Fox Run Management L.L.C. Purchases Shares of 6,231 McDonald's Corporation $MCD

Key Points

• Fox Run Management L.L.C. opened a new position in McDonald’s during the fourth quarter, buying 6,231 shares worth about $1.9 million.
• Institutional interest in McDonald’s remains high, with several hedge funds adding to their stakes and 70.29% of the stock now owned by institutional investors and hedge funds.
• McDonald’s is highlighting growth catalysts such as AI drive-thru ordering, beverage innovation, and limited-time promotions tied to the 2026 FIFA World Cup, though some coverage raises concerns about customer acceptance of AI.

Fox Run Management L.L.C. purchased a new stake in McDonald's Corporation (NYSE:MCD - Free Report) during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The fund purchased 6,231 shares of the fast-food giant's stock, valued at approximately $1,904,000.

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in the business. Cerity Partners LLC increased its stake in McDonald's by 4.6% in the 4th quarter. Cerity Partners LLC now owns 504,941 shares of the fast-food giant's stock valued at $154,325,000 after buying an additional 22,249 shares during the last quarter. LPL Financial LLC increased its stake in McDonald's by 4.2% in the 4th quarter. LPL Financial LLC now owns 1,574,007 shares of the fast-food giant's stock valued at $481,064,000 after buying an additional 62,944 shares during the last quarter. Erste Asset Management GmbH increased its stake in McDonald's by 41.9% in the 4th quarter. Erste Asset Management GmbH now owns 6,714 shares of the fast-food giant's stock valued at $2,064,000 after buying an additional 1,982 shares during the last quarter. O Shaughnessy Asset Management LLC increased its stake in McDonald's by 7.2% in the 4th quarter. O Shaughnessy Asset Management LLC now owns 134,042 shares of the fast-food giant's stock valued at $40,967,000 after buying an additional 8,975 shares during the last quarter. Finally, Manchester Capital Management LLC increased its stake in McDonald's by 4.4% in the 4th quarter. Manchester Capital Management LLC now owns 8,083 shares of the fast-food giant's stock valued at $2,470,000 after buying an additional 337 shares during the last quarter. 70.29% of the stock is currently owned by institutional investors and hedge funds.

Key Stories Impacting McDonald's

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

• Positive Sentiment: McDonald’s is testing AI-powered drive-thru ordering, and early reports say the Google-based system is already reaching about 90% accuracy. That could support faster service, lower labor costs, and better margins if it scales successfully. McDonald’s Google AI Drive-Thru Ordering Hits 90% Accuracy
• Positive Sentiment: Analysts and market commentary continue to point to McDonald’s as a potential long-term winner, with one note highlighting upside tied to its recent growth strategy and another citing beverage innovation—new McCafé and energy drinks—as a way to boost traffic and ticket size in 2026. Can Beverage Innovation Fuel the Next Leg of Growth for MCD Stock?
• Positive Sentiment: McDonald’s is also promoting limited-time offerings tied to the 2026 FIFA World Cup, which could help drive short-term customer traffic and sales. McDonald's Celebrates 2026 FIFA World Cup With Limited-Time Meals
• Neutral Sentiment: Several articles are focused on McDonald’s broader brand and menu appeal, including long-running popular orders and comparisons with competitors, but these are unlikely to materially move the stock on their own. McDonald's And Burger King Use The Same Potatoes For Fries — But One Chain Still Dominates
• Neutral Sentiment: News about a restaurant worker injury in Yuba City appears operationally isolated and does not yet suggest a companywide financial impact, though it may add some reputational noise. McDonald's Employee in ICU After Coworker Allegedly Throws Hot Oil in Yuba City Attack
• Negative Sentiment: Some coverage questions whether customers actually want AI ordering, and those concerns could temper enthusiasm around the technology rollout if service quality or customer satisfaction suffers. McDonald’s is testing AI ordering at drive-thrus — but customers don’t want it
• Negative Sentiment: Another article says McDonald’s is officially replacing drive-thru workers with AI, which could raise labor and execution concerns, even if it supports efficiency over time. McDonalds Orders People Over 55 Still Swear By After Decades

Insider Buying and Selling

In other McDonald's news, EVP Desiree Ralls-Morrison sold 2,763 shares of the stock in a transaction that occurred on Thursday, May 28th. The shares were sold at an average price of $278.36, for a total transaction of $769,108.68. Following the transaction, the executive vice president owned 6,268 shares in the company, valued at $1,744,760.48. This represents a 30.59% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, insider Joseph M. Erlinger sold 2,626 shares of the stock in a transaction that occurred on Friday, April 10th. The stock was sold at an average price of $307.00, for a total transaction of $806,182.00. Following the transaction, the insider owned 8,400 shares in the company, valued at approximately $2,578,800. The trade was a 23.82% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last 90 days, insiders have sold 6,055 shares of company stock worth $1,769,373. Company insiders own 0.26% of the company's stock.

McDonald's Stock Down 0.8%

Shares of NYSE:MCD opened at $277.58 on Tuesday. The company's 50 day moving average price is $291.34 and its two-hundred day moving average price is $307.36. McDonald's Corporation has a 12-month low of $271.85 and a 12-month high of $341.75. The firm has a market cap of $197.22 billion, a PE ratio of 22.88, a PEG ratio of 2.79 and a beta of 0.41.

McDonald's (NYSE:MCD - Get Free Report) last announced its earnings results on Thursday, May 7th. The fast-food giant reported $2.83 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $2.74 by $0.09. McDonald's had a net margin of 31.62% and a negative return on equity of 442.10%. The firm had revenue of $6.52 billion for the quarter, compared to analyst estimates of $6.47 billion. During the same quarter in the prior year, the business posted $2.67 EPS. The business's revenue was up 9.4% compared to the same quarter last year. On average, research analysts expect that McDonald's Corporation will post 12.93 EPS for the current year.

McDonald's Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, June 16th. Shareholders of record on Tuesday, June 2nd will be given a dividend of $1.86 per share. This represents a $7.44 dividend on an annualized basis and a dividend yield of 2.7%. The ex-dividend date is Tuesday, June 2nd. McDonald's's dividend payout ratio is presently 61.34%.

Wall Street Analyst Weigh In

Several research analysts have recently weighed in on the stock. BTIG Research restated a "buy" rating and set a $370.00 price objective on shares of McDonald's in a research note on Thursday, May 7th. Wells Fargo & Company lowered their price objective on shares of McDonald's from $355.00 to $320.00 and set an "overweight" rating on the stock in a research note on Friday, May 8th. UBS Group boosted their price objective on shares of McDonald's from $350.00 to $365.00 and gave the stock a "buy" rating in a research note on Thursday, February 12th. Argus upgraded shares of McDonald's from a "hold" rating to a "buy" rating and set a $380.00 price objective on the stock in a research note on Friday, February 13th. Finally, Barclays lowered their price objective on shares of McDonald's from $380.00 to $350.00 and set an "overweight" rating on the stock in a research note on Friday, May 8th. Sixteen analysts have rated the stock with a Buy rating, thirteen have assigned a Hold rating and one has issued a Sell rating to the company's stock. According to data from MarketBeat, the company currently has an average rating of "Moderate Buy" and a consensus price target of $336.26.

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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