Chicago Partners Investment Group LLC Has $7.81 Million Stock Holdings in McDonald's Corporation $MCD

Key Points

• Chicago Partners Investment Group LLC increased its stake in McDonald's by 16.7% in Q4 to 25,249 shares, valued at approximately $7.81 million.
• McDonald's insiders have been net sellers recently — a total of 71,990 shares worth about $23.8 million were sold in the past three months, including notable sales by Joseph Erlinger and CMO Edith Morgan Flatley.
• McDonald's beat Q4 estimates with $3.12 EPS and $7.01 billion in revenue, and the company pays a quarterly dividend of $1.86 (annualized $7.44, ~2.5% yield).

Chicago Partners Investment Group LLC grew its stake in McDonald's Corporation (NYSE:MCD - Free Report) by 16.7% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 25,249 shares of the fast-food giant's stock after buying an additional 3,618 shares during the period. Chicago Partners Investment Group LLC's holdings in McDonald's were worth $7,808,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors and hedge funds also recently made changes to their positions in the stock. WD Rutherford LLC increased its stake in shares of McDonald's by 1.0% in the third quarter. WD Rutherford LLC now owns 3,261 shares of the fast-food giant's stock valued at $991,000 after buying an additional 33 shares during the period. Physician Wealth Advisors Inc. increased its stake in shares of McDonald's by 1.6% in the fourth quarter. Physician Wealth Advisors Inc. now owns 2,102 shares of the fast-food giant's stock valued at $642,000 after buying an additional 33 shares during the period. Jackson Hole Capital Partners LLC increased its stake in shares of McDonald's by 0.3% in the third quarter. Jackson Hole Capital Partners LLC now owns 11,032 shares of the fast-food giant's stock valued at $3,352,000 after buying an additional 34 shares during the period. CFO4Life Group LLC increased its stake in shares of McDonald's by 2.1% in the third quarter. CFO4Life Group LLC now owns 1,669 shares of the fast-food giant's stock valued at $507,000 after buying an additional 34 shares during the period. Finally, American National Bank of Texas increased its stake in shares of McDonald's by 2.9% in the fourth quarter. American National Bank of Texas now owns 1,191 shares of the fast-food giant's stock valued at $364,000 after buying an additional 34 shares during the period. Institutional investors and hedge funds own 70.29% of the company's stock.

Insider Transactions at McDonald's

In other McDonald's news, insider Joseph M. Erlinger sold 2,626 shares of the stock in a transaction that occurred on Tuesday, February 10th. The stock was sold at an average price of $325.25, for a total value of $854,106.50. Following the transaction, the insider owned 5,398 shares in the company, valued at approximately $1,755,699.50. This represents a 32.73% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CMO Edith Morgan Flatley sold 4,692 shares of the stock in a transaction that occurred on Thursday, February 12th. The stock was sold at an average price of $331.00, for a total value of $1,553,052.00. Following the completion of the transaction, the chief marketing officer owned 6,200 shares in the company, valued at approximately $2,052,200. The trade was a 43.08% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 71,990 shares of company stock worth $23,824,113 in the last three months. Insiders own 0.26% of the company's stock.

McDonald's Stock Performance

Shares of NYSE:MCD opened at $302.82 on Friday. The business's 50 day simple moving average is $317.71 and its two-hundred day simple moving average is $311.81. The firm has a market cap of $215.25 billion, a P/E ratio of 25.34, a PEG ratio of 2.71 and a beta of 0.53. McDonald's Corporation has a 52-week low of $283.47 and a 52-week high of $341.75.

McDonald's (NYSE:MCD - Get Free Report) last announced its quarterly earnings results on Wednesday, February 11th. The fast-food giant reported $3.12 earnings per share (EPS) for the quarter, topping the consensus estimate of $3.05 by $0.07. The business had revenue of $7.01 billion for the quarter, compared to analyst estimates of $6.81 billion. McDonald's had a negative return on equity of 343.90% and a net margin of 31.85%.The company's quarterly revenue was up 9.7% on a year-over-year basis. During the same quarter in the prior year, the company earned $2.83 earnings per share. On average, equities analysts forecast that McDonald's Corporation will post 13.22 earnings per share for the current fiscal year.

