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 Q4 2025, a total of 20 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $1.81 B.
Top institutional holders include Andreas Halvorsen and Cliff Asness.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $211.28 M net inflow during the quarter.
Recent activity highlights Joel Greenblatt who increased their stake by 124.0%. Conversely, Louis Moore Bacon reduced exposure by 36.2%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q4 2025)
Guru Consensus (Q4 2025)
FAQs for McDonald's Corporation (MCD)
Major holders include Andreas Halvorsen ($1.11 B), Cliff Asness ($149.25 M), Bill Gates ($102.36 M). According to the latest reported data, 20 tracked investment managers collectively hold approximately 5.56 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $211.28 M, with 8 managers increasing positions and 8 managers reducing holdings.
During the most recent reporting period, 8 managers trimmed their positions, while 0 fully exited MCD. The total reported sell value was $18.99 M.
Yes, 4 managers opened new positions in MCD, and 4 increased their existing holdings. The total reported buy value was $230.27 M.
