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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
STB
3351
S&T Bank
Pennsylvania
$158K
WPWM
3352
Western Pacific Wealth Management
Illinois
$157K +$637 +2 +0.4%
RF
3353
Robinswood Financial
Washington
$156K
CPG
3354
Cornerstone Planning Group
New Jersey
$156K +$41.1K +129 +31%
LFASL
3355
Lugano Financial Advisors SA (LFA)
Switzerland
$155K
AIM
3356
Axiom Investment Management
New York
$155K +$159K +500 New
PWM
3357
Proathlete Wealth Management
Florida
$154K
MLA
3358
MB, Levis & Associates
Pennsylvania
$154K
NSG
3359
Nalls Sherbakoff Group
Tennessee
$151K +$956 +3 +0.6%
ETS
3360
ESL Trust Services
New York
$149K -$3.19K -10 -2%
OAJ
3361
Ogorek Anthony Joseph
New York
$148K
CCA
3362
Catalyst Capital Advisors
New York
$148K -$9.56K -30 -6%
TCA
3363
Trifecta Capital Advisors
Illinois
$146K
1L
3364
10Elms LLP
Oklahoma
$144K +$956 +3 +0.7%
FMTCOCP
3365
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$143K -$3.19K -10 -2%
FMP
3366
Financial Management Professionals
Texas
$142K
AEPWM
3367
Atlantic Edge Private Wealth Management
Florida
$142K +$43K +135 +42%
GFA
3368
Godfrey Financial Associates
New York
$142K -$536K -1,682 -79%
C
3369
Covestor
United Kingdom
$142K -$81.6K -256 -36%
W
3370
WealthCollab
Washington
$140K
CFS
3371
CGC Financial Services
Oregon
$140K +$31.9K +100 +29%
GJIA
3372
Glass Jacobson Investment Advisors
Maryland
$140K
HB
3373
Horizon Bancorp
Indiana
$139K +$44.9K +141 +46%
MCA
3374
McGuire Capital Advisors
Oklahoma
$139K -$26.1K -82 -16%
AW
3375
Ankerstar Wealth
Texas
$134K +$66.6K +209 +94%

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.