Triglav Investments D.O.O. Buys 3,879 Shares of McDonald’s Corporation $MCD

Triglav Investments D.O.O. increased its stake in McDonald’s Corporation (NYSE:MCD) by 54.2% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 11,034 shares of the fast-food giant’s stock after purchasing an additional 3,879 shares during the period. Triglav Investments D.O.O.’s holdings in McDonald’s were worth $3,354,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds and other institutional investors have also recently modified their holdings of MCD. WD Rutherford LLC boosted its position in McDonald’s by 1.0% during the 3rd quarter. WD Rutherford LLC now owns 3,261 shares of the fast-food giant’s stock worth $991,000 after acquiring an additional 33 shares during the last quarter. Redhawk Wealth Advisors Inc. boosted its holdings in McDonald’s by 1.4% during the third quarter. Redhawk Wealth Advisors Inc. now owns 2,423 shares of the fast-food giant’s stock worth $736,000 after purchasing an additional 34 shares during the last quarter. Symmetry Partners LLC boosted its holdings in McDonald’s by 2.0% during the third quarter. Symmetry Partners LLC now owns 1,771 shares of the fast-food giant’s stock worth $538,000 after purchasing an additional 34 shares during the last quarter. Jackson Hole Capital Partners LLC grew its position in McDonald’s by 0.3% in the third quarter. Jackson Hole Capital Partners LLC now owns 11,032 shares of the fast-food giant’s stock valued at $3,352,000 after purchasing an additional 34 shares in the last quarter. Finally, NorthStar Asset Management LLC NJ increased its stake in McDonald’s by 3.6% in the 2nd quarter. NorthStar Asset Management LLC NJ now owns 1,003 shares of the fast-food giant’s stock valued at $293,000 after buying an additional 35 shares during the last quarter. Institutional investors and hedge funds own 70.29% of the company’s stock.

Key Stories Impacting McDonald’s

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

• Positive Sentiment: Board declared a quarterly cash dividend of $1.86 per share payable March 17, 2026 — a direct return of capital that supports income investors and signals confidence in cash flow. McDONALD’S ANNOUNCES QUARTERLY CASH DIVIDEND
• Positive Sentiment: BTIG upgraded MCD to Buy, which can push momentum as funds and retail investors often follow upgrades. BTIG Research Upgrades McDonald’s (NYSE:MCD) to Buy
• Positive Sentiment: McDonald’s global marketing push — widely covered stories about free “McNugget Caviar” kits and Valentine’s Day promotions — is creating brand buzz and foot-traffic experiments that can lift short-term comps and social engagement. McDonald’s is giving away free McNugget Caviar kits for Valentine’s Day. How to get yours
• Positive Sentiment: Loek Beckers named CFO of McDonald’s USA — an important leadership hire for U.S. operations that can support execution on cost and growth initiatives. Loek Beckers named CFO of McDonald’s USA
• Neutral Sentiment: McDonald’s said it is scaling back soda fountains and hinted at larger format/technology changes — could reduce costs and drive modernization, but execution and capital requirements are uncertain. McDonald’s is scaling back soda fountains – and it hints at a larger change ahead
• Neutral Sentiment: Company reminders and calendar items: the firm flagged investor resources and the upcoming quarterly earnings release — investors will focus on the report for guidance and same-store sales color. McDonald’s (MCD) to Release Quarterly Earnings on Wednesday
• Negative Sentiment: A Zacks preview argued McDonald’s may not have the right setup for an earnings beat, highlighting uncertainty around near-term margin/traffic drivers — a reminder that growth expectations may be tempered. McDonald’s (MCD) Earnings Expected to Grow: Should You Buy?

Wall Street Analyst Weigh In

MCD has been the subject of a number of recent research reports. Weiss Ratings restated a “buy (b-)” rating on shares of McDonald’s in a research note on Wednesday, January 28th. Robert W. Baird upped their target price on McDonald’s from $322.00 to $325.00 and gave the stock a “neutral” rating in a report on Thursday, November 6th. BMO Capital Markets restated an “outperform” rating on shares of McDonald’s in a research note on Thursday, November 6th. Morgan Stanley set a $335.00 price target on McDonald’s in a research report on Friday, October 17th. Finally, Wells Fargo & Company increased their price objective on McDonald’s from $340.00 to $345.00 and gave the company an “overweight” rating in a report on Thursday, November 6th. Fifteen analysts have rated the stock with a Buy rating, fourteen have given a Hold rating and two have issued a Sell rating to the company. According to data from MarketBeat, McDonald’s has an average rating of “Hold” and an average target price of $331.37.

Insider Activity at McDonald’s

In other McDonald’s news, CFO Ian Frederick Borden sold 17,134 shares of the stock in a transaction dated Friday, November 21st. The shares were sold at an average price of $310.00, for a total value of $5,311,540.00. Following the transaction, the chief financial officer directly owned 26,353 shares of the company’s stock, valued at $8,169,430. This represents a 39.40% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, insider Joseph M. Erlinger sold 3,195 shares of the firm’s stock in a transaction that occurred on Friday, November 14th. The stock was sold at an average price of $305.82, for a total transaction of $977,094.90. Following the sale, the insider owned 6,088 shares of the company’s stock, valued at $1,861,832.16. This trade represents a 34.42% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 32,008 shares of company stock valued at $9,895,452 over the last three months. Company insiders own 0.25% of the company’s stock.

McDonald’s Trading Up 1.2%

Shares of NYSE MCD opened at $323.28 on Thursday. The company has a market capitalization of $230.22 billion, a P/E ratio of 27.58, a P/E/G ratio of 3.23 and a beta of 0.52. McDonald’s Corporation has a 12 month low of $283.47 and a 12 month high of $326.95. The stock has a 50 day moving average of $310.43 and a 200-day moving average of $306.92.

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

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.