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 Q1 2026, a total of 19 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $1.72 B.
Top institutional holders include Andreas Halvorsen and Cliff Asness.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $160.4 M net inflow during the quarter.
Recent activity highlights Lee Ainslie who dramatically increased their stake. Conversely, Jefferies Group reduced exposure by 93.6%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q1 2026)
Guru Consensus (Q1 2026)
FAQs for McDonald's Corporation (MCD)
Major holders include Andreas Halvorsen ($1.13 B), Cliff Asness ($203.3 M), Renaissance Technologies (RenTech) ($168.69 M). According to the latest reported data, 19 tracked investment managers collectively hold approximately 6.07 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $160.4 M, with 13 managers increasing positions and 8 managers reducing holdings.
During the most recent reporting period, 5 managers trimmed their positions, while 3 fully exited MCD. The total reported sell value was $171.91 M.
Yes, 2 managers opened new positions in MCD, and 11 increased their existing holdings. The total reported buy value was $332.31 M.
