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 %
KCM
1951
KRS Capital Management
Michigan
$804K -$90.8K -322 -10%
AWM
1952
Angeles Wealth Management
California
$802K +$39.8K +141 +5%
9WM
1953
9258 Wealth Management
Ohio
$799K +$10.4K +37 +1%
TF
1954
TLWM Financial
Texas
$799K -$16.4K -58 -2%
AWA
1955
Alta Wealth Advisors
Massachusetts
$798K -$13.3K -47 -2%
MIM
1956
Miller Investment Management
Pennsylvania
$797K – – –
RA
1957
RiverPark Advisors
New York
$797K – – –
KWM
1958
KFG Wealth Management
Indiana
$796K +$305K +1,083 +62%
BWA
1959
Bordeaux Wealth Advisors
California
$796K -$564 -2 -0.1%
FHWM
1960
Fox Hill Wealth Management
Massachusetts
$795K -$206K -729 -21%
BEC
1961
Blue Edge Capital
Virginia
$795K – – –
EA
1962
Eudaimonia Advisors
Tennessee
$795K +$17.8K +63 +2%
B
1963
Bellecapital
Switzerland
$795K -$42.9K -152 -5%
GC
1964
Guidance Capital
Kentucky
$792K +$126K +472 +19%
CRIG
1965
Charter Research & Investment Group
Connecticut
$789K – – –
LCM
1966
LCM Capital Management
Illinois
$789K -$1.69K -6 -0.2%
TF
1967
Threadgill Financial
Texas
$786K +$78.9K +280 +11%
BMC
1968
Benin Management Corp
Connecticut
$786K -$86K -305 -10%
OPOWM
1969
One Plus One Wealth Management
Florida
$785K -$5.64K -20 -0.7%
BHBT
1970
Burke & Herbert Bank & Trust
Virginia
$785K -$267K -946 -25%
PBO
1971
Peoples Bank (Ohio)
Ohio
$784K -$67.4K -239 -8%
GLLW
1972
Graves Light Lenhart Wealth
Virginia
$784K – – –
CFP
1973
Cascade Financial Partners
California
$783K +$783K +2,929 New
AGWCA
1974
Annis Gardner Whiting Capital Advisors
Florida
$781K +$41.2K +146 +6%
LGA
1975
Lebenthal Global Advisors
New York
$780K -$10.2K -36 -1%
77 78
79
80 81