MCD icon

McDonald's

3,168 hedge funds and large institutions have $155B invested in McDonald's in 2023 Q4 according to their latest regulatory filings, with 382 funds opening new positions, 1,264 increasing their positions, 1,139 reducing their positions, and 135 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,168
Holders Change
+189
Holders Change %
+6.34%
% of All Funds
46.44%
Holding in Top 10
107
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+3.88%
% of All Funds
1.57%
New
382
Increased
1,264
Reduced
1,139
Closed
135
Calls
$2.75B
Puts
$2.7B
Net Calls
+$54.6M
Net Calls Change
-$137M
Name Holding Trade Value Shares
Change
Shares
Change %
BWS
2151
Buck Wealth Strategies
Colorado
$612K +$19.3K +65 +3%
SWM
2152
Sterling Wealth Management
Illinois
$611K +$611K +2,061 New
KFA
2153
Kelleher Financial Advisors
New York
$610K -$148K -500 -20%
AAS
2154
Annex Advisory Services
Wisconsin
$610K -$308K -1,039 -34%
LT
2155
Legacy Trust
Michigan
$608K -$2.37K -8 -0.4%
FGA
2156
Fortis Group Advisors
New Jersey
$607K +$168K +583 +38%
BAAM
2157
Baker Avenue Asset Management
California
$607K -$4.15K -14 -0.7%
SFP
2158
Sterling Financial Planning
New Jersey
$605K +$27K +91 +5%
GTAM
2159
Global Trust Asset Management
Florida
$605K -$9.19K -31 -1%
FCA
2160
FLC Capital Advisors
California
$605K
BG
2161
Bollard Group
Massachusetts
$604K +$3.26K +11 +0.5%
B
2162
Bridgeworth
Alabama
$603K -$1.78K -6 -0.3%
AC
2163
ASB Consultores
Florida
$603K -$130K -439 -18%
EIG
2164
Ellenbecker Investment Group
Wisconsin
$602K -$296 -1 -0%
SRAM
2165
Spouting Rock Asset Management
Pennsylvania
$602K
FMTC
2166
Farmers & Merchants Trust Company
California
$602K +$55.4K +187 +10%
OFS
2167
Orrstown Financial Services
Pennsylvania
$601K +$601K +2,028 New
ML
2168
McAdam LLC
Pennsylvania
$601K +$2.08K +7 +0.3%
BWA
2169
Beam Wealth Advisors
Louisiana
$601K +$5.34K +18 +0.9%
FCT
2170
Family Capital Trust
Massachusetts
$600K
BFG
2171
Berger Financial Group
Minnesota
$600K -$297 -1 -0%
WW
2172
Waterfront Wealth
Kansas
$598K
CCA
2173
Childress Capital Advisors
Texas
$598K -$20.5K -69 -3%
MCA
2174
MSH Capital Advisors
Arizona
$598K -$160K -539 -21%
PS
2175
Planned Solutions
California
$597K -$178K -600 -23%