McDonald’s Corporation $MCD Shares Sold by Fulton Breakefield Broenniman LLC

Fulton Breakefield Broenniman LLC lessened its holdings in shares of McDonald’s Corporation (NYSE:MCD) by 30.1% in the third quarter, Holdings Channel.com reports. The firm owned 50,952 shares of the fast-food giant’s stock after selling 21,938 shares during the period. McDonald’s comprises 1.0% of Fulton Breakefield Broenniman LLC’s portfolio, making the stock its 28th largest holding. Fulton Breakefield Broenniman LLC’s holdings in McDonald’s were worth $15,484,000 at the end of the most recent quarter.

A number of other institutional investors also recently made changes to their positions in the business. Brighton Jones LLC increased its stake in shares of McDonald’s by 21.6% in the fourth quarter. Brighton Jones LLC now owns 9,286 shares of the fast-food giant’s stock worth $2,692,000 after buying an additional 1,649 shares during the last quarter. Revolve Wealth Partners LLC grew its holdings in McDonald’s by 2.8% during the 4th quarter. Revolve Wealth Partners LLC now owns 1,942 shares of the fast-food giant’s stock worth $563,000 after acquiring an additional 52 shares in the last quarter. AlphaQuest LLC acquired a new position in McDonald’s during the 1st quarter worth $34,000. Truvestments Capital LLC increased its position in shares of McDonald’s by 25.9% in the 1st quarter. Truvestments Capital LLC now owns 777 shares of the fast-food giant’s stock worth $243,000 after purchasing an additional 160 shares during the last quarter. Finally, State of Wyoming raised its stake in shares of McDonald’s by 2,600.0% in the 1st quarter. State of Wyoming now owns 243 shares of the fast-food giant’s stock valued at $76,000 after purchasing an additional 234 shares in the last quarter. 70.29% of the stock is owned by institutional investors and hedge funds.

Insiders Place Their Bets

In other news, CFO Ian Frederick Borden sold 17,134 shares of the business’s stock in a transaction that occurred on Friday, November 21st. The stock was sold at an average price of $310.00, for a total transaction of $5,311,540.00. Following the completion of the transaction, the chief financial officer directly owned 26,353 shares in the company, valued at approximately $8,169,430. The trade was a 39.40% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, insider Joseph M. Erlinger sold 3,195 shares of the firm’s stock in a transaction that occurred on Friday, November 14th. The shares were sold at an average price of $305.82, for a total value of $977,094.90. Following the completion of the sale, the insider owned 6,088 shares in the company, valued at approximately $1,861,832.16. This represents a 34.42% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders sold 42,516 shares of company stock worth $13,036,090. 0.25% of the stock is currently owned by corporate insiders.

McDonald’s Price Performance

Shares of NYSE MCD opened at $310.61 on Friday. The firm has a market capitalization of $221.20 billion, a PE ratio of 26.50, a P/E/G ratio of 3.49 and a beta of 0.52. McDonald’s Corporation has a 1-year low of $276.53 and a 1-year high of $326.32. The business’s fifty day moving average price is $308.02 and its two-hundred day moving average price is $304.06.

McDonald’s (NYSE:MCD) last released its quarterly earnings results on Wednesday, November 5th. The fast-food giant reported $3.22 EPS for the quarter, missing the consensus estimate of $3.33 by ($0.11). The firm had revenue of $7.08 billion for the quarter, compared to the consensus estimate of $7.10 billion. McDonald’s had a negative return on equity of 280.89% and a net margin of 32.04%.The firm’s revenue was up 3.0% on a year-over-year basis. During the same quarter in the prior year, the company posted $3.23 EPS. Equities research analysts expect that McDonald’s Corporation will post 12.25 earnings per share for the current fiscal year.

McDonald’s Increases Dividend

The company also recently declared a quarterly dividend, which was paid on Monday, December 15th. Shareholders of record on Monday, December 1st were paid a $1.86 dividend. The ex-dividend date was Monday, December 1st. This is an increase from McDonald’s’s previous quarterly dividend of $1.77. This represents a $7.44 annualized dividend and a dividend yield of 2.4%. McDonald’s’s dividend payout ratio (DPR) is 63.48%.

Analysts Set New Price Targets

A number of equities analysts recently commented on MCD shares. KeyCorp reiterated an “overweight” rating and issued a $335.00 price target on shares of McDonald’s in a research note on Monday, October 20th. Guggenheim lifted their target price on McDonald’s from $295.00 to $310.00 and gave the stock a “neutral” rating in a research report on Wednesday, November 19th. BTIG Research reiterated a “neutral” rating on shares of McDonald’s in a report on Friday, October 24th. Royal Bank Of Canada assumed coverage on McDonald’s in a research note on Wednesday, October 8th. They set a “sector perform” rating and a $320.00 price objective on the stock. Finally, Sanford C. Bernstein reiterated a “market perform” rating on shares of McDonald’s in a research note on Wednesday, December 10th. Eleven analysts have rated the stock with a Buy rating, sixteen have issued a Hold rating and two have given a Sell rating to the company. Based on data from MarketBeat.com, the company has a consensus rating of “Hold” and an average target price of $324.57.

Trending Headlines about McDonald’s

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

• Positive Sentiment: Zacks highlights McDonald’s restaurant margin dollars topping $4B in Q3 2025, arguing the company’s scale and value strategy can still expand margins despite inflation and a pressured consumer — a direct bullish signal for profit leverage. Does McDonald’s $4B Margin Milestone Signal Model Durability?
• Positive Sentiment: Reporting says McDonald’s plans over 8,000 new locations and major technology upgrades — if executed, that accelerates franchised development fees, systemwide sales growth and long-term comp growth. McDonald’s 2026 expansion plans: Over 8,000 new locations and major technology upgrades coming
• Positive Sentiment: Coverage of planned drive-thru and in-restaurant changes for 2026 suggests operational improvements (speed, order accuracy, upsell) that can lift throughput and margins at scale. 4 changes coming to McDonald’s drive-thrus in 2026
• Neutral Sentiment: McDonald’s Disney Happy Meal promotion and holiday menu/availability stories are routine marketing/seasonal items that support short-term traffic but are unlikely to move the stock materially on their own. How long will Disney Happy Meal be available at McDonald’s?
• Neutral Sentiment: Multiple outlets covered McDonald’s being open on Christmas and customer-facing changes for 2026 — background consumer-facing news that maintains brand visibility but has limited near-term EPS impact. 10 changes coming to McDonald’s in 2026 that customers need to know
• Neutral Sentiment: A playful Dogecoin tweet calling out businesses that don’t accept DOGE is social-media noise rather than a catalyst for material payment adoption or revenue change. Dogecoin Account Wants You To Tag ‘Naughty’ Businesses That Won’t Take The Good Boy
• Negative Sentiment: Reports that a Minneapolis location locked doors to keep out individuals deemed a safety risk raise operational and reputational concerns in specific markets; localized safety issues can pressure sales and require extra store-level costs. McDonald’s locks doors to keep out individuals who present a risk in crime-ridden Minneapolis area
• Negative Sentiment: Lingering macro/near-term pressure: McDonald’s last quarterly report (Nov 5) showed a slight EPS and revenue miss, which remains a selling point for investors awaiting clearer margin/growth guidance.

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.