Concurrent Investment Advisors LLC Increases Position in McDonald's Corporation $MCD

Key Points

• Concurrent Investment Advisors increased its stake in McDonald's by 60.1% in Q4, adding 24,446 shares to hold 65,121 shares worth about $19.9 million.
• Insiders have been net sellers: CEO Christopher Kempczinski sold 26,277 shares and EVP Jonathan Banner sold 6,201 shares, with insiders offloading 71,990 shares (~$23.8M) in the past 90 days and insiders now owning 0.26% of the stock.
• McDonald's recently beat quarterly EPS estimates ($3.12 vs. $3.05) with revenue up 9.7% year‑over‑year; the company pays an annualized dividend of $7.44 (~2.5% yield) and carries a MarketBeat consensus rating of Moderate Buy with a $340.93 price target.

Concurrent Investment Advisors LLC increased its position in shares of McDonald's Corporation (NYSE:MCD - Free Report) by 60.1% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 65,121 shares of the fast-food giant's stock after purchasing an additional 24,446 shares during the period. Concurrent Investment Advisors LLC's holdings in McDonald's were worth $19,903,000 as of its most recent SEC filing.

Other large investors have also recently added to or reduced their stakes in the company. Evergreen Private Wealth LLC raised its holdings in McDonald's by 162.5% during the third quarter. Evergreen Private Wealth LLC now owns 84 shares of the fast-food giant's stock worth $26,000 after purchasing an additional 52 shares in the last quarter. Park Place Capital Corp raised its holdings in McDonald's by 95.7% during the fourth quarter. Park Place Capital Corp now owns 92 shares of the fast-food giant's stock worth $28,000 after purchasing an additional 45 shares in the last quarter. DecisionPoint Financial LLC raised its holdings in McDonald's by 1,616.7% during the fourth quarter. DecisionPoint Financial LLC now owns 103 shares of the fast-food giant's stock worth $31,000 after purchasing an additional 97 shares in the last quarter. Painted Porch Advisors LLC raised its holdings in McDonald's by 735.7% during the third quarter. Painted Porch Advisors LLC now owns 117 shares of the fast-food giant's stock worth $36,000 after purchasing an additional 103 shares in the last quarter. Finally, Davis Capital Management purchased a new position in McDonald's during the third quarter worth about $37,000. 70.29% of the stock is owned by hedge funds and other institutional investors.

More McDonald's News

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

• Positive Sentiment: Company rolled out a nationwide value menu and sub‑$3 items intended to drive traffic and simplify promotions — a potentially material near‑term top‑line boost. McDonald’s new value menu debuts today
• Positive Sentiment: Menu revamp (≈17 items) and "protein" badges aim to keep menu relevant amid changing consumer trends (GLP‑1 impact), supporting average check and guest counts. McDonald’s revamps menu across 17 items
• Positive Sentiment: New promotional tie‑ins (Stranger Things Happy Meals) and refreshed beverages are low‑cost demand drivers that help maintain brand relevance and incremental sales. McDonald’s introducing new ‘Stranger Things’ Happy Meal
• Positive Sentiment: Franchise expansion: McDonald’s opened more U.S. restaurants in 2025 than any year since 2002 — supports long‑term unit growth and franchise economics. McDonald's added a lot of new U.S. restaurants in 2025
• Neutral Sentiment: Some models still point to upside (24/7 Wall St. $341 PT) but flag "execution cracks" — supportive for medium‑term targets but mixed for near‑term momentum. McDonald’s Price Target Hits $341—But Cracks Are Starting to Show
• Neutral Sentiment: RBC sees Q1 roughly in line with consensus, reducing the chance of a major near‑term earnings surprise. McDonald's Seen Posting Largely In-Line First-Quarter Results, RBC Says
• Neutral Sentiment: Options flow and commentary show retail traders selling premium via spreads — market positioning implies limited downside expectations and muted volatility. Selling A Spread On McDonald's Stock Could Deliver A Big Mac-Sized Return
• Negative Sentiment: Insider sale: Joseph M. Erlinger (President, McDonald’s USA) sold 333 shares (~$100.8k) — small in scale but visible to investors and sometimes interpreted as a mild negative signal. Insider Form 4 filing
• Negative Sentiment: Trademark/IP risk: USPTO has challenged McDonald’s attempt to reclaim “Extra Value Meal” — losing exclusive control over a core promotional term could complicate branding. 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," keeping reputational risk on investors' radars. Equality watchdog update

Wall Street Analysts Forecast Growth

Several research analysts recently issued reports on MCD shares. Tigress Financial increased their price target on shares of McDonald's from $360.00 to $385.00 and gave the stock a "buy" rating in a report on Friday, March 6th. Rothschild & Co Redburn raised shares of McDonald's from a "sell" rating to a "neutral" rating and increased their price target for the stock from $260.00 to $306.00 in a report on Thursday. UBS Group increased their price target on shares of McDonald's from $350.00 to $365.00 and gave the stock a "buy" rating in a report on Thursday, February 12th. KeyCorp dropped their target price on shares of McDonald's from $354.00 to $345.00 and set an "overweight" rating for the company in a report on Monday, April 20th. Finally, Argus raised shares of McDonald's from a "hold" rating to a "buy" rating and set a $380.00 target price for the company in a report on Friday, February 13th. Seventeen equities research analysts have rated the stock with a Buy rating, fourteen have issued a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, McDonald's has a consensus rating of "Moderate Buy" and a consensus price target of $340.93.

Insider Activity at McDonald's

In other news, EVP Jonathan Banner sold 6,201 shares of the stock in a transaction that occurred on Monday, February 23rd. The shares were sold at an average price of $333.29, for a total value 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 transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, CEO Christopher J. Kempczinski sold 26,277 shares of the stock in a transaction that occurred on Thursday, February 12th. The shares were sold at an average price of $331.35, for a total transaction of $8,706,883.95. Following the completion of the sale, the chief executive officer owned 22,900 shares in the company, valued at $7,587,915. This represents a 53.43% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders sold 71,990 shares of company stock valued at $23,824,113. 0.26% of the stock is currently owned by corporate insiders.

McDonald's Trading Down 1.0%

Shares of McDonald's stock opened at $299.62 on Friday. McDonald's Corporation has a 12-month low of $283.47 and a 12-month high of $341.75. The stock has a market cap of $212.98 billion, a PE ratio of 25.07, a price-to-earnings-growth ratio of 2.73 and a beta of 0.53. The company has a 50-day moving average of $317.15 and a two-hundred day moving average of $311.83.

McDonald's (NYSE:MCD - Get Free Report) last issued its earnings results on Wednesday, February 11th. The fast-food giant reported $3.12 earnings per share (EPS) for the quarter, beating analysts' consensus estimates 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 period last year, the company posted $2.83 earnings per share. The firm's quarterly revenue was up 9.7% compared to the same quarter last year. On average, sell-side analysts forecast that McDonald's Corporation will post 13.22 EPS for the current fiscal year.

McDonald's Announces Dividend

The business also recently announced 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 of this dividend was Tuesday, March 3rd. This represents a $7.44 dividend on an annualized basis and a yield of 2.5%. McDonald's's dividend payout ratio (DPR) is 62.26%.

McDonald's 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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