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McDonald's

3,587 hedge funds and large institutions have $166B invested in McDonald's in 2026 Q1 according to their latest regulatory filings, with 208 funds opening new positions, 1,457 increasing their positions, 1,438 reducing their positions, and 135 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more first-time investments, than exits

New positions opened: 208 | Existing positions closed: 135

2% more capital invested

Capital invested by funds: $163B → $166B (+$2.54B)

1% more repeat investments, than reductions

Existing positions increased: 1,457 | Existing positions reduced: 1,438

0% more funds holding

Funds holding: 3,5773,587 (+10)

0.05% more ownership

Funds ownership: 74.23%74.28% (+0.05%)

4% less call options, than puts

Call options by funds: $2B | Put options by funds: $2.08B

11% less funds holding in top 10

Funds holding in top 10: 4540 (-5)

Holders
3,587
Holders Change
+10
Holders Change %
+0.28%
% of All Funds
43.89%
Holding in Top 10
40
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-11.11%
% of All Funds
0.49%
New
208
Increased
1,457
Reduced
1,438
Closed
135
Calls
$2B
Puts
$2.08B
Net Calls
-$80.2M
Net Calls Change
+$91.3M
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
201
EP Wealth Advisors
California
$75.2M +$964K +3,025 +1%
Walleye Capital
202
Walleye Capital
New York
$74.2M +$11.2M +35,192 +17%
LF
203
Lansforsakringar Fondforvaltning
Sweden
$74.1M +$3.79M +11,901 +5%
HA
204
Homestead Advisers
Virginia
$73.2M -$4.87M -15,300 -6%
FWIA
205
Fort Washington Investment Advisors
Ohio
$72.1M +$3.56M +11,166 +5%
MT
206
Midwest Trust
Kansas
$70.7M +$2.02M +6,334 +3%
First Trust Advisors
207
First Trust Advisors
Illinois
$70.3M +$6.92M +21,709 +11%
BEI
208
Benjamin Edwards Inc
Missouri
$69M -$2.78M -8,712 -4%
SEI Investments
209
SEI Investments
Pennsylvania
$69M +$11.8M +36,943 +20%
ACM
210
Advisors Capital Management
New Jersey
$68.9M +$3.46M +10,875 +5%
CC
211
Cartenna Capital
Connecticut
$68.4M -$20.7M -65,000 -23%
KAS
212
Kestra Advisory Services
Texas
$68.1M +$7.49M +23,508 +12%
Jennison Associates
213
Jennison Associates
New York
$67.5M +$22M +69,088 +47%
JSSH
214
J. Safra Sarasin Holding
$67.2M +$2.95M +9,267 +4%
WG
215
Welch Group
Alabama
$66.8M +$906K +2,845 +1%
Capital Fund Management (CFM)
216
Capital Fund Management (CFM)
France
$66.1M +$11.9M +37,294 +21%
MSE
217
MUFG Securities EMEA
United Kingdom
$66M +$58.4M +183,280 +628%
CA
218
Commerzbank Aktiengesellschaft
Germany
$66M -$62.8M -197,013 -48%
DCM
219
Donaldson Capital Management
Indiana
$65.7M +$51.3K +161 +0.1%
Cambridge Investment Research Advisors
220
Cambridge Investment Research Advisors
Iowa
$65.6M +$3.28M +10,284 +5%
Nisa Investment Advisors
221
Nisa Investment Advisors
Missouri
$65.4M -$5.36M -16,838 -7%
EIP
222
Epoch Investment Partners
New York
$65.2M +$1.72M +5,394 +3%
D.E. Shaw & Co
223
D.E. Shaw & Co
New York
$64.5M -$596M -1,870,421 -90%
TAF
224
Tredje AP-fonden
Sweden
$64.4M +$61.9M +194,387 +1,497%
Daiwa Securities Group
225
Daiwa Securities Group
Japan
$64.3M +$2.06M +6,469 +3%

MCD Hedge Fund Activity: Q1 2026 in Review

3,587 of the 8,172 institutional investors tracked by Wall St. Rank reported a position in McDonald's (MCD) for Q1 2026, worth a combined $166B — up 1.6% from $163B a quarter earlier.

Buyers outnumbered sellers: 208 funds opened new MCD positions and 135 closed out — a net gain of 73 holders — while 1,457 added to existing stakes and 1,438 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $1.87B. The largest seller was J. Stern & Co, cutting an estimated $807M.

  • 3,587 institutional investors held McDonald's (MCD) as of Q1 2026, up from 3,577 in Q4 2025.
  • Funds reported $166B of McDonald's stock for Q1 2026, up 1.6% quarter-over-quarter.
  • 208 funds opened new McDonald's positions in Q1 2026 and 135 closed out, a net change of +73 holders.
  • The largest McDonald's buyer in Q1 2026 was JP Morgan Chase, an estimated $1.87B added.
  • The largest McDonald's seller in Q1 2026 was J. Stern & Co, an estimated $807M sold.

Based on aggregated 13F filings for Q1 2026.