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McDonald's

Sector Consumer Discretionary

37 letters mention McDonald's, from 12 managers. Page 1 of 2.

• Q2 2026 Greenhaven Road Capital · Q2 2026 letter ↗ Scott Miller · mentioned once
• Q4 2025 Greenhaven Road Capital · Q4 2025 letter ↗ Scott Miller · mentioned 8 times
• Q3 2025 Greenhaven Road Capital · Q3 2025 letter ↗ Scott Miller · mentioned 16 times
• Q3 2025 Horos Asset Management · Q3 2025 letter ↗ Javier Ruiz · mentioned once
• Q2 2025 Greenhaven Road Capital · Q2 2025 letter ↗ Scott Miller · mentioned 2 times
• Q1 2025 Greenhaven Road Capital · Q1 2025 letter ↗ Scott Miller · mentioned once
• Q4 2024 Horos Asset Management · Q4 2024 letter ↗ Javier Ruiz · mentioned once
• Q4 2024 Moerus Capital Management · Annual letter ↗ Amit Wadhwaney · mentioned once
• Q3 2024 Greenhaven Road Capital · Q3 2024 letter ↗ Scott Miller · mentioned once
• Q3 2024 Greystone Capital · Q3 2024 letter ↗ Adam Wilk · mentioned once
• H1 2024 Moerus Capital Management · Semi-annual letter ↗ Amit Wadhwaney · mentioned once
• Q1 2024 Greenhaven Road Capital · Q1 2024 letter ↗ Scott Miller · mentioned 3 times
• 2023 Giverny Capital · Annual letter ↗ François Rochon · mentioned 8 times
• 2023 Moerus Capital Management · Annual letter ↗ Amit Wadhwaney · mentioned 2 times
• Q3 2023 Greenhaven Road Capital · Q3 2023 letter ↗ Scott Miller · mentioned 2 times
• Q4 2022 Moerus Capital Management · Annual letter ↗ Amit Wadhwaney · mentioned 2 times
• H1 2022 Moerus Capital Management · Semi-annual letter ↗ Amit Wadhwaney · mentioned 2 times
• Q2 2021 Greenhaven Road Capital · Q2 2021 letter ↗ Scott Miller · mentioned once
• Q2 2021 Mayar Capital · Q2 2021 letter ↗ Abdulaziz Alnaim · mentioned once
• 2020 Moerus Capital Management · Annual letter ↗ Amit Wadhwaney · mentioned 2 times

Counts are how many times the name appears in the letter. A high count usually means the letter discusses the company; one mention can be a passing reference.