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McDonald's
MCD

Overview Fund Activity

3,145 hedge funds and large institutions have $143B invested in McDonald's in 2024 Q1 according to their latest regulatory filings, with 173 funds opening new positions, 1,248 increasing their positions, 1,299 reducing their positions, and 156 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,145
Holders Change
-23
Holders Change %
-0.73%
% of All Funds
45.59%
Holding in Top 10
56
Holding in Top 10 Change
-51
Holding in Top 10 Change %
-47.66%
% of All Funds
0.81%
New
173
Increased
1,248
Reduced
1,299
Closed
156
Calls
$2.48B
Puts
$1.72B
Net Calls
+$765M
Net Calls Change
+$710M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$619M
2
Bank of America
Bank of America
North Carolina
+$445M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$370M
4
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$295M
5
Capital World Investors
Capital World Investors
California
+$285M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$3.82B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$420M
3
DZ Bank
DZ Bank
Germany
-$396M
4
Swedbank
Swedbank
Sweden
-$361M
5
BlackRock
BlackRock
New York
-$322M
Name Holding Trade Value Shares
Change 		Shares
Change %
KFP
1201
Keystone Financial Planning
Ohio
$2.43M -$226K -800 -8%
FG
1202
Fiduciary Group
Georgia
$2.42M -$39.5K -140 -2%
NB
1203
Nicolet Bankshares
Wisconsin
$2.42M -$36.1K -128 -1%
UAS
1204
United Asset Strategies
New York
$2.41M -$242K -860 -9%
SFP
1205
Shepherd Financial Partners
Massachusetts
$2.41M +$108K +382 +5%
TW
1206
TrinityPoint Wealth
Connecticut
$2.41M -$81.2K -288 -3%
LWA
1207
Lineweaver Wealth Advisors
Ohio
$2.4M +$129K +456 +6%
CCG
1208
Ceeto Capital Group
Florida
$2.4M – – –
CWM
1209
Cornerstone Wealth Management
Missouri
$2.39M +$169K +598 +8%
TW
1210
Trajan Wealth
Arizona
$2.39M +$2.39M +8,471 New
GWM
1211
GSB Wealth Management
Connecticut
$2.38M -$47.6K -169 -2%
FMWA
1212
Forvis Mazars Wealth Advisors
Missouri
$2.37M -$171K -607 -7%
AIM
1213
Aigen Investment Management
New York
$2.37M -$1.7M -6,036 -42%
TAM
1214
Trust Asset Management
Texas
$2.37M – – –
WorldQuant Millennium Advisors
1215
WorldQuant Millennium Advisors
New York
$2.36M -$7.87M -27,916 -77%
DPIM
1216
Duff & Phelps Investment Management
Illinois
$2.36M +$87.7K +311 +4%
CCM
1217
Cullen Capital Management
New York
$2.35M -$134K -475 -5%
BWM
1218
BKM Wealth Management
Wisconsin
$2.35M +$119K +422 +5%
GWMIA
1219
Global Wealth Management Investment Advisory
Florida
$2.35M +$61.5K +218 +3%
WBC
1220
West Branch Capital
Massachusetts
$2.34M +$175K +622 +8%
BCMO
1221
Buckingham Capital Management (Ohio)
Ohio
$2.34M +$32.4K +115 +1%
Koshinski Asset Management
1222
Koshinski Asset Management
Illinois
$2.33M +$1.01M +3,589 +77%
MLM
1223
Mount Lucas Management
Pennsylvania
$2.32M -$177K -627 -7%
IAIM
1224
International Assets Investment Management
Florida
$2.31M +$257K +916 +12%
SW
1225
SteelPeak Wealth
California
$2.3M +$660K +2,341 +40%
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