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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
MUMSS
3326
Mitsubishi UFJ Morgan Stanley Securities
Japan
$189K -$34.7K -109 -15%
EWM
3327
Evolution Wealth Management
Florida
$189K +$54.2K +170 +39%
P
3328
Palladiem
Pennsylvania
$188K +$319 +1 +0.2%
IWP
3329
IAG Wealth Partners
Wisconsin
$187K +$16.9K +53 +10%
LFA
3330
Longview Financial Advisors
Alabama
$186K +$191K +600 New
Cohen & Steers
3331
Cohen & Steers
New York
$186K
PTFIS
3332
Pekao Towarzystwo Funduszy Inwestycyjnych SA
$186K -$330K -1,036 -63%
FGA
3333
Fortis Group Advisors
New Jersey
$181K
AWM
3334
Abound Wealth Management
Tennessee
$181K +$9.56K +30 +5%
MS
3335
Monetary Solutions
Ohio
$177K
DWM
3336
Darwin Wealth Management
Florida
$176K +$1.27K +4 +0.7%
SFAM
3337
Sawyer Falduto Asset Management
Illinois
$176K +$637 +2 +0.4%
FPF
3338
First Pacific Financial
Washington
$176K -$8.6K -27 -5%
ASCM
3339
Adkins Seale Capital Management
Louisiana
$175K
AG
3340
AmeriFlex Group
Nevada
$174K +$7.01K +22 +4%
PWMA
3341
Pension & Wealth Management Advisors
Massachusetts
$174K
IRAG
3342
Investment Research & Advisory Group
Georgia
$173K -$47.1K -148 -22%
PWMG
3343
Private Wealth Management Group
New Jersey
$172K -$4.46K -14 -2%
1CP
3344
1015 Capital Partners
Pennsylvania
$169K +$637 +2 +0.4%
SHIM
3345
Stone House Investment Management
Pennsylvania
$167K +$1.59K +5 +0.9%
CCMW
3346
Cypress Capital Management (Wyoming)
Wyoming
$166K
BAM
3347
Bellevue Asset Management
Washington
$162K
PP
3348
Pacifica Partners
Canada
$161K
HIMS
3349
Hager Investment Management Services
New Hampshire
$160K +$16.9K +53 +11%
UCB
3350
United Community Bank
South Carolina
$158K

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.