McDonald’s Corporation $MCD Shares Sold by Wrapmanager Inc.

Wrapmanager Inc. lowered its holdings in McDonald’s Corporation (NYSE:MCD) by 36.2% during the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 2,642 shares of the fast-food giant’s stock after selling 1,498 shares during the quarter. Wrapmanager Inc.’s holdings in McDonald’s were worth $803,000 as of its most recent SEC filing.

Several other large investors have also modified their holdings of the business. Palumbo Wealth Management LLC lifted its position in McDonald’s by 1.0% in the third quarter. Palumbo Wealth Management LLC now owns 11,917 shares of the fast-food giant’s stock valued at $3,532,000 after buying an additional 113 shares during the last quarter. First American Trust FSB raised its stake in shares of McDonald’s by 8.7% in the 3rd quarter. First American Trust FSB now owns 43,545 shares of the fast-food giant’s stock valued at $13,232,000 after acquiring an additional 3,489 shares during the period. Rice Partnership LLC lifted its holdings in shares of McDonald’s by 1.5% in the 3rd quarter. Rice Partnership LLC now owns 20,796 shares of the fast-food giant’s stock worth $6,320,000 after acquiring an additional 307 shares during the last quarter. Mufg Securities Americas Inc. boosted its position in shares of McDonald’s by 21.4% during the 3rd quarter. Mufg Securities Americas Inc. now owns 19,243 shares of the fast-food giant’s stock worth $5,848,000 after purchasing an additional 3,396 shares during the period. Finally, Lake Street Private Wealth LLC increased its holdings in McDonald’s by 1.2% in the 3rd quarter. Lake Street Private Wealth LLC now owns 8,065 shares of the fast-food giant’s stock valued at $2,451,000 after purchasing an additional 96 shares during the last quarter. Institutional investors and hedge funds own 70.29% of the company’s stock.

Analyst Upgrades and Downgrades

A number of research analysts have commented on MCD shares. Argus upgraded McDonald’s from a “hold” rating to a “buy” rating and set a $380.00 price target on the stock in a research note on Friday, February 13th. Weiss Ratings reiterated a “buy (b-)” rating on shares of McDonald’s in a report on Wednesday, January 28th. BTIG Research increased their target price on McDonald’s from $360.00 to $370.00 and gave the stock a “buy” rating in a research note on Thursday, February 12th. Sanford C. Bernstein reaffirmed a “market perform” rating and issued a $340.00 target price on shares of McDonald’s in a research report on Thursday, February 12th. Finally, Guggenheim cut their price target on shares of McDonald’s from $325.00 to $320.00 and set a “neutral” rating on the stock in a research note on Friday, February 13th. Sixteen analysts have rated the stock with a Buy rating, thirteen have assigned a Hold rating and two have issued a Sell rating to the company’s stock. According to MarketBeat, the stock has an average rating of “Hold” and a consensus price target of $337.04.

Key McDonald’s News

Here are the key news stories impacting McDonald’s this week:

• Positive Sentiment: Erste Group upgraded MCD to a Buy and said it expects stronger sales growth in 2026, signaling improved analyst conviction and potential upside to earnings expectations. This upgrade, plus published FY2027 forecasts from analysts, supports investor confidence in McDonald’s top‑line momentum. Article Title
• Positive Sentiment: Menu innovation: McDonald’s is rolling out the “Big Arch” burger in the U.S. in early March and has been promoting larger‑format sandwiches — a product push that can lift traffic and AUVs (average unit volumes) if adoption is strong. Positive consumer buzz around a limited-time/new product can translate into near‑term comps upside. Article Title
• Positive Sentiment: Investor interest/attention: Long‑term performance pieces and “how much you’d have” retrospectives highlight McDonald’s steady returns, which can attract more inflows from dividend/low‑volatility investors. That supportive investor demand can buoy the share price. Article Title
• Neutral Sentiment: Valuation/positioning debate: Several pieces ask whether it’s “too late” to buy MCD after multi‑year gains, providing both bullish and cautionary views on whether current price already prices in growth — useful context but not an immediate catalyst. Article Title
• Neutral Sentiment: S&P 500 feature and broader coverage: McDonald’s appears in curated lists of S&P 500 picks and low‑volatility/dividend stock roundups — helpful for passive/ETF flows but a slower, structural influence rather than an immediate price driver. Article Title
• Neutral Sentiment: Operational/checkout tweak: McDonald’s updated its cash/checkout rules as pennies vanish — a small operational change that may slightly affect in‑store experience and costs but is unlikely to move the stock materially. Article Title
• Negative Sentiment: Broader market weakness: A pullback in major indexes and sector rotation away from cyclicals/software on macro headlines can pressure McDonald’s in the short term despite company‑specific positives, especially if risk‑off flows accelerate. Article Title

