Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Mcdonalds Corp (MCD)

4K + Investors. Track Smart Money conviction in MCD. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +41
Streak
7Q ▲
Buyers last Q
51%

Smart Money Signals — MCD

Based on 3569 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 7 quarters in a row

last 6Q
For 7 consecutive quarters, more hedge funds added MCD than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
3,569 hedge funds hold MCD right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +7% more funds vs a year ago

fund count last 6Q
+231 new funds entered over the past year (+7% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 51% buying

1699 buying1635 selling
Last quarter: 1,699 funds bought or added vs 1,635 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
⚠️

Fewer new buyers each quarter (-128 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 208 → 205 → 368 → 240. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

72% of holders stayed for 2+ years

■ 72% conviction (2yr+) ■ 16% medium ■ 12% new
2,582 out of 3,569 hedge funds have held MCD for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

261 → 208 → 205 → 368 → 240 new funds/Q
New funds entering each quarter: 208 → 205 → 368 → 240. A growing number of institutions are discovering MCD each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 74% veterans vs 15% newcomers

■ 74% veterans ■ 12% 1-2yr ■ 15% new
Entry-cohort mix of 3,648 holders: 2,684 (74%) are 2+ year veterans, 427 entered 1–2 years ago, and 537 (15%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 46% AUM from top-100 funds

46% from top-100 AUM funds
70 of 3559 holders are among the 100 largest funds by AUM, controlling 46% of total institutional value in MCD. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — MCD

In 2026 Q1, 1699 hedge funds were net buyers of MCD (240 opened a new position, 1459 added to an existing one), while 1635 reduced or exited (1436 trimmed, 199 sold completely) — a 51% buyer ratio, indicating a slight buying edge. This marks 7 consecutive quarters of net institutional buying — a persistent conviction signal. 46% of total institutional value in MCD is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +41 funds (more new holders than closures). Total institutional holders: 3569.

Hedge Fund Ownership: MCD

How many hedge funds hold MCD — quarterly history vs. share price
Quarterly hedge fund ownership of MCD vs. share price

Market Analysis: MCD

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: MCD

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Mcdonalds Corp (MCD) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much MCD has moved relative to its sector benchmark (XLY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 75d ago
MCD
-8.4%
XLY
+7.0%

MCD outperformed XLY by -15.4% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 30d ago
MCD
+3.7%
XLY
+0.1%

Since the filing became public, MCD outperformed XLY by +3.6% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

139 top-rated funds 47 high-conviction
Consensus
9.3
/ 10
breadth
×
Elite
5.6
/ 10
conviction
Hedge Fund Positioning: MCD
4K + Investors

Track Smart Money conviction in MCD. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 3524 3527 -0.09%
13F Shares 498M 541M -7.93%
Total Value $147.69B $160.49B -7.98%
New Positions 227 368 -141
Increased Positions 1420 1353 +67
Closed Positions 230 207 +23
Reduced Positions 1400 1373 +27
Total Calls 44 45 -2.22%
Total Puts 42 46 -8.7%
PUT/CALL Ratio 0.95 1.02 Neutral

Statistics: MCD

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

4K + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in MCD. Verified SEC 13F-HR filings.

QUARTER:
Top 25 MCD holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Gallagher Fiduciary Advisors, LLC 52.19% 4,325,813 $1.34B
2 Rit Capital Partners plc 5.61% 67,500 $21.0M
3 Stonehage Fleming Financial Services Holdings Ltd 5.59% 494,563 $153.7M
4 Rbo & Co LLC 5.38% 107,160 $33.3M
5 PICTET BANK & TRUST Ltd 4.66% 11,400 $3.5M
6 Ilex Capital Partners (UK) LLP 4.61% 601,532 $187.0M
7 ST. Nicholas Private Asset Management, Inc 4.54% 15,605 $4.8M
8 Hutner Capital Management Inc 4.48% 35,104 $10.9M
9 Patrick Mauro Investment Advisor, INC. 4.17% 26,719 $8.3M
10 Lansing Street Advisors 4.17% 53,336 $16.6M
11 Focused Investors LLC 4.12% 407,300 $126.6M
12 Walsky Investment Management, Inc. 4.10% 12,927 $4.0M
13 HS Management Partners, LLC 3.88% 35,662 $11.1M
14 Eliot Finkel Investment Counsel, LLC 3.84% 22,690 $7.1M
15 Capital & Planning, LLC 3.81% 20,186 $6.3M
16 Atwater Malick LLC 3.71% 44,235 $13.7M
17 Capital Wealth Planning, LLC 3.67% 2,141,203 $665.5M
18 Windle Wealth, LLC 3.64% 27,712 $8.6M
19 Miramar Capital, LLC 3.58% 51,763 $16.1M
20 Paragon Capital Management LLC 3.53% 22,953 $7.1M
21 Skandinaviska Enskilda Banken AB (publ) 3.44% 480,000 $149.2M
22 Investors Portfolio Services LLC 3.39% 11,760 $3.7M
23 Capstone Financial Advisors, Inc. 3.25% 194,414 $60.4M
24 Westchester Capital Management, Inc. 3.23% 51,608 $16.0M
25 Slocum, Gordon & Co LLP 3.23% 15,268 $4.7M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Mcdonalds Corp (MCD)

What does the Smart Money Trend signal show for MCD?

Buying streak — 7 quarters in a row: For 7 consecutive quarters, more hedge funds added MCD than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for MCD?

Slight buying edge — 51% buying: Last quarter: 1,699 funds bought or added vs 1,635 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for MCD holders?

Elite ownership — 46% AUM from top-100 funds: 70 of 3559 holders are among the 100 largest funds by AUM, controlling 46% of total institutional value in MCD. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held MCD?

72% of holders stayed for 2+ years: 2,582 out of 3,569 hedge funds have held MCD for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Mcdonalds Corp (MCD) following the 2026 Q1 hedge fund 13F filings?

As of today, MCD has moved +3.7% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.1% for the XLY sector ETF — an outperformance of +3.6%. Since the quarter end (March 31, 2026), MCD has gained -8.4% vs +7.0% for XLY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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