What is the 13F Pro Quality Score for MCD?

13F Pro ranks MCDONALDS CORP (MCD) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View MCD's current score at https://13fpro.ai/company/MCD (free sign-up required for the full ranking).

Which hedge funds own the most MCD stock?

Based on the most recent Form 13F-HR filings on SEC EDGAR, the largest reported institutional holders of MCD include BlackRock,, VANGUARD CAPITAL MANAGEMENT, STATE STREET. Holdings are reported quarterly within 45 days of quarter-end and updated on https://13fpro.ai/company/MCD as soon as new 13F filings post.

Where does 13F Pro source MCD data?

All MCDONALDS CORP fundamentals and ownership data come directly from SEC EDGAR. MCDONALDS CORP files with the SEC under CIK 63908. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

What sector is MCD in?

MCDONALDS CORP (MCD) is classified in the Consumer Discretionary sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/consumer-discretionary.

What are MCD's largest expenses?

MCDONALDS CORP's latest 10-Q reports these as the largest expense items: Company-owned and operated restaurant expenses ($2,138M, +3% YoY); Selling, general & administrative expenses ($817M, +17% YoY); Franchised restaurants-occupancy expenses ($680M, +4% YoY). Sourced directly from SEC EDGAR filing text for Q2 FY2026 (quarter ended June 30, 2026).

How often is MCD research updated on 13F Pro?

MCD's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

MCDONALDS CORP(MCD)Stock Analysis

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Consumer Discretionary →NYSElarge

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SEC EDGAR: CIK 63908 MCD stock profile & AI dashboard →

13F Pro Quality Score

69.0/100

Rank #286 of 2,961 stocksTOP 10%

View Consumer Discretionary peers →

Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.

Revenue Growth

36.6/100

Profitability

88.8/100

Balance Sheet

92.2/100

Earnings Quality

42.7/100

Free Cash Flow

81.8/100

Institutional Flow

56.9/100

Revenue Scale

94.7/100

Dilution Risk

70.5/100

Email me the moment this company reports earnings

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Two-page plain-English analysis: business, thesis, and three scenarios for the next two years. Refreshed every quarter.

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Why MCD Scores 69/100

exact factor attribution · 2026-09-11

MCD's composite is driven by scale and profitability, held back by revenue growth. Bars show each factor's exact push vs. a median company, using the same weights the ranking engine applies.

Scale

+6.7 pts

95th pct

Profitability

+5.8 pts

89th pct

Free cash flow

+4.8 pts

82th pct

Capital efficiency

+4.2 pts

92th pct

Shareholder dilution

+1.0 pts

71th pct

Institutional flow

+0.3 pts

57th pct

Earnings growth

-0.5 pts

41th pct

Earnings quality

-0.7 pts

43th pct

Revenue growth

-2.7 pts

37th pct

Factor percentiles are cross-sectional ranks across the ~2,800-stock scored universe, computed from SEC EDGAR filings. Not investment advice.

MCD Stock Analysis & AI Quality Score

Data updated 2026-09-11

AI stock analysis and institutional research for MCDONALDS CORP (MCD), a Consumer Discretionary sector company. 13F Pro's AI-powered ranking engine scores MCD at 69.0/100 on a 32-signal composite quality model, placing it at rank #286 of 2,961 stocks — the top 10% of the AI-ranked universe. MCD scores in the top quartile across revenue scale (94.7), balance sheet strength (92.2), profitability (88.8). Areas of concern include revenue growth (36.6), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q2 2026), MCDONALDS CORP reports quarterly revenue of $7.1B, net income of $2.4B, an operating margin of 47.0%. Top institutional holders of MCD by reported 13-F value include BlackRock, VANGUARD CAPITAL MANAGEMENT, STATE STREET, based on the most recent SEC filings. MCD trades on the NYSE exchange and files with the SEC under CIK 63908. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate MCD daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for MCDONALDS CORP directly from SEC EDGAR. MCDONALDS CORP's 13F Pro composite quality score has ranged between 67 and 81 since 2021, currently 69.0 — a declining long-term trajectory across 68 quarterly and live scoring snapshots.

✦

Fun facts about McDonald's Corp

Quirks, history, and lore behind MCD — the kind of stuff that makes a stock memorable.

1
The Basics
U.S. consumer company · large-cap · listed on the NYSE · headquartered in Illinois.
2
The Numbers
Only about $26 billion in revenue — surprisingly small — because franchisees run ~95% of its 40,000+ locations and it skims the royalties.
3
The History
Two brothers built the original in 1940s California; a 52-year-old milkshake-machine salesman bought them out and built the empire. There's a movie about it.
4
The Secret
Insiders joke it's a real-estate company that happens to sell food — it owns the land under thousands of its franchises and collects rent on top of royalties.
5
The Lore
It feeds roughly 1% of the world's population every day, and The Economist uses its flagship product as an unofficial global currency index.
6
The Giveaway
Golden arches. A clown named Ronald. You know exactly what the fries taste like.