McDonald's Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Tuesday, March 17th. Shareholders of record on Tuesday, March 3rd were issued a $1.86 dividend. The ex-dividend date was Tuesday, March 3rd. This represents a $7.44 annualized dividend and a yield of 2.5%. McDonald's's dividend payout ratio is presently 62.26%.

Key Stories Impacting McDonald's

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

• Positive Sentiment: New nationwide value menu and $3 menu rollout should support traffic and AUVs by making pricing more competitive and simplifying promotional offers. McDonald’s new value menu debuts today
• Positive Sentiment: Menu revamp across ~17 items and added “protein” badges responds to shifting consumer demand (incl. GLP‑1 trends) — this product alignment can protect menu relevance and sales per guest. McDonald’s revamps menu across 17 items as GLP-1 use surges
• Positive Sentiment: New promotional tie-ins (Stranger Things Happy Meal) and refreshed beverage/soda items are near-term demand drivers and brand-relevance plays. McDonald’s introducing new ‘Stranger Things’ Happy Meal
• Positive Sentiment: Company added more U.S. restaurants in 2025 than any year since 2002 — a renewal of unit-growth tailwinds after a low-growth period. McDonald's added a lot of new U.S. restaurants in 2025
• Neutral Sentiment: Some models still target upside (24/7 Wall St. $341 PT) but note execution “cracks” — mixed signals for valuation drivers. McDonald’s Price Target Hits $341—But Cracks Are Starting to Show
• Neutral Sentiment: RBC expects Q1 roughly in line with Street — reduces the chance of a major earnings surprise in the near term. McDonald's Seen Posting Largely In-Line First-Quarter Results, RBC Says
• Neutral Sentiment: Options commentary suggests retail traders see limited downside and are selling premium via spreads — market participants positioning for muted volatility. Selling A Spread On McDonald's Stock Could Deliver A Big Mac-Sized Return
• Negative Sentiment: Insider sale: President of McDonald’s USA, Joseph M. Erlinger, sold 333 shares (~$100.8k) — small in scale but visible to investors and sometimes viewed as a mild negative signal. Insider Form 4 filing
• Negative Sentiment: KeyCorp lowered expectations for MCD’s stock price — an analyst downgrade or lower target can weigh on sentiment. KeyCorp Lowers Expectations
• Negative Sentiment: Brand/IP risk: USPTO has questioned McDonald’s attempt to reclaim “Extra Value Meal” as a trademark — potential loss of branding control on a core promotional term. McDonald's fights to win back ‘Extra Value Meal' moniker
• Negative Sentiment: Regulatory / reputational watch: equality watchdog says work with McDonald’s on sexual‑harassment prevention is “ongoing,” signalling potential reputational or compliance risk. Equality watchdog update

Analyst Upgrades and Downgrades

Several equities research analysts have recently weighed in on the company. Oppenheimer raised McDonald's from a "market perform" rating to an "outperform" rating and set a $355.00 price target for the company in a research note on Tuesday, January 6th. Argus upgraded McDonald's from a "hold" rating to a "buy" rating and set a $380.00 target price on the stock in a research report on Friday, February 13th. Sanford C. Bernstein restated a "market perform" rating and set a $340.00 target price on shares of McDonald's in a research report on Thursday, February 12th. Piper Sandler upped their target price on McDonald's from $323.00 to $325.00 and gave the company a "neutral" rating in a research report on Thursday, February 12th. Finally, Rothschild & Co Redburn upgraded McDonald's from a "sell" rating to a "neutral" rating and upped their target price for the company from $260.00 to $306.00 in a research report on Thursday. Seventeen analysts have rated the stock with a Buy rating, fourteen have given a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, McDonald's has an average rating of "Moderate Buy" and an average price target of $340.93.

About McDonald's

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.

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