CKW Financial Group Has $40.61 Million Holdings in McDonald's Corporation $MCD

Key Points

• CKW Financial Group trimmed its stake in McDonald's by 4.3% in Q3 to 135,141 shares worth $40.61 million, making MCD about 4.4% of CKW's portfolio and its sixth-largest holding.
• Top insiders have been selling: EVP Jonathan Banner sold 6,201 shares and CEO Christopher J. Kemp­czinski sold 26,276 shares, with insiders offloading a total of 71,517 shares (~$23.66M) over the last three months and now owning just 0.25% of the stock.
• Analysts have lifted targets and ratings (17 Buys, 13 Holds, consensus target ~$339.69), and McDonald's recently beat Q results (EPS $3.12 vs. $3.05; revenue $7.01B) while announcing a quarterly dividend of $1.86 (annualized $7.44, ~2.3% yield; ex-dividend Mar 3).

CKW Financial Group cut its stake in McDonald's Corporation (NYSE:MCD - Free Report) by 4.3% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 135,141 shares of the fast-food giant's stock after selling 6,000 shares during the quarter. McDonald's makes up approximately 4.4% of CKW Financial Group's investment portfolio, making the stock its 6th largest holding. CKW Financial Group's holdings in McDonald's were worth $40,612,000 as of its most recent SEC filing.

A number of other hedge funds also recently modified their holdings of MCD. Norges Bank bought a new position in McDonald's in the 2nd quarter valued at about $2,780,712,000. Laurel Wealth Advisors LLC boosted its holdings in shares of McDonald's by 29,382.3% during the second quarter. Laurel Wealth Advisors LLC now owns 5,737,548 shares of the fast-food giant's stock worth $1,676,339,000 after acquiring an additional 5,718,087 shares during the period. Soundwatch Capital LLC acquired a new position in shares of McDonald's in the second quarter valued at approximately $1,412,069,000. Viking Global Investors LP grew its position in shares of McDonald's by 171.7% in the second quarter. Viking Global Investors LP now owns 3,125,432 shares of the fast-food giant's stock valued at $913,157,000 after purchasing an additional 1,974,998 shares during the last quarter. Finally, Amundi increased its stake in shares of McDonald's by 96.0% during the second quarter. Amundi now owns 4,032,676 shares of the fast-food giant's stock worth $1,188,147,000 after purchasing an additional 1,974,751 shares during the period. Institutional investors and hedge funds own 70.29% of the company's stock.

Insider Buying and Selling at McDonald's

In other McDonald's news, EVP Jonathan Banner sold 6,201 shares of the stock in a transaction dated Monday, February 23rd. The shares were sold at an average price of $333.29, for a total transaction of $2,066,731.29. Following the sale, the executive vice president directly owned 2,291 shares in the company, valued at $763,567.39. This represents a 73.02% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at the SEC website. Also, CEO Christopher J. Kempczinski sold 26,276 shares of the firm's stock in a transaction dated Friday, February 13th. The shares were sold at an average price of $333.54, for a total transaction of $8,764,097.04. Following the completion of the transaction, the chief executive officer directly owned 22,900 shares in the company, valued at approximately $7,638,066. This represents a 53.43% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 71,517 shares of company stock valued at $23,655,503 over the last three months. 0.25% of the stock is owned by insiders.

Analysts Set New Price Targets

Several analysts recently issued reports on the company. Weiss Ratings restated a "buy (b-)" rating on shares of McDonald's in a research note on Wednesday, January 28th. BTIG Research increased their price objective on McDonald's from $360.00 to $370.00 and gave the stock a "buy" rating in a research report on Thursday, February 12th. JPMorgan Chase & Co. lifted their target price on McDonald's from $305.00 to $325.00 and gave the stock an "overweight" rating in a report on Tuesday, February 24th. Jefferies Financial Group boosted their target price on shares of McDonald's from $360.00 to $375.00 and gave the company a "buy" rating in a research report on Thursday, February 12th. Finally, Oppenheimer upgraded shares of McDonald's from a "market perform" rating to an "outperform" rating and set a $355.00 price target on the stock in a research note on Tuesday, January 6th. Seventeen analysts have rated the stock with a Buy rating, thirteen have assigned a Hold rating and two have given a Sell rating to the company. According to MarketBeat.com, the stock currently has an average rating of "Hold" and a consensus target price of $339.69.

McDonald's Price Performance

McDonald's stock opened at $328.22 on Friday. The firm has a market cap of $233.17 billion, a PE ratio of 27.47, a price-to-earnings-growth ratio of 2.92 and a beta of 0.51. The stock's fifty day moving average price is $318.21 and its two-hundred day moving average price is $311.04. McDonald's Corporation has a one year low of $283.47 and a one year high of $341.75.

McDonald's (NYSE:MCD - Get Free Report) last released its earnings results on Wednesday, February 11th. The fast-food giant reported $3.12 earnings per share for the quarter, beating analysts' consensus estimates of $3.05 by $0.07. The firm had revenue of $7.01 billion during the quarter, compared to the consensus estimate 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 revenue was up 9.7% compared to the same quarter last year. During the same period in the prior year, the company posted $2.83 EPS. Sell-side analysts expect that McDonald's Corporation will post 12.25 earnings per share for the current fiscal year.

McDonald's Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 17th. Investors of record on Tuesday, March 3rd will be given a dividend of $1.86 per share. The ex-dividend date of this dividend is Tuesday, March 3rd. This represents a $7.44 annualized dividend and a yield of 2.3%. McDonald's's dividend payout ratio is currently 62.26%.

Trending Headlines about McDonald's

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

• Positive Sentiment: Tigress Financial raised its price target on MCD to $385 and kept a "buy" rating, implying roughly 17% upside from the current price — a direct bullish signal from an analyst that can drive buying interest. Street Insider: PT Raised
• Positive Sentiment: Capgemini extended its technology partnership with McDonald’s for five years to modernize restaurants and accelerate digital features — supports efficiency, digital sales growth and execution of the "Accelerating the Arches" strategy. Capgemini partnership
• Positive Sentiment: Strategic expansion plan: analyst coverage (Zacks) highlights MCD’s target of ~50,000 restaurants by 2027 with 2,600 openings planned for 2026 — accelerates unit-driven revenue potential and global footprint growth. Zacks: 50K restaurant target
• Positive Sentiment: Brand & merchandising lift: Crocs x Happy Meal collaboration and revived Happy Meal partnerships drive PR and collectible demand that can boost traffic and AUVs in limited windows. Crocs Happy Meal collab
• Neutral Sentiment: Local development: planning for a third McDonald’s in Collierville, TN — incremental local growth but immaterial to companywide fundamentals. Collierville restaurant plan
• Neutral Sentiment: Dividend narratives continue to feature MCD among reliable payers — supports longer‑term investor interest but is not an immediate price catalyst. Dividend stocks article
• Negative Sentiment: Product/PR risk from Big Arch launch — the nationwide rollout and a viral 13‑second CEO taste‑test video produced heavy attention but mixed consumer reviews and social backlash; competitors (Burger King, Wendy’s) have publicly trolled the clip. That creates short‑term reputational noise and raises the risk that the premium product may not sustain lift if consumer reception or value perception proves weak. Big Arch coverage

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.

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