MCD icon

McDonald's
MCD

Overview Fund Activity

1,866 hedge funds and large institutions have $85.4B invested in McDonald's in 2018 Q2 according to their latest regulatory filings, with 108 funds opening new positions, 687 increasing their positions, 765 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,866
Holders Change
+24
Holders Change %
+1.3%
% of All Funds
42.78%
Holding in Top 10
66
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-5.71%
% of All Funds
1.51%
New
108
Increased
687
Reduced
765
Closed
68
Calls
$897M
Puts
$1.1B
Net Calls
-$204M
Net Calls Change
-$49.1M

Top Buyers

1
Fundsmith LLP
Fundsmith LLP
United Kingdom
+$1.19B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$233M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$217M
4
A
AustralianSuper
Australia
+$180M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$159M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$359M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$338M
3
BlackRock
BlackRock
New York
-$286M
4
Two Sigma Advisers
Two Sigma Advisers
New York
-$270M
5
Wells Fargo
Wells Fargo
California
-$161M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWM
1351
BigSur Wealth Management
Florida
$537K -$15.7K -100 -3%
KS
1352
Karpas Strategies
Connecticut
$537K – – –
UC
1353
Unio Capital
New Jersey
$537K +$78.4K +500 +17%
SC
1354
Stratford Consulting
Texas
$536K -$203K -1,297 -27%
CICI
1355
Capital Investment Counsel Inc
North Carolina
$535K -$50.4K -322 -9%
MA
1356
MCF Advisors
Kentucky
$533K -$2.04K -13 -0.4%
FMLI
1357
Fukoku Mutual Life Insurance
Japan
$533K – – –
FIM
1358
Freedom Investment Management
Connecticut
$532K +$24K +153 +5%
FM
1359
Forward Management
California
$531K -$5.8K -37 -1%
AIS
1360
American Investment Services
Massachusetts
$529K -$51.6K -329 -9%
NERM
1361
New England Research & Management
Illinois
$528K – – –
CA
1362
Cornerstone Advisory
Maryland
$526K -$15K -96 -3%
FIM
1363
Fernwood Investment Management
Massachusetts
$526K -$3.92K -25 -0.7%
PCG
1364
Private Capital Group
Connecticut
$524K +$8.14K +52 +2%
CA
1365
Capital Advantage
California
$522K +$157 +1 +0%
WP
1366
WealthShield Partners
North Carolina
$520K +$15.7K +100 +3%
PBO
1367
Peoples Bank (Ohio)
Ohio
$518K +$9.4K +60 +2%
VST
1368
Van Strum & Towne
California
$517K – – –
FCT
1369
Family Capital Trust
Massachusetts
$517K – – –
BCM
1370
Boltwood Capital Management
California
$515K +$119K +759 +30%
BP
1371
BBR Partners
New York
$513K -$137K -872 -21%
BDWM
1372
Brewin Dolphin Wealth Management
Ireland
$513K – – –
MIM
1373
Miller Investment Management
Pennsylvania
$509K -$1.25K -8 -0.2%
TFS
1374
TrustCore Financial Services
Tennessee
$507K +$16.3K +104 +3%
CCM
1375
Catawba Capital Management
Virginia
$507K +$176K +1,125 +53%
53 54
55
56 57