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McDonald's
MCD

Overview Fund Activity

3,057 hedge funds and large institutions have $129B invested in McDonald's in 2024 Q2 according to their latest regulatory filings, with 157 funds opening new positions, 1,193 increasing their positions, 1,319 reducing their positions, and 198 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,057
Holders Change
-88
Holders Change %
-2.8%
% of All Funds
44.46%
Holding in Top 10
37
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-33.93%
% of All Funds
0.54%
New
157
Increased
1,193
Reduced
1,319
Closed
198
Calls
$2.83B
Puts
$2.14B
Net Calls
+$695M
Net Calls Change
-$70.2M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.02B
2
Capital Research Global Investors
Capital Research Global Investors
California
+$837M
3
Viking Global Investors
Viking Global Investors
Connecticut
+$478M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$443M
5
UBS AM
UBS AM
Illinois
+$390M

Top Sellers

1
GFA
Gallagher Fiduciary Advisors
Illinois
-$1.4B
2
Citadel Advisors
Citadel Advisors
Florida
-$585M
3
Bank of America
Bank of America
North Carolina
-$582M
4
DZ Bank
DZ Bank
Germany
-$457M
5
Winslow Capital Management
Winslow Capital Management
Minnesota
-$341M
Name Holding Trade Value Shares
Change 		Shares
Change %
LA
2176
LM Advisors
California
$515K – – –
CCP
2177
Cassia Capital Partners
North Carolina
$514K -$67.5K -265 -12%
PS
2178
Planned Solutions
California
$514K – – –
LIG
2179
Lokken Investment Group
Delaware
$513K +$3.31K +13 +0.7%
BLC
2180
Brown, Lisle/Cummings
Rhode Island
$512K +$218K +856 +74%
YC
2181
Yarbrough Capital
Tennessee
$510K – – –
Betterment LLC
2182
Betterment LLC
New York
$510K +$764 +3 +0.2%
GWM
2183
Gitterman Wealth Management
New Jersey
$510K +$260K +1,020 +104%
MCM
2184
Monument Capital Management
Virginia
$510K -$308K -1,210 -38%
AAM
2185
Ascension Asset Management
New York
$510K – – –
AWM
2186
Aprio Wealth Management
Georgia
$509K +$17.6K +69 +4%
BWM
2187
BlackDiamond Wealth Management
New York
$509K -$18.4K -68 -3%
HFM
2188
Hartford Funds Management
Pennsylvania
$508K +$1.78K +7 +0.4%
TC
2189
Tacita Capital
Ontario, Canada
$508K +$4.84K +19 +1%
BFAG
2190
Blackston Financial Advisory Group
Florida
$507K +$507K +1,990 New
CIA
2191
Cladis Investment Advisory
Montana
$507K +$6.37K +25 +1%
SCM
2192
Stonebridge Capital Management
California
$507K -$6.37K -25 -1%
PWM
2193
Paulson Wealth Management
Illinois
$506K -$52.2K -205 -9%
SMA
2194
Seven Mile Advisory
New Jersey
$505K -$11.5K -45 -2%
CAM
2195
Councilmark Asset Management
Tennessee
$505K – – –
AIA
2196
AIMZ Investment Advisors
California
$504K – – –
NPPM
2197
North Point Portfolio Managers
Ohio
$503K +$107K +419 +27%
RA
2198
Rise Advisors
New York
$503K +$6.12K +24 +1%
EB
2199
Emprise Bank
Kansas
$502K -$93.3K -366 -16%
SHFA
2200
SC&H Financial Advisors
Maryland
$500K – – –
86 87
88
89 90