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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 %
KA
1876
KLCM Advisors
Wisconsin
$764K -$140K -550 -15%
CFP
1877
Catalyst Financial Partners
Massachusetts
$764K -$35.2K -138 -4%
FSWA
1878
Financial Synergies Wealth Advisors
Texas
$764K -$510 -2 -0.1%
RBFC
1879
Roman Butler Fullerton & Co
Missouri
$761K +$1K +4 +0.1%
RCM
1880
Riverpark Capital Management
New York
$761K +$142K +559 +23%
WCM
1881
WealthBridge Capital Management
Ohio
$760K -$6.88K -27 -0.9%
GPA
1882
Garrison Point Advisors
California
$759K -$25.5K -100 -3%
HDIM
1883
Hanson & Doremus Investment Management
Vermont
$757K +$1.78K +7 +0.2%
MAWA
1884
Moss Adams Wealth Advisors
Washington
$756K -$56.8K -223 -7%
BOM
1885
Bank of Marin
California
$756K -$23.7K -93 -3%
EM
1886
ELCO Management
New York
$756K -$181K -710 -19%
9WM
1887
9258 Wealth Management
Ohio
$754K +$32.1K +126 +4%
WF
1888
Wayfinding Financial
Washington
$754K -$153K -601 -17%
FDS
1889
First Dallas Securities
Texas
$754K +$2.29K +9 +0.3%
PP
1890
Pegasus Partners
Wisconsin
$752K +$9.94K +39 +1%
OTL
1891
Oak Thistle LLC
New York
$751K -$33.9K -133 -4%
FHWM
1892
Fox Hill Wealth Management
Massachusetts
$751K +$32.1K +126 +4%
PFA
1893
Pure Financial Advisors
California
$751K -$353K -1,385 -32%
PG
1894
Patten Group
Tennessee
$749K -$98.4K -386 -12%
ZF
1895
Zhang Financial
Michigan
$749K -$2.8K -11 -0.4%
CA
1896
Cornerstone Advisory
Maryland
$747K -$61.9K -243 -8%
IAP
1897
Indie Asset Partners
Indiana
$746K +$8.16K +32 +1%
OC
1898
Oarsman Capital
Wisconsin
$745K -$22.4K -88 -3%
DWMS
1899
Dominguez Wealth Management Solutions
Virginia
$744K -$133K -522 -15%
QWM
1900
Quadcap Wealth Management
Texas
$743K -$13.8K -54 -2%
74 75
76
77 78