MCD icon

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 %
RAM
1476
Roanoke Asset Management
New Jersey
$1.35M +$11.5K +45 +0.9%
NW
1477
Naviter Wealth
Arkansas
$1.35M +$116K +454 +9%
HL
1478
HeadInvest LLC
Maine
$1.35M -$5.86K -23 -0.4%
BHBT
1479
Burke & Herbert Bank & Trust
Virginia
$1.35M +$639K +2,509 +90%
MFWP
1480
Mosaic Family Wealth Partners
Missouri
$1.35M -$292K -1,145 -18%
PWP
1481
Precedent Wealth Partners
Texas
$1.34M +$71.4K +280 +6%
KWA
1482
Kingswood Wealth Advisors
California
$1.34M -$262K -1,028 -16%
RWB
1483
RMR Wealth Builders
New Jersey
$1.34M +$151K +591 +13%
MFC
1484
Mechanics Financial Corp
Ohio
$1.34M -$16.6K -65 -1%
LHC
1485
Little House Capital
Massachusetts
$1.34M +$26K +102 +2%
ZIC
1486
ZWJ Investment Counsel
Georgia
$1.34M +$326K +1,280 +32%
RPCONE
1487
Retirement Planning Company of New England
Rhode Island
$1.33M +$764 +3 +0.1%
SSW
1488
Smith Shellnut Wilson
Mississippi
$1.33M – – –
STAS
1489
Strong Tower Advisory Services
Minnesota
$1.33M +$339K +1,329 +34%
AC
1490
AlphaCore Capital
California
$1.33M +$497K +1,950 +60%
BSI
1491
Bennett Selby Investments
Maine
$1.33M +$25.5K +100 +2%
LC
1492
Lindbrook Capital
California
$1.33M -$70.6K -277 -5%
EB
1493
Eastern Bank
Massachusetts
$1.32M -$63.5K -249 -5%
HW
1494
Hancock Whitney
Mississippi
$1.32M -$7.39K -29 -0.6%
MA
1495
MCF Advisors
Kentucky
$1.31M +$27.3K +107 +2%
BWP
1496
Barlow Wealth Partners
Kentucky
$1.31M +$127K +502 +11%
WPC
1497
Wedmont Private Capital
Pennsylvania
$1.31M -$164K -645 -11%
OA
1498
Operose Advisors
Wisconsin
$1.31M -$2.55K -10 -0.2%
ILI
1499
Invesco LLC (Illinois)
Illinois
$1.31M -$15K -59 -1%
MCM
1500
Mill Capital Management
North Carolina
$1.31M -$127K -500 -9%
58 59
60
61 62