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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
LG
3551
LAM Group
Oregon
$8.39K +$8.6K +27 New
PIP
3552
Philadelphia Investment Partners
New Jersey
$7.81K +$7.96K +25 New
SR
3553
Syntax Research
Florida
$7.77K
RTL
3554
Red Tortoise LLC
Georgia
$7.47K
OCM
3555
Osbon Capital Management
Massachusetts
$7.46K
IA
3556
IFG Advisory
Georgia
$7.15K -$1.88M -5,887 -100%
TM
3557
Torren Management
California
$6.23K -$109K -343 -94%
BWM
3558
Bernard Wealth Management
Michigan
$6.22K
HIC
3559
Hamrick Investment Counsel
Washington
$6.22K
HFM
3560
Harvest Fund Management
China
$6K
MSWM
3561
Mowery & Schoenfeld Wealth Management
Illinois
$5.91K -$37.6K -118 -86%
QWM
3562
Quaker Wealth Management
New Jersey
$5.91K +$1.27K +4 +27%
LAMC
3563
Longview Asset Management (California)
California
$5.59K
Vanguard Advisers Inc
3564
Vanguard Advisers Inc
Pennsylvania
$5.59K +$5.73K +18 New
TFG
3565
Team Financial Group
California
$5.51K
FF
3566
Friedenthal Financial
New Jersey
$5.28K
CW
3567
Curio Wealth
Maryland
$5.28K -$7.96K -25 -60%
BMC
3568
Bear Mountain Capital
Washington
$5.22K -$7.33K -23 -58%
SMFG
3569
Sumitomo Mitsui Financial Group
Japan
$4.66K
KCM
3570
Key Capital Management
Tennessee
$4.66K +$1.91K +6 +67%
PS
3571
PayPay Securities
Japan
$4.3K -$1.27K -4 -22%
BA
3572
Bard Associates
Illinois
$4.04K +$4.14K +13 New
HC
3573
Hoese & Co
Minnesota
$4.04K
HWM
3574
Horizons Wealth Management
North Carolina
$4.04K
MWC
3575
MBM Wealth Consultants
Missouri
$3.42K +$3.5K +11 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.