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McDonald's
MCD

Overview Fund Activity

3,145 hedge funds and large institutions have $143B invested in McDonald's in 2024 Q1 according to their latest regulatory filings, with 173 funds opening new positions, 1,248 increasing their positions, 1,299 reducing their positions, and 156 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,145
Holders Change
-23
Holders Change %
-0.73%
% of All Funds
45.59%
Holding in Top 10
56
Holding in Top 10 Change
-51
Holding in Top 10 Change %
-47.66%
% of All Funds
0.81%
New
173
Increased
1,248
Reduced
1,299
Closed
156
Calls
$2.48B
Puts
$1.72B
Net Calls
+$765M
Net Calls Change
+$710M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$619M
2
Bank of America
Bank of America
North Carolina
+$445M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$370M
4
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$295M
5
Capital World Investors
Capital World Investors
California
+$285M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$3.82B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$420M
3
DZ Bank
DZ Bank
Germany
-$396M
4
Swedbank
Swedbank
Sweden
-$361M
5
BlackRock
BlackRock
New York
-$322M
Name Holding Trade Value Shares
Change 		Shares
Change %
ES
2001
ETF Store
Kansas
$751K +$4.23K +15 +0.6%
TSWM
2002
Tyler-Stone Wealth Management
Ohio
$749K -$15.5K -55 -2%
EB
2003
Exchange Bank
California
$749K +$14.1K +50 +2%
NAM
2004
NTV Asset Management
West Virginia
$749K +$210K +744 +39%
WWP
2005
WR Wealth Planners
Missouri
$748K -$55.8K -198 -7%
TFA
2006
Transamerica Financial Advisors
Florida
$747K -$824K -2,919 -52%
TAM
2007
Tucker Asset Management
Colorado
$747K -$74.2K -263 -9%
MFS
2008
Mirabella Financial Services
United Kingdom
$745K +$745K +2,643 New
PI
2009
PineBridge Investments
New York
$743K +$345K +1,222 +86%
KA
2010
Klingman & Associates
New York
$740K +$35.8K +127 +5%
AI
2011
Arrien Investments
Idaho
$739K -$11K -39 -1%
GA
2012
Geller Advisors
New York
$738K +$35.2K +125 +5%
VPP
2013
Vertex Planning Partners
Illinois
$736K -$102K -362 -12%
LA
2014
Latitude Advisors
Florida
$734K +$564 +2 +0.1%
HI
2015
Hudock Inc
Pennsylvania
$734K +$2.26K +8 +0.3%
TA
2016
TCM Advisors
West Virginia
$733K -$741K – –
SMH
2017
Sanders Morris Harris
Texas
$733K +$733K +2,600 New
DFG
2018
Delta Financial Group
New Jersey
$733K +$8.46K +30 +1%
TCOTS
2019
Trust Company of the South
North Carolina
$733K -$257K -913 -26%
GPW
2020
Gray Private Wealth
Massachusetts
$733K +$733K +2,598 New
DS
2021
DRW Securities
Illinois
$731K +$731K +2,598 New
DIM
2022
Delta Investment Management
California
$729K +$49.1K +174 +7%
SOAMC
2023
Spirit of America Management Corp
New York
$727K – – –
WP
2024
Waycross Partners
Kentucky
$727K – – –
SIS
2025
Sound Income Strategies
Florida
$727K +$277K +984 +62%
79 80
81
82 83