MCD
Reddit attention is surging
- MCD +2.43% on the last session vs SPY −0.29%: +2.7 pts of stock-specific move.
- Aftermath, big gain (+2.4% today so far, past its big-gain line of +1.3%): After its 62 big gains in the past 5 years, MCD was higher a day later 27 times out of 62; half the outcomes fell between -0.9% and +0.4%. History, not a forecast.
- 4 analyst actions in the past 10 days (0 positive, 4 negative); latest: Bernstein maintained Market Perform, lowered target $295 → $250.
- 1 insider or congressional trade in the past 30 days.
- Market backdrop (Today): Core PPI m/m 1.3% vs 0.3% expected (hotter); Core Retail Sales m/m 0.9% vs 0.6% expected (stronger); S&P futures -0.08%, 10-year yield -3bp in the 30 minutes after.
- Activity: volume on pace for 2.5× its 20-day average.
Insiders
| Trade date | Insider | Role | Side | Type | Shares | Avg price | Value | Filed |
|---|---|---|---|---|---|---|---|---|
| Aug 7, 2026 | Lauren B Elting | VP - CAO and Corp Contro | Tax | tax withholding | 304 | $274.48 | $83.4K | Aug 11 |
| Jun 10, 2026 | Joseph M. Erlinger | President | Sell | 10b5-1 plan | 5,252 | $284.32 | $1.5M | Jun 10 |
| May 28, 2026 | Desiree Ralls-Morrison | General Counsel | Sell | 10b5-1 plan | 2,763 | $278.36 | $769.1K | Jun 1 |
| May 26, 2026 | Joseph M. Erlinger | President | Sell | 10b5-1 plan | 333 | $280.11 | $93.3K | May 27 |
| Apr 23, 2026 | Joseph M. Erlinger | President | Sell | 10b5-1 plan | 333 | $302.72 | $100.8K | Apr 23 |
| Apr 10, 2026 | Joseph M. Erlinger | President | Sell | 10b5-1 plan | 2,626 | $307.00 | $806.2K | Apr 13 |
| Mar 23, 2026 | Joseph M. Erlinger | President | Sell | 10b5-1 plan | 333 | $313.47 | $104.4K | Mar 24 |
| Mar 18, 2026 | Dario Baroni | President | Sell | 10b5-1 plan | 600 | $323.77 | $194.3K | Mar 19 |
| Mar 10, 2026 | Joseph M. Erlinger | President | Sell | 10b5-1 plan | 2,626 | $328.34 | $862.2K | Mar 11 |
| Feb 23, 2026 | Jonathan Banner | EVP | Sell | unplanned | 6,200.66 | $333.29 | $2.1M | Feb 25 |
| Feb 23, 2026 | Joseph M. Erlinger | President | Sell | 10b5-1 plan | 333 | $330.43 | $110K | Feb 25 |
| Feb 13, 2026 | Jonathan Banner | EVP | Tax | tax withholding | 3,701.91 | $327.58 | $1.2M | Feb 17 |
| Feb 13, 2026 | Dario Baroni | President | Tax | tax withholding | 1,345.9299999999998 | $327.58 | $440.9K | Feb 17 |
| Feb 13, 2026 | Ian Frederick Borden | CFO | Tax | tax withholding | 2,368.1 | $327.58 | $775.7K | Feb 17 |
| Feb 13, 2026 | Tiffanie L. Boyd | EVP | Tax | tax withholding | 702.73 | $327.58 | $230.2K | Feb 17 |
| Feb 13, 2026 | Joseph M. Erlinger | President | Tax | tax withholding | 2,312.23 | $327.58 | $757.4K | Feb 17 |
| Feb 13, 2026 | Edith Morgan Flatley | EVP | Tax | tax withholding | 797.58 | $327.58 | $261.3K | Feb 17 |
| Feb 13, 2026 | Christopher J Kempczinski | CEO | Tax | tax withholding | 9,182.5 | $327.58 | $3M | Feb 17 |
| Feb 13, 2026 | Christopher J Kempczinski | CEO | Sell | 10b5-1 plan | 52,553 | $332.44 | $17.5M | Feb 17 |
| Feb 13, 2026 | Gillian McDonald | EVP | Tax | tax withholding | 3,124.66 | $327.58 | $1M | Feb 17 |
| Feb 13, 2026 | Desiree Ralls-Morrison | General Counsel | Tax | tax withholding | 1,382.89 | $327.58 | $453K | Feb 17 |
| Feb 13, 2026 | Brian S Rice | EVP | Tax | tax withholding | 807.51 | $327.58 | $264.5K | Feb 17 |
| Feb 13, 2026 | Manuel Jm Steijaert | President | Tax | tax withholding | 1,639.32 | $327.58 | $537K | Feb 17 |
| Feb 12, 2026 | Edith Morgan Flatley | EVP | Sell | 10b5-1 plan | 4,692 | $331.00 | $1.6M | Feb 17 |
| Feb 10, 2026 | Joseph M. Erlinger | President | Sell | 10b5-1 plan | 2,626 | $325.25 | $854.1K | Feb 11 |
| Jan 12, 2026 | Joseph M. Erlinger | President | Sell | 10b5-1 plan | 2,626 | $306.58 | $805.1K | Jan 13 |
| Dec 16, 2025 | Desiree Ralls-Morrison | General Counsel | Sell | 10b5-1 plan | 2,486 | $320.00 | $795.5K | Dec 18 |
| Dec 12, 2025 | Edith Morgan Flatley | EVP | Sell | 10b5-1 plan | 658 | $315.00 | $207.3K | Dec 15 |
| Dec 1, 2025 | Manuel Jm Steijaert | President | Sell | 10b5-1 plan | 6,567 | $305.50 | $2M | Dec 2 |
| Nov 21, 2025 | Ian Frederick Borden | CFO | Sell | 10b5-1 plan | 17,134 | $310.00 | $5.3M | Nov 21 |
| Nov 14, 2025 | Joseph M. Erlinger | President | Sell | unplanned | 3,195 | $305.82 | $977.1K | Nov 18 |
| Nov 5, 2025 | Manuel Jm Steijaert | President | Sell | 10b5-1 plan | 13,134 | $300.42 | $3.9M | Nov 7 |
Officers, directors and 10% owners file SEC Form 4 within two business days. Unplanned: the insider chose to trade now, the trades worth attention; their dollars make the net above. 10b5-1 plan: scheduled in advance, kept for the record. Tax: shares withheld on vesting stock, not a market trade. Awards, option exercises and gifts are left out. Source: SEC EDGAR, collected daily for the stocks discussed on Reddit.
