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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
Q1WB
3451
Quest 10 Wealth Builders
Virginia
$59.1K +$7.01K +22 +13%
DI
3452
DAGCO Inc
Ohio
$55.9K
BHWM
3453
Bay Harbor Wealth Management
Maryland
$55.8K +$42.1K +132 +275%
KFP
3454
Kerr Financial Planning
California
$54.7K +$637 +2 +1%
NF
3455
Napier Financial
Massachusetts
$53.5K +$54.8K +172 New
VWM
3456
Vermillion Wealth Management
Minnesota
$53.1K +$12.7K +40 +31%
FCT
3457
First Community Trust
Iowa
$52.2K
GWSA
3458
Global Wealth Strategies & Associates
Colorado
$52K -$2.55K -8 -5%
TWM
3459
TopTier Wealth Management
Wisconsin
$51.6K +$52.9K +166 New
CH
3460
CDKV Holdings
Colorado
$51.3K
CH
3461
Canton Hathaway
Rhode Island
$51.3K
T
3462
Tidemark
California
$51.1K +$1.59K +5 +3%
FLP
3463
Financial Life Planners
Arizona
$50.8K +$52.2K +164 New
MAM
3464
Morse Asset Management
Connecticut
$49.7K -$12.7K -40 -20%
DWM
3465
Dogwood Wealth Management
Kansas
$49K +$8.28K +26 +20%
PL
3466
Protective Life
Alabama
$46.9K +$48.1K +151 New
ACM
3467
Accent Capital Management
Ohio
$46.6K
TLA
3468
Tanglewood Legacy Advisors
Texas
$46.6K
MSWA
3469
Marshall & Sterling Wealth Advisors
New York
$46.2K
IW
3470
Imprint Wealth
South Carolina
$45.1K -$8.92K -28 -16%
HC
3471
Hara Capital
Washington
$45.1K
KPP
3472
Kings Path Partners
Texas
$44.9K
KG
3473
Kilter Group
New York
$44.4K -$319 -1 -0.7%
ACA
3474
American Capital Advisory
Idaho
$44.2K +$3.19K +10 +8%
JGCM
3475
Joseph Group Capital Management
Ohio
$44.1K +$19.8K +62 +78%

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.