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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
TFS
3676
Targeted Financial Services
Florida
-$271K -877 Closed
PFW
3677
Petros Family Wealth
Minnesota
-$259K -847 Closed
MCM
3678
McDonough Capital Management
Florida
-$256K -836 Closed
ACP
3679
Arcus Capital Partners
Georgia
-$252K -824 Closed
PWA
3680
Peterson Wealth Advisors
Utah
-$251K -822 Closed
DPI
3681
Diversified Portfolios Inc
Michigan
-$247K -809 Closed
VDC
3682
Van Diest Capital
Iowa
-$246K -806 Closed
CAM
3683
Concorde Asset Management
Michigan
-$242K -793 Closed
MGWA
3684
Monument Group Wealth Advisors
Massachusetts
-$235K -770 Closed
RFG
3685
RFP Financial Group
Georgia
-$229K -750 Closed
KLCM
3686
KG&L Capital Management
Louisiana
-$229K -749 Closed
PCP
3687
Perbak Capital Partners
United Kingdom
-$225K -735 Closed
CIA
3688
Cape Investment Advisory
Georgia
-$221K -724 Closed
ANB
3689
Amarillo National Bank
Texas
-$220K -720 Closed
OWM
3690
OneAscent Wealth Management
Alabama
-$216K -708 Closed
CIM
3691
Catalyst Investment Management
New Hampshire
-$215K -702 Closed
CAP
3692
Cordoba Advisory Partners
New York
-$207K -677 Closed
IWMO
3693
Integrated Wealth Management (Ohio)
Ohio
-$204K -668 Closed
FP
3694
Fiduciary Planning
Florida
-$203K -665 Closed
BWAM
3695
Blue Water Asset Management
Michigan
-$201K -657 Closed
WFA
3696
WMG Financial Advisors
Tennessee
-$200K -656 Closed
IW
3697
Instrumental Wealth
Florida
-$205K -613 Closed
CFS
3698
Compass Financial Services
Iowa
-$145K -475 Closed
EI
3699
eCIO Inc
Wisconsin
-$133K -435 Closed
NL
3700
Navalign LLC
California
-$121K -397 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.