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
↑ +160
Streak
6Q ▲
Buyers last Q
52%

Smart Money Signals — MCD

Based on 3524 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 6 quarters in a row

last 6Q
For 6 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
3,524 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
+244 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 — 52% buying

1747 buying1600 selling
Last quarter: 1,747 funds bought or added vs 1,600 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.
📈

More new buyers each quarter (+163 vs last Q)

new funds entering per quarter
Funds opening a new MCD position: 259 → 208 → 204 → 367. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

73% of holders stayed for 2+ years

■ 73% conviction (2yr+) ■ 17% medium ■ 11% new
2,556 out of 3,524 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

394 → 259 → 208 → 204 → 367 new funds/Q
New funds entering each quarter: 259 → 208 → 204 → 367. A growing number of institutions are discovering MCD each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 72% of holders stayed 2+ years

■ 72% veterans ■ 10% 1-2yr ■ 19% new
Of 3,611 current holders: 2,584 (72%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 64% AUM from top-100 funds

64% from top-100 AUM funds
68 of 3524 holders are among the 100 largest funds by AUM, controlling 64% 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.
3.3
out of 10
Low Exit Risk
Exit risk score 3.3/10 — 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 2025 Q4, 1747 hedge funds were net buyers of MCD (367 opened a new position, 1380 added to an existing one), while 1600 reduced or exited (1393 trimmed, 207 sold completely) — a 52% buyer ratio, indicating a slight buying edge. This marks 6 consecutive quarters of net institutional buying — a persistent conviction signal. 64% of total institutional value in MCD is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +160 funds (more new holders than closures). Total institutional holders: 3524.

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.

Smart Money Signal ?
Broad Consensus, Selective Conviction

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

222 top-rated funds 40 high-conviction
Consensus
10.0
/ 10
breadth
×
Elite
5.1
/ 10
conviction
Hedge Fund Positioning: MCD
2026 Q1 Stats Unlock in 5 days 3K + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 3404 3279 3.81%
13F Shares 531M 515M 3.06%
Total Value $157.71B $153.65B 2.64%
New Positions 336 196 +140
Increased Positions 1445 1487 -42
Closed Positions 206 186 +20
Reduced Positions 1449 1358 +91
Total Calls 45 54 -16.67%
Total Puts 45 53 -15.09%
PUT/CALL Ratio 1.0 0.98 Neutral

Statistics: MCD

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

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 institutional holders of MCD — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 RIT CAPITAL PARTNERS PLC 5.61% 67,500 $21.0M
2 Stonehage Fleming Financial Services Holdings Ltd 5.59% 494,563 $153.7M
3 RBO & CO LLC 5.38% 107,160 $33.3M
4 PICTET BANK & TRUST Ltd 4.66% 11,400 $3.5M
5 Ilex Capital Partners (UK) LLP 4.61% 601,532 $187.0M
6 ST. NICHOLAS PRIVATE ASSET MANAGEMENT, INC 4.54% 15,605 $4.8M
7 HUTNER CAPITAL MANAGEMENT INC 4.48% 35,104 $10.9M
8 CKW FINANCIAL GROUP 4.27% 127,346 $39K
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 Atwater Malick LLC 3.71% 44,235 $13.7M
16 Windle Wealth, LLC 3.64% 27,712 $8.6M
17 Miramar Capital, LLC 3.58% 51,763 $16.1M
18 Paragon Capital Management LLC 3.53% 22,953 $7.1M
19 Skandinaviska Enskilda Banken AB (publ) 3.44% 480,000 $149.2M
20 Investors Portfolio Services LLC 3.39% 11,760 $3.7M
21 Capstone Financial Advisors, Inc. 3.25% 194,414 $60.4M
22 Westchester Capital Management, Inc. 3.23% 51,608 $16.0M
23 Slocum, Gordon & Co LLP 3.23% 15,268 $4.7M
24 Cambridge Financial Group, Inc. 3.15% 27,118 $8.4M
25 BANK OF HAWAII 3.03% 185,900 $57.8M
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 — 6 quarters in a row: For 6 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 — 52% buying: Last quarter: 1,747 funds bought or added vs 1,600 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 — 64% AUM from top-100 funds: 68 of 3524 holders are among the 100 largest funds by AUM, controlling 64% 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?

73% of holders stayed for 2+ years: 2,556 out of 3,524 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.

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.