Jones Financial Companies Lllp Has $71.96 Million Stock Position in McDonald’s Corporation $MCD

Jones Financial Companies Lllp raised its holdings in shares of McDonald’s Corporation (NYSE:MCD) by 14.8% in the third quarter, Holdings Channel reports. The institutional investor owned 235,843 shares of the fast-food giant’s stock after buying an additional 30,388 shares during the quarter. Jones Financial Companies Lllp’s holdings in McDonald’s were worth $71,963,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds also recently modified their holdings of MCD. Decker Retirement Planning Inc. raised its stake in McDonald’s by 142.9% during the 2nd quarter. Decker Retirement Planning Inc. now owns 85 shares of the fast-food giant’s stock valued at $25,000 after purchasing an additional 50 shares during the last quarter. Legacy Investment Solutions LLC bought a new position in shares of McDonald’s during the 2nd quarter worth about $25,000. Evergreen Private Wealth LLC raised its position in shares of McDonald’s by 162.5% during the third quarter. Evergreen Private Wealth LLC now owns 84 shares of the fast-food giant’s stock valued at $26,000 after buying an additional 52 shares during the last quarter. GFG Capital LLC bought a new stake in shares of McDonald’s in the second quarter valued at about $29,000. Finally, Financial Gravity Companies Inc. acquired a new stake in McDonald’s during the second quarter worth about $29,000. 70.29% of the stock is owned by institutional investors.

Insiders Place Their Bets

In other news, insider Joseph M. Erlinger sold 2,626 shares of the firm’s stock in a transaction on Monday, January 12th. The stock was sold at an average price of $306.58, for a total value of $805,079.08. Following the completion of the sale, the insider directly owned 5,398 shares in the company, valued at approximately $1,654,918.84. This trade represents a 32.73% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through this link. Also, CFO Ian Frederick Borden sold 17,134 shares of the company’s stock in a transaction dated 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 transaction, the chief financial officer owned 26,353 shares in the company, valued at approximately $8,169,430. This trade represents a 39.40% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 45,142 shares of company stock valued at $13,841,169 in the last 90 days. Insiders own 0.25% of the company’s stock.

McDonald’s Stock Performance

MCD opened at $318.35 on Tuesday. The firm has a market cap of $226.72 billion, a price-to-earnings ratio of 27.16, a PEG ratio of 3.18 and a beta of 0.53. The firm’s 50-day simple moving average is $310.03 and its 200-day simple moving average is $306.64. McDonald’s Corporation has a twelve month low of $283.47 and a twelve month high of $326.32.

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 analysts’ consensus estimates of $3.33 by ($0.11). The firm had revenue of $7.08 billion during the quarter, compared to analyst estimates of $7.10 billion. McDonald’s had a net margin of 32.04% and a negative return on equity of 280.89%. McDonald’s’s quarterly revenue was up 3.0% on a year-over-year basis. During the same quarter last year, the firm earned $3.23 earnings per share. As a group, sell-side analysts anticipate that McDonald’s Corporation will post 12.25 EPS for the current fiscal year.

McDonald’s News Roundup

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

• Positive Sentiment: BTIG upgraded McDonald’s from Neutral to Buy and set a $360 price target after conversations with franchisees — a headline catalyst that likely encouraged buying interest. BTIG upgrade
• Positive Sentiment: McDonald’s is launching limited‑edition, free McNugget® Caviar kits (partnership with Paramount Caviar) for Valentine’s Day — a high‑visibility promotion likely to drive short‑term visits and social media buzz. McNugget Caviar PR
• Positive Sentiment: Seasonal and menu items — including the expected return of the Shamrock Shake and broader 2026 menu updates (new sauces, Happy Meal tweaks) — provide recurring traffic drivers and marketing lift. Shamrock Shake return
• Positive Sentiment: Brand sponsorship: McDonald’s released final rosters for the 49th McDonald’s All American Games — continued youth/sports sponsorship that supports brand relevance and community engagement. All American Games rosters
• Neutral Sentiment: Market recap pieces note MCD outpaced the market in the latest session — descriptive coverage that reflects market movement but adds limited new fundamental insight. Zacks market recap
• Neutral Sentiment: Human‑interest/brand stories (e.g., why McDonald’s Coke tastes different) are generating positive publicity but are unlikely to materially change fundamentals. Coke tastes better article
• Negative Sentiment: Institutional activity: UMB Bank trimmed its MCD stake (small reduction) — a minor selling signal but not large enough to suggest material repositioning by institutions. UMB Bank trims position
• Negative Sentiment: Service/quality chatter: social posts about McDonald’s cheese not melting have circulated — a reputational item to monitor if it gains traction, but currently a limited operational risk. Cheese melting discussion

Analyst Upgrades and Downgrades

Several research firms have commented on MCD. UBS Group reiterated a “buy” rating and issued a $350.00 price objective on shares of McDonald’s in a research report on Monday. Barclays raised their target price on McDonald’s from $358.00 to $372.00 and gave the stock an “overweight” rating in a research report on Wednesday, January 7th. Truist Financial boosted their price target on shares of McDonald’s from $350.00 to $356.00 and gave the company a “buy” rating in a report on Thursday, January 8th. KeyCorp increased their price objective on shares of McDonald’s from $335.00 to $340.00 and gave the company an “overweight” rating in a research note on Friday, January 9th. Finally, BMO Capital Markets reiterated an “outperform” rating on shares of McDonald’s in a research report on Thursday, November 6th. Fifteen analysts have rated the stock with a Buy rating, fourteen have issued a Hold rating and two have assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock currently has an average rating of “Hold” and an average target price of $330.81.

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.