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McDonald's
MCD

Overview Fund Activity

3,057 hedge funds and large institutions have $129B invested in McDonald's in 2024 Q2 according to their latest regulatory filings, with 157 funds opening new positions, 1,193 increasing their positions, 1,319 reducing their positions, and 198 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,057
Holders Change
-88
Holders Change %
-2.8%
% of All Funds
44.46%
Holding in Top 10
37
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-33.93%
% of All Funds
0.54%
New
157
Increased
1,193
Reduced
1,319
Closed
198
Calls
$2.83B
Puts
$2.14B
Net Calls
+$695M
Net Calls Change
-$70.2M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.02B
2
Capital Research Global Investors
Capital Research Global Investors
California
+$837M
3
Viking Global Investors
Viking Global Investors
Connecticut
+$478M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$443M
5
UBS AM
UBS AM
Illinois
+$390M

Top Sellers

1
GFA
Gallagher Fiduciary Advisors
Illinois
-$1.4B
2
Citadel Advisors
Citadel Advisors
Florida
-$585M
3
Bank of America
Bank of America
North Carolina
-$582M
4
DZ Bank
DZ Bank
Germany
-$457M
5
Winslow Capital Management
Winslow Capital Management
Minnesota
-$341M
Name Holding Trade Value Shares
Change 		Shares
Change %
SG
2001
Somerset Group
Minnesota
$648K – – –
CWA
2002
CM Wealth Advisors
Ohio
$644K +$310K +1,215 +92%
LOIP
2003
Live Oak Investment Partners
Texas
$644K – – –
GC
2004
Garde Capital
Washington
$644K -$9.18K -36 -1%
AF
2005
Aldebaran Financial
$642K +$764 +3 +0.1%
KS
2006
Karpas Strategies
Connecticut
$642K +$3.31K +13 +0.5%
WWP
2007
WR Wealth Planners
Missouri
$641K -$34.7K -136 -5%
WDC
2008
Woodward Diversified Capital
California
$641K +$33.9K +133 +6%
HAS
2009
Holland Advisory Services
Florida
$641K – – –
LFP
2010
Lakeshore Financial Planning
Michigan
$640K -$5.1K -20 -0.8%
KC
2011
Kingfisher Capital
North Carolina
$638K +$2.29K +9 +0.4%
ACGA
2012
Atlanta Consulting Group Advisors
Georgia
$638K +$78K +306 +14%
LWM
2013
Lakeridge Wealth Management
Ohio
$637K -$55.8K -219 -8%
GCC
2014
Game Creek Capital
Massachusetts
$637K +$637K +2,500 New
AG
2015
AIA Group
Hong Kong
$636K -$217K -852 -25%
TSWM
2016
Tyler-Stone Wealth Management
Ohio
$636K -$41.8K -164 -6%
LWL
2017
Leo Wealth LLC
Texas
$633K -$266K -1,050 -30%
ORC
2018
O'Rourke & Company
Massachusetts
$633K -$14.5K -57 -2%
UAG
2019
United Advisor Group
Ohio
$633K -$51.5K -202 -8%
SCM
2020
Steele Capital Management
Iowa
$633K +$2.8K +11 +0.4%
CWP
2021
Core Wealth Partners
California
$632K +$49.5K +194 +8%
GIA
2022
GHP Investment Advisors
Colorado
$632K +$8.92K +35 +1%
NPFS
2023
Novak & Powell Financial Services
Florida
$632K +$7.9K +31 +1%
OFS
2024
Oldfather Financial Services
Nebraska
$631K +$764 +3 +0.1%
ACG
2025
Allen Capital Group
Nebraska
$630K -$23.4K -92 -4%
79 80
81
82 83