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McDonald's
MCD

Overview Fund Activity

2,206 hedge funds and large institutions have $92.5B invested in McDonald's in 2020 Q2 according to their latest regulatory filings, with 176 funds opening new positions, 943 increasing their positions, 807 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,206
Holders Change
+48
Holders Change %
+2.22%
% of All Funds
45.34%
Holding in Top 10
57
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-21.92%
% of All Funds
1.17%
New
176
Increased
943
Reduced
807
Closed
107
Calls
$1.65B
Puts
$1.7B
Net Calls
-$43.3M
Net Calls Change
+$413M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$6.26B
2
FPP
2
Findlay Park Partners
United Kingdom
$374M
3
Charles Schwab
3
Charles Schwab
California
$836M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$1.53B
5
Nordea Investment Management
5
Nordea Investment Management
Sweden
$205M

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$12.2B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.56B
3
Osaic Holdings
3
Osaic Holdings
Arizona
$60.1M
4
BlackRock
4
BlackRock
New York
$9.49B
5
Caisse de Depot et Placement du Quebec (CDPQ)
5
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$11M
Name Holding Trade Value Shares
Change 		Shares
Change %
LF
2001
LifeSteps Financial
California
$225K +$225K +1,218 New
BWP
2002
Baldwin Wealth Partners
Massachusetts
$224K – – –
AFAS
2003
Acorn Financial Advisory Services
Virginia
$224K +$224K +1,215 New
TIM
2004
Tortoise Investment Management
New York
$223K – – –
MKC
2005
M. Kraus & Co
Vermont
$223K +$223K +1,209 New
FWM
2006
Focused Wealth Management
New York
$222K -$21.4K -116 -9%
IPW
2007
Inlet Private Wealth
Florida
$222K +$222K +1,203 New
AFS
2008
Axiom Financial Strategies
Indiana
$222K +$222K +1,205 New
IWAG
2009
Integer Wealth Advisors Group
Georgia
$221K – – –
OPTFSNA
2010
Old Point Trust & Financial Services N A
Virginia
$221K +$221K +1,200 New
TIM
2011
Total Investment Management
Arizona
$220K +$220K +1,190 New
CGA
2012
Crescent Grove Advisors
Illinois
$220K +$220K +1,190 New
KMWM
2013
Keudell/Morrison Wealth Management
Oregon
$219K -$36.9K -200 -14%
Cohen & Steers
2014
Cohen & Steers
New York
$218K +$36.8K +199 +20%
OWM
2015
Orgel Wealth Management
Wisconsin
$218K +$218K +1,182 New
RFN
2016
RDA Financial Network
Iowa
$218K +$218K +1,182 New
LOPW
2017
Live Oak Private Wealth
North Carolina
$217K +$217K +1,175 New
SG
2018
Swarthmore Group
Pennsylvania
$217K +$217K +1,176 New
XWM
2019
Xcel Wealth Management
Florida
$217K +$217K +1,181 New
ME
2020
McIlrath & Eck
Washington
$216K +$30.5K +165 +16%
HFG
2021
Heron Financial Group
New York
$215K +$215K +1,163 New
SMG
2022
Spectrum Management Group
Indiana
$214K -$15.2K -82 -7%
SL
2023
Salomon & Ludwin
Virginia
$214K – – –
NQWM
2024
Northwest Quadrant Wealth Management
Oregon
$214K +$4.58K +25 +2%
BMA
2025
Brooks Moore & Associates
Tennessee
$214K +$214K +1,159 New
79 80
81
82 83