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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
ISWM
1051
Independent Solutions Wealth Management
New York
$3.01M +$65.4K +228 +2%
CA
1052
Claro Advisors
Massachusetts
$3.01M -$84.3K -294 -3%
HA
1053
Huntleigh Advisors
Missouri
$3.01M +$172K +600 +6%
SC
1054
Sawyer & Company
Massachusetts
$2.99M +$3.17M +11,058 New
CWP
1055
Concord Wealth Partners
Virginia
$2.99M +$456K +1,589 +17%
ECM
1056
Everence Capital Management
Indiana
$2.99M
HKIM
1057
Hayek Kallen Investment Management
Alabama
$2.98M -$16.1K -56 -0.5%
CAM
1058
Carret Asset Management
New York
$2.98M +$43.6K +152 +1%
TWIM
1059
TIAA Wealth Investment Management
New York
$2.97M +$144K +502 +5%
CA
1060
CGN Advisors
Kansas
$2.95M -$46.5K -162 -1%
CWM
1061
Collaborative Wealth Management
Florida
$2.94M
IIA
1062
ICW Investment Advisors
Arizona
$2.94M +$13.8K +48 +0.4%
Koshinski Asset Management
1063
Koshinski Asset Management
Illinois
$2.93M +$121K +422 +4%
FWM
1064
Finer Wealth Management
Massachusetts
$2.93M +$39.3K +137 +1%
CCWA
1065
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.92M +$3.1M +10,806 New
IC
1066
Inscription Capital
Texas
$2.92M -$175K -610 -5%
PTP
1067
Platform Technology Partners
New York
$2.92M +$224K +782 +8%
S
1068
SimplyRich
California
$2.91M -$11.5K -40 -0.4%
GS
1069
GWN Securities
Florida
$2.89M -$245K -854 -7%
RBC
1070
Romano Brothers & Co
Illinois
$2.89M -$130K -452 -4%
AIP
1071
Ameritas Investment Partners
Nebraska
$2.89M -$82K -286 -3%
TNBTD
1072
Trustmark National Bank Trust Department
Mississippi
$2.89M +$101K +351 +3%
LPT
1073
Legacy Private Trust
Wisconsin
$2.89M -$189K -658 -6%
ADL
1074
Asset Dedication LLC
California
$2.89M -$179K -624 -6%
ACP
1075
Aviance Capital Partners
Florida
$2.88M -$8.89K -31 -0.3%

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.