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McDonald's
MCD

Overview Fund Activity

3,145 hedge funds and large institutions have $143B invested in McDonald's in 2024 Q1 according to their latest regulatory filings, with 173 funds opening new positions, 1,248 increasing their positions, 1,299 reducing their positions, and 156 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,145
Holders Change
-23
Holders Change %
-0.73%
% of All Funds
45.59%
Holding in Top 10
56
Holding in Top 10 Change
-51
Holding in Top 10 Change %
-47.66%
% of All Funds
0.81%
New
173
Increased
1,248
Reduced
1,299
Closed
156
Calls
$2.48B
Puts
$1.72B
Net Calls
+$765M
Net Calls Change
+$710M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$619M
2
Bank of America
Bank of America
North Carolina
+$445M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$370M
4
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$295M
5
Capital World Investors
Capital World Investors
California
+$285M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$3.82B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$420M
3
DZ Bank
DZ Bank
Germany
-$396M
4
Swedbank
Swedbank
Sweden
-$361M
5
BlackRock
BlackRock
New York
-$322M
Name Holding Trade Value Shares
Change 		Shares
Change %
WW
2326
Westshore Wealth
California
$485K +$28.2K +100 +6%
BC
2327
Bridgefront Capital
Texas
$483K +$483K +1,714 New
LT
2328
Legacy Trust
Michigan
$482K -$95.9K -340 -17%
RK
2329
Rather & Kittrell
Tennessee
$480K +$229K +811 +91%
SM
2330
Sweeney & Michel
California
$480K +$480K +1,772 New
TC
2331
Trust Company
Kansas
$480K -$362K -1,284 -43%
MFA
2332
Millington Financial Advisors
Illinois
$480K -$25.9K -92 -5%
GCM
2333
Genus Capital Management
British Columbia, Canada
$479K +$479K +1,700 New
FSC
2334
Full Sail Capital
Oklahoma
$479K -$26.2K -93 -5%
LSV Asset Management
2335
LSV Asset Management
Illinois
$479K – – –
NFA
2336
Northwest Financial Advisors
Virginia
$479K +$282 +1 +0.1%
KWS
2337
Keystone Wealth Services
California
$479K -$52.4K -186 -10%
FPIS
2338
Financial Planning & Information Services
Wisconsin
$478K +$61.2K +217 +15%
FA
2339
Financial Advisors
Massachusetts
$477K +$282 +1 +0.1%
WWS
2340
Wellington Wealth Strategies
Indiana
$476K +$476K +1,690 New
OPPS
2341
Obsidian Personal Planning Solutions
Maryland
$476K +$273 +1 +0.1%
SPA
2342
Sentinel Pension Advisors
Massachusetts
$476K – – –
CMA
2343
Cedar Mountain Advisors
Oregon
$474K – – –
KCIC
2344
Kuhn & Co Investment Counsel
Illinois
$474K +$846 +3 +0.2%
DWM
2345
Dynasty Wealth Management
Florida
$473K +$473K +1,679 New
MIP
2346
Marietta Investment Partners
Wisconsin
$473K – – –
LWM
2347
Lodestone Wealth Management
Washington
$472K +$25.4K +90 +6%
BWA
2348
BlueChip Wealth Advisors
Georgia
$471K – – –
CWM
2349
Campbell Wealth Management
Virginia
$471K +$188K +666 +66%
CFGA
2350
Cambridge Financial Group (Arizona)
Arizona
$471K -$27.9K -99 -6%
92 93
94
95 96