WAVEMAN · COMPANY

MCD · Mcdonalds Corp

LIVE

TEAM-0.32% 13F +439META+3.01% 13F +2,694RCG-2.04% CLUSTERUTHR-4.03% 13F +425CRWV+4.49% 13F +693CRM+2.92% 13F +1,018CVNA-0.98% 13F +794TPL-0.71% 13F +444NET+4.32% 13F +710MSTR+17.56% 13F +526DELL+4.91% 13F +1,203CRWD+5.68% 13F +1,382ANET+1.22% 13F +1,323COIN+10.14% 13F +475TEAM-0.32% 13F +439META+3.01% 13F +2,694RCG-2.04% CLUSTERUTHR-4.03% 13F +425CRWV+4.49% 13F +693CRM+2.92% 13F +1,018CVNA-0.98% 13F +794TPL-0.71% 13F +444NET+4.32% 13F +710MSTR+17.56% 13F +526DELL+4.91% 13F +1,203CRWD+5.68% 13F +1,382ANET+1.22% 13F +1,323COIN+10.14% 13F +475

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MCD

Name: MCDONALDS CORP (MCD) insider trading and ownership data
Creator: WaveMan
License: https://wave-man.com/terms

MCDONALDS CORP

RESTAURANTS & LEISURE · RETAIL-EATING PLACES · CIK 0000063908

CONGRESS · 4☆ WATCH

INSIDER NET · 180D

-$4.4M

open-market buys minus sells, Form 4 codes P and S

INSIDER BUYERS · 180D

CONGRESS BUYERS · 1Y

FUNDS ADDED · QTR

1,520

13F, latest reported quarter

REVENUE GROWTH

+3.7%

XBRL, annual

NET MARGIN

31.9%

CONVERSIONS · 180D

codes C/M, not in net · $1.7M priced

SEVEN FACTS, RANKED AGAINST THE SECTOR · RANK IS NOT A FORECAST

INSIDERS

net -$4.4M over 180 days

-$1.5M over 90 days

below 64% of Restaurants & Leisure

CONGRESS

4 members bought in the last year

the highest in Restaurants & Leisure

FUNDS

1,520 funds added or opened last quarter

the highest in Restaurants & Leisure

REVENUE

+3.7% year over year

below 56% of Restaurants & Leisure

MARGIN

31.9% net margin

more than 98% of Restaurants & Leisure

BUYBACKS

$1.3B repurchased, FY to 2026-06-30

more than 93% of Restaurants & Leisure

SHORT

1.7% of shares outstanding short · 2.8 days to cover · settled 2026-07-31

below 53% of Restaurants & Leisure

THE SITUATION · EVERY LINE IS ONE RULE OVER ONE DATASET

Insiders are net sellers: -$4.4M across 3 people in 180 days.

1,520 funds added or opened positions in the latest 13F quarter, of 3,466 holders.

4 members of Congress reported buying it this year.

The year, with the filings on it

Total return indexed to 100 over the last 12 months · every marker is a federal filing, placed at its date — hover any marker for the detail

TOTAL 12M RETURN -16.3%

-16.3%12M

INSIDER SELL

INDEXED RETURN, DIVIDEND-ADJUSTED — NOT A PRICE CHART · LARGE TRADES DRAWN FIRST WHEN A NAME FILES HEAVILY

Live price

Daily candles from TradingView, on their licence — no filings are marked on this one

WHY THIS NAME IS ON THE DESK

The complete filing record, in one place.

The record shows a net $4.4M sold by insiders over 180 days, 1,520 funds added last quarter, 4 Congress member(s) bought in 12 months. Every figure is a federal filing, dated the day it became public.

Backtest this pattern Open the screener

Same sector, ranked by filing activity

Sector from the SEC's own SIC classification

BROS TKO DKNG CMG SG ACEL H QSR RSI BUKS LYV CVEO

Insider transactions

Form 4 purchases and sales (codes P and S) — grants, option exercises and preferred conversions excluded

Over the last 180 days, MCDONALDS CORP insiders sold a net $4.4M of stock across 119 Form 4 purchases and sales, with 0 insider(s) buying. Source: SEC Form 4 filings, as of 2026-09-05.

INSIDER

FILED

VALUE

Erlinger Joseph M.

President, McDonald's USA

SELL

2026-06-10

5,252.0

$1.5M

Ralls-Morrison Desiree

EVP, Chief Legal Officer

SELL

2026-05-28

2,763.0

$769.1K

Erlinger Joseph M.

President, McDonald's USA

SELL

2026-05-26

333.0

$93.3K

Erlinger Joseph M.