Insider Buying and Selling

In related news, CEO Christopher J. Kempczinski sold 26,276 shares of the company’s stock in a transaction dated Friday, February 13th. The stock was sold at an average price of $333.54, for a total value of $8,764,097.04. Following the completion of the sale, the chief executive officer directly owned 22,900 shares of the company’s stock, valued at $7,638,066. This represents a 53.43% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP Desiree Ralls-Morrison sold 2,486 shares of the firm’s stock in a transaction that occurred on Tuesday, December 16th. The stock was sold at an average price of $320.00, for a total transaction of $795,520.00. Following the transaction, the executive vice president owned 6,268 shares in the company, valued at approximately $2,005,760. This trade represents a 28.40% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 71,550 shares of company stock valued at $23,484,957 over the last 90 days. 0.25% of the stock is currently owned by corporate insiders.

McDonald’s Stock Up 1.6%

Shares of NYSE:MCD opened at $334.55 on Tuesday. McDonald’s Corporation has a fifty-two week low of $283.47 and a fifty-two week high of $335.67. The firm’s 50 day moving average price is $314.97 and its 200 day moving average price is $309.41. The stock has a market cap of $238.25 billion, a price-to-earnings ratio of 28.00, a price-to-earnings-growth ratio of 2.92 and a beta of 0.52.

McDonald’s (NYSE:MCD) last posted its quarterly earnings results on Wednesday, February 11th. The fast-food giant reported $3.12 EPS for the quarter, topping the consensus estimate of $3.05 by $0.07. McDonald’s had a net margin of 31.85% and a negative return on equity of 343.90%. The company had revenue of $7.01 billion during the quarter, compared to analysts’ expectations of $6.81 billion. During the same quarter in the previous year, the business posted $2.83 EPS. The firm’s revenue was up 9.7% on a year-over-year basis. On average, equities analysts anticipate that McDonald’s Corporation will post 12.25 EPS for the current year.

McDonald’s Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, March 17th. Investors of record on Tuesday, March 3rd will be issued a $1.86 dividend. This represents a $7.44 annualized dividend and a yield of 2.2%. The ex-dividend date of this dividend is Tuesday, March 3rd. McDonald’s’s dividend payout ratio is 62.26%.

McDonald’s Company Profile

McDonald’s Corporation (NYSE: MCD) is a global quick-service restaurant company best known for its hamburgers, French fries and breakfast offerings. The company develops, operates and franchises a system of restaurants that sell a range of food and beverage items, including signature products such as the Big Mac, Quarter Pounder, Chicken McNuggets, McCafé coffee beverages and a variety of salads, desserts and seasonal menu items. McDonald’s serves customers through company-operated restaurants and franchised locations, and it supports sales via dine-in, drive-thru, digital ordering platforms and third-party delivery partnerships.

Founded in 1940 by brothers Richard and Maurice McDonald as a single San Bernardino, California restaurant, the business was transformed into a franchising model after Ray Kroc joined in the mid-1950s and led the brand’s national and international expansion.