MCD icon

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 %
FFG
2301
Fiduciary Financial Group
California
$435K +$435K +1,690 New
ONSWM
2302
Old North State Wealth Management
North Carolina
$435K +$106K +414 +32%
BWM
2303
BCGM Wealth Management
Indiana
$435K +$28.3K +111 +7%
QPWM
2304
Quadrant Private Wealth Management
Pennsylvania
$434K +$74.9K +294 +21%
BAM
2305
Byrne Asset Management
New Jersey
$434K -$65.8K -255 -13%
EBSAM
2306
Eubel Brady & Suttman Asset Management
Ohio
$433K -$5.35K -21 -1%
LSV Asset Management
2307
LSV Asset Management
Illinois
$433K – – –
RWA
2308
Rooted Wealth Advisors
Illinois
$433K +$47.4K +183 +12%
FA
2309
Financial Advisors
Massachusetts
$431K +$510 +2 +0.1%
CCM
2310
Crew Capital Management
Ohio
$431K +$63.7K +250 +17%
LSIA
2311
LaSalle St. Investment Advisors
Illinois
$431K -$19.6K -77 -4%
STA
2312
Smith Thornton Advisors
Alabama
$431K +$431K +1,690 New
RIS
2313
Retirement Income Solutions
Michigan
$430K +$6.37K +25 +2%
SPA
2314
Sentinel Pension Advisors
Massachusetts
$430K – – –
MIP
2315
Marietta Investment Partners
Wisconsin
$428K – – –
CMA
2316
Cedar Mountain Advisors
Oregon
$427K -$1.53K -6 -0.4%
ZB
2317
Zions Bancorporation
Utah
$427K -$261K -1,026 -38%
SA
2318
SL Advisors
New Jersey
$427K -$12.7K -50 -3%
RRCM
2319
Rappaport Reiches Capital Management
Illinois
$425K +$3.57K +14 +0.8%
SMWM
2320
Silvia McColl Wealth Management
California
$424K – – –
KCIC
2321
Kuhn & Co Investment Counsel
Illinois
$424K -$4.59K -18 -1%
SSA
2322
Sierra Summit Advisors
Nevada
$423K +$19.6K +77 +5%
DPIM
2323
Duff & Phelps Investment Management
Illinois
$423K -$1.71M -6,704 -80%
JBA
2324
Johnson Bixby & Associates
Washington
$422K – – –
AWM
2325
Affinity Wealth Management
Delaware
$422K +$8.41K +33 +2%
91 92
93
94 95