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McDonald's

3,446 hedge funds and large institutions have $142B invested in McDonald's in 2026 Q2 according to their latest regulatory filings, with 171 funds opening new positions, 1,338 increasing their positions, 1,490 reducing their positions, and 245 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.3% less ownership

Funds ownership: 74.28%73.98% (-0.3%)

1% less call options, than puts

Call options by funds: $2.41B | Put options by funds: $2.44B

4% less funds holding

Funds holding: 3,5873,446 (-141)

10% less repeat investments, than reductions

Existing positions increased: 1,338 | Existing positions reduced: 1,490

14% less capital invested

Capital invested by funds: $166B → $142B (-$23.6B)

30% less first-time investments, than exits

New positions opened: 171 | Existing positions closed: 245

35% less funds holding in top 10

Funds holding in top 10: 4026 (-14)

Holders
3,446
Holders Change
-141
Holders Change %
-3.93%
% of All Funds
41.65%
Holding in Top 10
26
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-35%
% of All Funds
0.31%
New
171
Increased
1,338
Reduced
1,490
Closed
245
Calls
$2.41B
Puts
$2.44B
Net Calls
-$29.2M
Net Calls Change
+$51M
Name Holding Trade Value Shares
Change
Change in
Stake
PWM
426
Perigon Wealth Management
California
$17.2M +$906K +3,159 +5%
TCWA
427
Turtle Creek Wealth Advisors
Texas
$17.1M +$2.71M +9,455 +18%
OIMU
428
Osmosis Investment Management UK
United Kingdom
$16.7M -$10.5M -36,575 -37%
BCWM
429
Bartlett & Co Wealth Management
Ohio
$16.5M -$565K -1,970 -3%
NB
430
NBT Bank
New York
$16.5M -$220K -766 -1%
Fiera Capital (Canada)
431
Fiera Capital (Canada)
Quebec, Canada
$16.4M -$10.7M -37,303 -38%
SFG
432
SNS Financial Group
Minnesota
$16.3M +$16.5M +57,510 +1,985%
KIA
433
KCM Investment Advisors
California
$16.3M -$4.44M -15,472 -20%
WP
434
Waycross Partners
Kentucky
$16.3M +$214K +748 +1%
Vontobel Holding
435
Vontobel Holding
Switzerland
$16.2M +$5.75M +20,038 +50%
IIM
436
Intact Investment Management
Quebec, Canada
$16.2M +$11.6M +40,600 +210%
CL
437
Choreo LLC
Illinois
$16.2M -$686K -2,392 -4%
WSFS
438
Wilmington Savings Fund Society
Delaware
$16.1M +$46.7K +163 +0.3%
OC
439
Oppenheimer & Co
New York
$16M +$14.3K +50 +0.1%
BPWM
440
Badgley Phelps Wealth Managers
Washington
$15.9M -$442K -1,540 -3%
BFIM
441
Beese Fulmer Investment Management
Ohio
$15.8M +$551K +1,922 +3%
SWM
442
Segment Wealth Management
Texas
$15.6M +$319K +1,112 +2%
TAM
443
Tocqueville Asset Management
New York
$15.4M +$69.1K +241 +0.4%
BA
444
Bridgewater Associates
Connecticut
$15.3M +$1.71M +5,954 +12%
TRSOTSOK
445
Teachers Retirement System of the State of Kentucky
Kentucky
$15.2M
CI Investments Inc
446
CI Investments Inc
Ontario, Canada
$15.2M +$4.43M +15,433 +38%
CC
447
Carlson Capital
Texas
$15.1M +$16.1M +55,976 New
AssetMark Inc
448
AssetMark Inc
California
$15.1M +$330K +1,151 +2%
XT
449
XTX Topco
Cayman Islands
$15.1M +$15.1M +52,745 +1,733%
AWM
450
Apollon Wealth Management
South Carolina
$15.1M -$46.5K -162 -0.3%

MCD Hedge Fund Activity: Q2 2026 in Review

3,446 of the 8,274 institutional investors tracked by Wall St. Rank reported a position in McDonald's (MCD) for Q2 2026, worth a combined $142B — down 14% from $166B a quarter earlier.

Sellers outnumbered buyers: 245 funds closed out of MCD and 171 opened new positions — a net loss of 74 holders — while 1,490 trimmed existing stakes and 1,338 added.

The largest buyer was Capital Research Global Investors, adding an estimated $593M. The largest seller was JP Morgan Chase, cutting an estimated $1.64B.

  • 3,446 institutional investors held McDonald's (MCD) as of Q2 2026, down from 3,587 in Q1 2026.
  • Funds reported $142B of McDonald's stock for Q2 2026, down 14% quarter-over-quarter.
  • 171 funds opened new McDonald's positions in Q2 2026 and 245 closed out, a net change of -74 holders.
  • The largest McDonald's buyer in Q2 2026 was Capital Research Global Investors, an estimated $593M added.
  • The largest McDonald's seller in Q2 2026 was JP Morgan Chase, an estimated $1.64B sold.

Based on aggregated 13F filings for Q2 2026.