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What's Driving MCD's Business? Latest 10-Q Breakdown

✓ 26/26 datapoints verified

AI-extracted from MCDONALDS CORP's 10-Q filed 2026-08-07 — Q2 FY2026 (quarter ended June 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.

Revenue rose 4% to $7,099 million on 1.3% global comparable sales, but U.S. comparable sales slowed to 0.8% on negative guest counts.

Biggest Revenue Drivers

International Operated Markets$3,603M

Comparable sales increased 1.5%, led by Germany, Australia and the U.K., partly offset by France

U.S.$2,827M

Comparable sales increased 0.8%, driven by positive check growth including favorable product mix, partly offset by negative comparable guest counts

Biggest Revenue Drivers

Total revenue: $7,099M+4% YoY

International Operated Markets$3,603M

Comparable sales increased 1.5%, led by Germany, Australia and the U.K., partly offset by France

Within International Operated Markets

Franchised revenues$1,936M+5% YoY

Sales-driven growth plus positive impact of foreign currency translation

U.S.$2,827M

Comparable sales increased 0.8%, driven by positive check growth including favorable product mix, partly offset by negative comparable guest counts

Within U.S.

Franchised revenues$1,942M+2% YoY

Positive franchised sales performance; rent and royalties based on a percent of sales

International Developmental Licensed Markets & Corporate$669M

Comparable sales increased 1.9%, led by Japan, partly offset by negative comparable sales in China

Largest Expense Items

Company-owned and operated restaurant expenses$2,138M+3% YoY

U.S. Company-operated margins reflected the impact of ongoing inflationary cost pressures

Selling, general & administrative expenses$817M+17% YoY

Higher employee costs, including incentive-based compensation, and costs related to the 2026 Worldwide Owner/Operator convention

Franchised restaurants-occupancy expenses$680M+4% YoY

Lease expense and depreciation on land and buildings supporting franchised sites

Other restaurant expenses$163M+9% YoY

Margins: Operating margin rose to 46.2% from 45.9%; non-GAAP operating margin was 46.9% versus 46.8%, primarily due to higher other operating income, partly offset by higher selling, general and administrative expenses.

Watch Items from the Filing

U.S. comparable sales grew only 0.8% versus 2.5% a year ago, with negative comparable guest counts offsetting check growth.
International Developmental Licensed Markets & Corporate operating income fell 40% (48% in constant currencies) to $42 million from $70 million.
Accelerating the Organization restructuring has cost $795 million since 2023; roughly $250 million more expected in 2026, running through anticipated 2027 completion.
International Developmental Licensed Markets comparable sales were partly offset by negative comparable sales in China, where the Company holds a 48% stake in Grand Foods Holding.
Quarter buybacks of $858 million and $1.3 billion of dividends; $11.7 billion remains under the $15.0 billion authorization, against a $1,023 million shareholders' deficit.

AI-extracted and verified against SEC EDGAR filing text. Not investment advice.

Read the full 10-Q on SEC EDGAR →Share on X

Revenue

Q2 2026

$7.1B

Net Income

Q2 2026

$2.4B

Free Cash Flow

Q2 2026

$2.0B

Operating Margin

Q2 2026

47.0%

ROIC

Q2 2026

34.4%

Period

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro

Revenue

+3.7% YoY

$26.89BFY 2025

FY22 $23.18BFY23 $25.49BFY24 $25.92BFY25 $26.89B

Net Income

+4.1% YoY

$8.56BFY 2025

FY22 $6.18BFY23 $8.47BFY24 $8.22BFY25 $8.56B

Operating Income

+5.8% YoY

$12.39BFY 2025

FY22 $9.37BFY23 $11.65BFY24 $11.71BFY25 $12.39B

EPS (Diluted)

