McDonald’s Corporation $MCD Shares Sold by Wealthcare Advisory Partners LLC

Wealthcare Advisory Partners LLC trimmed its holdings in shares of McDonald’s Corporation (NYSE:MCD) by 22.9% in the second quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 9,143 shares of the fast-food giant’s stock after selling 2,714 shares during the period. Wealthcare Advisory Partners LLC’s holdings in McDonald’s were worth $2,472,000 as of its most recent SEC filing.

Several other hedge funds have also recently added to or reduced their stakes in MCD. Peterson Wealth Services raised its holdings in shares of McDonald’s by 3,294.5% during the fourth quarter. Peterson Wealth Services now owns 11,779 shares of the fast-food giant’s stock worth $3,600,000 after purchasing an additional 11,432 shares during the last quarter. Harbour Investments Inc. increased its holdings in shares of McDonald’s by 84.4% during the 4th quarter. Harbour Investments Inc. now owns 35,510 shares of the fast-food giant’s stock valued at $10,853,000 after purchasing an additional 16,252 shares in the last quarter. Capital International Sarl lifted its stake in shares of McDonald’s by 10.4% in the 4th quarter. Capital International Sarl now owns 64,256 shares of the fast-food giant’s stock valued at $19,639,000 after purchasing an additional 6,079 shares during the period. North Dakota State Investment Board acquired a new position in shares of McDonald’s in the 4th quarter valued at $7,493,000. Finally, Pittenger & Anderson Inc. boosted its holdings in McDonald’s by 21.9% during the fourth quarter. Pittenger & Anderson Inc. now owns 21,487 shares of the fast-food giant’s stock worth $6,567,000 after buying an additional 3,866 shares in the last quarter. Institutional investors and hedge funds own 70.29% of the company’s stock.

Insider Buying and Selling at McDonald’s

In related news, EVP Desiree Ralls-Morrison sold 2,763 shares of the business’s stock in a transaction on Thursday, May 28th. The stock was sold at an average price of $278.36, for a total value of $769,108.68. Following the sale, the executive vice president owned 6,268 shares in the company, valued at approximately $1,744,760.48. The trade was a 30.59% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, insider Joseph M. Erlinger sold 5,252 shares of the firm’s stock in a transaction dated Wednesday, June 10th. The shares were sold at an average price of $284.32, for a total value of $1,493,248.64. Following the transaction, the insider owned 7,734 shares of the company’s stock, valued at $2,198,930.88. This trade represents a 40.44% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 8,348 shares of company stock worth $2,355,634 in the last quarter. Company insiders own 0.26% of the company’s stock.

Key McDonald’s News

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

• Positive Sentiment: McDonald’s is launching its first Red Bull-based beverage, the Dragonberry Energizer, on Aug. 17, alongside a new “dirty soda.” The products could attract younger customers and expand beverage sales. McDonald’s is getting into the energy game with Red Bull
• Positive Sentiment: A limited-time Hello Kitty and Godzilla Happy Meal collaboration is intended to boost family traffic, collectibles demand and near-term customer engagement in the U.S. McDonald’s unveils unexpected first-ever partnership
• Positive Sentiment: McDonald’s continues to target roughly 2,600 restaurant openings in 2026 and 50,000 locations by 2028, supporting long-term unit growth despite a delayed timetable. Analysts also highlight the company’s real-estate assets, cash generation, dividends and buybacks as sources of resilience. McDonald’s Pushes 50,000-Store Goal to 2028

Analyst Upgrades and Downgrades

MCD has been the subject of a number of recent analyst reports. BTIG Research reaffirmed a “buy” rating and issued a $350.00 price objective on shares of McDonald’s in a report on Wednesday, August 5th. Citigroup increased their target price on shares of McDonald’s from $335.00 to $345.00 and gave the stock a “buy” rating in a research note on Wednesday, August 5th. Mizuho dropped their target price on McDonald’s from $300.00 to $290.00 and set a “neutral” rating on the stock in a research report on Friday, July 31st. Rothschild & Co Redburn upgraded McDonald’s from a “sell” rating to a “neutral” rating and lifted their price target for the company from $260.00 to $306.00 in a research note on Thursday, April 23rd. Finally, JPMorgan Chase & Co. reduced their price target on McDonald’s from $325.00 to $305.00 and set an “overweight” rating for the company in a report on Monday, May 11th. One equities research analyst has rated the stock with a Strong Buy rating, fifteen have given a Buy rating and twelve have given a Hold rating to the stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $325.44.

McDonald’s Price Performance

Shares of MCD opened at $275.26 on Thursday. The firm has a 50-day simple moving average of $273.96 and a two-hundred day simple moving average of $295.70. The stock has a market cap of $194.78 billion, a PE ratio of 22.36, a P/E/G ratio of 3.07 and a beta of 0.41. McDonald’s Corporation has a 1-year low of $260.96 and a 1-year high of $341.75.

McDonald’s (NYSE:MCD) last issued its quarterly earnings data on Tuesday, August 4th. The fast-food giant reported $3.38 EPS for the quarter, topping the consensus estimate of $3.32 by $0.06. McDonald’s had a net margin of 31.72% and a negative return on equity of 512.80%. The firm had revenue of $7.10 billion for the quarter, compared to analyst estimates of $7.13 billion. During the same period in the prior year, the business posted $3.19 EPS. The business’s revenue for the quarter was up 3.7% compared to the same quarter last year. As a group, sell-side analysts expect that McDonald’s Corporation will post 12.88 earnings per share for the current fiscal year.

McDonald’s Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, September 16th. Stockholders of record on Tuesday, September 1st will be paid a $1.86 dividend. The ex-dividend date of this dividend is Tuesday, September 1st. This represents a $7.44 dividend on an annualized basis and a dividend yield of 2.7%. McDonald’s’s payout ratio is presently 60.44%.

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.