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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 %
AFG
1926
Allegheny Financial Group
Pennsylvania
$718K +$113K +445 +19%
CANY
1927
Caxton Associates (New York)
New York
$718K -$127K -497 -15%
BWA
1928
Bordeaux Wealth Advisors
California
$717K -$1.78K -7 -0.2%
PA
1929
PFG Advisors
Arizona
$717K -$31.3K -123 -4%
TGAM
1930
TBH Global Asset Management
Tennessee
$715K -$55.1K -216 -7%
PD
1931
Planning Directions
Pennsylvania
$715K -$19.4K -76 -3%
SWP
1932
Semus Wealth Partners
Florida
$715K +$32.9K +129 +5%
CRIG
1933
Charter Research & Investment Group
Connecticut
$714K – – –
RGF
1934
Retirement Guys Formula
Ohio
$713K +$89.7K +352 +14%
HWMG
1935
Hurlow Wealth Management Group
Indiana
$710K +$29.1K +114 +4%
TT
1936
TI-Trust
Illinois
$709K -$38.2K -150 -5%
B
1937
Bellecapital
Switzerland
$708K -$9.94K -39 -1%
PWMG
1938
Prestige Wealth Management Group
New Jersey
$708K -$128K -501 -15%
LAM
1939
L2 Asset Management
Massachusetts
$705K +$56.8K +223 +9%
KCM
1940
KRS Capital Management
Michigan
$705K -$21.9K -86 -3%
GLLW
1941
Graves Light Lenhart Wealth
Virginia
$700K +$5.5K +22 +0.8%
FCFC
1942
First Citizens Financial Corp
Iowa
$700K – – –
WAG
1943
Winthrop Advisory Group
Massachusetts
$699K -$54K -212 -7%
PPWM
1944
Paragon Private Wealth Management
Kentucky
$699K -$29.1K -114 -4%
KWM
1945
KFG Wealth Management
Indiana
$696K -$22.9K -90 -3%
WF
1946
WoodTrust Financial
Wisconsin
$696K +$38.2K +150 +6%
HFAS
1947
Hummer Financial Advisory Services
Illinois
$696K – – –
MPIA
1948
Mountain Pacific Investment Advisers
Idaho
$695K – – –
RFA
1949
Rollins Financial Advisors
New York
$695K -$94.3K -370 -12%
TPWA
1950
TRUE Private Wealth Advisors
Oregon
$695K +$9.94K +39 +1%
76 77
78
79 80