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McDonald's
MCD

Overview Fund Activity

3,144 hedge funds and large institutions have $143B invested in McDonald's in 2024 Q1 according to their latest regulatory filings, with 173 funds opening new positions, 1,248 increasing their positions, 1,298 reducing their positions, and 156 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,144
Holders Change
-23
Holders Change %
-0.73%
% of All Funds
45.58%
Holding in Top 10
56
Holding in Top 10 Change
-51
Holding in Top 10 Change %
-47.66%
% of All Funds
0.81%
New
173
Increased
1,248
Reduced
1,298
Closed
156
Calls
$2.48B
Puts
$1.72B
Net Calls
+$765M
Net Calls Change
+$710M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
$1.54B
2
Bank of America
Bank of America
North Carolina
$4.43B
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$371M
4
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$304M
5
Capital World Investors
Capital World Investors
California
$1.01B

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$3.76B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.65B
3
DZ Bank
DZ Bank
Germany
$637M
4
Swedbank
Swedbank
Sweden
$0
5
BlackRock
BlackRock
New York
$14.3B
Name Holding Trade Value Shares
Change 		Shares
Change %
VVP
551
Venture Visionary Partners
Ohio
$9.94M -$1.13K -4 -0%
PWP
552
Perfromance Wealth Partners
Illinois
$9.92M -$332K -1,177 -3%
BCM
553
Birmingham Capital Management
Alabama
$9.92M -$106K -375 -1%
BBA
554
BLB&B Advisors
Pennsylvania
$9.9M +$265K +940 +3%
SW
555
Solidarity Wealth
Utah
$9.88M +$3.41M +12,105 +53%
BS
556
Banco Santander
Spain
$9.88M +$299K +1,062 +3%
CA
557
Clearstead Advisors
Ohio
$9.86M -$78.4K -289 -0.8%
YIA
558
YHB Investment Advisors
Connecticut
$9.86M +$19.5K +69 +0.2%
MBTD
559
Mechanics Bank - Trust Department
California
$9.86M +$57K +202 +0.6%
Envestnet Portfolio Solutions
560
Envestnet Portfolio Solutions
Illinois
$9.83M +$2.63M +9,334 +37%
GT
561
Greenleaf Trust
Michigan
$9.83M -$180K -640 -2%
Jones Financial Companies
562
Jones Financial Companies
Missouri
$9.76M +$1.33M +4,724 +16%
PFP
563
Pinnacle Financial Partners
Tennessee
$9.73M +$86.8K +308 +0.9%
LC
564
Lincoln Capital
Nebraska
$9.71M -$24.2K -86 -0.2%
APF
565
Alaska Permanent Fund
Alaska
$9.69M +$451K +1,598 +5%
AHC
566
Adell Harriman & Carpenter
Texas
$9.68M -$302K -1,070 -3%
EAM
567
Erste Asset Management
Austria
$9.67M +$446K +1,580 +5%
GAM
568
Groupama Asset Management
France
$9.67M -$9.36M -22,870 -49%
TCOT
569
Trust Company of Toledo
Ohio
$9.65M +$465K +1,648 +5%
WB
570
WesBanco Bank
West Virginia
$9.63M +$1.57M +5,574 +19%
MMA
571
Mizuho Markets Americas
New York
$9.61M +$4.65M +16,497 +94%
Lido Advisors
572
Lido Advisors
California
$9.48M +$20K +71 +0.2%
BFO
573
Boston Family Office
Massachusetts
$9.38M – – –
MPM
574
Meritage Portfolio Management
Kansas
$9.35M -$367K -1,300 -4%
JPWM
575
Jamison Private Wealth Management
Georgia
$9.33M +$53.9K +191 +0.6%
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