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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 %
TFG
2026
Taylor Financial Group
Virginia
$726K – – –
EA
2027
Everpar Advisors
Oklahoma
$725K -$166K -588 -19%
SFG
2028
Summit Financial Group
West Virginia
$725K – – –
ACG
2029
Allen Capital Group
Nebraska
$723K +$23.1K +82 +3%
W
2030
Wealthquest
Ohio
$723K -$19.5K -69 -3%
GC
2031
Garde Capital
Washington
$722K -$82.8K -294 -10%
FDDB
2032
Fidelity D&D Bancorp
Pennsylvania
$722K -$130K -460 -15%
BMO
2033
Beck Mack & Oliver
New York
$720K +$15.5K +55 +2%
CWM
2034
Concentric Wealth Management
California
$719K – – –
SHFA
2035
SS&H Financial Advisors
Michigan
$719K – – –
JSL
2036
JT Stratford LLC
Georgia
$719K -$13K -46 -2%
CPW
2037
Cove Private Wealth
New York
$719K – – –
IA
2038
IAM Advisory
Pennsylvania
$718K +$4.23K +15 +0.6%
SG
2039
Somerset Group
Minnesota
$717K -$336K -1,190 -32%
ORC
2040
O'Rourke & Company
Massachusetts
$717K +$564 +2 +0.1%
LAM
2041
L2 Asset Management
Massachusetts
$717K +$57.5K +204 +9%
TPWM
2042
Twelve Points Wealth Management
Massachusetts
$717K -$846 -3 -0.1%
GWM
2043
GDS Wealth Management
Texas
$714K -$98.1K -348 -12%
ACP
2044
Aveo Capital Partners
Colorado
$713K +$200K +740 +39%
LFP
2045
Lakeshore Financial Planning
Michigan
$713K -$20K -71 -3%
RWM
2046
Revisor Wealth Management
Ohio
$710K +$392K +1,354 +123%
AF
2047
Aldebaran Financial
$710K +$846 +3 +0.1%
MCCA
2048
Mill Creek Capital Advisors
Pennsylvania
$710K +$21.4K +76 +3%
KIC
2049
Keating Investment Counselors
Florida
$709K -$296K -1,050 -29%
HAS
2050
Holland Advisory Services
Florida
$708K +$1.97K +7 +0.3%
80 81
82
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