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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
MHWM
2401
Montz Harcus Wealth Management
Louisiana
$461K -$61.9K -216 -11%
MWP
2402
Meridian Wealth Partners
Pennsylvania
$461K -$21.5K -75 -4%
VV
2403
Verity & Verity
South Carolina
$460K +$8.03K +28 +2%
BWA
2404
BlueChip Wealth Advisors
Georgia
$460K -$169K -591 -26%
RB
2405
Rodgers Brothers
Pennsylvania
$459K
FPGK
2406
Financial Partners Group (Kansas)
Kansas
$459K -$6.02K -21 -1%
WIA
2407
Wealthedge Investment Advisors
New York
$459K -$641K -2,237 -57%
SWIG
2408
Strategic Wealth Investment Group
Kentucky
$458K +$6.59K +23 +1%
RCM
2409
Raleigh Capital Management
North Carolina
$457K -$11.2K -39 -2%
GKWIM
2410
Gerber Kawasaki Wealth & Investment Management
California
$457K +$24.1K +84 +5%
MSCM
2411
McElhenny Sheffield Capital Management
Texas
$456K +$1.15K +4 +0.2%
MWM
2412
McMill Wealth Management
Nebraska
$453K
MBFW
2413
Morton Brown Family Wealth
Pennsylvania
$453K -$15.8K -55 -3%
HR
2414
Hardy Reed
Mississippi
$452K +$34.4K +120 +8%
VCM
2415
Versant Capital Management
Arizona
$452K -$675K -2,353 -58%
CA
2416
Capital Advantage
California
$450K -$3.15K -11 -0.7%
SMWM
2417
Silvia McColl Wealth Management
California
$450K
AWS
2418
Arkfeld Wealth Strategies
Nebraska
$450K +$30.4K +106 +7%
SN
2419
Sittner & Nelson
Oregon
$450K
LCG
2420
Lakeshore Capital Group
Illinois
$449K +$4.01K +14 +0.9%
SDWMA
2421
Schneider Downs Wealth Management Advisors
Pennsylvania
$448K -$20.6K -72 -4%
VA
2422
Veratis Advisors
North Carolina
$448K +$475K +1,658 New
MAV
2423
Mason & Associates (Virginia)
Virginia
$446K
AWM
2424
Affinity Wealth Management
Delaware
$445K -$25.5K -89 -5%
CWM
2425
Chemistry Wealth Management
New York
$444K +$287 +1 +0.1%

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.