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 %
RA
2326
Riversedge Advisors
Delaware
$421K -$88.5K -347 -17%
AFT
2327
Alpha Family Trust
California
$420K +$62.4K +245 +17%
GSC
2328
G&S Capital
Colorado
$420K +$106K +421 +34%
LT
2329
Legacy Trust
Michigan
$420K -$16.1K -63 -4%
CCA
2330
Childress Capital Advisors
Texas
$418K -$29.1K -114 -6%
BIC
2331
Beach Investment Counsel
Pennsylvania
$417K – – –
MFA
2332
Millington Financial Advisors
Illinois
$417K -$16.6K -65 -4%
WH
2333
Willner & Heller
California
$416K +$2.8K +11 +0.7%
FCA
2334
FLC Capital Advisors
California
$416K -$53.8K -211 -11%
BTWM
2335
Baker Tilly Wealth Management
Wisconsin
$416K -$786K -3,085 -65%
PCP
2336
Proficio Capital Partners
Massachusetts
$415K -$122K -478 -23%
IPWA
2337
International Private Wealth Advisors
California
$415K -$3.57K -14 -0.9%
RK
2338
Rather & Kittrell
Tennessee
$415K -$18.9K -74 -4%
FWP
2339
Falcon Wealth Planning
California
$414K +$5.61K +22 +1%
TC
2340
Trilogy Capital
California
$414K -$10.2K -40 -2%
NFW
2341
Noble Family Wealth
Florida
$413K +$38.2K +150 +10%
CFO
2342
CVA Family Office
Colorado
$413K +$17.3K +68 +4%
SAI
2343
Savvy Advisors Inc
New York
$413K +$119K +468 +41%
WCM
2344
Wallace Capital Management
Texas
$411K +$255 +1 +0.1%
BCM
2345
Boltwood Capital Management
California
$411K -$2.55K -10 -0.6%
TC
2346
TradeLink Capital
Illinois
$408K +$408K +1,600 New
GPW
2347
Gentry Private Wealth
Kansas
$408K +$408K +1,600 New
KWM
2348
Kolinsky Wealth Management
New Jersey
$407K -$63.7K -250 -14%
PIA
2349
Powell Investment Advisors
Florida
$406K -$46.4K -182 -10%
SCP
2350
Sivia Capital Partners
California
$405K -$133K -521 -25%
92 93
94
95 96