We are live on ! Find out more
MCD icon

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
CIR
3476
Clear Investment Research
Georgia
$43.6K +$44.6K +140 New
MWA
3477
Merkkuri Wealth Advisors
New York
$42.9K +$44K +138 New
HIA
3478
HFM Investment Advisors
New Jersey
$40.7K -$2.23K -7 -5%
RWM
3479
Raffa Wealth Management
District of Columbia
$40.4K +$7.33K +23 +21%
AF
3480
Align Financial
Minnesota
$39.8K -$12.4M -38,993 -100%
BCM
3481
Boreal Capital Management
Florida
$39.8K
AWM
3482
Ameliora Wealth Management
Switzerland
$39.2K +$7.96K +25 +25%
CA
3483
Centerpoint Advisors
Massachusetts
$39K -$27.1K -85 -40%
CCC
3484
Chelsea Counsel Company
California
$38.8K
PWA
3485
Provenance Wealth Advisors
Florida
$38.8K +$7.96K +25 +25%
PMIM
3486
Prudent Man Investment Management
Colorado
$38.8K
BGC
3487
Beutel, Goodman & Co
Ontario, Canada
$38K
1M
3488
1248 Management
Missouri
$37.9K
MGI
3489
Miller Global Investments
Texas
$37.3K +$38.2K +120 New
PIS
3490
POM Investment Strategies
North Carolina
$37K +$37.9K +119 New
SR
3491
Swiss Re
Switzerland
$36.7K
AIA
3492
Arcadia Investment Advisors
Idaho
$36.1K
SRCM
3493
Signature Resources Capital Management
California
$36.1K
TBFA
3494
Three Bearings Fiduciary Advisors
New Hampshire
$36.1K
LIA
3495
Luken Investment Analytics
Tennessee
$34.8K -$1.27K -4 -3%
AT
3496
Arlington Trust
Alabama
$34.5K +$15.3K +48 +76%
EFMH
3497
E Fund Management (HK)
Hong Kong
$34.2K +$22K +69 +168%
CWM
3498
Copia Wealth Management
Oregon
$32.9K
MIM
3499
Marshall Investment Management
Colorado
$32.6K +$33.5K +105 New
WFA
3500
West Financial Advisors
Iowa
$32.3K

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.