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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 %
CWM
1201
Cornerstone Wealth Management
Missouri
$2.16M +$4.33K +17 +0.2%
BCMO
1202
Buckingham Capital Management (Ohio)
Ohio
$2.16M +$42K +165 +2%
EWA
1203
EverSource Wealth Advisors
Alabama
$2.16M +$170K +639 +9%
CS
1204
Cannell & Spears
New York
$2.15M +$363K +1,425 +20%
TAM
1205
Trust Asset Management
Texas
$2.15M – – –
WBC
1206
West Branch Capital
Massachusetts
$2.14M +$22.9K +90 +1%
MWM
1207
Modern Wealth Management
Kansas
$2.14M +$494K +1,938 +30%
CWP
1208
Concord Wealth Partners
Virginia
$2.14M +$154K +606 +8%
ACS
1209
Archford Capital Strategies
Illinois
$2.14M +$997K +3,911 +88%
AT
1210
Arvest Trust
Oklahoma
$2.13M -$394K -1,545 -16%
AFP
1211
Ausdal Financial Partners
Iowa
$2.13M +$152K +598 +8%
GWM
1212
GSB Wealth Management
Connecticut
$2.13M -$20.1K -79 -0.9%
BOPW
1213
Brandywine Oak Private Wealth
Pennsylvania
$2.12M -$91K -357 -4%
BJL
1214
Brighton Jones LLC
Washington
$2.11M +$165K +646 +8%
LRPA
1215
L. Roy Papp & Associates
Arizona
$2.11M +$80K +314 +4%
SCM
1216
Shelton Capital Management
Colorado
$2.09M +$102K +400 +5%
AIMA
1217
Ables Iannone Moore & Associates
Georgia
$2.09M +$53.3K +209 +3%
LA
1218
LVW Advisors
New York
$2.07M -$239K -939 -10%
CCM
1219
Cullen Capital Management
New York
$2.07M -$56.3K -221 -3%
GCM
1220
Graham Capital Management
Connecticut
$2.06M -$10.1M -39,672 -83%
TAM
1221
Tealwood Asset Management
Minnesota
$2.06M +$6.37K +25 +0.3%
OSNBOA
1222
Old Second National Bank of Aurora
Illinois
$2.05M -$342K -1,342 -14%
PA
1223
Procyon Advisors
Connecticut
$2.05M -$9.94K -39 -0.5%
SCM
1224
SOL Capital Management
Maryland
$2.05M – – –
APWM
1225
Argonautica Private Wealth Management
Massachusetts
$2.05M +$255 +1 +0%
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