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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
SWM
451
Segment Wealth Management
Texas
$17.5M +$395K +1,239 +2%
TRSOTSOK
452
Teachers Retirement System of the State of Kentucky
Kentucky
$17.5M
AWM
453
Apollon Wealth Management
South Carolina
$17.4M -$21K -66 -0.1%
Verition Fund Management
454
Verition Fund Management
Connecticut
$17.3M -$8.76M -27,488 -33%
AHB
455
Abner Herrman & Brock
New Jersey
$17.1M +$66.3K +208 +0.4%
GIBU
456
Gulf International Bank (UK)
United Kingdom
$17.1M +$6.03M +18,937 +53%
FNFDCM
457
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$17.1M +$1.15M +3,618 +7%
BFM
458
Boothbay Fund Management
New York
$17M +$4.36M +13,687 +33%
SIA
459
Sit Investment Associates
Minnesota
$17M +$199K +625 +1%
AssetMark Inc
460
AssetMark Inc
California
$17M -$190K -597 -1%
MIF
461
Mediolanum International Funds
Ireland
$17M -$18.3M -57,550 -51%
MG
462
Mather Group
Illinois
$16.9M -$226K -709 -1%
GP
463
Guardian Partners
Canada
$16.9M -$55.4K -174 -0.3%
WTC
464
WhitTier Trust Company
Nevada
$16.9M +$12.4K +39 +0.1%
TF
465
Tompkins Financial
New York
$16.7M -$99.7K -313 -0.6%
TCWA
466
Turtle Creek Wealth Advisors
Texas
$16.7M +$1.17M +3,677 +7%
LSA
467
Lansing Street Advisors
Pennsylvania
$16.6M +$41.7K +131 +0.2%
Man Group
468
Man Group
United Kingdom
$16.5M -$43.9M -137,718 -72%
SIC
469
Salem Investment Counselors
North Carolina
$16.4M -$47.1K -148 -0.3%
PA
470
Pinnacle Associates
New York
$16.2M +$68.5K +215 +0.4%
MC
471
Miramar Capital
Illinois
$16.1M -$423K -1,329 -3%
WCMN
472
Westchester Capital Management (Nebraska)
Nebraska
$16M -$17.2K -54 -0.1%
HTIM
473
Harbour Trust & Investment Management
Indiana
$16M -$639K -2,006 -4%
PAM
474
Palisade Asset Management
Minnesota
$16M -$14.7K -46 -0.1%
MFG
475
Merit Financial Group
Georgia
$15.9M +$3.3M +10,348 +25%

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.