Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Mcdonalds Corp (MCD)

3K + 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
↓ -95
Streak
1Q ▼
Buyers last Q
46%

Smart Money Signals — MCD

Based on 3478 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their MCD positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (97% of max)

97% of all-time peak
3,478 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.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding MCD is almost the same as a year ago (+116 funds, +3% change). No significant rush to buy or sell — institutional backing is holding steady.
🟠

More sellers than buyers — 46% buying

1557 buying1829 selling
Last quarter: 1,829 funds reduced or exited vs 1,557 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
⚠️

Fewer new buyers each quarter (-29 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 206 → 369 → 241 → 212. 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.
🔒

74% of holders stayed for 2+ years

■ 74% conviction (2yr+) ■ 15% medium ■ 11% new
2,574 out of 3,478 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.
💎

Buying through price weakness — shares +67%, value -5%

Value
-5%
Shares
+66%
Last quarter: funds added +67% more shares while total portfolio value only changed -5%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📊

Peak discovery — momentum slowing

211 → 206 → 369 → 241 → 212 new funds/Q
New funds entering each quarter: 206 → 369 → 241 → 212. MCD is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Veteran-anchored — 75% veterans vs 13% newcomers

■ 75% veterans ■ 11% 1-2yr ■ 13% new
Entry-cohort mix of 3,571 holders: 2,683 (75%) are 2+ year veterans, 407 entered 1–2 years ago, and 481 (13%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 62% AUM from top-100 funds

62% from top-100 AUM funds
72 of 3468 holders are among the 100 largest funds by AUM, controlling 62% 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 Q2, 1557 hedge funds were net buyers of MCD (212 opened a new position, 1345 added to an existing one), while 1829 reduced or exited (1522 trimmed, 307 sold completely) — a 46% buyer ratio, indicating roughly balanced activity. 62% of total institutional value in MCD is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -95 funds (more exits than new entries). Total institutional holders: 3478.

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 Q2 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 June 30, 2026 · 82d ago
MCD
-8.2%
XLY
-5.3%

MCD outperformed XLY by -2.9% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 37d ago
MCD
-8.4%
XLY
-6.1%

Since the filing became public, MCD outperformed XLY by -2.3% .

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.

87 top-rated funds 27 high-conviction
Consensus
8.4
/ 10
breadth
×
Elite
5.3
/ 10
conviction
Hedge Fund Positioning: MCD
3K + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 3440 3573 -3.72%
13F Shares 544M 508M 6.95%
Total Value $141.19B $150.70B -6.31%
New Positions 199 241 -42
Increased Positions 1322 1431 -109
Closed Positions 322 200 +122
Reduced Positions 1479 1421 +58
Total Calls 55 44 25.0%
Total Puts 46 43 6.98%
PUT/CALL Ratio 0.84 0.98 Neutral

Statistics: MCD

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Valuation Measures Data as of: --

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q2)

3K + 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 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Gallagher Fiduciary Advisors, LLC 37.83% 4,252,478 $1.15B
2 Formuepleje A/S 5.59% 485,084 $47.6M
3 Savoir Faire Capital Management, L.P. 5.24% 31,188 $8.4M
4 Hook Mill Capital Partners, LP 4.94% 196,990 $53.2M
5 HS Management Partners, LLC 4.74% 51,094 $13.8M
6 Baypointe Partners LLC 4.63% 7,142 $1.9M
7 Rbo & Co LLC 4.57% 106,265 $28.7M
8 Stonehage Fleming Financial Services Holdings Ltd 4.48% 485,550 $131.2M
9 Broadwater Capital Management LLC 4.37% 19,138 $5.8M
10 Patrick Mauro Investment Advisor, INC. 4.25% 31,269 $8.5M
11 Infusive Asset Management Inc. 4.18% 33,966 $9.2M
12 Hutner Capital Management Inc 3.78% 35,234 $9.5M
13 ST. Nicholas Private Asset Management, Inc 3.66% 15,545 $4.2M
14 Focused Investors LLC 3.36% 367,800 $99.4M
15 PICTET BANK & TRUST Ltd 3.30% 11,400 $3.1M
16 Walsky Investment Management, Inc. 3.26% 12,984 $3.5M
17 Windle Wealth, LLC 3.21% 29,526 $8.0M
18 Miramar Capital, LLC 3.11% 52,321 $14.1M
19 Carlson Capital, L.P. 3.06% 55,976 $15.1M
20 Capital & Planning, LLC 3.06% 21,910 $5.9M
21 Lansing Street Advisors 3.04% 53,137 $14.4M
22 Rit Capital Partners plc 2.94% 67,500 $18.2M
23 Paragon Capital Management LLC 2.88% 23,054 $6.2M
24 Eliot Finkel Investment Counsel, LLC 2.87% 22,685 $6.1M
25 Absher Wealth Management, LLC 2.81% 91,300 $24.7M
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?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their MCD positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for MCD?

More sellers than buyers — 46% buying: Last quarter: 1,829 funds reduced or exited vs 1,557 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for MCD holders?

Elite ownership — 62% AUM from top-100 funds: 72 of 3468 holders are among the 100 largest funds by AUM, controlling 62% 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?

74% of holders stayed for 2+ years: 2,574 out of 3,478 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 Q2 hedge fund 13F filings?

As of today, MCD has moved -8.4% since the 2026 Q2 13F filing date (August 14, 2026), compared to -6.1% for the XLY sector ETF — an outperformance of -2.3%. Since the quarter end (June 30, 2026), MCD has gained -8.2% vs -5.3% 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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