What smart money is saying about McDonald's
1 fund in our archive has pitched McDonald's — most recently Jensen Investment Management Quality Growth Equity Composite in June 2026.
McDonald's Corporation operates and licenses its renowned fast-food chain worldwide, with a significant presence in both the United States and international markets. Their comprehensive menu offers classic items like hamburgers and cheeseburgers, a variety of chicken options including sandwiches and nuggets, alongside lighter choices such as wraps, french fries, and salads. For breakfast, patrons can select from offerings like biscuit and bagel sandwiches, breakfast burritos, and hotcakes. Additionally, the company provides oatmeal, an assortment of desserts including milkshakes, sundaes, and soft-serve ice cream, plus a selection of baked goods. A wide array of soft drinks, coffee, and other beverages completes their offering. By December 31, 2021, the corporation's global network encompassed 40,031 establishments. McDonald's Corporation, founded in 1940, has its main corporate office located in Chicago, Illinois.
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Position history
Every position in McDonald's 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 | 1 |
Fund activity · 2 positions · 1 move
- 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 “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
Also mentioned · 1
These funds discuss McDonald's — 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
Fund coverage · 1 thesis
McDonald's is framed as an enduring franchise with a resilient business model and dependable cash generation.
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