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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 %
MI
1976
Motiv8 Investments
Florida
$665K +$97.9K +384 +17%
HWM
1977
Horizon Wealth Management
Illinois
$665K -$291K -1,142 -30%
SMH
1978
Sanders Morris Harris
Texas
$663K – – –
TCOTS
1979
Trust Company of the South
North Carolina
$662K – – –
MAG
1980
Mayfair Advisory Group
Alabama
$661K -$18K -71 -3%
CP
1981
Creekside Partners
California
$658K +$658K +2,582 New
SOAMC
1982
Spirit of America Management Corp
New York
$657K – – –
WP
1983
Waycross Partners
Kentucky
$657K – – –
HI
1984
Human Investing
Oregon
$657K -$98.4K -386 -13%
LA
1985
Latitude Advisors
Florida
$656K -$7.65K -30 -1%
PCS
1986
Personal CFO Solutions
New Jersey
$656K -$41.5K -163 -6%
MWPCG
1987
Measured Wealth Private Client Group
New Hampshire
$656K +$19.4K +76 +3%
MAM
1988
MWA Asset Management
Massachusetts
$656K -$72.9K -286 -10%
VPP
1989
Vertex Planning Partners
Illinois
$655K -$9.94K -39 -1%
FPWM
1990
FSB Premier Wealth Management
Iowa
$654K -$25.7K -101 -4%
W
1991
Wealthquest
Ohio
$653K +$255 +1 +0%
IA
1992
IAM Advisory
Pennsylvania
$653K +$4.33K +17 +0.7%
SLWA
1993
San Luis Wealth Advisors
California
$653K +$653K +2,562 New
QC
1994
Quent Capital
New York
$652K -$114K -446 -15%
FDDB
1995
Fidelity D&D Bancorp
Pennsylvania
$652K -$510 -2 -0.1%
CWM
1996
Concentric Wealth Management
California
$650K – – –
SHFA
1997
SS&H Financial Advisors
Michigan
$650K – – –
CPW
1998
Cove Private Wealth
New York
$650K – – –
DL
1999
DOHJ LLC
Washington
$649K +$48.2K +189 +8%
BMO
2000
Beck Mack & Oliver
New York
$649K -$2.55K -10 -0.4%
78 79
80
81 82