What smart money is saying about McDonald's Corp
MCD
No fund has written a full thesis on McDonald's Corp in our archive, but 2 fund letters report a position in it — most recently Jensen Quality Growth Fund in June 2026.
2
Reported positions
1
Bought
0
Sold
2
Letters
Position history
Every position in McDonald's Corp on record in the archive was reported in Q2 2026, across 2 fund letters — 1 opened or added to the position.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 2 | 1 | 0 | 0 |
Fund activity · 2 positions · 1 move
- HoldsJensen Quality Growth FundJune 2026
“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).”
Read the letterMcDonald'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).”
Read the letterMcDonald's Corp
Read the letters behind these McDonald's Corp positions
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