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McDonald's

3,446 hedge funds and large institutions have $142B invested in McDonald's in 2026 Q2 according to their latest regulatory filings, with 171 funds opening new positions, 1,338 increasing their positions, 1,491 reducing their positions, and 246 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.3% less ownership

Funds ownership: 74.28%73.98% (-0.3%)

1% less call options, than puts

Call options by funds: $2.41B | Put options by funds: $2.44B

4% less funds holding

Funds holding: 3,5873,446 (-141)

10% less repeat investments, than reductions

Existing positions increased: 1,338 | Existing positions reduced: 1,491

14% less capital invested

Capital invested by funds: $166B → $142B (-$23.6B)

30% less first-time investments, than exits

New positions opened: 171 | Existing positions closed: 246

35% less funds holding in top 10

Funds holding in top 10: 4026 (-14)

Holders
3,446
Holders Change
-141
Holders Change %
-3.93%
% of All Funds
41.64%
Holding in Top 10
26
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-35%
% of All Funds
0.31%
New
171
Increased
1,338
Reduced
1,491
Closed
246
Calls
$2.41B
Puts
$2.44B
Net Calls
-$29.2M
Net Calls Change
+$51M
Name Holding Trade Value Shares
Change
Change in
Stake
AIA
2376
Arbor Investment Advisors
North Carolina
$476K -$70.8K -247 -12%
WH
2377
Willner & Heller
California
$473K +$24.4K +85 +5%
TC
2378
Tacita Capital
Ontario, Canada
$473K -$27.2K -95 -5%
VCM
2379
Verde Capital Management
Michigan
$473K +$1.72K +6 +0.3%
WFAG
2380
Worth Financial Advisory Group
North Carolina
$473K +$501K +1,748 New
SAM
2381
Shikiar Asset Management
New York
$472K
LWM
2382
Liberty Wealth Management
California
$472K
WC
2383
Waterloo Capital
Texas
$471K -$1.9M -6,613 -79%
LD
2384
Lipe & Dalton
New York
$471K
WA
2385
Waddell & Associates
Tennessee
$470K -$6.02K -21 -1%
IWA
2386
Inspirion Wealth Advisors
Illinois
$469K -$8.6K -30 -2%
APA
2387
Astoria Portfolio Advisors
New York
$469K +$6.59K +23 +1%
SM
2388
Sweeney & Michel
California
$468K +$13.2K +46 +3%
USWIA
2389
UP Strategic Wealth Investment Advisors
Pennsylvania
$467K +$37.3K +130 +8%
5NPW
2390
55 North Private Wealth
Florida
$467K +$94.9K +331 +24%
RIS
2391
Retirement Income Solutions
Michigan
$466K +$129K +450 +43%
RWP
2392
Ridgecrest Wealth Partners
California
$466K +$32.7K +114 +7%
CFM
2393
Catalyst Funds Management
Australia
$465K +$79.7K +278 +19%
HPIA
2394
Hamilton Point Investment Advisors
North Carolina
$465K -$287 -1 -0.1%
AFG
2395
ABLE Financial Group
Arizona
$465K +$287 +1 +0.1%
HFS
2396
Hoge Financial Services
Pennsylvania
$464K -$42.7K -149 -8%
CCA
2397
Childress Capital Advisors
Texas
$464K -$182K -635 -27%
NPF
2398
Norris Perne & French
Michigan
$463K +$287 +1 +0.1%
PTFIS
2399
Pekao Towarzystwo Funduszy Inwestycyjnych SA
$463K +$319K +1,114 +186%
EM
2400
Excalibur Management
Massachusetts
$462K +$6.02K +21 +1%

MCD Hedge Fund Activity: Q2 2026 in Review

3,446 of the 8,275 institutional investors tracked by Wall St. Rank reported a position in McDonald's (MCD) for Q2 2026, worth a combined $142B — down 14% from $166B a quarter earlier.

Sellers outnumbered buyers: 246 funds closed out of MCD and 171 opened new positions — a net loss of 75 holders — while 1,491 trimmed existing stakes and 1,338 added.

The largest buyer was Capital Research Global Investors, adding an estimated $593M. The largest seller was JP Morgan Chase, cutting an estimated $1.64B.

  • 3,446 institutional investors held McDonald's (MCD) as of Q2 2026, down from 3,587 in Q1 2026.
  • Funds reported $142B of McDonald's stock for Q2 2026, down 14% quarter-over-quarter.
  • 171 funds opened new McDonald's positions in Q2 2026 and 246 closed out, a net change of -75 holders.
  • The largest McDonald's buyer in Q2 2026 was Capital Research Global Investors, an estimated $593M added.
  • The largest McDonald's seller in Q2 2026 was JP Morgan Chase, an estimated $1.64B sold.

Based on aggregated 13F filings for Q2 2026.