MCD icon

McDonald's
MCD

Overview Fund Activity

3,351 hedge funds and large institutions have $153B invested in McDonald's in 2024 Q4 according to their latest regulatory filings, with 398 funds opening new positions, 1,284 increasing their positions, 1,246 reducing their positions, and 128 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,351
Holders Change
+210
Holders Change %
+6.69%
% of All Funds
44.6%
Holding in Top 10
46
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-16.36%
% of All Funds
0.61%
New
398
Increased
1,284
Reduced
1,246
Closed
128
Calls
$3.22B
Puts
$3.4B
Net Calls
-$175M
Net Calls Change
-$483M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$1.85B
2
BlackRock
BlackRock
New York
+$621M
3
State Street
State Street
Massachusetts
+$266M
4
Northern Trust
Northern Trust
Illinois
+$260M
5
Franklin Resources
Franklin Resources
California
+$230M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
-$676M
2
Capital World Investors
Capital World Investors
California
-$639M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$357M
4
Viking Global Investors
Viking Global Investors
Connecticut
-$341M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$309M
Name Holding Trade Value Shares
Change 		Shares
Change %
WW
651
Windle Wealth
Oklahoma
$7.21M +$140K +484 +2%
MHIC
652
Marble Harbor Investment Counsel
Massachusetts
$7.21M -$4.35K -15 -0.1%
IWM
653
IHT Wealth Management
Illinois
$7.2M -$1.53M -5,261 -17%
EWM
654
Edge Wealth Management
New York
$7.15M -$97.7K -337 -1%
RIL
655
Rothschild Investment LLC
Illinois
$7.15M -$124K -427 -2%
CWG
656
Cornerstone Wealth Group
North Carolina
$7.14M +$184K +633 +3%
MA
657
Montag & Associates
Georgia
$7.14M -$370K -1,277 -5%
OHIS
658
Oak Harvest Investment Services
Texas
$7.1M +$2.43M +8,396 +52%
OA
659
Oxbow Advisors
Texas
$7.08M +$158K +544 +2%
SFI
660
Siemens Fonds Invest
Germany
$7.06M +$2.58M +8,895 +58%
SW
661
SteelPeak Wealth
California
$7.05M -$419K -1,446 -6%
CCG
662
Cypress Capital Group
Florida
$7.05M -$417K -1,437 -6%
SVWAG
663
Sound View Wealth Advisors Group
Georgia
$7.02M -$1.26M -4,361 -15%
CAL
664
Capital Analysts LLC
Pennsylvania
$7.02M +$137K +474 +2%
HFS
665
Hantz Financial Services
Michigan
$6.98M -$286K -988 -4%
EFIC
666
Eliot Finkel Investment Counsel
California
$6.96M -$79.7K -275 -1%
SFS
667
Sowell Financial Services
Arkansas
$6.92M +$189K +652 +3%
FTWA
668
Fifth Third Wealth Advisors
Ohio
$6.89M +$737K +2,544 +12%
Group One Trading
669
Group One Trading
Illinois
$6.87M +$6.87M +23,705 New
SWA
670
Sax Wealth Advisors
New Jersey
$6.87M +$416K +1,436 +6%
FAT
671
First American Trust
California
$6.87M +$161K +556 +2%
AMI
672
Amica Mutual Insurance
Rhode Island
$6.82M -$995K -3,432 -13%
BC
673
Burney Company
Virginia
$6.81M +$589K +2,032 +9%
QOP
674
Quinn Opportunity Partners
Virginia
$6.81M +$2.75M +9,500 +68%
KCG
675
Kinsale Capital Group
Virginia
$6.75M +$835K +2,881 +14%
25 26
27
28 29