MCDRestaurants
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Get what investors say about MCD next
3 investor calls on MCD in the last 90 days (3 bullish, 0 bearish). Follow MCD free and new calls come to you in The Brief, our morning email, the day after we record them. This page shows them a week later.
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Who said what, and what MCD did next
Every dot is a day someone on the record made a call. Hover one to see who. We are not scoring them — the point is that you can see it and judge for yourself.
Who’s talking about MCD
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2026-10-22 | Unknown | Bullish | Fox Business (uncut) | McDonald's has compounded its dividend at 7.8% per year since the late 1960s and proved defensive during the… |
| 2026-10-19 | Dan Nathan (RiskReversal)Trader & co-host, RiskReversal Media | Bullish | CNBC (uncut) | McDonald's is a final-trade buy with the stock expected to start moving more constructively from current… |
| 2026-10-15 | Tobias CarlisleFounder & CIO, Acquirers Funds | Bullish | The Acquirers Podcast (feed) | High-quality consumer staples like McDonald's and Pepsi have been sold off hard as former bond proxies in a… |
| 2025-06-10 | Josh Brown (Ritholtz)CEO, Ritholtz Wealth Management | Bearish | The Compound | Weight-loss drug adoption is a structural headwind to traffic, pricing power is eroding so McDonald's no… |
| 2023-07-03 | Scott MartinCIO, Kingsview Wealth Management | Bullish | Fox Making Money | McDonald's reached oversold valuations and is bouncing, and student-loan repayment resumption will accelerate… |
| 2013-07-03 | Warren BuffettChairman, Berkshire Hathaway | Neutral | Leyland Private Asset Management | McDonald's has the strongest global position in fast food but is increasingly promotional-dependent rather… |
Next report: 4 Nov 2026 before the open
Notable options days
Sessions in the last 120 where MCD’s settled options volume ran ≥ 2× its trailing 20-session baseline, or delta-dollar flow ran ≥ 2.5× — 6 of 120 sessions qualified.
| Date | Close | RVOL | Δ$ flow ($M) | Call % | LEAPS % | +20 sess. |
|---|---|---|---|---|---|---|
| 2026-09-23 | ||||||
| 2026-09-17 | ||||||
| 2026-09-03 | ||||||
| 2026-08-27 | ||||||
| 2026-08-04 | ||||||
| 2026-08-03 |
MCD on the Wheel
MCD passed our 1-month put test (30-delta put, 30–45 days, sold at the bid, bought back at half the credit), 2021–2026.
The Wheel lists cash-secured puts on stocks after a 3% drop, with live quotes, the chance of assignment and each stock’s own history. Free to use; a free account lets you follow stocks, add your own and ask questions.
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