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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
Capstone Investment Advisors
801
Capstone Investment Advisors
New York
$5.2M +$4.49M +15,664 +441%
STA
802
Summit Trail Advisors
New York
$5.18M -$1.62M -5,634 -23%
TWA
803
TCI Wealth Advisors
Arizona
$5.15M -$46.5K -162 -0.8%
CFO
804
Cambient Family Office
Michigan
$5.14M +$5.45K +19 +0.1%
ST
805
Somerset Trust
Pennsylvania
$5.14M +$26.1K +91 +0.5%
ET
806
Equitable Trust
Tennessee
$5.13M -$276K -961 -5%
CFSG
807
Community Financial Services Group
Vermont
$5.12M +$256K +893 +5%
NSIM
808
North Star Investment Management
Illinois
$5.1M +$33.3K +116 +0.6%
PIM
809
Plato Investment Management
Australia
$5.07M +$8.32K +29 +0.2%
AG
810
AlTi Global
New York
$5.06M -$1.21M -4,210 -18%
KRSITF
811
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$5.06M -$24.4K -85 -0.5%
SAM
812
Securian Asset Management
Minnesota
$5.05M -$141K -492 -3%
GFG
813
Greystone Financial Group
Michigan
$5.05M -$163K -568 -3%
ANBT
814
American National Bank & Trust
Texas
$5.04M +$108K +376 +2%
MYAM
815
Meiji Yasuda Asset Management
Japan
$5.03M -$248K -866 -4%
HCPC
816
Hamilton Capital Partners (Canada)
$5.03M +$742K +2,586 +16%
OFS
817
OMC Financial Services
New York
$5.02M -$172K -599 -3%
PCA
818
Pallas Capital Advisors
Massachusetts
$4.98M +$696K +2,426 +15%
GIA
819
Gladstone Institutional Advisory
Florida
$4.98M +$112K +392 +2%
PS
820
Principal Securities
Iowa
$4.97M -$960K -3,348 -15%
BC
821
Burney Company
Virginia
$4.96M -$397K -1,383 -7%
AOWM
822
Asset One Wealth Management
Washington
$4.94M +$458K +1,598 +9%
LBC
823
Lowe Brockenbrough & Co
Virginia
$4.94M -$58.2K -203 -1%
NGA
824
Naples Global Advisors
Florida
$4.93M +$3.15K +11 +0.1%
RBI
825
Raiffeisen Bank International
Austria
$4.93M +$776K +2,705 +17%

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.