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MCD McDonald's

Consumer Discretionary, filed as MCDONALDS CORP (COM), Equity As of 2026 Q3 among managers we track Quote on Google Finance, opens in a new tab

Bought by 1 manager in 2026 Q2, sold by 4

  • 2 Owners
  • #103
  • Max 1.2%
  • Master 0.06%
  • $15M
  • 2 add

In 2026 Q3 David Katz and Kentucky Trust added to McDonald's.

Who owns this now

Largest portfolio weights among holders, up to 1.2% (David Katz, Matrix Asset Advisors). Not free-float ownership.

  1. David Katz Add 1.2%
  2. Kentucky Trust Co. Add 0.32%

Who owns MCD

Sorted by value, long equity only, as of 2026 Q3.

History
David Katz, Matrix Asset Advisors 1.2%, was 0.27% Add +410.8% 63,006 $15M History
Kentucky Trust Co., Kentucky Trust 0.32% Add +3.7% 2,747 $634K History

2 current, options excluded

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by MCD's executives, directors and 10% owners in the last 12 months, from their Form 4s

All MCD insider trades
  • None no insider bought on the open market
  • $977K sold by 1 insider outside a trading plan
  • $16.6M sold by 6 insiders under 10b5-1 plans
  1. Joseph M. Erlinger President, McDonald's USA
    Planned sale
    $1.5M 5,252 shares at $284.32 40% of stake
    Traded Jun 10 Filed Jun 10
    ↗
  2. Desiree Ralls-Morrison EVP, Chief Legal Officer
    Planned sale
    $769K 2,763 shares at $278.36 31% of stake
    Traded May 28 Filed Jun 1
    ↗
  3. Joseph M. Erlinger President, McDonald's USA
    Planned sale
    $93K 333 shares at $280.11 4.1% of stake
    Traded May 26 Filed May 27
    ↗
  4. Joseph M. Erlinger President, McDonald's USA
    Planned sale
    $101K 333 shares at $302.72 4% of stake
    Traded Apr 23 Filed Apr 23
    ↗
  5. Joseph M. Erlinger President, McDonald's USA
    Planned sale
    $806K 2,626 shares at $307.00 24% of stake
    Traded Apr 10 Filed Apr 13
    ↗
  6. Joseph M. Erlinger President, McDonald's USA
    Planned sale
    $104K 333 shares at $313.47 3.8% of stake
    Traded Mar 23 Filed Mar 24
    ↗
  7. Dario Baroni President, IDL
    Planned sale
    $194K 600 shares at $323.77 36% of stake
    Traded Mar 18 Filed Mar 19
    ↗
  8. Joseph M. Erlinger President, McDonald's USA
    Planned sale
    $805K 2,626 shares at $306.58 33% of stake
    Traded Jan 12 Filed Jan 13
    ↗
  9. Desiree Ralls-Morrison EVP, Chief Legal Officer
    Planned sale
    $796K 2,486 shares at $320.00 28% of stake
    Traded Dec 16, 2025 Filed Dec 18, 2025
    ↗
  10. Edith Morgan Flatley EVP - Global CMO
    Planned sale
    $207K 658 shares at $315.00 9.6% of stake
    Traded Dec 12, 2025 Filed Dec 15, 2025
    ↗
  11. Manuel Jm Steijaert EVP - President, IOM
    Planned sale
    $2M 6,567 shares at $305.50 59% of stake
    Traded Dec 1, 2025 Filed Dec 2, 2025
    ↗
  12. Ian Frederick Borden CFO
    Planned sale
    $5.3M 17,134 shares at $310.00 39% of stake
    Traded Nov 21, 2025 Filed Nov 21, 2025
    ↗
  13. Joseph M. Erlinger President, McDonald's USA
    Sale
    $977K 3,195 shares at $305.82 34% of stake
    Traded Nov 14, 2025 Filed Nov 18, 2025
    ↗
  14. Manuel Jm Steijaert EVP - President, IOM
    Planned sale
    $3.9M 13,134 shares at $300.42 74% of stake
    Traded Nov 5, 2025 Filed Nov 7, 2025
    ↗

Also filed in the last 12 months, not counted as buying or selling: 9 option exercises, 1 share withholding for taxes, and 1 gift.

Congress

17 members of Congress traded MCD in the last three years: 20 buys and 22 sales. 29 members listed it in 2025 annual reports.

All Congress trades
  1. Pete Sessions R-TX-17Spouse Sell $1K–$15K Oct 27 filed Oct 27
  2. Pete Sessions R-TX-17Spouse Sell $15K–$50K Oct 2 filed Oct 27
  3. Josh Gottheimer D-NJ-5Joint Partial sale $1K–$15K Sep 25 filed Oct 7
  4. Scott Franklin R-FL-18Spouse Buy $1K–$15K Aug 26 filed Sep 17
  5. Cory A. Booker D-NJSpouse Sell $15K–$50K Aug 11 filed Sep 9
  6. Richard McCormick R-GA-7 Sell $1K–$15K Jul 30 filed Aug 14

SEC filings

Recent issuer filings from EDGAR, 17 shown.

Filed Form Detail Links
8-K 7.01,9.01 Filing Doc
SCHEDULE 13G — Filing Doc
10-Q Filing Doc
8-K 5.02,7.01,9.01 Filing Doc
8-K 2.02,9.01 Filing Doc
SCHEDULE 13G/A — Filing Doc
8-K 5.07 Filing Doc
SCHEDULE 13G — Filing Doc
SCHEDULE 13G — Filing Doc
8-K 2.02,9.01 Filing Doc
10-Q Filing Doc
SCHEDULE 13G — Filing Doc
DEF 14A Filing Doc
DEFA14A Filing Doc
8-K/A 5.02 Filing Doc
SCHEDULE 13G/A — Filing Doc
10-K FORM 10-K Filing Doc

Source: SEC EDGAR submissions, updated 12 days ago. All on EDGAR

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its SEC filing.

Income statement

Metric FY2023 FY2024 FY2025
Revenue $25.49B $25.92B $26.88B
Net income $8.47B $8.22B $8.56B
Net margin * 33.2% 31.7% 31.9%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $7.99B $4.6B $4.16B
Total non-current assets * $48.16B $50.58B $55.35B
Total assets $56.15B $55.18B $59.52B
Total current liabilities $6.86B $3.86B $4.36B
Total equity -$4.71B -$3.8B -$1.79B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $9.61B $9.45B $10.55B
Cash from investing -$3.18B -$5.35B -$3.82B
Cash from financing -$4.37B -$7.5B -$7.12B
Net change in cash $2B -$3.49B -$0.311B

Source: SEC companyfacts (US-GAAP 10-K). A * marks a computed figure, not a single XBRL tag. Fiscal years are as the issuer labels them. Follow The Filings does not adjust or audit these figures.

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.