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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 %
MC
2451
Machina Capital
France
$401K +$401K +1,422 New
DWG
2452
Darden Wealth Group
Michigan
$400K – – –
BIP
2453
Blueprint Investment Partners
North Carolina
$399K -$4.51K -16 -1%
LF
2454
LifeSteps Financial
California
$399K – – –
TA
2455
TrueWealth Advisors
Alabama
$398K -$6.77K -24 -2%
CIC
2456
Chase Investment Counsel
Virginia
$398K +$19.7K +70 +5%
SFG
2457
Sunburst Financial Group
Alabama
$398K – – –
BBA
2458
Braun-Bostich & Associates
Pennsylvania
$398K +$8.46K +30 +2%
QPWM
2459
Quadrant Private Wealth Management
Pennsylvania
$398K -$21.7K -77 -5%
AFT
2460
Alpha Family Trust
California
$396K – – –
PIMG
2461
Patriot Investment Management Group
Tennessee
$396K -$5.92K -21 -1%
SFA
2462
Source Financial Advisors
New York
$395K +$1.13K +4 +0.3%
MWA
2463
MN Wealth Advisors
Kansas
$394K +$6.21K +22 +2%
MSFP
2464
Mark Sheptoff Financial Planning
Connecticut
$393K -$285K -1,010 -42%
BF
2465
Brogan Financial
Tennessee
$393K +$2.54K +9 +0.6%
KF
2466
KKM Financial
Illinois
$393K – – –
RW
2467
REDW Wealth
New Mexico
$391K – – –
CAGAS
2468
Capital Advisory Group Advisory Services
Minnesota
$391K – – –
SSW
2469
Stone Summit Wealth
Florida
$391K +$5.08K +18 +1%
SLG
2470
Stanley-Laman Group
Pennsylvania
$390K – – –
NCM
2471
Northwest Capital Management
Oregon
$390K – – –
SWC
2472
Spectrum Wealth Counsel
Indiana
$388K – – –
GXJ
2473
Global X Japan
Japan
$388K +$20.6K +73 +6%
IGWM
2474
ICA Group Wealth Management
Colorado
$388K +$1.41K +5 +0.4%
OL
2475
Optas LLC
Texas
$387K +$2.26K +8 +0.6%
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