LongMCDJun 2026
McDonald's Corporation
Matrix initiated a new partial position in McDonald’s after the shares traded near a 52-week low. The franchise model is central to the thesis because roughly 95% of restaurants…
MCD
Which hedge funds are long MCD?
4 published ideas on McDonald's Corporation across 3 funds — 4 long and 0 short.
Each entry below comes from a hedge fund's own investor letter, not a 13F filing, so it carries the reasoning behind the position on McDonald's Corporation: the full thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.
Funds with a position view
Long theses
LongMCDJun 2026
McDonald's Corporation
Matrix initiated a partial position in McDonald's near its 52-week low after concerns about traffic, inflation and price competition pressured the shares. The fund views the…
LongMCDJun 2026
McDonald's Corporation
Matrix initiated a new partial position in McDonald’s after the shares traded near a 52-week low. The franchise model is central to the thesis because roughly 95% of restaurants…
LongMCDSep 2026
McDonald's Corporation
Matrix initiated a new partial position in McDonald's as the shares traded near a 52-week low. The fund views the company's historical financial performance as resilient…