Guru Ownership Trend
Guru Analysis for McDonald's Corporation (MCD)
McDonald's Corporation (MCD), a key player in the Consumer Discretionary sector, continues to attract institutional attention.
As of Q2 2026, a total of 19 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $1.5 B.
Top institutional holders include Andreas Halvorsen and Cliff Asness.
Institutional sentiment is currently Slightly Bearish. This is evidenced by a $44.7 M net outflow during the quarter.
Recent activity highlights Paul Tudor Jones who increased their stake by 158.3%. Conversely, Jefferies Group reduced exposure by 72.0%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q2 2026)
Guru Consensus (Q2 2026)
FAQs for McDonald's Corporation (MCD)
Major holders include Andreas Halvorsen ($764.75 M), Cliff Asness ($269.67 M), Steven Cohen ($174.41 M). According to the latest reported data, 19 tracked investment managers collectively hold approximately 5.95 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $44.7 M, with 8 managers increasing positions and 7 managers reducing holdings.
During the most recent reporting period, 5 managers trimmed their positions, while 2 fully exited MCD. The total reported sell value was $360.54 M.
Yes, 2 managers opened new positions in MCD, and 6 increased their existing holdings. The total reported buy value was $315.84 M.
