13FPulse
中
MC

MCD MCDONALD'S CORP

2026Q2 · CUSIP 580135101 · Sector: Consumer

Normal

Fund flows are within the usual range

Funds that own it
3,392
Institutions that reported holding it to the SEC
Net decrease in holders
193
Last quarter 3,585 → now 3,392
How unusual is that
Bottom 20%
Among the weakest buying in the market
What the filings say, in one paragraph

3,392 funds held MCD at the end of 2026Q2, down 193 from the quarter before. Fund flows are within the usual range — nothing unusual. On the business itself, revenue over the last 12 months was $27.7B(YoY +6.3%), the P/E is 21.5x. MCD has had 28 buying rushes in its history, and the price moved +2.6% on average over the six months after (that is the raw price move, not how much it beat the market by). It sits in the Consumer sector.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2013Q3: holders=1366 2013Q4: holders=1485 2014Q1: holders=1474 2014Q2: holders=1478 2014Q3: holders=1474 2014Q4: holders=1550 2015Q1: holders=1544 2015Q2: holders=1493 2015Q3: holders=1488 2015Q4: holders=1587 2016Q1: holders=1591 2016Q2: holders=1572 2016Q3: holders=1523 2016Q4: holders=1618 2017Q1: holders=1650 2017Q2: holders=1693 2017Q3: holders=1715 2017Q4: holders=1884 2018Q1: holders=1847 2018Q2: holders=1872 2018Q3: holders=1844 2018Q4: holders=2001 2019Q1: holders=2048 2019Q2: holders=2064 2019Q3: holders=2091 2019Q4: holders=2258 2020Q1: holders=2163 2020Q2: holders=2209 2020Q3: holders=2279 2020Q4: holders=2459 2021Q1: holders=2493 2021Q2: holders=2529 2021Q3: holders=2516 2021Q4: holders=2798 2022Q1: holders=2738 2022Q2: holders=2722 2022Q3: holders=2690 2022Q4: holders=2919 2023Q1: holders=2950 2023Q2: holders=3000 2023Q3: holders=2999 2023Q4: holders=3188 2024Q1: holders=3171 2024Q2: holders=3083 2024Q3: holders=3169 2024Q4: holders=3391 2025Q1: holders=3412 2025Q2: holders=3417 2025Q3: holders=3421 2025Q4: holders=3579 2026Q1: holders=3585 2026Q2: holders=3392 -282 -141 +0 +141 +282 122924973765 13Q315Q116Q318Q119Q321Q122Q324Q125Q326Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 28 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2025Q4 Top 5% -4.8% -13.8%
2025Q1 Top 20% -8.1% -2.7%
2024Q4 Top 1% in the market +1.6% +3.9%
2024Q3 Top 5% +1.0% +5.3%
2023Q4 Top 1% in the market -7.0% -6.2%
2023Q2 Top 5% -9.2% -4.4%
2023Q1 Top 5% +1.7% -3.4%
2022Q4 Top 1% in the market +6.8% +11.3%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
380
Change in large funds
+25
Total value they hold
$142.2B
Funds buying for the first time
173
Funds that sold out entirely
366
Price change that quarter
-5.5%
Funds holding puts (bearish)
46
Funds holding calls (bullish)
55

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Fundamentals

PE (TTM)
21.5
EPS (TTM)
$12.31
EPS YoY
+5.5%
Revenue (TTM)
$27.7B
Revenue YoY
+6.3%
Net margin
31.7%
ROE
—
Debt ratio
101.7%
FCF (TTM)
$7.8B
Dividend (TTM)
$7.35
Quarterly Revenue & EPS
2021-09-30: EPS 2.86 2021-12-31: EPS 2.18 2022-03-31: EPS 1.48 2022-06-30: EPS 1.60 2022-09-30: EPS 2.68 2022-12-31: EPS 2.57 2023-03-31: EPS 2.45 2023-06-30: EPS 3.15 2023-09-30: EPS 3.17 2023-12-31: EPS 2.79 2024-03-31: EPS 2.66 2024-06-30: EPS 2.80 2024-09-30: EPS 3.13 2024-12-31: EPS 2.80 2025-03-31: EPS 2.60 2025-06-30: EPS 3.14 2025-09-30: EPS 3.18 2025-12-31: EPS 3.03 2026-03-31: EPS 2.78 2026-06-30: EPS 3.32 0B 3.5B 7.1B $B 0.00 1.83 3.65 2016201720182019202020212022202320242025202606/26 Revenue EPS

Quarterly figures, revenue up to 10 years back; EPS split-adjusted, early quarters hidden when not calibrable

P/E (TTM) over time
4Y median 26 20 26 33 20222023202420252026

P/E = close around day 47 after quarter-end ÷ TTM EPS then; this is a consistent valuation date, not the company’s actual filing date; loss quarters hidden

Quarterly free cash flow
-518M1.0B2.5B 20162017201820192020202120222023202420252026
Latest quarter $1.7B (2026-03-31)

FCF = operating cash flow − capex, computed from SEC XBRL; banks/insurers have no standard cash-flow structure and are hidden

As of 2026-06-30 · SEC filings (XBRL)

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2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.