President, McDonald's USA

SELL

2026-04-23

333.0

$100.8K

Erlinger Joseph M.

President, McDonald's USA

SELL

2026-04-10

2,626.0

$806.2K

119 TRANSACTIONS ON RECORD

Showing the most recent few. Create a free account to see 114 more transactions on record, the cross-source screener and CSV export. We store only your email address, and there is no password to create.

Institutional holders

13F · holdings as of the latest quarter funds have reported

BlackRock, Inc.

55,436,039.0 sh

$15.0B

VANGUARD CAPITAL MANAGEMENT LLC

46,396,692.0 sh

$12.5B

STATE STREET CORP

36,080,505.0 sh

$9.8B

JPMORGAN CHASE & CO

31,923,726.0 sh

$8.5B

VANGUARD PORTFOLIO MANAGEMENT LLC

18,781,589.0 sh

$5.1B

SCHEDULE 13D/G

No 5%+ ownership filings

Nobody has crossed 5% with a filing obligation. Absence is a fact here, not missing data.

FORM 144

No planned-sale notices

No insider has notified an intent to sell. This is the panel to watch after a run-up.

Fund concentration

N-PORT · funds ranked by how much of THEMSELVES they put in this stock — the conviction number 13F cannot show

Select Leisure Portfolio

$48.6M POSITION · AS OF 2026-02-28

9.1%

FT Vest DJIA Dogs 10 Target Income ETF

$3.3M POSITION · AS OF 2026-04-30

5.0%

Monarch Blue Chips Core ETF

$6.9M POSITION · AS OF 2026-02-28

4.5%

State Street(R) Consumer Discretionary Select Sector SPDR(R) ETF

$963.6M POSITION · AS OF 2026-03-31

4.5%

PROFUND VP CONSUMER DISCRETIONARY

$745.6K POSITION · AS OF 2026-03-31

4.4%

ALPS | OShares U.S. Quality Dividend ETF

$32.7M POSITION · AS OF 2026-02-28

4.1%

SEC N-PORT, MONTHLY WITH A ~60-DAY PUBLIC LAG · FUNDS ≥ $10M · % = SHARE OF THE FUND'S OWN BOOK

Corporate PAC

FEC · the company-connected political action committee's own receipts and spending — committee totals only, never individual donors

Mcdonalds Corporation Political Action Committee

CYCLE 2026 · $521K SPENT

$714.1K

FEDERAL ELECTION COMMISSION · MATCHED BY THE PAC'S CONNECTED ORGANISATION

Executive pay vs shareholder return

DEF 14A pay-versus-performance disclosure · both the headline pay and the SEC's mark-to-market figure, beside the return the company delivered and the return of the peer group it chose itself

CEO TOTAL

ACTUALLY PAID

OTHER NEOs AVG

TSR

PEER TSR

2025

$20.6M

$17.9M

$6.3M

+60%

+73%

2024

$18.2M

$12.7M

$5.3M

+48%

+50%

2023

$19.2M

$36.9M

$7.3M

+48%

+31%

2022

$17.8M

$29.6M

$6.1M

+28%

+13%

2021

$20.0M

$40.2M

$8.0M

+28%

+21%

TAGGED BY THE COMPANY UNDER SEC ITEM 402(v) · RETURN IS CUMULATIVE FROM THE START OF THE DISCLOSURE PERIOD · GREEN WHERE THE COMPANY BEAT ITS OWN PEER GROUP

Fundamentals

Annual figures from XBRL filings · pick a past date to see them exactly as the market knew them then — restatements and all

	2025-12	2024-12	2023-12	2022-12
REVENUE	$26.9B	$25.9B	$25.5B	$23.2B
OPERATING INCOME	$12.4B	$11.7B	$11.6B	$9.4B
NET INCOME	$8.6B	$8.2B	$8.5B	$6.2B
EPS (DILUTED)	11.95	11.39	11.56	8.33
OPERATING CASH FLOW	$10.6B	$9.4B	$9.6B	$7.4B
CASH	$774.0M	$1.1B	$4.6B	$2.6B
LONG-TERM DEBT	$40.0B	$38.4B	$37.2B	$35.9B
BUYBACKS	$2.1B	$2.8B	$3.1B	$3.9B
DIVIDENDS PAID	$5.1B	$4.9B	$4.5B	$4.2B

SEC XBRL · FISCAL-YEAR PERIODS · AS KNOWN ON 2026-09-05 · NOBODY ELSE SHOWS FUNDAMENTALS AS OF A PAST DATE