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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
PWAC
3301
Private Wealth Advisors (California)
California
$206K -$13.1K -41 -6%
SPWM
3302
Smith Partners Wealth Management
North Carolina
$206K
SFS
3303
Sharp Financial Services
Pennsylvania
$205K +$211K +661 New
CF
3304
Clarity Financial
Texas
$205K +$1.59K +5 +0.8%
VWM
3305
VanWeelden Wealth Management
Ohio
$205K +$1.27K +4 +0.6%
BAWM
3306
Bennett Associates Wealth Management
Pennsylvania
$204K -$33.5K -105 -14%
MM
3307
Meridian Management
Arkansas
$204K
FCM
3308
Family Capital Management
Michigan
$203K -$93.7K -294 -31%
MCM
3309
Morton Capital Management
California
$203K -$43K -135 -17%
MWM
3310
Mascoma Wealth Management
New Hampshire
$203K
HWA
3311
HHM Wealth Advisors
Tennessee
$203K +$34.4K +108 +20%
SPI
3312
Sutton Place Investors
New York
$203K +$208K +653 New
TWG
3313
The Wealth Group
Minnesota
$203K +$208K +653 New
HWP
3314
Highline Wealth Partners
California
$203K -$637 -2 -0.3%
WAM
3315
WealthTrust Asset Management
Florida
$203K +$208K +652 New
SAFS
3316
S&A Financial Services
Kansas
$202K +$207K +651 New
AIM
3317
Access Investment Management
Georgia
$202K -$15.9K -50 -7%
HGA
3318
Hobbs Group Advisors
South Carolina
$201K +$206K +647 New
NLP
3319
Next Level Private
New York
$201K +$206K +646 New
CA
3320
Cannon Advisors
North Carolina
$201K +$205K +645 New
WWA
3321
Wingate Wealth Advisors
Massachusetts
$200K -$31.9K -100 -13%
FWA
3322
Flagship Wealth Advisors
Massachusetts
$196K
CA
3323
Cache Advisors
California
$196K +$201K +631 New
IRC
3324
Investors Research Corp
Georgia
$196K -$154K -484 -43%
DF
3325
Dunhill Financial
United Kingdom
$191K -$25.2K -79 -11%

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.