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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 %
PWM
2201
Prentice Wealth Management
New York
$563K +$37.8K +134 +7%
SDWMA
2202
Schneider Downs Wealth Management Advisors
Pennsylvania
$563K +$563K +1,996 New
AIA
2203
Alera Investment Advisors
Illinois
$562K +$8.46K +30 +2%
WA
2204
WealthTrust Axiom
Pennsylvania
$561K – – –
HFM
2205
Hartford Funds Management
Pennsylvania
$560K +$46.5K +165 +9%
GAG
2206
GM Advisory Group
New York
$560K +$6.49K +23 +1%
CAM
2207
Councilmark Asset Management
Tennessee
$558K +$558K +1,980 New
HP
2208
Holistic Planning
Texas
$558K -$846 -3 -0.2%
WW
2209
Waterfront Wealth
Kansas
$558K +$6.56K +24 +1%
SOS
2210
Silver Oak Securities
Tennessee
$558K +$5.92K +21 +1%
AIA
2211
AIMZ Investment Advisors
California
$557K – – –
TC
2212
Tacita Capital
Ontario, Canada
$557K +$3.1K +11 +0.6%
FMTC
2213
Farmers & Merchants Trust Company
California
$556K -$16.1K -57 -3%
TWP
2214
Tower Wealth Partners
Pennsylvania
$556K +$9.3K +33 +2%
SIG
2215
Spinnaker Investment Group
California
$555K – – –
CIA
2216
Cladis Investment Advisory
Montana
$554K – – –
CD
2217
Chapin Davis
Maryland
$554K -$61.2K -217 -10%
SHFA
2218
SC&H Financial Advisors
Maryland
$554K -$62.9K -223 -10%
MMHP
2219
Murphy Middleton Hinkle & Parker
Georgia
$553K – – –
LF
2220
LifePlan Financial
Minnesota
$553K +$243K +862 +78%
CWI
2221
Conscious Wealth Investments
Florida
$553K -$19.9K -75 -3%
SFP
2222
Sterling Financial Planning
New Jersey
$550K -$25.7K -91 -4%
RA
2223
Rise Advisors
New York
$549K +$125K +443 +29%
BWM
2224
BlackDiamond Wealth Management
New York
$548K -$3.95K -14 -0.7%
CWA
2225
Centennial Wealth Advisory
Michigan
$548K +$11.6K +41 +2%
87 88
89
90 91