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McDonald's
MCD

Overview Fund Activity

3,057 hedge funds and large institutions have $129B invested in McDonald's in 2024 Q2 according to their latest regulatory filings, with 157 funds opening new positions, 1,193 increasing their positions, 1,319 reducing their positions, and 198 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,057
Holders Change
-88
Holders Change %
-2.8%
% of All Funds
44.46%
Holding in Top 10
37
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-33.93%
% of All Funds
0.54%
New
157
Increased
1,193
Reduced
1,319
Closed
198
Calls
$2.83B
Puts
$2.14B
Net Calls
+$695M
Net Calls Change
-$70.2M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.02B
2
Capital Research Global Investors
Capital Research Global Investors
California
+$837M
3
Viking Global Investors
Viking Global Investors
Connecticut
+$478M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$443M
5
UBS AM
UBS AM
Illinois
+$390M

Top Sellers

1
GFA
Gallagher Fiduciary Advisors
Illinois
-$1.4B
2
Citadel Advisors
Citadel Advisors
Florida
-$585M
3
Bank of America
Bank of America
North Carolina
-$582M
4
DZ Bank
DZ Bank
Germany
-$457M
5
Winslow Capital Management
Winslow Capital Management
Minnesota
-$341M
Name Holding Trade Value Shares
Change 		Shares
Change %
WC
1101
Weil Company
California
$2.63M – – –
SL
1102
Salomon & Ludwin
Virginia
$2.63M -$162K -635 -6%
CW
1103
CreativeOne Wealth
Kansas
$2.63M -$471K -1,847 -15%
RWM
1104
RKL Wealth Management
Pennsylvania
$2.61M -$69.1K -271 -3%
QCG
1105
Quadrant Capital Group
Ohio
$2.6M -$505K -1,980 -16%
TW
1106
Trajan Wealth
Arizona
$2.6M +$445K +1,746 +21%
S
1107
SimplyRich
California
$2.6M -$28.5K -112 -1%
LKIM
1108
Lawson Kroeker Investment Management
Nebraska
$2.59M – – –
WG
1109
Wealth Group
North Carolina
$2.58M -$15.5K -61 -0.6%
AIM
1110
Achmea Investment Management
Netherlands
$2.58M -$17.1M -67,124 -87%
BONST
1111
Bank of Nova Scotia Trust
Ontario, Canada
$2.58M +$18.1K +71 +0.7%
BBWA
1112
Bell & Brown Wealth Advisors
California
$2.58M +$227K +890 +10%
RSWM
1113
Robertson Stephens Wealth Management
California
$2.58M -$50.7K -199 -2%
SIC
1114
SJS Investment Consulting
Ohio
$2.58M -$7.9K -31 -0.3%
SC
1115
Sapient Capital
Indiana
$2.57M -$126K -493 -5%
FB
1116
Fulton Bank
Pennsylvania
$2.57M +$311K +1,220 +14%
CHA
1117
Carmichael Hill & Associates
Maryland
$2.55M – – –
CCB
1118
Country Club Bank
Missouri
$2.55M +$62.7K +243 +3%
WFS
1119
Widmann Financial Services
Maryland
$2.54M -$20.1K -79 -0.8%
SWA
1120
Stratos Wealth Advisors
Ohio
$2.53M -$570K -2,235 -18%
MSA
1121
Marino Stram & Associates
Massachusetts
$2.52M +$5.61K +22 +0.2%
CNBTD
1122
Citizens National Bank Trust Department
Mississippi
$2.52M -$765 -3 -0%
BEI
1123
Benjamin Edwards Inc
Missouri
$2.51M -$79.2K -311 -3%
HB
1124
HTLF Bank
Colorado
$2.51M -$52K -204 -2%
BA
1125
Birinyi Associates
Connecticut
$2.5M +$2.5M +9,829 New
43 44
45
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