MCD icon

McDonald's

2,507 hedge funds and large institutions have $122B invested in McDonald's in 2021 Q3 according to their latest regulatory filings, with 125 funds opening new positions, 1,098 increasing their positions, 867 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,507
Holders Change
-10
Holders Change %
-0.4%
% of All Funds
44.03%
Holding in Top 10
61
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+19.61%
% of All Funds
1.07%
New
125
Increased
1,098
Reduced
867
Closed
99
Calls
$1.85B
Puts
$2.05B
Net Calls
-$203M
Net Calls Change
-$320M
Name Holding Trade Value Shares
Change
Shares
Change %
SPWG
2001
Sage Private Wealth Group
Illinois
$401K -$4.82K -20 -1%
SN
2002
Sittner & Nelson
Oregon
$400K -$60.3K -250 -13%
OFW
2003
Omnia Family Wealth
Florida
$400K -$9.17K -38 -2%
GAG
2004
GM Advisory Group
New York
$400K
EBT
2005
Enterprise Bank & Trust
Massachusetts
$399K
FA
2006
Fiducient Advisors
Illinois
$398K
LAM
2007
LifePro Asset Management
California
$398K +$8.44K +35 +2%
TGAM
2008
TBH Global Asset Management
Tennessee
$396K +$241 +1 +0.1%
EFM
2009
E Fund Management
China
$396K +$396K +1,641 New
MAM
2010
McLean Asset Management
Virginia
$395K +$33.3K +141 +9%
FOA
2011
Five Oceans Advisors
California
$395K +$395K +1,639 New
BIC
2012
Beach Investment Counsel
Pennsylvania
$394K
RZH
2013
Relyea Zuckerberg Hanson
Connecticut
$394K +$18.5K +77 +5%
BFG
2014
Bouchey Financial Group
New York
$393K +$393K +1,632 New
BS
2015
Bessemer Securities
New York
$392K
VHAM
2016
Van Hulzen Asset Management
California
$392K +$40.5K +168 +12%
TFM
2017
TFC Financial Management
Massachusetts
$391K
GPFA
2018
Game Plan Financial Advisors
Ohio
$390K +$20.5K +85 +6%
EFL
2019
ERn Financial LLC
Wisconsin
$390K +$390K +1,616 New
PMG
2020
Private Management Group
California
$388K -$171K -709 -31%
CS
2021
Cannell & Spears
New York
$386K
FFG
2022
Fortem Financial Group
California
$383K +$1.69K +7 +0.4%
NG
2023
NatWest Group
United Kingdom
$381K
BWP
2024
Bernardo Wealth Planning
Pennsylvania
$381K +$963 +4 +0.3%
EGA
2025
E&G Advisors
Texas
$380K +$380K +1,575 New