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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 %
NWM
1451
NRI Wealth Management
California
$1.6M +$36.9K +131 +2%
RZH
1452
Relyea Zuckerberg Hanson
Connecticut
$1.59M +$15.2K +54 +1%
TAM
1453
Townsend Asset Management
North Carolina
$1.59M +$846 +3 +0.1%
MCM
1454
Mill Capital Management
North Carolina
$1.59M -$3.95K -14 -0.2%
PWS
1455
Peloton Wealth Strategists
Indiana
$1.59M – – –
IWM
1456
Iams Wealth Management
Nebraska
$1.58M +$15.1K +51 +1%
NSAM
1457
North Star Asset Management
Wisconsin
$1.58M -$11.8K -42 -0.7%
MSFS
1458
Main Street Financial Solutions
Pennsylvania
$1.58M -$634K -2,247 -29%
NL
1459
NVWM LLC
Pennsylvania
$1.57M -$36.4K -129 -2%
WPC
1460
Wedmont Private Capital
Pennsylvania
$1.57M +$95.1K +353 +6%
ZCM
1461
Ziegler Capital Management
Illinois
$1.56M -$4.77M -16,903 -75%
GG
1462
Greenwood Gearhart
Arkansas
$1.56M -$39.5K -140 -2%
BFA
1463
Beacon Financial Advisory
Ohio
$1.56M -$91.6K -325 -6%
NERM
1464
New England Research & Management
Illinois
$1.56M +$306K +1,085 +24%
WA
1465
Wealth Alliance
New York
$1.55M +$144K +510 +10%
OM
1466
OV Management
Minnesota
$1.55M – – –
LC
1467
Lindbrook Capital
California
$1.55M -$74.7K -265 -5%
NEWAS
1468
N.E.W. Advisory Services
Wisconsin
$1.54M +$2.26K +8 +0.1%
CPIA
1469
Cornell Pochily Investment Advisors
New York
$1.54M +$13.3K +47 +0.9%
SFA
1470
Souders Financial Advisors
Ohio
$1.54M -$45.1K -160 -3%
EB
1471
Eastern Bank
Massachusetts
$1.53M -$10.4K -37 -0.7%
MLA
1472
My Legacy Advisors
Oregon
$1.53M +$32.1K +114 +2%
LI
1473
Louisbourg Investments
New Brunswick, Canada
$1.53M -$86.3K -323 -5%
WQ
1474
Wealth Quarterback
New Jersey
$1.52M +$552K +1,957 +57%
STA
1475
Summit Trail Advisors
New York
$1.52M +$102K +362 +7%
57 58
59
60 61