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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
CCIA
3276
Cherry Creek Investment Advisors
Colorado
$212K +$1.27K +4 +0.6%
CB
3277
Chris Bulman
California
$212K -$33.5K -105 -13%
BFG
3278
Beacon Financial Group
Texas
$211K +$217K +680 New
ESC
3279
Eurizon SLJ Capital
$211K -$339K -1,063 -61%
OWA
3280
OakTrust Wealth Advisors
Connecticut
$211K
BAG
3281
Bauman Advisory Group
Nevada
$211K -$31.2K -98 -13%
TWPM
3282
Total Wealth Planning & Management
Florida
$211K +$956 +3 +0.4%
CWG
3283
Crown Wealth Group
North Carolina
$211K +$216K +678 New
SCA
3284
St. Clair Advisors
Ohio
$210K -$47.8K -150 -18%
BC
3285
Bayforest Capital
United Kingdom
$210K -$103K -322 -32%
HBW
3286
Hazlett, Burt & Watson
West Virginia
$210K +$15.9K +50 +8%
TCM
3287
Tandem Capital Management
New Jersey
$210K
PFA
3288
Perryman Financial Advisory
Texas
$209K -$75.8K -238 -26%
WFG
3289
Wills Financial Group
Virginia
$209K -$5.1K -16 -2%
HIS
3290
Horizon Investment Services
Indiana
$209K -$38.5K -121 -15%
MCM
3291
M1 Capital Management
Michigan
$209K
SI
3292
Stonekeep Investments
New Mexico
$208K +$214K +671 New
PAM
3293
Pacific Asset Management
Washington
$208K
LFA
3294
LGT Financial Advisors
Texas
$207K +$319 +1 +0.2%
WSFG
3295
Wall Street Financial Group
Illinois
$207K +$212K +667 New
PFG
3296
Prosperity Financial Group
California
$207K +$212K +666 New
JSA
3297
Jacobson & Schmitt Advisors
Wisconsin
$207K
GSWA
3298
Good Steward Wealth Advisors
Tennessee
$207K -$29.6K -93 -12%
B
3299
Bensler
Washington
$207K -$1.91K -6 -0.9%
FFC
3300
Frederick Financial Consultants
Maryland
$206K -$34.1K -107 -14%

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.