What smart money is saying about McDonald’s Corp
No fund has written a full thesis on McDonald’s Corp in our archive, but 6 fund letters report a position in it — most recently Jensen Quality Growth Equity Composite in September 2026.
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Fund signal · last 12 months
5 lettersToo few moves on McDonald’s Corp yet for a clear signal
Moves described in fund letters in our archive. A sentence published word for word by several funds of one house in the same quarter counts once.
Position history
Between Q2 2025 and Q3 2026, 6 fund letters reported a position in McDonald’s Corp, with 2 buys (opened or added) and 1 sell (trimmed or exited).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 2 | 1 | 1 | 0 |
| Q2 2026 | 3 | 1 | 0 | 0 |
| Q2 2025 | 1 | 0 | 0 | 0 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 6 positions · 3 moves
- September 2026
“At the same time, we exited our position in McDonald’s Corp (MCD) as our assessment of the company’s long-term outlook became less favorable due to increasing competition and deteriorating consumer perceptions of value.”
McDonald’s Corp - September 2026
“McDonald’s engages in the operation and franchising of restaurants. We initiated a position in the stock as it was trading at depressed multiples amid signs of improving fundamentals.”
McDonald’s Corp - New positionMatrix Asset Advisors Capital Markets CommentaryJune 2026
“During the quarter, we started new partial positions in Abbott Laboratories (ABT) and McDonald’s (MCD).”
McDonald’s Corp “The third Quality Growth Portfolio pillar provides balance through the ownership of enduring franchises, such as Procter & Gamble (PG), McDonald's (MCD), and Waste Management (WM).”
McDonald’s Corp- June 2026
“Our top detractors for the quarter were Hershey, Pfizer, McDonald’s, RTX and Allegion.”
McDonald’s Corp - HoldsRS Global StrategyJune 2025
“Individual detractors from relative performance included health care management provider UnitedHealth Group, Inc., and quick- service restaurant operator McDonald’s Corporation, both based in the United States.”
McDonald’s Corp
Also mentioned · 1
These funds discuss McDonald’s Corp — as a competitor, benchmark or comparable — without disclosing a position in it.
- MentionedBaron SMID Cap StrategyJune 2026
“During the quarter, we purchased Shake Shack Inc., a premium fast-casual burger chain. We believe Shake Shack is one of the most compelling growth stories in restaurants today, with a differentiated brand, improving unit economics, and an accelerating unit growth algorithm. Shake Shack operates over 675 locations globally, with 390 company-operated units and 289 licensed units. The brand sells across urban street locations, suburban formats, and licensed venues including airports, stadiums, and international franchise territories. Average unit volumes in domestic company- operated restaurants exceed $4 million, among the highest in the fast-casual peer set. Shake Shack differentiates itself from both conventional quick-service burger chains and most fast-casual peers through a higher-quality product and a proven innovation ability that most burger chains cannot match. That product quality has translated into average unit volumes that exceed most fast- casual peers despite a price point that, while premium to quick service restaurant (QSR) operators, remains accessible relative to sit-down dining. Importantly, this quality positioning insulates Shake Shack from the aggressive discounting and value-war dynamics currently pressuring conventional QSR operators like McDonald's, Burger King, and Wendy's, whose core consumer is highly price-elastic and whose product is not meaningfully differentiated on quality.”
McDonald’s Corp
Read the letters behind these McDonald’s Corp positions
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