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
DF
3501
DecisionPoint Financial
Arizona
$32K
AF
3502
Abound Financial
California
$30.3K +$319 +1 +1%
SGFG
3503
Silver Grove Financial Group
New York
$29.8K +$30.6K +96 New
PG
3504
Proffitt & Goodson
Tennessee
$29.8K
IWS
3505
Intentional Wealth Strategies
Colorado
$29.8K +$30.6K +96 New
LHEI
3506
Leo H. Evart Inc
California
$29.2K +$29.9K +94 New
PP
3507
PFS Partners
New Jersey
$28.9K +$319 +1 +1%
YAL
3508
Your Advocates Ltd
Texas
$27.5K
3FI
3509
3 Factor Indexing
California
$26.4K +$27.1K +85 New
FGAM
3510
Financial Gravity Asset Management
Texas
$26.1K +$26.8K +84 New
ACA
3511
Atlas Capital Advisors
Wyoming
$25.2K +$25.8K +81 New
SA
3512
Seneschal Advisors
Washington
$24.9K +$319 +1 +1%
NA
3513
Networth Advisors
Pennsylvania
$24.9K +$10.5K +33 +70%
MAM
3514
Marquette Asset Management
Minnesota
$24.2K -$21.7K -68 -47%
HWM
3515
HighMark Wealth Management
Minnesota
$24.2K -$956 -3 -4%
VWA
3516
Valued Wealth Advisors
Utah
$23.5K +$5.73K +18 +31%
WA
3517
Westfuller Advisors
New York
$23.4K
BFS
3518
Bare Financial Services
Pennsylvania
$23.3K +$3.82K +12 +19%
MTI
3519
Merrithew & Thorsten Inc
California
$23K
HFS
3520
Horizon Financial Services
North Carolina
$23K +$17.8K +56 +311%
RG
3521
RHL Group
Michigan
$22.2K +$22.6K +71 New
CFP
3522
Comprehensive Financial Planning
Pennsylvania
$21.9K
CF
3523
Collier Financial
Colorado
$21.8K
MWA
3524
Miller Wealth Advisors
Colorado
$21.8K
ITFISA
3525
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$21.8K +$22.3K +70 New

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.