We are live on ! Find out more
MCD icon

McDonald's

3,559 hedge funds and large institutions have $166B invested in McDonald's in 2026 Q1 according to their latest regulatory filings, with 204 funds opening new positions, 1,448 increasing their positions, 1,431 reducing their positions, and 135 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

0% less funds holding

Funds holding: 3,5613,559 (-2)

4% less call options, than puts

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

13% less funds holding in top 10

Funds holding in top 10: 4539 (-6)

Holders
3,559
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
39
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2B
Puts
$2.08B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LCAM
2301
London & Capital Asset Management
United Kingdom
$609K
EWP
2302
Elevation Wealth Partners
California
$609K
OF
2303
Optimize Financial
California
$607K
GA
2304
Goldstein Advisors
Wisconsin
$606K
CB
2305
Centennial Bank
Arkansas
$605K
LCM
2306
Lazari Capital Management
California
$605K
WWM
2307
Whalen Wealth Management
Nevada
$605K
AA
2308
Addison Advisors
Vermont
$604K
OFW
2309
Omnia Family Wealth
Florida
$604K
OL
2310
OneFund LLC
Florida
$602K
FWA
2311
FSM Wealth Advisors
Ohio
$601K
BCM
2312
Boltwood Capital Management
California
$600K
GDP
2313
Great Diamond Partners
Maine
$599K
CWM
2314
Centurion Wealth Management
Virginia
$598K
MHWM
2315
Montz Harcus Wealth Management
Louisiana
$598K
TNA
2316
True North Advisors
Texas
$596K
CP
2317
Clarendon Private
Massachusetts
$594K
BWA
2318
Basecamp Wealth Advisors
Washington
$594K
HFM
2319
Hartford Financial Management
Connecticut
$592K
LA
2320
Lifeworks Advisors
Michigan
$592K
CA
2321
Crewe Advisors
Utah
$591K
PCM
2322
Ping Capital Management
New York
$591K
CIG
2323
Cullen Investment Group
Louisiana
$590K
VIM
2324
Vancity Investment Management
British Columbia, Canada
$590K
WCFA
2325
Walkner Condon Financial Advisors
Wisconsin
$590K