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
CRI
3701
Commonwealth Retirement Investments
Virginia
-$119K -388 Closed
MCM
3702
MidAtlantic Capital Management
Virginia
-$96.3K -315 Closed
OCM
3703
Osterweis Capital Management
California
-$96K -314 Closed
XC
3704
XY Capital
Hong Kong
-$93.8K -307 Closed
GAFA
3705
Garton & Associates Financial Advisors
Kentucky
-$90.4K -296 Closed
LC
3706
Luminist Capital
Michigan
-$89.2K -292 Closed
GAMC
3707
Garner Asset Management Corp
Texas
-$82.5K -270 Closed
EPG
3708
Estate Planners Group
Pennsylvania
-$60.7K -199 Closed
BCM
3709
Basso Capital Management
Connecticut
-$55.9K -183 Closed
GWM
3710
Greenline Wealth Management
Florida
-$54.6K -179 Closed
HHMI
3711
Howard Hughes Medical Institute
Maryland
-$47.1K -154 Closed
IIM
3712
IFC & Insurance Marketing
California
-$29K -95 Closed
MW
3713
Merited Wealth
Florida
-$20.8K -68 Closed
FIM
3714
FWL Investment Management
Texas
-$18.3K -60 Closed
DEM
3715
Disciplined Equity Management
Florida
-$15.6K -51 Closed
CP
3716
Camelot Portfolios
Ohio
-$9.17K -30 Closed
WW
3717
Winnow Wealth
Texas
-$7.04K -23 Closed
GK
3718
Graney & King
New York
-$6.57K -22 Closed
CNBT
3719
Cornerstone National Bank & Trust
Illinois
-$6.42K -21 Closed
CA
3720
Cresta Advisors
Texas
-$5.2K -17 Closed
NI
3721
NCP Inc
California
-$4.89K -16 Closed
SA
3722
Strategic Advocates
Utah
-$4.49K -15 Closed
SHF
3723
Safe Harbor Fiduciary
Florida
-$1.53K -5 Closed
BGWM
3724
Bridge Generations Wealth Management
Florida
-$917 -3 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.