
California
$225K -$15.6K -49 -6%
SPWM
3230
Spartan Planning & Wealth Management
North Carolina
$225K -$226K -709 -50%
SWIM
3231
Smallwood Wealth Investment Management
New Jersey
$225K
MAC
3232
Mason & Associates (California)
California
$224K -$17.5K -55 -7%
ACA
3233
Arsenal Capital Advisors
Pennsylvania
$224K +$6.05K +19 +3%
RFS
3234
RM Financial Services
Maine
$224K -$20.4K -64 -8%
DWM
3235
Ducere Wealth Management
California
$224K -$8.6K -27 -4%
TFA
3236
Teamwork Financial Advisors
Texas
$223K +$20.1K +63 +10%
BWA
3237
BlueSky Wealth Advisors
North Carolina
$223K +$319 +1 +0.1%
WRCM
3238
Western Reserve Capital Management
Ohio
$223K
BAM
3239
Blueshift Asset Management
New Jersey
$223K +$229K +718 New
FF
3240
Financial Futures
New Jersey
$223K +$228K +716 New
SWA
3241
Safir Wealth Advisors
New Hampshire
$222K
SFA
3242
Seneca Financial Advisors
New York
$222K
FFG
3243
Fortress Financial Group
Minnesota
$222K +$1.27K +4 +0.6%
AWM
3244
Austin Wealth Management
Texas
$221K -$27.1K -85 -11%
SHFP
3245
Second Half Financial Partners
Florida
$221K -$7.65K -24 -3%
SRWM
3246
Shira Ridge Wealth Management
California
$219K
RWM
3247
Rialto Wealth Management
New York
$219K +$8.92K +28 +4%
TVAMP
3248
Tennessee Valley Asset Management Partners
Tennessee
$219K -$9.24K -29 -4%
BC
3249
Barrett & Company
Rhode Island
$219K
SW
3250
StrongBox Wealth
Missouri
$219K

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.