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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
SC
3376
Solstein Capital
California
$131K
EP
3377
Essential Partners
California
$131K +$9.88K +31 +8%
PAG
3378
Paladin Advisory Group
Iowa
$130K
BHWM
3379
Beaird Harris Wealth Management
Texas
$129K +$319 +1 +0.2%
ORAM
3380
One River Asset Management
Connecticut
$129K +$74.9K +235 +131%
RWS
3381
Retirement Wealth Solutions
Wisconsin
$129K -$20.7K -65 -14%
FA
3382
Fountainhead AM
New Jersey
$127K +$130K +408 New
JWM
3383
JPL Wealth Management
Colorado
$126K +$129K +404 New
MMCM
3384
Murphy & Mullick Capital Management
New York
$126K +$2.23K +7 +2%
HHGA
3385
Halbert Hargrove Global Advisors
California
$124K -$15K -47 -11%
CCM
3386
Copeland Capital Management
Pennsylvania
$124K -$5.1K -16 -4%
MFP
3387
Meramec Financial Planners
Missouri
$123K +$1.59K +5 +1%
TLFA
3388
True Link Financial Advisors
California
$119K +$122K +384 New
AWA
3389
Acumen Wealth Advisors
Tennessee
$119K -$18.2K -57 -13%
PAMS
3390
Pinpoint Asset Management (Singapore)
$119K +$122K +382 New
SVCP
3391
Silicon Valley Capital Partners
California
$118K +$32.5K +102 +37%
SFG
3392
Strive Financial Group
Indiana
$117K -$16.6K -52 -12%
PK
3393
Pflug Koory
Nebraska
$117K
CAM
3394
Costello Asset Management
Pennsylvania
$116K
LWMI
3395
Legacy Wealth Management (Idaho)
Idaho
$116K +$11.8K +37 +11%
WOSD
3396
WFA of San Diego
California
$116K -$22.9K -72 -16%
CJ
3397
Caitlin John
Michigan
$115K
FF
3398
Finley Financial
Nevada
$112K
BW
3399
Basepoint Wealth
Iowa
$111K -$37K -116 -25%
WCM
3400
Westend Capital Management
California
$109K -$82.8K -260 -43%

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.