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McDonald's
MCD

Overview Fund Activity

3,057 hedge funds and large institutions have $129B invested in McDonald's in 2024 Q2 according to their latest regulatory filings, with 157 funds opening new positions, 1,193 increasing their positions, 1,319 reducing their positions, and 198 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,057
Holders Change
-88
Holders Change %
-2.8%
% of All Funds
44.46%
Holding in Top 10
37
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-33.93%
% of All Funds
0.54%
New
157
Increased
1,193
Reduced
1,319
Closed
198
Calls
$2.83B
Puts
$2.14B
Net Calls
+$695M
Net Calls Change
-$70.2M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.02B
2
Capital Research Global Investors
Capital Research Global Investors
California
+$837M
3
Viking Global Investors
Viking Global Investors
Connecticut
+$478M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$443M
5
UBS AM
UBS AM
Illinois
+$390M

Top Sellers

1
GFA
Gallagher Fiduciary Advisors
Illinois
-$1.4B
2
Citadel Advisors
Citadel Advisors
Florida
-$585M
3
Bank of America
Bank of America
North Carolina
-$582M
4
DZ Bank
DZ Bank
Germany
-$457M
5
Winslow Capital Management
Winslow Capital Management
Minnesota
-$341M
Name Holding Trade Value Shares
Change 		Shares
Change %
LFAS
651
Level Four Advisory Services
Texas
$6.59M +$572K +2,246 +10%
WA
652
Waverly Advisors
Alabama
$6.58M +$2.9M +11,372 +79%
SVWAG
653
Sound View Wealth Advisors Group
Georgia
$6.57M +$65.2K +256 +1%
SAM
654
Stansberry Asset Management
Texas
$6.56M -$127K -497 -2%
IEFM
655
IQ EQ Fund Management
Ireland
$6.55M – – –
CBTWT
656
Community Bank & Trust (Waco, Texas)
Texas
$6.55M +$9.43K +37 +0.1%
TF
657
Talbot Financial
Washington
$6.52M -$49.7K -195 -0.8%
AWM
658
Axxcess Wealth Management
California
$6.52M -$538K -2,110 -8%
NIM
659
NEOS Investment Management
Connecticut
$6.52M +$2.02M +7,918 +45%
TNB
660
Thomasville National Bank
Georgia
$6.49M -$42.3K -166 -0.6%
FTDI
661
First Trust Direct Indexing
Massachusetts
$6.48M +$354K +1,388 +6%
Los Angeles Capital Management
662
Los Angeles Capital Management
California
$6.47M -$40.9M -160,521 -86%
RIL
663
Rothschild Investment LLC
Illinois
$6.46M +$418K +1,641 +7%
WCM
664
Whitener Capital Management
North Carolina
$6.46M +$766K +3,004 +13%
IWM
665
IHT Wealth Management
Illinois
$6.43M +$794K +3,113 +14%
EWM
666
Edge Wealth Management
New York
$6.42M -$183K -720 -3%
VFA
667
Valeo Financial Advisors
Indiana
$6.36M -$46.4K -182 -0.7%
BRM
668
Boston Research & Management
Massachusetts
$6.36M +$151K +592 +2%
CNAM
669
Campbell Newman Asset Management
Wisconsin
$6.35M -$144K -566 -2%
MHIC
670
Marble Harbor Investment Counsel
Massachusetts
$6.34M +$2.55K +10 +0%
CWP
671
Cyndeo Wealth Partners
Florida
$6.34M +$480K +1,883 +8%
PAM
672
Panagora Asset Management
Massachusetts
$6.32M +$889K +3,490 +16%
TWM
673
TLW Wealth Management
Florida
$6.27M +$1.3M +5,090 +26%
CIS
674
Capital International Sarl
California
$6.25M +$926K +3,635 +17%
EFIC
675
Eliot Finkel Investment Counsel
California
$6.22M -$12.7K -50 -0.2%
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