McDonald's Corporation $MCD Shares Acquired by Capital Wealth Planning LLC

Key Points

• Capital Wealth Planning LLC increased its McDonald’s stake by 6.4% in the fourth quarter, bringing its holdings to 1.88 million shares worth about $571.5 million.
• McDonald’s executives sold shares recently, including Joseph M. Erlinger and Desiree Ralls-Morrison, with insiders selling 11,307 shares worth about $3.26 million over the last 90 days.
• The company beat quarterly expectations, reporting EPS of $2.83 on $6.52 billion in revenue, while analysts still rate the stock a Moderate Buy with an average target price of $336.26.

Capital Wealth Planning LLC increased its stake in McDonald's Corporation (NYSE:MCD - Free Report) by 6.4% during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 1,875,794 shares of the fast-food giant's stock after acquiring an additional 113,509 shares during the quarter. McDonald's makes up 3.7% of Capital Wealth Planning LLC's holdings, making the stock its 13th largest holding. Capital Wealth Planning LLC owned about 0.26% of McDonald's worth $571,484,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds have also modified their holdings of MCD. Your Advocates Ltd. LLP acquired a new stake in shares of McDonald's in the fourth quarter worth $27,000. Park Place Capital Corp boosted its position in shares of McDonald's by 95.7% in the fourth quarter. Park Place Capital Corp now owns 92 shares of the fast-food giant's stock worth $28,000 after buying an additional 45 shares during the period. DecisionPoint Financial LLC boosted its position in shares of McDonald's by 1,616.7% in the fourth quarter. DecisionPoint Financial LLC now owns 103 shares of the fast-food giant's stock worth $31,000 after buying an additional 97 shares during the period. Entrust Financial LLC acquired a new stake in shares of McDonald's in the fourth quarter worth $31,000. Finally, Painted Porch Advisors LLC boosted its position in shares of McDonald's by 735.7% in the third quarter. Painted Porch Advisors LLC now owns 117 shares of the fast-food giant's stock worth $36,000 after buying an additional 103 shares during the period. 70.29% of the stock is currently owned by institutional investors and hedge funds.

Insider Transactions at McDonald's

In other McDonald's news, insider Joseph M. Erlinger sold 5,252 shares of the business's stock in a transaction dated Wednesday, June 10th. The stock was sold at an average price of $284.32, for a total value of $1,493,248.64. Following the completion of the sale, the insider owned 7,734 shares of the company's stock, valued at $2,198,930.88. The trade was a 40.44% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, EVP Desiree Ralls-Morrison sold 2,763 shares of the business's stock in a transaction dated Thursday, May 28th. The stock was sold at an average price of $278.36, for a total value of $769,108.68. Following the completion of the sale, the executive vice president directly owned 6,268 shares of the company's stock, valued at $1,744,760.48. This represents a 30.59% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 11,307 shares of company stock valued at $3,262,622 in the last ninety days. Insiders own 0.26% of the company's stock.

McDonald's News Summary

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

• Positive Sentiment: McDonald’s launched FIFA World Cup meal promotions with collectible cups, toys, and Squishmallows, which could boost customer traffic and merchandise-led demand. McDonald's FIFA World Cup meals with Squishmallows and 9 collectible cups are here
• Positive Sentiment: McDonald’s is testing AI at select drive-thrus, potentially improving speed, labor efficiency, and long-term margins if the rollout works well. McDonald’s testing AI drive-thru system at select US locations
• Positive Sentiment: Analysts continue to view McDonald’s favorably, with one report saying the stock carries a “Moderate Buy” consensus. McDonald's Corporation NYSE: MCD Given Consensus Rating of "Moderate Buy" by Analysts
• Positive Sentiment: Commentary from Jim Cramer framed McDonald’s as a stock investors can build into over time, reinforcing the view that it is a defensive long-term holding. Jim Cramer Discusses a Strategic Buying Plan to Build a Great Cost Basis in McDonald’s
• Neutral Sentiment: McDonald’s is also getting attention from articles about its collectible World Cup cups and menu shake-up, which are mainly promotional and likely more relevant to customer engagement than to fundamentals. McDonald’s World Cup 2026 meal deal – how to collect all the cups and which players are on them
• Negative Sentiment: An insider sale by McDonald’s executive Joseph M. Erlinger may create some caution, even though insider transactions do not necessarily signal a change in business outlook. Joseph M. Erlinger insider sale
• Negative Sentiment: Recent reporting has also highlighted customer frustration over a drive-thru change and workplace culture/safety concerns, which could pressure sentiment if they persist. McDonald's quietly makes a major change to its drive thru and customers are furious

Analysts Set New Price Targets

Several analysts have recently commented on MCD shares. Wells Fargo & Company decreased their target price on McDonald's from $355.00 to $320.00 and set an "overweight" rating for the company in a research report on Friday, May 8th. BTIG Research reaffirmed a "buy" rating and issued a $370.00 target price on shares of McDonald's in a research report on Thursday, May 7th. Morgan Stanley set a $331.00 target price on McDonald's in a research report on Friday, May 8th. UBS Group lifted their price objective on McDonald's from $350.00 to $365.00 and gave the company a "buy" rating in a research report on Thursday, February 12th. Finally, Sanford C. Bernstein reissued a "market perform" rating and set a $340.00 price objective on shares of McDonald's in a research report on Thursday, February 12th. Sixteen equities research analysts have rated the stock with a Buy rating, thirteen have given a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, McDonald's presently has an average rating of "Moderate Buy" and an average target price of $336.26.

McDonald's Trading Up 0.3%

MCD opened at $282.98 on Thursday. The stock has a market cap of $201.06 billion, a price-to-earnings ratio of 23.33, a PEG ratio of 2.81 and a beta of 0.41. McDonald's Corporation has a 1 year low of $271.85 and a 1 year high of $341.75. The stock has a fifty day moving average price of $290.34 and a 200 day moving average price of $307.07.

McDonald's (NYSE:MCD - Get Free Report) last released its quarterly earnings data on Thursday, May 7th. The fast-food giant reported $2.83 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $2.74 by $0.09. The firm had revenue of $6.52 billion during the quarter, compared to analysts' expectations of $6.47 billion. McDonald's had a negative return on equity of 442.10% and a net margin of 31.62%.The business's revenue for the quarter was up 9.4% on a year-over-year basis. During the same quarter last year, the firm earned $2.67 earnings per share. As a group, sell-side analysts forecast that McDonald's Corporation will post 12.93 earnings per share for the current fiscal year.

McDonald's Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Tuesday, June 16th. Shareholders of record on Tuesday, June 2nd will be given a $1.86 dividend. The ex-dividend date of this dividend is Tuesday, June 2nd. This represents a $7.44 dividend on an annualized basis and a dividend yield of 2.6%. McDonald's's payout ratio is currently 61.34%.

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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