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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 %
CCM
626
Coldstream Capital Management
Washington
$7.89M +$297K +1,054 +4%
AWM
627
Apollon Wealth Management
South Carolina
$7.88M +$11.3K +40 +0.1%
Capstone Investment Advisors
628
Capstone Investment Advisors
New York
$7.88M +$5.01M +17,773 +175%
IMRF
629
Illinois Municipal Retirement Fund
Illinois
$7.88M +$1.24M +4,386 +19%
USAA
630
United Services Automobile Association
Texas
$7.87M +$1.77M +6,291 +29%
AWM
631
Axxcess Wealth Management
California
$7.81M +$592K +2,100 +8%
BWL
632
Bogart Wealth LLC
Virginia
$7.73M +$426K +1,512 +6%
FTC
633
Farmers Trust Company
Ohio
$7.73M -$54.7K -194 -0.7%
HWM
634
Heirloom Wealth Management
Colorado
$7.7M -$180K -639 -2%
1IA
635
1834 Investment Advisors
Wisconsin
$7.69M -$5.08K -18 -0.1%
CCG
636
Chatham Capital Group
Georgia
$7.68M +$163K +578 +2%
SW
637
Simplicity Wealth
New Jersey
$7.65M +$7.65M +27,134 New
TSW
638
Thompson Siegel & Walmsley
Virginia
$7.64M – – –
HFS
639
Hantz Financial Services
Michigan
$7.63M -$405K -1,438 -5%
AG
640
Advocate Group
Minnesota
$7.62M +$621K +2,202 +9%
AMI
641
Amica Mutual Insurance
Rhode Island
$7.6M – – –
DIA
642
Dana Investment Advisors
Wisconsin
$7.58M -$712K -2,526 -9%
LNC
643
Lincoln National Corp
Pennsylvania
$7.49M +$585K +2,076 +8%
PNAA
644
Pictet North America Advisors
Switzerland
$7.43M +$254K +901 +4%
SAM
645
Stansberry Asset Management
Texas
$7.4M +$290K +1,027 +4%
AF
646
Allworth Financial
California
$7.4M +$749K +2,656 +11%
MA
647
Montag & Associates
Georgia
$7.4M -$76.4K -271 -1%
PA
648
Perennial Advisors
New York
$7.31M +$42K +149 +0.6%
EWM
649
Edge Wealth Management
New York
$7.31M +$46.2K +164 +0.6%
FNB
650
Farmers National Bank
Kentucky
$7.29M -$94.5K -335 -1%
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