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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 %
IFS
1801
Intelligent Financial Strategies
Minnesota
$849K -$84.9K -333 -9%
CP
1802
Canopy Partners
Ohio
$848K -$11.5K -45 -1%
RA
1803
RiverPark Advisors
New York
$848K +$128K +503 +18%
APG
1804
Abacus Planning Group
South Carolina
$848K +$9.94K +39 +1%
RAM
1805
Readystate Asset Management
Illinois
$845K -$219K -860 -21%
PMSA
1806
Patrick M. Sweeney & Associates
Illinois
$845K +$5.1K +20 +0.6%
FFA
1807
Fortune Financial Advisors
Kansas
$844K +$21.2K +83 +3%
HIF
1808
Hill Island Financial
Michigan
$843K +$59.4K +233 +8%
FMI
1809
F/M Investments
District of Columbia
$842K -$451K -1,769 -35%
FRA
1810
Front Row Advisors
California
$841K -$7.65K -30 -0.9%
EFG
1811
Ethos Financial Group
Pennsylvania
$841K -$247K -970 -23%
GBT
1812
Grove Bank & Trust
Florida
$840K – – –
VCWA
1813
Vanguard Capital Wealth Advisors
Colorado
$840K +$3.06K +12 +0.4%
AC
1814
Avestar Capital
New York
$840K -$109K -426 -11%
CVA
1815
Central Valley Advisors
California
$838K +$46.3K +212 +6%
SAM
1816
Strategy Asset Managers
California
$836K -$18.5K -62 -2%
CFFP
1817
Center for Financial Planning
Michigan
$836K – – –
LC
1818
Landaas & Company
Wisconsin
$835K – – –
RWMG
1819
Redwood Wealth Management Group
New Jersey
$835K -$6.12K -24 -0.7%
ESBC
1820
E.S. Barr & Co
Kentucky
$833K -$22.9K -90 -3%
HCMG
1821
Howard Capital Management Group
California
$831K -$26M -102,122 -97%
KIG
1822
Kennedy Investment Group
New Jersey
$831K +$49.2K +193 +6%
KFA
1823
Kelleher Financial Advisors
New York
$826K +$21.7K +85 +3%
NBT
1824
Northwest Bank & Trust
Iowa
$826K +$6.12K +24 +0.7%
MCWA
1825
Meadow Creek Wealth Advisors
Georgia
$825K +$49.9K +196 +6%
71 72
73
74 75