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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, 1,491 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: 1,491

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
1,491
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
MNBTD
1101
Moody National Bank Trust Division
Texas
$2.8M -$124K -433 -4%
WJWM
1102
Williams Jones Wealth Management
New York
$2.8M -$95.8K -334 -3%
FCP
1103
Fidelis Capital Partners
Florida
$2.8M +$821K +2,862 +38%
HCM
1104
Howland Capital Management
Massachusetts
$2.8M -$10.6K -37 -0.4%
PMWMG
1105
Parr McKnight Wealth Management Group
Minnesota
$2.79M -$1.32M -4,604 -31%
PIM
1106
Penobscot Investment Management
Massachusetts
$2.78M +$71.7K +250 +2%
MFWP
1107
Mosaic Family Wealth Partners
Missouri
$2.78M +$1.34M +4,684 +84%
CWM
1108
Chesapeake Wealth Management
Virginia
$2.78M -$113K -394 -4%
NWM
1109
Northcape Wealth Management
New York
$2.78M +$24.1K +84 +0.8%
CIA
1110
Citadel Investment Advisory
Ohio
$2.78M +$287 +1 +0%
VIM
1111
Vinva Investment Management
Australia
$2.77M +$1.86M +6,485 +167%
PWP
1112
Private Wealth Partners
California
$2.76M -$107K -374 -4%
PWP
1113
Precedent Wealth Partners
Texas
$2.76M +$508K +1,773 +21%
SIC
1114
Shoker Investment Counsel
Ohio
$2.76M +$257K +898 +10%
GLR
1115
Great Lakes Retirement
Ohio
$2.76M +$1.06M +3,702 +57%
AWCI
1116
Alpine Woods Capital Investors
New York
$2.76M +$2.93M +10,210 New
KJWM
1117
Kiley Juergens Wealth Management
Washington
$2.75M -$163K -567 -5%
CC
1118
Courier Capital
New York
$2.74M +$17.8K +62 +0.6%
GBFG
1119
Gerald Baker Financial Group
Texas
$2.74M +$2.29K +8 +0.1%
UB
1120
Umpqua Bank
Oregon
$2.74M +$247K +861 +9%
TH
1121
TCTC Holdings
Texas
$2.73M +$1.21M +4,234 +72%
GFP
1122
Gryphon Financial Partners
Ohio
$2.73M -$3.73K -13 -0.1%
GCM
1123
Graham Capital Management
Connecticut
$2.73M +$908K +3,167 +46%
CAMV
1124
Concord Asset Management (Virginia)
Virginia
$2.73M +$420K +1,465 +17%
ACA
1125
Affinity Capital Advisors
California
$2.72M -$39.6K -138 -1%

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 1,491 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.