MCD icon

McDonald's

2,989 hedge funds and large institutions have $150B invested in McDonald's in 2023 Q2 according to their latest regulatory filings, with 174 funds opening new positions, 1,147 increasing their positions, 1,249 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,989
Holders Change
+58
Holders Change %
+1.98%
% of All Funds
47.14%
Holding in Top 10
124
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+4.2%
% of All Funds
1.96%
New
174
Increased
1,147
Reduced
1,249
Closed
88
Calls
$2.62B
Puts
$1.83B
Net Calls
+$795M
Net Calls Change
+$780M
Name Holding Trade Value Shares
Change
Shares
Change %
WCM
2301
Wallace Capital Management
Texas
$433K -$119K -399 -22%
NFW
2302
Noble Family Wealth
Florida
$433K
AFG
2303
AFS Financial Group
Maryland
$431K
MC
2304
Montag & Caldwell
Georgia
$431K -$5.07K -17 -1%
PCM
2305
Princeton Capital Management
New Jersey
$430K -$35.8K -120 -8%
PFA
2306
Pettinga Financial Advisors
Indiana
$429K -$3.58K -12 -0.8%
FPGK
2307
Financial Partners Group (Kansas)
Kansas
$429K -$8.03K -28 -2%
LIA
2308
LBMC Investment Advisors
Tennessee
$428K +$1.19K +4 +0.3%
PWMG
2309
Provence Wealth Management Group
California
$426K +$57.3K +192 +16%
NJBEST
2310
New Jersey Better Educational Savings Trust
New Jersey
$426K
RWM
2311
RBA Wealth Management
California
$426K -$29.5K -99 -6%
SRG
2312
SBB Research Group
Illinois
$426K +$1.79K +6 +0.4%
TA
2313
TrueWealth Advisors
Alabama
$425K +$45.1K +151 +12%
FWA
2314
FSM Wealth Advisors
Ohio
$424K +$18.9K +64 +5%
EBA
2315
Eagle Bay Advisors
New York
$422K -$9.85K -33 -2%
KFS
2316
Kelly Financial Services
Massachusetts
$421K +$1.19K +4 +0.3%
SPWG
2317
Sage Private Wealth Group
Illinois
$421K -$14.3K -48 -3%
BIA
2318
Bigelow Investment Advisors
Maine
$421K -$37.3K -125 -8%
AFT
2319
Alpha Family Trust
California
$419K
AIFAIM
2320
American Institute for Advanced Investment Management
Arizona
$416K +$134K +450 +48%
KIC
2321
Kensington Investment Counsel
California
$416K +$416K +1,395 New
TCM
2322
Tufton Capital Management
Maryland
$416K +$35.2K +118 +9%
BF
2323
Brogan Financial
Tennessee
$415K
WA
2324
Wealth Architects
California
$414K -$15.5K -52 -4%
SLG
2325
Stanley-Laman Group
Pennsylvania
$413K +$157K +527 +61%