Congress
| Trade date | Member | Chamber | Side | Amount | Disclosed |
|---|---|---|---|---|---|
| Sep 25, 2026 | Josh Gottheimer | House | Sell | $1K–$15K | Oct 7 |
| Aug 26, 2026 | Scott Scott Franklin | House | Buy | $1K–$15K | Sep 17 |
| Aug 11, 2026 | Cory A Booker | Senate | Sell | $15K–$50K | Sep 9 |
| Jul 30, 2026 | Richard Dean McCormick | House | Sell | $1K–$15K | Aug 14 |
| Mar 31, 2026 | Jared Moskowitz | House | Buy | $1K–$15K | Apr 30 |
| Mar 27, 2026 | Alan Armstrong | Senate | Buy | $1K–$15K | Jul 21 |
| Jan 9, 2026 | Sheldon Whitehouse | Senate | Sell | $15K–$50K | Feb 4 |
| Dec 18, 2025 | Julie Johnson | House | Sell | $1K–$15K | Jan 15 |
| Nov 13, 2025 | Julie Johnson | House | Sell | $1K–$15K | Dec 11 |
| Nov 5, 2025 | Richard Dean McCormick | House | Buy | $1K–$15K | Dec 9 |
| Oct 31, 2025 | Lisa McClain | House | Sell | $1K–$15K | Nov 21 |
| Oct 30, 2025 | Lisa McClain | House | Buy | $1K–$15K | Nov 21 |
| Oct 30, 2025 | Lisa McClain | House | Sell | $1K–$15K | Nov 21 |
| Oct 23, 2025 | Kevin Hern | House | Sell | $100K–$250K | Nov 16 |
| Oct 23, 2025 | Kevin Hern | House | Sell | $1K–$15K | Nov 16 |
Members of Congress report trades within 45 days of the trade date, so these are never real-time. Amounts are disclosed as ranges; the net uses each range's midpoint (≈). Source: House and Senate periodic transaction reports via CongressInvests, refreshed daily.
Funds
| Investor | Shares | Value | Of its portfolio | Vs quarter before | As of |
|---|---|---|---|---|---|
| Viking Global (Andreas Halvorsen) | 2,829,158 | $764.7M | 2.2% | -22% | Q2 2026 |
| Gates Foundation Trust (Bill Gates) | 334,900 | $90.5M | 0.26% | — | Q2 2026 |
| Soros Fund Management (George Soros) | 123,562 | $33.4M | 0.55% | — | Q2 2026 |
| Bridgewater (Ray Dalio's firm) | 56,643 | $15.3M | 0.06% | +12% | Q2 2026 |
| Date | Investor | Move | Source | Shares | ≈ Value | Now held | Filed |
|---|---|---|---|---|---|---|---|
| Aug 14, 2026 | Viking Global (Andreas Halvorsen) | Trimmed | 13F, Q2 2026 | 795,871 | $215.1M | 2.2% | Aug 14 |
| May 15, 2026 | Soros Fund Management (George Soros) | New stake | 13F, Q1 2026 | 123,562 | $38.4M | 0.7% | May 15 |
Well-known investors we follow (Buffett, Ackman, Icahn, Druckenmiller, Tepper, Soros and others). 13F: managers report their US stock holdings up to 45 days after each quarter; the change from the quarter before is dated by the filing, the trades happened some time in the quarter, and the value is at the quarter-end price (≈). New and closed positions, and adds or cuts of 20% or more, of positions at least 0.2% of the portfolio. ARK: Cathie Wood's ETFs publish their holdings every morning; the change beyond the fund's own inflows and outflows, dated by the session it traded. 5%+ stake: Schedule 13D (with intent to influence) or 13G (passive), filed within days. Source: SEC EDGAR, ark-funds.com, refreshed daily. Who holds it: each investor's latest 13F portfolio (positions at the quarter's end; one sold since would not show until the next filing), and ARK's ETFs as of their latest daily file. The funds we follow and their portfolios · All recent insider, congressional and fund moves