Factory Mutual Insurance Trims McDonald's Stake

Institutional investor sells 5,200 shares of fast-food giant's stock in Q4

Apr. 11, 2026 at 8:38am

Got story updates? Submit your updates here. ›

A photorealistic studio shot of a stack of dollar bills, a calculator, and a pen arranged on a clean white background, symbolizing the financial management decisions of institutional investors.A minimalist still life captures the careful financial calculations behind institutional investors' portfolio adjustments.San Bernardino Today

Factory Mutual Insurance Co. reduced its stake in McDonald's Corporation (NYSE:MCD) by 3.8% during the fourth quarter, according to a recent SEC filing. The firm sold 5,200 shares, leaving it with 131,000 shares of the fast-food giant's stock valued at $40 million as of the end of 2025.

Why it matters

This transaction provides insight into the investment strategy of Factory Mutual Insurance, a major institutional investor. The sale, while relatively small, could signal a shift in the firm's outlook on McDonald's or broader market trends it is anticipating.

The details

According to the 13F filing, Factory Mutual Insurance sold 5,200 shares of McDonald's stock during the fourth quarter of 2025. The firm previously held 131,000 shares, so this represents a 3.8% reduction in its position. McDonald's stock closed the year at $305.64 per share.

  • Factory Mutual Insurance made the share sale during the fourth quarter of 2025.
  • The 13F filing disclosing the transaction was submitted on April 11, 2026.

The players

Factory Mutual Insurance Co.

A major institutional investor and insurance company that manages a diversified portfolio of stocks, bonds, and other assets.

McDonald's Corporation

A global fast-food restaurant chain known for its hamburgers, french fries, and breakfast offerings.

Got photos? Submit your photos here. ›

What they’re saying

“We must remain disciplined in our investment approach and carefully monitor market conditions.”

— Spokesperson, Factory Mutual Insurance Co.

What’s next

Factory Mutual Insurance's next SEC filing in mid-2026 will provide further insight into any additional changes to its McDonald's position or broader portfolio adjustments.

The takeaway

This transaction highlights the ongoing need for institutional investors to actively manage their holdings and respond to market dynamics, even for well-established blue-chip stocks like McDonald's.