We are live on ! Find out more
MCD icon

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
SI
951
Scharf Investments
California
$3.75M +$3.98M +13,863 New
BDA
952
Borer Denton & Associates
Pennsylvania
$3.75M +$573K +2,000 +17%
VWM
953
Valley Wealth Managers
New Jersey
$3.74M +$170K +594 +4%
EP
954
Edgestream Partners
New Jersey
$3.73M +$470K +1,638 +13%
MAM
955
Mystic Asset Management
Rhode Island
$3.73M +$2.58K +9 +0.1%
AC
956
Apella Capital
Connecticut
$3.71M -$6.59K -23 -0.2%
TPA
957
Trivium Point Advisory
Connecticut
$3.7M +$208K +725 +6%
DAS
958
Dynamic Advisor Solutions
Arizona
$3.7M -$550K -1,917 -12%
AWM
959
Avior Wealth Management
Nebraska
$3.69M -$163K -567 -4%
VWMG
960
Virginia Wealth Management Group
Virginia
$3.68M +$63.1K +220 +2%
CRC
961
Curi RMB Capital
Illinois
$3.68M +$161K +563 +4%
JAG
962
Journey Advisory Group
Kentucky
$3.67M +$31.3K +109 +0.8%
LDB
963
Lee, Danner & Bass
Tennessee
$3.66M -$13.5K -47 -0.3%
GCM
964
Gables Capital Management
Florida
$3.66M +$143K +500 +4%
SIAG
965
Signet Investment Advisory Group
Rhode Island
$3.66M +$230K +803 +6%
WA
966
WBH Advisory
Maryland
$3.66M -$34.4K -120 -0.9%
LCS
967
Levin Capital Strategies
New York
$3.66M +$3.53M +12,303 +997%
JIC
968
Joel Isaacson & Co
New York
$3.65M +$60.8K +212 +2%
AG
969
AIA Group
Hong Kong
$3.65M -$2.92M -10,185 -43%
A
970
AustralianSuper
Australia
$3.63M +$399K +1,393 +12%
FCBT
971
First Citizens Bank & Trust
North Carolina
$3.62M +$49K +171 +1%
GC
972
Grimes & Company
Massachusetts
$3.62M -$1.92M -6,679 -33%
CT
973
Clearstead Trust
Maine
$3.61M +$20.1K +70 +0.5%
FSA
974
Financial Security Advisor
Virginia
$3.61M -$98.6K -344 -3%
NW
975
NewEdge Wealth
Pennsylvania
$3.58M -$446K -1,554 -11%

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.