Savoir Faire Capital Management L.P. Lowers Position in McDonald's Corporation $MCD

Key Points

• Savoir Faire Capital cut its McDonald's stake by 25.2% in Q4, selling 6,001 shares and ending the period with 17,799 shares valued at about $5.44 million (2.6% of its portfolio; 15th largest holding).
• McDonald's is pushing near-term traffic and check‑size catalysts with a company‑wide rollout of new crafted drinks (including dirty sodas, boba and specialty refreshers) and limited‑time Grimace/purple promotions.
• Insiders have been net sellers: CEO Christopher Kempczinski and EVP Jonathan Banner disclosed large sales, and insiders sold a total of 71,990 shares worth roughly $23.8 million in the last 90 days.

Savoir Faire Capital Management L.P. cut its stake in shares of McDonald's Corporation (NYSE:MCD - Free Report) by 25.2% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 17,799 shares of the fast-food giant's stock after selling 6,001 shares during the period. McDonald's comprises approximately 2.6% of Savoir Faire Capital Management L.P.'s investment portfolio, making the stock its 15th largest holding. Savoir Faire Capital Management L.P.'s holdings in McDonald's were worth $5,440,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds have also recently bought and sold shares of MCD. Brighton Jones LLC lifted its position in shares of McDonald's by 21.6% during the fourth quarter. Brighton Jones LLC now owns 9,286 shares of the fast-food giant's stock valued at $2,692,000 after purchasing an additional 1,649 shares in the last quarter. Revolve Wealth Partners LLC grew its position in McDonald's by 2.8% in the 4th quarter. Revolve Wealth Partners LLC now owns 1,942 shares of the fast-food giant's stock worth $563,000 after purchasing an additional 52 shares in the last quarter. Sivia Capital Partners LLC increased its stake in McDonald's by 11.4% in the 2nd quarter. Sivia Capital Partners LLC now owns 2,017 shares of the fast-food giant's stock valued at $589,000 after buying an additional 206 shares during the last quarter. United Bank increased its stake in McDonald's by 6.0% in the 2nd quarter. United Bank now owns 8,102 shares of the fast-food giant's stock valued at $2,367,000 after buying an additional 459 shares during the last quarter. Finally, Schnieders Capital Management LLC. lifted its position in shares of McDonald's by 2.5% during the 2nd quarter. Schnieders Capital Management LLC. now owns 12,938 shares of the fast-food giant's stock worth $3,780,000 after buying an additional 312 shares in the last quarter. 70.29% of the stock is owned by hedge funds and other institutional investors.

Key Headlines Impacting McDonald's

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

• Positive Sentiment: Company-wide rollout of new crafted drinks (including “dirty” sodas, boba and specialty refreshers) that management and media frame as a multi‑billion-dollar opportunity to drive occasions and check size; this is a near-term traffic catalyst. McDonald's new drinks include dirty Dr Pepper, boba. How much are they?
• Positive Sentiment: National launch of six hand-crafted drinks and limited-edition promotional items (Grimace shake, purple BBQ burger tie-ins) that can boost seasonal demand and social buzz. These 6 new hand-crafted drinks are coming to McDonald’s nationwide
• Positive Sentiment: Limited-time Grimace/purple menu and novelty merchandising are generating free publicity and social engagement — helps drive short-term visits and incremental sales. Would You Eat the McDonald’s Purple BBQ Burger for Grimace?
• Neutral Sentiment: Franchise growth continues at a local level (new restaurant planned in Rockford) — steady unit expansion is supportive over time but is not a game changer for near-term results. New McDonald’s to be built on W. Riverside in Rockford
• Neutral Sentiment: Arcos Dorados (largest Latin America franchisee) filed its 20‑F — standard disclosure; relevant for regional performance but not an immediate market mover for MCD shares. Arcos Dorados Holdings Inc. Announces the Filing of Its Annual Report on Form 20-F for Fiscal Year 2025
• Negative Sentiment: Erste Group lowered FY2027 EPS slightly and cut their rating to “Hold,” signaling some analyst caution on near‑term earnings momentum; downgrades can weigh on sentiment. McDonald's NYSE: MCD Cut to "Hold" at Erste Group Bank
• Negative Sentiment: Coverage noting McDonald’s may lack the setup for an earnings beat in the upcoming release could keep volatility high around the print. McDonald's (MCD) Earnings Expected to Grow: Should You Buy?

Analyst Upgrades and Downgrades

Several research firms have recently issued reports on MCD. Jefferies Financial Group upped their target price on McDonald's from $360.00 to $375.00 and gave the company a "buy" rating in a report on Thursday, February 12th. Argus raised McDonald's from a "hold" rating to a "buy" rating and set a $380.00 price objective on the stock in a research report on Friday, February 13th. Rothschild & Co Redburn upgraded McDonald's from a "sell" rating to a "neutral" rating and upped their price objective for the company from $260.00 to $306.00 in a research note on Thursday, April 23rd. Sanford C. Bernstein reaffirmed a "market perform" rating and set a $340.00 target price on shares of McDonald's in a research report on Thursday, February 12th. Finally, BTIG Research reiterated a "buy" rating and set a $370.00 target price on shares of McDonald's in a research note on Tuesday. Sixteen analysts have rated the stock with a Buy rating, fifteen have given a Hold rating and one has issued a Sell rating to the company's stock. According to data from MarketBeat, the stock presently has a consensus rating of "Hold" and a consensus price target of $340.93.

Insider Transactions at McDonald's

In related news, EVP Jonathan Banner sold 6,201 shares of McDonald's stock in a transaction dated Monday, February 23rd. The stock was sold at an average price of $333.29, for a total value of $2,066,731.29. Following the completion of the sale, the executive vice president owned 2,291 shares of the company's stock, valued at approximately $763,567.39. This trade represents a 73.02% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, CEO Christopher J. Kempczinski sold 26,277 shares of the business's stock in a transaction dated Thursday, February 12th. The shares were sold at an average price of $331.35, for a total value 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. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 71,990 shares of company stock worth $23,824,113 over the last 90 days. 0.26% of the stock is owned by insiders.

McDonald's Stock Up 1.3%

Shares of MCD stock opened at $293.95 on Friday. The firm has a market cap of $208.94 billion, a P/E ratio of 24.60, a PEG ratio of 2.68 and a beta of 0.53. The company has a 50 day moving average of $314.29 and a 200-day moving average of $311.73. McDonald's Corporation has a 12-month low of $283.47 and a 12-month high of $341.75.

McDonald's (NYSE:MCD - Get Free Report) last posted its quarterly earnings data on Wednesday, February 11th. The fast-food giant reported $3.12 EPS for the quarter, beating the consensus estimate of $3.05 by $0.07. McDonald's had a negative return on equity of 343.90% and a net margin of 31.85%.The business had revenue of $7.01 billion for the quarter, compared to the consensus estimate of $6.81 billion. During the same quarter in the prior year, the business earned $2.83 earnings per share. McDonald's's revenue for the quarter was up 9.7% on a year-over-year basis. As a group, equities analysts expect that McDonald's Corporation will post 13.21 EPS for the current year.

McDonald's Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Tuesday, March 17th. Stockholders of record on Tuesday, March 3rd were given a dividend of $1.86 per share. This represents a $7.44 dividend on an annualized basis and a dividend yield of 2.5%. The ex-dividend date of this dividend was Tuesday, March 3rd. McDonald's's dividend payout ratio is currently 62.26%.

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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