On June 6, 2025, Loop Capital downgraded McDonald’s (SWX:MCD) from Buy to Hold. Currently, there are 4,546 funds reporting positions in McDonald’s, an increase of 1.11% quarter-over-quarter. Total institutional shares rose by 1.93% to 605,739K shares, with the average portfolio weight dedicated to MCD at 0.52%, up by 10.03%.
Notably, J.P. Morgan Chase increased its holdings by 12.74% to 37,539K shares, representing 5.25% ownership. Other significant increases include Vanguard Total Stock Market Index Fund, which raised its position to 22,576K shares (+0.56%), and Vanguard 500 Index Fund, which increased to 19,913K shares (+2.58%). However, Geode Capital Management decreased its allocation by 40.46%, while Bank of America also reduced its stake by 70.55% despite increasing its share count.
