MCD icon

McDonald's

3,168 hedge funds and large institutions have $155B invested in McDonald's in 2023 Q4 according to their latest regulatory filings, with 382 funds opening new positions, 1,264 increasing their positions, 1,139 reducing their positions, and 135 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,168
Holders Change
+189
Holders Change %
+6.34%
% of All Funds
46.44%
Holding in Top 10
107
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+3.88%
% of All Funds
1.57%
New
382
Increased
1,264
Reduced
1,139
Closed
135
Calls
$2.75B
Puts
$2.7B
Net Calls
+$54.6M
Net Calls Change
-$137M
Name Holding Trade Value Shares
Change
Shares
Change %
HCC
2351
Hirtle Callaghan & Co
Pennsylvania
$480K +$50.4K +170 +12%
WW
2352
Westshore Wealth
California
$480K -$11K -37 -2%
PWA
2353
Physician Wealth Advisors
Utah
$480K -$3.58K -12 -0.7%
GIM
2354
Groesbeck Investment Management
New Jersey
$480K +$11.9K +40 +3%
AWM
2355
Affinity Wealth Management
Delaware
$479K
PIFP
2356
Partners in Financial Planning
Virginia
$478K +$7.41K +25 +2%
HHGA
2357
Halbert Hargrove Global Advisors
California
$478K +$4.15K +14 +0.9%
WA
2358
Wealth Architects
California
$475K +$64K +216 +16%
CIA
2359
Compass Ion Advisors
Pennsylvania
$474K +$1.19K +4 +0.3%
LCM
2360
Lazari Capital Management
California
$474K
RRCM
2361
Rappaport Reiches Capital Management
Illinois
$474K +$70.3K +237 +17%
SIS
2362
Sound Income Strategies
Florida
$472K +$127K +430 +37%
MAM
2363
McLean Asset Management
Virginia
$472K +$2.89K +10 +0.6%
FWP
2364
Falcon Wealth Planning
California
$469K +$469K +1,583 New
LWM
2365
Lodestone Wealth Management
Washington
$469K +$35.3K +119 +8%
BWM
2366
BCGM Wealth Management
Indiana
$468K +$2.67K +9 +0.6%
EFL
2367
ERn Financial LLC
Wisconsin
$468K +$2.36K +8 +0.5%
LCGC
2368
Legacy Capital Group California
California
$468K +$15.1K +51 +3%
FPGK
2369
Financial Partners Group (Kansas)
Kansas
$467K +$8.9K +30 +2%
KWM
2370
Kolinsky Wealth Management
New Jersey
$467K -$7.11K -24 -2%
CGH
2371
CMG Global Holdings
Texas
$465K -$7.88K -27 -2%
PFA
2372
Pathway Financial Advisors
Vermont
$465K
EM
2373
Excalibur Management
Massachusetts
$464K +$593 +2 +0.1%
Fidelity International
2374
Fidelity International
Bermuda
$464K +$464K +1,565 New
KWM
2375
Keating Wealth Management
Colorado
$463K +$463K +1,560 New