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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 %
PWAC
2026
Private Wealth Advisors (California)
California
$214K +$214K +1,161 New
GCA
2027
Greenwood Capital Associates
South Carolina
$214K +$214K +1,161 New
HCM
2028
Hutchinson Capital Management
California
$213K +$213K +1,155 New
CWG
2029
Cornerstone Wealth Group
North Carolina
$213K +$213K +1,156 New
TIM
2030
Thompson Investment Management
Wisconsin
$212K +$212K +1,150 New
MTC
2031
McDaniel Terry & Co
Texas
$211K +$211K +1,142 New
PP
2032
Pegasus Partners
Wisconsin
$211K +$211K +1,143 New
CA
2033
Cambridge Advisors
Nebraska
$211K +$211K +1,145 New
WGA
2034
Weather Gauge Advisory
Virginia
$211K +$211K +1,146 New
EWA
2035
Evolution Wealth Advisors
Florida
$209K +$198K +1,072 +1,787%
TC
2036
TAP Consulting
Missouri
$209K +$209K +1,130 New
EPP
2037
ETF Portfolio Partners
Kansas
$209K +$209K +1,132 New
ECM
2038
EagleClaw Capital Management
Massachusetts
$208K +$208K +1,129 New
PIA
2039
Perennial Investment Advisors
California
$207K -$22.3K -121 -10%
DIP
2040
DT Investment Partners
Pennsylvania
$207K +$207K +1,120 New
RWA
2041
Redhawk Wealth Advisors
Minnesota
$206K +$206K +1,116 New
BMM
2042
Buffington Mohr McNeal
Idaho
$205K +$205K +1,112 New
CISOA
2043
Capital Investment Services of America
Wisconsin
$204K +$204K +1,107 New
MWM
2044
Madison Wealth Management
Ohio
$203K +$203K +1,099 New
QC
2045
QCM Cayman
Texas
$203K +$203K +1,099 New
CC
2046
Claybrook Capital
Massachusetts
$203K +$203K +1,100 New
ER
2047
Enlightenment Research
Florida
$203K +$203K +1,100 New
PVWM
2048
Point View Wealth Management
New Jersey
$203K +$203K +1,102 New
TIA
2049
Traphagen Investment Advisors
New Jersey
$202K +$202K +1,097 New
NPPM
2050
North Point Portfolio Managers
Ohio
$201K +$201K +1,087 New
80 81
82
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