Flossbach Von Storch SE Has $118.41 Million Position in McDonald's Corporation $MCD

Key Points

• Flossbach Von Storch SE raised its McDonald's stake 12.4% to 387,434 shares (worth $118.41 million), and other hedge funds also significantly added positions, leaving institutions with about 70.29% ownership.
• Analyst views are mixed — several firms have lifted price targets into the mid‑$300s (Jefferies to $375, UBS to $365), but the consensus rating remains "Hold" with a consensus target of $340.93.
• Insider selling has been notable: CEO Christopher Kempczinski sold 26,276 shares for roughly $8.76 million, and insiders now own only about 0.26% of the company.

Flossbach Von Storch SE grew its stake in McDonald's Corporation (NYSE:MCD - Free Report) by 12.4% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 387,434 shares of the fast-food giant's stock after purchasing an additional 42,665 shares during the quarter. Flossbach Von Storch SE owned approximately 0.05% of McDonald's worth $118,411,000 as of its most recent SEC filing.

A number of other hedge funds also recently modified their holdings of the stock. Viking Global Investors LP grew its stake in McDonald's by 171.7% in the 2nd quarter. Viking Global Investors LP now owns 3,125,432 shares of the fast-food giant's stock valued at $913,157,000 after buying an additional 1,974,998 shares during the last quarter. Franklin Resources Inc. lifted its position in McDonald's by 36.6% during the third quarter. Franklin Resources Inc. now owns 4,396,837 shares of the fast-food giant's stock worth $1,336,155,000 after acquiring an additional 1,179,244 shares during the last quarter. Arrowstreet Capital Limited Partnership boosted its holdings in shares of McDonald's by 111.3% during the third quarter. Arrowstreet Capital Limited Partnership now owns 2,071,296 shares of the fast-food giant's stock worth $629,446,000 after acquiring an additional 1,090,849 shares during the period. Marshall Wace LLP boosted its holdings in shares of McDonald's by 927.5% during the third quarter. Marshall Wace LLP now owns 827,547 shares of the fast-food giant's stock worth $251,483,000 after acquiring an additional 927,547 shares during the period. Finally, Alyeska Investment Group L.P. grew its position in shares of McDonald's by 766.5% in the third quarter. Alyeska Investment Group L.P. now owns 885,629 shares of the fast-food giant's stock valued at $269,134,000 after purchasing an additional 783,416 shares during the last quarter. Institutional investors and hedge funds own 70.29% of the company's stock.

Key McDonald's News

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

• Positive Sentiment: Major content/brand tie‑ins — McDonald’s is rolling out a high‑profile Stranger Things Happy Meal promotion that should boost traffic, merchandising and limited‑time sales during the campaign window. McDonald's unveils "Stranger Things" Happy Meal
• Positive Sentiment: Beverage push — McDonald’s launched an expanded drinks menu positioned to capture more beverage spend (a category with higher check and margin potential), which could help same‑store sales over time. McDonald's takes aim at Starbucks with new drinks menu
• Positive Sentiment: Analyst/folio momentum pieces highlight MCD as a lower‑risk, growth‑oriented name amid its technology/real‑estate transformation — supportive framing for longer‑term holders. McDonald’s Corporation (MCD): One of the Best Low Risk High Growth Stocks to Buy
• Neutral Sentiment: Street targets are being reworked — some firms bumped targets into the mid‑$300s while others trimmed estimates; the debate is whether recent growth and AI/real‑estate gains are already priced in. This creates mixed signals rather than a clear catalyst. How The McDonald's (MCD) Investment Story Is Shifting As Analysts Rework Growth And Valuation
• Neutral Sentiment: Viral/PR moments (e.g., CEO comments about a viral tiny‑burger bite) and menu/promotion coverage keep the brand culturally relevant but have limited immediate EPS impact. McDonald's CEO explains viral tiny burger bite moment
• Negative Sentiment: Analyst downgrade — Erste Group lowered MCD from Buy to Hold, which likely contributed to selling pressure as investors re‑assess conviction around near‑term upside. Erste Group downgrades McDonald's to Hold (reference)
• Negative Sentiment: Market reaction / price action coverage — multiple outlets note the shares moved lower in the latest session, signaling that the downgrade and mixed analyst commentary are weighing on sentiment. McDonald's (MCD) Stock Sinks As Market Gains: Here's Why

Analysts Set New Price Targets

MCD has been the subject of several research reports. Jefferies Financial Group lifted their price target on McDonald's from $360.00 to $375.00 and gave the stock a "buy" rating in a report on Thursday, February 12th. Wells Fargo & Company increased their price objective on McDonald's from $345.00 to $355.00 and gave the stock an "overweight" rating in a research report on Thursday, February 12th. Robert W. Baird set a $335.00 target price on McDonald's in a report on Thursday, February 12th. UBS Group boosted their target price on shares of McDonald's from $350.00 to $365.00 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. Sixteen analysts have rated the stock with a Buy rating, fifteen have assigned a Hold rating and one has issued a Sell rating to the company's stock. According to MarketBeat, McDonald's presently has a consensus rating of "Hold" and a consensus target price of $340.93.

Insider Activity

In other news, CEO Christopher J. Kempczinski sold 26,276 shares of the company's stock in a transaction that occurred on 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 sale, the chief executive officer owned 22,900 shares of the company's stock, valued at approximately $7,638,066. This represents a 53.43% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, insider Joseph M. Erlinger sold 333 shares of the stock in a transaction that occurred on Thursday, April 23rd. The stock was sold at an average price of $302.72, for a total transaction of $100,805.76. Following the sale, the insider owned 8,067 shares in the company, valued at $2,442,042.24. This represents a 3.96% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders sold 71,990 shares of company stock worth $23,824,113. 0.26% of the stock is owned by company insiders.

McDonald's Price Performance

Shares of NYSE:MCD opened at $290.45 on Tuesday. The business's 50 day simple moving average is $316.41 and its 200 day simple moving average is $312.04. McDonald's Corporation has a 1 year low of $283.47 and a 1 year high of $341.75. The company has a market capitalization of $206.46 billion, a P/E ratio of 24.31, a P/E/G ratio of 2.71 and a beta of 0.53.

McDonald's (NYSE:MCD - Get Free Report) last announced its quarterly earnings data on Wednesday, February 11th. The fast-food giant reported $3.12 earnings per share for the quarter, beating the consensus estimate of $3.05 by $0.07. The firm had revenue of $7.01 billion during the quarter, compared to analysts' expectations 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% compared to the same quarter last year. During the same period in the previous year, the firm earned $2.83 EPS. On average, sell-side analysts anticipate that McDonald's Corporation will post 13.21 EPS for the current fiscal year.

McDonald's Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, March 17th. Investors of record on Tuesday, March 3rd were given a dividend of $1.86 per share. The ex-dividend date of this dividend was Tuesday, March 3rd. This represents a $7.44 annualized dividend and a yield of 2.6%. McDonald's's dividend payout ratio is currently 62.26%.

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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