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McDonald's
MCD

Overview Fund Activity

2,724 hedge funds and large institutions have $124B invested in McDonald's in 2022 Q1 according to their latest regulatory filings, with 138 funds opening new positions, 1,136 increasing their positions, 1,066 reducing their positions, and 160 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,724
Holders Change
-58
Holders Change %
-2.08%
% of All Funds
43.11%
Holding in Top 10
61
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-4.69%
% of All Funds
0.97%
New
138
Increased
1,136
Reduced
1,066
Closed
160
Calls
$1.84B
Puts
$1.55B
Net Calls
+$297M
Net Calls Change
+$159M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$569M
2
Capital World Investors
Capital World Investors
California
+$528M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$500M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$431M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$257M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$732M
2
BlackRock
BlackRock
New York
-$622M
3
Capital Research Global Investors
Capital Research Global Investors
California
-$411M
4
Barclays
Barclays
United Kingdom
-$348M
5
Winslow Capital Management
Winslow Capital Management
Minnesota
-$330M
Name Holding Trade Value Shares
Change 		Shares
Change %
TA
2001
TCM Advisors
West Virginia
$519K -$593K -2,200 Closed
LFG
2002
Larson Financial Group
Missouri
$519K -$8.9K -36 -2%
MLFP
2003
MPS Loria Financial Planners
Illinois
$518K -$47.7K -193 -8%
PFA
2004
Pure Financial Advisors
California
$517K -$65.1K -263 -11%
RWG
2005
Regal Wealth Group
California
$516K -$14K -56 -3%
SIM
2006
SSI Investment Management
California
$516K -$13.6K -55 -3%
CSB
2007
City State Bank
Iowa
$516K -$6.18K -25 -1%
NPPM
2008
North Point Portfolio Managers
Ohio
$516K -$2.48K -10 -0.5%
JMF
2009
Johnson Midwest Financial
Iowa
$516K +$1.98K +8 +0.4%
BG
2010
Bollard Group
Massachusetts
$515K +$2.97K +12 +0.6%
MCWA
2011
Meadow Creek Wealth Advisors
Georgia
$515K +$6.19K +25 +1%
GA
2012
Geller Advisors
New York
$515K +$85.3K +345 +20%
ZAM
2013
Zevin Asset Management
Massachusetts
$513K -$2.48K -10 -0.5%
CFC
2014
Coyle Financial Counsel
Illinois
$513K – – –
SCG
2015
Sonata Capital Group
Washington
$513K – – –
SNB
2016
Security National Bank
Nebraska
$511K +$3.22K +13 +0.6%
WDC
2017
Woodward Diversified Capital
California
$511K +$48.2K +195 +10%
GRQ
2018
Gardner Russo & Quinn
Pennsylvania
$507K +$4.95K +20 +1%
VCM
2019
Vivaldi Capital Management
Illinois
$507K +$12.2K +50 +2%
CCA
2020
Childress Capital Advisors
Texas
$504K -$4.18K -17 -0.8%
WA
2021
WealthTrust Axiom
Pennsylvania
$504K +$76.7K +310 +18%
SHFA
2022
SS&H Financial Advisors
Michigan
$504K +$504K +2,040 New
BWM
2023
Baystate Wealth Management
Massachusetts
$503K -$13.4K -54 -3%
PIA
2024
Powell Investment Advisors
Florida
$503K – – –
DE
2025
Day & Ennis
Georgia
$502K +$1.48K +6 +0.3%
79 80
81
82 83