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McDonald's
MCD

Overview Fund Activity

3,351 hedge funds and large institutions have $153B invested in McDonald's in 2024 Q4 according to their latest regulatory filings, with 398 funds opening new positions, 1,284 increasing their positions, 1,246 reducing their positions, and 128 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,351
Holders Change
+210
Holders Change %
+6.69%
% of All Funds
44.6%
Holding in Top 10
46
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-16.36%
% of All Funds
0.61%
New
398
Increased
1,284
Reduced
1,246
Closed
128
Calls
$3.22B
Puts
$3.4B
Net Calls
-$175M
Net Calls Change
-$483M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$1.85B
2
BlackRock
BlackRock
New York
+$621M
3
State Street
State Street
Massachusetts
+$266M
4
Northern Trust
Northern Trust
Illinois
+$260M
5
Franklin Resources
Franklin Resources
California
+$230M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
-$676M
2
Capital World Investors
Capital World Investors
California
-$639M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$357M
4
Viking Global Investors
Viking Global Investors
Connecticut
-$341M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$309M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPC
2026
Consolidated Planning Corp
Georgia
$753K -$54.5K -188 -7%
W
2027
Wealthquest
Ohio
$753K +$8.41K +29 +1%
IA
2028
IAM Advisory
Pennsylvania
$752K +$4.35K +15 +0.6%
PAM
2029
PCG Asset Management
New Jersey
$750K +$750K +2,588 New
MA
2030
MJP Associates
Connecticut
$750K +$15.9K +55 +2%
CP
2031
Creekside Partners
California
$749K – – –
SOAMC
2032
Spirit of America Management Corp
New York
$748K – – –
NFSG
2033
Newbridge Financial Services Group
Florida
$748K +$26.1K +90 +4%
BWP
2034
Balboa Wealth Partners
Arizona
$747K -$27.3K -94 -4%
APW
2035
Austin Private Wealth
Texas
$745K +$70.7K +244 +10%
HNB
2036
Hilltop National Bank
Wyoming
$745K -$4.93K -17 -0.7%
BFAG
2037
Blackston Financial Advisory Group
Florida
$744K +$51.3K +177 +7%
WAG
2038
Winthrop Advisory Group
Massachusetts
$744K -$3.19K -11 -0.4%
AL
2039
Aspiriant LLC
California
$743K -$20.6K -71 -3%
V
2040
ViaWealth
Kansas
$741K -$86.4K -298 -10%
SEA
2041
Stegent Equity Advisors
Texas
$740K +$444K +1,533 +150%
SG
2042
Somerset Group
Minnesota
$737K – – –
BCM
2043
Brasada Capital Management
Texas
$737K +$31.8K +112 +5%
EB
2044
Exchange Bank
California
$735K -$129K -446 -15%
RWP
2045
Ridgecrest Wealth Partners
California
$735K – – –
GHA
2046
Granite Harbor Advisors
Texas
$734K +$5.22K +18 +0.7%
CWA
2047
CM Wealth Advisors
Ohio
$733K – – –
VAM
2048
Verity Asset Management
North Carolina
$733K -$599K -2,091 -45%
LFP
2049
Lakeshore Financial Planning
Michigan
$733K +$13.6K +47 +2%
FPWM
2050
FSB Premier Wealth Management
Iowa
$730K -$1.45K -5 -0.2%
80 81
82
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