LongMCDJun 2026
McDonald’s Corporation
The fund initiated McDonald’s because it sees a combination of market leadership, a strong operational track record, a solid balance sheet and continued growth potential…
MCD
Which hedge funds are long MCD?
3 published ideas on McDonald’s Corporation across 3 funds — 3 long and 0 short.
McDonald’s hedge fund investment theses
Each stock pitch below comes from a fund manager's own investor letter, not a 13F filing, so it carries the reasoning behind the portfolio position on McDonald’s: the full investment 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
The fund initiated McDonald's because it sees a combination of market leadership, strong operating execution, a solid balance sheet and room for growth. Macroeconomic concerns…
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…