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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 %
GAG
2201
GM Advisory Group
New York
$500K -$5.86K -23 -1%
BCM
2202
BTC Capital Management
Iowa
$500K -$67K -263 -12%
FSG
2203
Financial Strategies Group
Michigan
$499K -$20.2K -82 -4%
SFP
2204
Sterling Financial Planning
New Jersey
$497K – – –
CSPAM
2205
Cary Street Partners Asset Management
Virginia
$496K +$41.8K +164 +9%
PIAS
2206
PCA Investment Advisory Services
Ohio
$496K +$11K +43 +2%
SWP
2207
Significant Wealth Partners
Illinois
$496K +$121K +476 +32%
TWP
2208
Tower Wealth Partners
Pennsylvania
$495K -$7.65K -30 -2%
OCPWS
2209
One Charles Private Wealth Services
Massachusetts
$494K – – –
SFS
2210
Summit Financial Strategies
Ohio
$494K +$7.9K +31 +2%
BDFN
2211
Bond & Devick Financial Network
Minnesota
$493K +$6.37K +25 +1%
FWM
2212
Fingerlakes Wealth Management
New York
$492K +$3.31K +13 +0.7%
LCM
2213
Lazari Capital Management
California
$491K +$84.1K +330 +21%
QWP
2214
Quotient Wealth Partners
Texas
$491K -$55.8K -219 -10%
GWA
2215
Gratus Wealth Advisors
Virginia
$490K -$6.43K -25 -1%
AT
2216
Arden Trust
Delaware
$489K -$96.3K -378 -16%
TFP
2217
Tilia Fiduciary Partners
North Carolina
$488K +$5.86K +23 +1%
FI
2218
Financial Insights
Washington
$488K +$15.3K +60 +3%
SWP
2219
Strategic Wealth Partners
Ohio
$488K -$22.9K -90 -4%
SDWMA
2220
Schneider Downs Wealth Management Advisors
Pennsylvania
$486K -$22.7K -89 -4%
DA
2221
Detalus Advisors
Missouri
$485K +$40K +157 +9%
GTAM
2222
Global Trust Asset Management
Florida
$485K -$9.43K -37 -2%
CWA
2223
Canvas Wealth Advisors
Kansas
$484K +$103K +387 +27%
OL
2224
OneFund LLC
Florida
$484K +$7.9K +31 +2%
LP
2225
LGL Partners
Pennsylvania
$483K +$255 +1 +0.1%
87 88
89
90 91