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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 %
SBIA
1001
Sheaff Brock Investment Advisors
Indiana
$3.27M -$84.9K -293 -3%
FNBTCON
1002
First National Bank & Trust Co of Newtown
Pennsylvania
$3.26M -$357K -1,230 -10%
JAG
1003
Journey Advisory Group
Kentucky
$3.25M – – –
CIA
1004
Citadel Investment Advisory
Ohio
$3.25M +$59.7K +206 +2%
FHB
1005
First Hawaiian Bank
Hawaii
$3.24M +$53.3K +184 +2%
LWA
1006
Lineweaver Wealth Advisors
Ohio
$3.24M +$459K +1,583 +16%
RBC
1007
Romano Brothers & Co
Illinois
$3.23M -$29K -100 -0.9%
FCMT
1008
Founders Capital Management (Texas)
Texas
$3.23M -$59.1K -204 -2%
DA
1009
DCM Advisors
New York
$3.23M +$15.1K +52 +0.5%
BONST
1010
Bank of Nova Scotia Trust
Ontario, Canada
$3.23M -$37.7K -130 -1%
SLA
1011
Silver Lake Advisory
Utah
$3.22M +$13K +45 +0.4%
CSP
1012
Cary Street Partners
Virginia
$3.22M +$3.22M +11,099 New
PS
1013
Principal Securities
Iowa
$3.22M +$280K +966 +10%
CBT
1014
Central Bank & Trust
Kentucky
$3.21M -$19.1K -66 -0.6%
SAI
1015
Savvy Advisors Inc
New York
$3.21M +$2.28M +7,858 +245%
JWCA
1016
J.W. Coons Advisors
Ohio
$3.2M -$21.7K -75 -0.7%
CWM
1017
Chesapeake Wealth Management
Virginia
$3.2M -$60.6K -209 -2%
CWM
1018
Collaborative Wealth Management
Florida
$3.18M -$134K -462 -4%
PIM
1019
Provident Investment Management
Michigan
$3.18M -$80.6K -278 -2%
RMAM
1020
Raab & Moskowitz Asset Management
New Jersey
$3.18M -$2.61K -9 -0.1%
DAC
1021
Dividend Assets Capital
South Carolina
$3.17M -$72.8K -251 -2%
OHWP
1022
Oak Harbor Wealth Partners
North Carolina
$3.17M -$45.2K -156 -1%
CAM
1023
CPA Asset Management
Florida
$3.16M – – –
IIC
1024
Ironwood Investment Counsel
Arizona
$3.16M -$61.5K -212 -2%
S
1025
SimplyRich
California
$3.16M +$13K +45 +0.4%
39 40
41
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