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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 %
LOPW
1826
Live Oak Private Wealth
North Carolina
$823K +$3.31K +13 +0.4%
GS
1827
GTS Securities
New York
$823K +$228K +896 +38%
HGERS
1828
Householder Group Estate & Retirement Specialist
Arizona
$821K -$106K -415 -11%
CWM
1829
Core Wealth Management
Florida
$820K -$52K -204 -6%
IWA
1830
Inspirion Wealth Advisors
Illinois
$819K -$8.66K -34 -1%
SMA
1831
Sage Mountain Advisors
Georgia
$818K +$61.7K +242 +8%
AP
1832
Atwood & Palmer
Missouri
$816K – – –
SP
1833
Symmetry Partners
Connecticut
$816K -$81.3K -319 -9%
WCA
1834
Westover Capital Advisors
Delaware
$814K -$1.24M -4,881 -60%
WIC
1835
Wilkins Investment Counsel
Massachusetts
$813K – – –
LSC
1836
Lesa Sroufe & Co
Washington
$812K – – –
PP
1837
Pingora Partners
Wyoming
$811K – – –
JSW
1838
Journey Strategic Wealth
New Jersey
$811K +$251K +984 +45%
DTC
1839
Davidson Trust Company
Washington
$809K -$192K -752 -19%
OP
1840
ORG Partners
Indiana
$809K +$657K +2,623 +434%
EAM
1841
Evanson Asset Management
California
$808K -$11.7K -46 -1%
LF
1842
LifePlan Financial
Minnesota
$807K +$307K +1,205 +61%
CRWM
1843
Castle Rock Wealth Management
California
$807K +$4K +16 +0.5%
RDWM
1844
Red Door Wealth Management
Tennessee
$805K -$33.9K -133 -4%
RFS
1845
Richardson Financial Services
Massachusetts
$801K -$19.1K -75 -2%
BBNB
1846
Baker Boyer National Bank
Washington
$800K -$131K -516 -14%
CAM
1847
Cidel Asset Management
Ontario, Canada
$799K +$31.9K +125 +4%
AWG
1848
Altus Wealth Group
Colorado
$798K -$51.2K -201 -6%
CWM
1849
Cahaba Wealth Management
Georgia
$798K -$18.6K -73 -2%
SC
1850
Savoie Capital
Illinois
$797K – – –
72 73
74
75 76