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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 %
RIA
1551
Richwood Investment Advisors
Ohio
$1.37M +$14.1K +50 +1%
AP
1552
Americana Partners
Texas
$1.37M +$117K +414 +9%
NW
1553
Naviter Wealth
Arkansas
$1.36M +$1.36M +4,839 New
SFS
1554
Security Financial Services
Indiana
$1.36M +$2.26K +8 +0.2%
FNBOO
1555
First National Bank of Omaha
Nebraska
$1.36M -$157K -502 -10%
GA
1556
GoalVest Advisory
New York
$1.36M +$270K +957 +25%
GEA
1557
Glen Eagle Advisors
New Jersey
$1.36M +$169K +598 +14%
CC
1558
Cadinha & Co
Hawaii
$1.36M -$482K -1,709 -26%
CPA
1559
Court Place Advisors
Maryland
$1.36M – – –
FLI
1560
Family Legacy Inc
South Carolina
$1.36M -$13.8K -49 -1%
MMM
1561
Mendel Money Management
Illinois
$1.35M -$2.54K -9 -0.2%
BMC
1562
Beaton Management Company
Massachusetts
$1.35M -$56.4K -200 -4%
AA
1563
Advisory Alpha
Michigan
$1.35M +$526K +1,865 +64%
WFI
1564
West Family Investments
California
$1.35M +$9.02K +32 +0.7%
IF
1565
Intrua Financial
Texas
$1.35M -$34.4K -122 -2%
WPA
1566
West Paces Advisors
Georgia
$1.35M -$22.3K -79 -2%
BCM
1567
Becker Capital Management
Oregon
$1.35M -$42.6K -151 -3%
VCM
1568
Violich Capital Management
California
$1.34M +$47.9K +170 +4%
AC
1569
Apella Capital
Connecticut
$1.34M -$27.2K -101 -2%
GWCM
1570
Godshalk Welsh Capital Management
Pennsylvania
$1.34M -$14.1K -50 -1%
FMN
1571
Financial Management Network
California
$1.33M -$72.4K -268 -5%
BTWM
1572
Baker Tilly Wealth Management
Wisconsin
$1.33M -$180K -638 -12%
CT
1573
Colonial Trust
South Carolina
$1.33M +$24K +85 +2%
MWM
1574
MGB Wealth Management
Texas
$1.33M +$111K +395 +9%
TPCW
1575
TD Private Client Wealth
New York
$1.33M +$58.1K +206 +5%
61 62
63
64 65