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McDonald's

3,446 hedge funds and large institutions have $142B invested in McDonald's in 2026 Q2 according to their latest regulatory filings, with 171 funds opening new positions, 1,338 increasing their positions, 1,490 reducing their positions, and 245 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.3% less ownership

Funds ownership: 74.28%73.98% (-0.3%)

1% less call options, than puts

Call options by funds: $2.41B | Put options by funds: $2.44B

4% less funds holding

Funds holding: 3,5873,446 (-141)

10% less repeat investments, than reductions

Existing positions increased: 1,338 | Existing positions reduced: 1,490

14% less capital invested

Capital invested by funds: $166B → $142B (-$23.6B)

30% less first-time investments, than exits

New positions opened: 171 | Existing positions closed: 245

35% less funds holding in top 10

Funds holding in top 10: 4026 (-14)

Holders
3,446
Holders Change
-141
Holders Change %
-3.93%
% of All Funds
41.65%
Holding in Top 10
26
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-35%
% of All Funds
0.31%
New
171
Increased
1,338
Reduced
1,490
Closed
245
Calls
$2.41B
Puts
$2.44B
Net Calls
-$29.2M
Net Calls Change
+$51M
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
651
Evercore Wealth Management
New York
$7.43M -$2.1M -7,322 -21%
CCWM
652
Cassaday & Co Wealth Management
Virginia
$7.4M -$150K -522 -2%
CCFCSB
653
Cape Cod Five Cents Savings Bank
Massachusetts
$7.38M +$7.82M +27,285 New
CFG
654
Cambridge Financial Group
Ohio
$7.35M +$17.2K +60 +0.2%
KB
655
Kimelman & Baird
New York
$7.27M
LCM
656
Logan Capital Management
Pennsylvania
$7.24M +$7.68M +26,771 New
MA
657
Montag & Associates
Georgia
$7.2M +$39.6K +138 +0.5%
PJSIMP
658
P.J. Schmidt Investment Management (PJS)
Wisconsin
$7.19M -$130K -454 -2%
VA
659
VestGen Advisors
Illinois
$7.17M -$1.05M -3,645 -12%
YIA
660
YHB Investment Advisors
Connecticut
$7.17M +$42.4K +148 +0.6%
OA
661
Oxbow Advisors
Texas
$7.15M +$66.5K +232 +0.9%
LOAMS
662
Lombard Odier Asset Management (Switzerland)
Switzerland
$7.13M -$2.83M -9,880 -27%
RIL
663
Rothschild Investment LLC
Illinois
$7.1M +$944K +3,293 +14%
MWM
664
Mission Wealth Management
California
$7.01M +$3.12M +10,866 +72%
BFG
665
Bleakley Financial Group
New Jersey
$6.99M +$55.9K +195 +0.8%
DK
666
DJE Kapital
Germany
$6.98M -$5.63M -19,617 -43%
CCG
667
Chatham Capital Group
Georgia
$6.94M +$58.8K +205 +0.8%
FMC
668
First Merchants Corp
Indiana
$6.94M -$63.7K -222 -0.9%
WB
669
WesBanco Bank
West Virginia
$6.92M -$317K -1,104 -4%
FIA
670
Foundations Investment Advisors
Arizona
$6.9M +$905K +3,155 +14%
MGIA
671
Moneta Group Investment Advisors
Missouri
$6.89M -$173K -602 -2%
FCH
672
Freestone Capital Holdings
Washington
$6.85M +$284K +989 +4%
Luther King Capital Management (LKCM)
673
Luther King Capital Management (LKCM)
Texas
$6.84M -$318K -1,109 -4%
MIF
674
Mediolanum International Funds
Ireland
$6.83M -$8.43M -29,413 -53%
CAL
675
Capital Analysts LLC
Pennsylvania
$6.83M +$152K +530 +2%

MCD Hedge Fund Activity: Q2 2026 in Review

3,446 of the 8,274 institutional investors tracked by Wall St. Rank reported a position in McDonald's (MCD) for Q2 2026, worth a combined $142B — down 14% from $166B a quarter earlier.

Sellers outnumbered buyers: 245 funds closed out of MCD and 171 opened new positions — a net loss of 74 holders — while 1,490 trimmed existing stakes and 1,338 added.

The largest buyer was Capital Research Global Investors, adding an estimated $593M. The largest seller was JP Morgan Chase, cutting an estimated $1.64B.

  • 3,446 institutional investors held McDonald's (MCD) as of Q2 2026, down from 3,587 in Q1 2026.
  • Funds reported $142B of McDonald's stock for Q2 2026, down 14% quarter-over-quarter.
  • 171 funds opened new McDonald's positions in Q2 2026 and 245 closed out, a net change of -74 holders.
  • The largest McDonald's buyer in Q2 2026 was Capital Research Global Investors, an estimated $593M added.
  • The largest McDonald's seller in Q2 2026 was JP Morgan Chase, an estimated $1.64B sold.

Based on aggregated 13F filings for Q2 2026.