MCD icon

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 %
CWA
2101
Canvas Wealth Advisors
Kansas
$691K -$580 -2 -0.1%
CCP
2102
Carmel Capital Partners
California
$691K -$1.74K -6 -0.3%
BI
2103
Ballast Inc
Kentucky
$690K – – –
AWM
2104
Atticus Wealth Management
Florida
$689K -$171K -589 -20%
NB
2105
Northwest Bancshares
Pennsylvania
$688K -$224K -773 -25%
CWA
2106
Centennial Wealth Advisory
Michigan
$686K +$47.3K +163 +7%
DLCIG
2107
D.L. Carlson Investment Group
New Hampshire
$686K +$29.3K +101 +4%
QP
2108
Quartz Partners
New York
$684K +$15.1K +52 +2%
DLA
2109
Douglas Lane & Associates
New York
$684K +$130K +447 +23%
BFG
2110
Bouchey Financial Group
New York
$684K +$8.12K +28 +1%
QWP
2111
Quotient Wealth Partners
Texas
$683K +$87K +300 +15%
WP
2112
WealthPLAN Partners
Nebraska
$683K -$104K -358 -13%
FA
2113
Fiducient Advisors
Illinois
$683K – – –
SPWG
2114
Syntegra Private Wealth Group
Missouri
$682K +$281K +971 +70%
SFG
2115
Sovereign Financial Group
Connecticut
$682K +$1.16K +4 +0.2%
KA
2116
Kozak & Associates
Colorado
$682K +$7.96K +27 +1%
TCM
2117
Twin Capital Management
Pennsylvania
$682K +$261K +900 +62%
BFG
2118
Berger Financial Group
Minnesota
$682K +$43.2K +149 +7%
SCP
2119
Silverleafe Capital Partners
Tennessee
$681K -$580 -2 -0.1%
CPC
2120
Congress Park Capital
New York
$680K – – –
RAM
2121
Readystate Asset Management
Illinois
$677K +$677K +2,337 New
SWM
2122
Seed Wealth Management
Illinois
$676K – – –
HAM
2123
Harmony Asset Management
Arizona
$676K -$104K -360 -13%
WC
2124
Whitney & Co
New York
$676K -$8.99K -31 -1%
CIG
2125
Cullen Investment Group
Louisiana
$676K +$45.2K +156 +7%
83 84
85
86 87