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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 %
HCM
751
Hollencrest Capital Management
California
$5.5M -$2.32K -8 -0%
LA
752
Legacy Advisors
Pennsylvania
$5.48M -$24.9K -86 -0.5%
CWP
753
CFM Wealth Partners
Texas
$5.48M +$111K +382 +2%
WPP
754
Whalerock Point Partners
Rhode Island
$5.46M +$89.3K +308 +2%
GAM
755
Groupama Asset Management
France
$5.44M -$3.05M -10,530 -36%
SCM
756
Spring Capital Management
Texas
$5.44M +$209K +720 +4%
FWP
757
FAS Wealth Partners
Kansas
$5.44M +$25.2K +87 +0.5%
TS
758
Triglav Skladi
Slovenia
$5.44M +$5.44M +18,755 New
CPIG
759
Chicago Partners Investment Group
Illinois
$5.43M +$142K +496 +3%
TCWA
760
Turtle Creek Wealth Advisors
Texas
$5.4M +$256K +884 +5%
AP
761
Appleton Partners
Massachusetts
$5.4M -$179K -616 -3%
SL
762
Summitry LLC
California
$5.39M +$428K +1,476 +9%
NSIM
763
North Star Investment Management
Illinois
$5.38M -$483K -1,666 -8%
LWP
764
LMG Wealth Partners
Louisiana
$5.36M +$116K +401 +2%
SF
765
Summit Financial
New Jersey
$5.35M +$279K +963 +6%
NGA
766
Naples Global Advisors
Florida
$5.34M +$16.2K +56 +0.3%
OAM
767
Oak Asset Management
California
$5.34M -$52.5K -181 -1%
TPA
768
Trivium Point Advisory
Connecticut
$5.32M +$160K +553 +3%
CPL
769
Capital & Planning LLC
Georgia
$5.32M +$5.32M +18,336 New
FAM
770
Fred Alger Management
New York
$5.31M -$8.12K -28 -0.2%
PTC
771
Private Trust Company
Ohio
$5.25M -$119K -410 -2%
WWM
772
Western Wealth Management
Colorado
$5.25M -$552K -1,903 -10%
III
773
Independent Investors Inc
New York
$5.23M – – –
LCM
774
Liberty Capital Management
Michigan
$5.23M -$25.5K -88 -0.5%
MAS
775
Meeder Advisory Services
Ohio
$5.22M +$182K +627 +4%
29 30
31
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