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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
WAM
3251
Wolverine Asset Management
Illinois
$218K -$2.87K -9 -1%
SIM
3252
Studio Investment Management
Illinois
$218K -$1.91K -6 -0.8%
EI
3253
Ellevest Inc
New York
$218K +$224K +702 New
FC
3254
Financial Council
Maryland
$218K
PPG
3255
Peak Planning Group
Colorado
$217K -$11.5K -36 -5%
CC
3256
Clearwave Capital
California
$217K +$223K +699 New
PHAM
3257
Palisades Hudson Asset Management
Florida
$217K -$153K -481 -41%
BDPWM
3258
Barnes Dennig Private Wealth Management
Ohio
$217K
HIP
3259
Harrell Investment Partners
Texas
$216K +$222K +696 New
EFG
3260
Everest Financial Group
Minnesota
$216K +$222K +696 New
PAWC
3261
P.A.W. Capital
Connecticut
$216K +$223K +700 New
NEPPG
3262
New England Professional Planning Group
Rhode Island
$216K -$31.9K -100 -13%
CIM
3263
Capital Investment Management
Missouri
$216K -$956 -3 -0.4%
WWM
3264
Walser Wealth Management
Florida
$216K +$221K +693 New
REMPR
3265
Roof Eidam Maycock Peralta (REMP)
California
$215K
FFA
3266
Fi3 Financial Advisors
Indiana
$215K -$44.6K -140 -17%
HA
3267
Harfst & Associates
Wyoming
$215K -$986K -3,094 -82%
SCA
3268
Southern Capital Advisors
Tennessee
$215K
MFC
3269
Morris Financial Concepts
South Carolina
$214K -$319 -1 -0.1%
HFBOT
3270
Home Federal Bank of Tennessee
Tennessee
$214K -$19.1K -60 -8%
GWA
3271
Gibson Wealth Advisors
Texas
$214K
BDF
3272
Black Diamond Financial
Maryland
$213K +$1.91K +6 +0.9%
EWM
3273
Elmwood Wealth Management
California
$213K +$6.37K +20 +3%
CWA
3274
Consilio Wealth Advisors
Washington
$212K +$218K +683 New
FAC
3275
Financial Advisory Corporation
Michigan
$212K

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.