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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
TLCM
3401
Twin Lakes Capital Management
California
$109K -$18.5K -58 -14%
GPFA
3402
Game Plan Financial Advisors
Ohio
$109K
GCM
3403
Gunpowder Capital Management
Maryland
$108K -$22.9K -72 -17%
BIA
3404
Bell Investment Advisors
California
$108K +$2.87K +9 +3%
DWS
3405
Dynamic Wealth Strategies
California
$108K +$25.2K +79 +30%
SA
3406
Scarborough Advisors
Maryland
$107K +$110K +344 New
PCFFS
3407
Pacific Center for Financial Services
California
$101K -$16.9K -53 -14%
IWM
3408
IMG Wealth Management
Florida
$98.8K +$4.78K +15 +5%
IAS
3409
IMA Advisory Services
Colorado
$98.2K
RBC
3410
Roble Belko & Company
Pennsylvania
$98K -$85.4K -268 -46%
WA
3411
WPG Advisers
Maryland
$97.9K -$20.4K -64 -17%
BFP
3412
Birchwood Financial Partners
Minnesota
$97.4K
CG
3413
Curat Global
New Hampshire
$96.3K
RPA
3414
Redwood Park Advisors
California
$96.1K
PWM
3415
Peterson Wealth Management
Nevada
$96K +$98.4K +309 New
AP
3416
Aspect Partners
Virginia
$94.5K
MAM
3417
Meeder Asset Management
Ohio
$92K +$46.2K +145 +96%
FS
3418
Financially Speaking
Colorado
$90.8K
OWA
3419
Opal Wealth Advisors
New York
$90.8K +$93K +292 New
BH
3420
Burk Holdings
Oklahoma
$86.4K +$88.6K +278 New
HPWM
3421
High Point Wealth Management
New Jersey
$86.1K
CFG
3422
Clayton Financial Group
Missouri
$85.8K
WAG
3423
Wilkerson Advisory Group
Missouri
$85.3K +$12.7K +40 +17%
CWM
3424
Consultiva Wealth Management
Puerto Rico
$84.5K
LAM
3425
Lummis Asset Management
Texas
$83.3K -$2.23K -7 -3%

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.