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McDonald's
MCD

Overview Fund Activity

2,086 hedge funds and large institutions have $111B invested in McDonald's in 2019 Q3 according to their latest regulatory filings, with 113 funds opening new positions, 864 increasing their positions, 798 reducing their positions, and 80 closing their positions.

Holders
2,086
Holders Change
+18
Holders Change %
+0.87%
% of All Funds
45.82%
Holding in Top 10
113
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-5.04%
% of All Funds
2.48%
New
113
Increased
864
Reduced
798
Closed
80
Calls
$1.22B
Puts
$1.45B
Net Calls
-$226M
Net Calls Change
-$327M

Top Buyers

1
BlackRock
1
BlackRock
New York
$11.3B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$1.87B
3
WCM Investment Management
3
WCM Investment Management
California
$165M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$142M
5
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$247M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$4.15B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$3.17B
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$3.13B
4
Citadel Advisors
4
Citadel Advisors
Florida
$118M
5
Deutsche Bank
5
Deutsche Bank
Germany
$520M
Name Market Value Shares Shares
Change 		Shares
Change %
PK
2001
Pflug Koory
Nebraska
$115K 536 +36 +7%
LFG
2002
Larson Financial Group
Missouri
$115K 535 +49 +10%
EIP
2003
Ellis Investment Partners
Pennsylvania
$115K 554 +54 +11%
M
2004
Mirova
France
$114K 529 +47 +10%
LWS
2005
Lucia Wealth Services
California
$111K 518 -149 -22%
HCA
2006
Horan Capital Advisors
Ohio
$110K 513 +513 New
LWM
2007
Lenox Wealth Management
Ohio
$109K 510 +52 +11%
SIAS
2008
Shine Investment Advisory Services
Colorado
$107K 499 +1 +0.2%
POIA
2009
Pin Oak Investment Advisors
Texas
$104K 486 – –
CTB
2010
Country Trust Bank
Illinois
$103K 480 – –
BG
2011
Bollard Group
Massachusetts
$101K 472 +2 +0.4%
APSP
2012
Asset Planning Services (Pennsylvania)
Pennsylvania
$100K 466 +3 +0.6%
GWA
2013
Guidant Wealth Advisors
Illinois
$97K 453 – –
WPW
2014
Winthrop Partners - WNY
New York
$95.3K 444 – –
HCM
2015
Hilton Capital Management
New York
$95K 442 -1,122 -72%
TFO
2016
Tarbox Family Office
California
$90K 419 – –
CAL
2017
Capital Advisors Ltd
Ohio
$89K 415 -169 -29%
CFN
2018
Cordasco Financial Network
Florida
$89K 415 +100 +32%
HWM
2019
Holloway Wealth Management
Florida
– – – –
WCM
2020
Wealthcare Capital Management
Virginia
$87K 404 – –
AWM
2021
AllSquare Wealth Management
New York
$87K 406 +150 +59%
GT
2022
Glenmede Trust
Pennsylvania
$86.7K 403,713 +1,574 +0.4%
FQ
2023
First Quadrant
California
$86K 400 -12,000 -97%
PWP
2024
Personal Wealth Partners
Minnesota
$85K 396 +24 +6%
ME
2025
McIlrath & Eck
Washington
$82K 381 -602 -61%
79 80
81
82 83