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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
3526
Steph & Co
Wisconsin
$21.4K
BIM
3527
Breakwater Investment Management
Washington
$21.1K -$637 -2 -3%
VWA
3528
VSM Wealth Advisory
Maryland
$20.4K -$361K -1,134 -95%
VERPA
3529
Virginia Estate & Retirement Planning Advisors
Virginia
$19.6K +$20.1K +63 New
NWM
3530
Nova Wealth Management
Florida
$19.2K -$2.55K -8 -11%
CWIG
3531
Chung Wu Investment Group
Texas
$18.6K
PWA
3532
Portus Wealth Advisors
North Carolina
$18.5K +$19.1K +60 New
TCM
3533
TD Capital Management
Tennessee
$17.9K -$46.5K -146 -72%
LAS
3534
Lloyd Advisory Services
Georgia
$17.5K +$14K +44 +367%
KFG
3535
Kingdom Financial Group
Arizona
$17.5K +$15.9K +50 +833%
MAS
3536
MPWM Advisory Solutions
Georgia
$17.1K
ICCON
3537
Investment Counsel Company of Nevada
Nevada
$16.8K +$17.2K +54 New
PCM
3538
Penserra Capital Management
California
$16K -$956 -3 -5%
FW
3539
Fairway Wealth
Ohio
$15.5K -$1.91K -6 -11%
CI
3540
Clal Insurance
Israel
$15K -$637 -2 -4%
MWM
3541
Mosley Wealth Management
California
$13.4K +$14K +44 New
NL
3542
NorthAvenue LLC
Ohio
$13.1K
DCM
3543
Davis Capital Management
Florida
$12.7K -$25.2K -79 -66%
UFF
3544
USA Financial Formulas
Michigan
$11.8K -$193K -606 -94%
PSFG
3545
Park Square Financial Group
Georgia
$11.5K -$6.05K -19 -34%
EIP
3546
Essential Investment Partners
Colorado
$11.5K
NWMP
3547
Noble Wealth Management PBC
Colorado
$10.3K
AIS
3548
Advocate Investing Services
Maryland
$9.95K
1IA
3549
1620 Investment Advisors
Massachusetts
$9.01K -$1.27K -4 -12%
MHIP
3550
Mountain Hill Investment Partners
New Jersey
$8.39K -$8.6K -27 -50%

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.