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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
SIM
3651
Sentry Investment Management
Wisconsin
-$608K -1,989 Closed
TA
3652
Tectonic Advisors
Texas
-$603K -1,972 Closed
CAGAS
3653
Capital Advisory Group Advisory Services
Minnesota
-$566K -1,851 Closed
CIP
3654
Capital Insight Partners
Arizona
-$535K -1,751 Closed
WFAG
3655
Worth Financial Advisory Group
North Carolina
-$507K -1,660 Closed
NFA
3656
Northwest Financial Advisors
Virginia
-$497K -1,626 Closed
JAFL
3657
Jay A. Fishman Ltd
Michigan
-$491K -1,608 Closed
PCM
3658
Prelude Capital Management
New York
-$474K -1,551 Closed
GWI
3659
Grace & White Inc
New York
-$458K -1,500 Closed
GH
3660
GAM Holding
Switzerland
-$425K -1,392 Closed
OC
3661
Opal Capital
Florida
-$442K -1,356 Closed
Harris Associates
3662
Harris Associates
Illinois
-$389K -1,273 Closed
BLC
3663
Blue Line Capital
Illinois
-$381K -1,246 Closed
BLWM
3664
Bucket List Wealth Management
Florida
-$368K -1,201 Closed
CLIP
3665
Colter Lewis Investment Partners
Connecticut
-$360K -1,178 Closed
SFWC
3666
Strategic Family Wealth Counselors
New Jersey
-$356K -1,174 Closed
AC
3667
AXQ Capital
New Jersey
-$352K -1,153 Closed
COI
3668
Connable Office Inc
Michigan
-$351K -1,147 Closed
LAM
3669
LECAP Asset Management
United Kingdom
-$336K -1,100 Closed
MCM
3670
Mitchell Capital Management
Kansas
-$328K -1,074 Closed
QWM
3671
QP Wealth Management
New Jersey
-$296K -968 Closed
TCM
3672
Teza Capital Management
Illinois
-$284K -929 Closed
DDPIC
3673
Deroy & Devereaux Private Investment Counsel
Michigan
-$283K -926 Closed
AAM
3674
Alphadyne Asset Management
New York
-$281K -918 Closed
KI
3675
KTF Investments
California
-$272K -890 Closed

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.