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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 %
CYG
2451
Clean Yield Group
Vermont
$347K – – –
LAS
2452
LWM Advisory Services
Florida
$347K -$114K -447 -25%
CFGA
2453
Cambridge Financial Group (Arizona)
Arizona
$345K -$80.3K -315 -19%
TA
2454
TrueWealth Advisors
Alabama
$345K -$14.8K -58 -4%
PSCM
2455
Per Stirling Capital Management
Texas
$345K -$22.9K -90 -6%
MTWM
2456
Masso Torrence Wealth Management
New Jersey
$345K +$33.1K +130 +11%
CAAM
2457
Cornerstone Advisors Asset Management
Pennsylvania
$344K – – –
AWS
2458
Arkfeld Wealth Strategies
Nebraska
$343K – – –
PCH
2459
PGIM Custom Harvest
New Jersey
$341K +$80.8K +317 +31%
PCMC
2460
Paragon Capital Management (Colorado)
Colorado
$341K – – –
OL
2461
Optas LLC
Texas
$341K -$8.41K -33 -2%
SFS
2462
Symphony Financial Services
Ohio
$341K +$341K +1,375 New
LC
2463
Lavaca Capital
Texas
$340K – – –
6F
2464
626 Financial
Michigan
$339K – – –
AWMT
2465
AAFMAA Wealth Management & Trust
North Carolina
$339K – – –
OKSA
2466
O'Keefe Stevens Advisory
New York
$339K -$5.86K -23 -2%
WE
2467
Wealth Effects
Massachusetts
$338K -$3.82K -15 -1%
LFA
2468
LGT Financial Advisors
Texas
$338K +$1.78K +7 +0.5%
UC
2469
Unio Capital
New Jersey
$337K -$8.92K -35 -3%
CAM
2470
Creekmur Asset Management
Illinois
$336K -$8.66K -34 -3%
PSP
2471
Pacific Sage Partners
Washington
$336K +$1.78K +7 +0.5%
KLWA
2472
Kelly Lawrence W & Associates
California
$336K -$146K -573 -30%
FIBT
2473
First International Bank & Trust
North Dakota
$336K -$237K -930 -41%
MC
2474
Montag & Caldwell
Georgia
$335K – – –
LJAC
2475
L.J. Altfest & Co
New York
$335K +$764 +3 +0.2%
97 98
99
100 101