+4.9% YoY

$11.95FY 2025

FY22 $8.33FY23 $11.56FY24 $11.39FY25 $11.95

Total Assets

+7.9% YoY

$59.52BFY 2025

FY22 $50.44BFY23 $56.15BFY24 $55.18BFY25 $59.52B

Total Debt

+5.9% YoY

$40.70BFY 2025

FY22 $35.90BFY23 $43.73BFY24 $38.42BFY25 $40.70B

Op. Cash Flow

+11.7% YoY

$10.55BFY 2025

FY22 $7.39BFY23 $9.61BFY24 $9.45BFY25 $10.55B

Free Cash Flow

+7.7% YoY

$7.19BFY 2025

FY22 $5.49BFY23 $7.25BFY24 $6.67BFY25 $7.19B

Metric	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021	FY 2020
Revenue	$26.89B +3.7%	$25.92B +1.7%	$25.49B +10.0%	$23.18B -0.2%	$23.22B +20.9%	$19.21B
Net Income	$8.56B +4.1%	$8.22B -2.9%	$8.47B +37.1%	$6.18B -18.1%	$7.55B +59.5%	$4.73B
Operating Income	$12.39B +5.8%	$11.71B +0.6%	$11.65B +24.3%	$9.37B -9.5%	$10.36B +41.4%	$7.32B
EPS (Diluted)	$11.95 +4.9%	$11.39 -1.5%	$11.56 +38.8%	$8.33 -17.0%	$10.04 +59.1%	$6.31
Total Assets	$59.52B +7.9%	$55.18B -1.7%	$56.15B +11.3%	$50.44B -6.3%	$53.85B +2.3%	$52.63B
Total Debt	$40.70B +5.9%	$38.42B -12.1%	$43.73B +21.8%	$35.90B +0.8%	$35.62B -10.2%	$39.68B
Operating Cash Flow	$10.55B +11.7%	$9.45B -1.7%	$9.61B +30.1%	$7.39B -19.2%	$9.14B +45.9%	$6.27B
Free Cash Flow	$7.19B +7.7%	$6.67B -8.0%	$7.25B +32.2%	$5.49B -22.7%	$7.10B +53.6%	$4.62B

AI Insight: MCD Financial Trends

McDonald's revenue stabilized above $7B while operating margin recovered to 47%, but negative equity persists and cash generation remains volatile.

• Operating margin improved to 47.1% in Q2 2026 from 44.6% in Q1 2026, recovering from Q1 weakness.

• Revenue recovered to $7,099M in Q2 2026, highest since Q3 2025 at $7,078M, signaling sequential momentum.

• Negative equity narrowing: improved from -$5,177M in Q3 2024 to -$1,023M in Q2 2026, reducing leverage strain.

• Operating cash flow volatile, declining to $2,412M in Q1 2026 before rebounding to $2,807M in Q2 2026.

⚠ Net income margin compressed to 27.9% in Q2 2026 versus 32.0% in Q3 2025—check if tax or financing costs shifted.

⚠ Total debt remained elevated at $39.9B–$41.4B despite equity improvement; leverage ratio still concerning.

AI Insight: MCD Ratio Trends

McDonald's has stabilized profitability after a Q1 2026 dip, with Q2 2026 showing margin recovery and ROIC reaching 34.4%.

• Operating margin recovered to 47.0% in Q2 2026 from 45.3% in Q1 2026, approaching Q3 2025 peak of 47.4%.

• Net profit margin expanded to 33.3% in Q2 2026, highest in the dataset, up from 30.4% in Q1 2026.

• ROIC rebounded to 34.4% in Q2 2026 after declining to 30.4% in Q1 2026, signaling improved capital efficiency.

⚠ Q1 2026 showed broad weakness—OpMargin, NPM, ROA, and ROIC all contracted—suggesting seasonal or operational pressure.

⚠ ROA has remained below Q3 2024's 16.1% peak, averaging 14.3% over the past nine quarters.

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Available Research

13F Pro tracks comprehensive data for MCDONALDS CORP including:

SEC EDGAR filings (10-K, 10-Q, 8-K)

XBRL financial facts (revenue, EPS, margins)

Insider transactions (Form 4)

Institutional 13F holdings

Quality rankings (32 signals)

AI analyst debates & daily meetings

Historical financial trends

Peer comparison & sector analysis

Top Institutional Holders of MCD

BlackRock, Inc.
$15.0B55,436,039 sh
VANGUARD CAPITAL MANAGEMENT LLC
$12.5B46,396,692 sh
STATE STREET CORP
$9.8B36,080,505 sh
JPMORGAN CHASE & CO
$8.5B31,923,726 sh
VANGUARD PORTFOLIO MANAGEMENT LLC
$5.1B18,781,589 sh
GEODE CAPITAL MANAGEMENT, LLC
$4.9B18,114,553 sh
MORGAN STANLEY
$4.1B15,027,364 sh
BANK OF AMERICA CORP /DE/
$3.0B10,997,796 sh
NORGES BANK
$2.7B9,878,380 sh
PRICE T ROWE ASSOCIATES INC /MD/
$2.4B9,024,883 sh

Fund	Value	Shares
BlackRock, Inc.	$15.0B	55,436,039
VANGUARD CAPITAL MANAGEMENT LLC	$12.5B	46,396,692
STATE STREET CORP	$9.8B	36,080,505
JPMORGAN CHASE & CO	$8.5B	31,923,726
VANGUARD PORTFOLIO MANAGEMENT LLC	$5.1B	18,781,589
GEODE CAPITAL MANAGEMENT, LLC	$4.9B	18,114,553
MORGAN STANLEY	$4.1B	15,027,364
BANK OF AMERICA CORP /DE/	$3.0B	10,997,796
NORGES BANK	$2.7B	9,878,380
PRICE T ROWE ASSOCIATES INC /MD/	$2.4B	9,024,883

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Is MCD a good stock to buy?

13F Pro's AI-powered analysis of MCDONALDS CORP (MCD) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Consumer Discretionary sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for MCD are available on the MCD stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. MCD is classified as a large company.

Which hedge funds own MCD?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling MCD. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of MCDONALDS CORP's investment landscape.