MCD icon

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 %
PA
1576
Probity Advisors
Texas
$1.32M -$42.6K -151 -3%
AMIM
1577
Aull & Monroe Investment Management
Alabama
$1.32M – – –
WKWM
1578
Walter & Keenan Wealth Management
Indiana
$1.32M +$49.6K +176 +4%
MAM
1579
Mystic Asset Management
Rhode Island
$1.32M +$141K +500 +12%
LFA
1580
Legacy Financial Advisors
Kentucky
$1.32M +$14.4K +51 +1%
RWB
1581
RMR Wealth Builders
New Jersey
$1.32M +$236K +838 +22%
SSA
1582
South Street Advisors
New York
$1.32M +$15.5K +55 +1%
AMBIA
1583
Allen Mooney & Barnes Investment Advisors
Georgia
$1.32M +$3.49K +13 +0.3%
LNB
1584
Ledyard National Bank
$1.31M +$25.4K +90 +2%
LA
1585
Lakeside Advisors
Washington
$1.31M -$37.5K -133 -3%
ACM
1586
Absolute Capital Management
Pennsylvania
$1.31M +$13K +46 +1%
PGAM
1587
Princeton Global Asset Management
New Jersey
$1.31M +$282 +1 +0%
MMPW
1588
Mitchell McLeod Pugh & Williams
Alabama
$1.31M +$1.97K +7 +0.2%
MFA
1589
Mayflower Financial Advisors
Massachusetts
$1.31M -$29.5M -104,563 -96%
SEM
1590
Suncoast Equity Management
Florida
$1.3M -$118K -419 -8%
Members Trust
1591
Members Trust
Florida
$1.3M -$71.1K -252 -5%
NFA
1592
Northern Financial Advisors
Michigan
$1.3M +$231K +820 +22%
SAM
1593
SignalPoint Asset Management
Missouri
$1.3M -$6.2K -22 -0.5%
SA
1594
Sicart Associates
New York
$1.3M – – –
FCB
1595
First County Bank
Connecticut
$1.3M -$61.5K -218 -5%
MCM
1596
Mengis Capital Management
Oregon
$1.29M +$16.9K +60 +1%
BFC
1597
Blue Fin Capital
Rhode Island
$1.29M +$7.61K +27 +0.6%
FFS
1598
Founders Financial Securities
Maryland
$1.28M +$315K +1,119 +33%
JWA
1599
JFS Wealth Advisors
Pennsylvania
$1.28M -$22.6K -80 -2%
AFG
1600
ABLE Financial Group
Arizona
$1.28M -$21.7K -77 -2%
62 63
64
65 66