Clear Trail Advisors LLC Makes New Investment in McDonald’s Corporation $MCD

Posted by ABMN Staff on Mar 24th, 2026

Clear Trail Advisors LLC bought a new stake in McDonald’s Corporation (NYSE:MCD – Free Report) during the fourth quarter, HoldingsChannel reports. The firm bought 13,001 shares of the fast-food giant’s stock, valued at approximately $3,974,000.

Several other large investors have also modified their holdings of MCD. Evergreen Private Wealth LLC increased its holdings in McDonald’s by 162.5% in 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. Park Place Capital Corp raised its stake in McDonald’s by 95.7% during the fourth quarter. Park Place Capital Corp now owns 92 shares of the fast-food giant’s stock valued at $28,000 after buying an additional 45 shares in the last quarter. Painted Porch Advisors LLC lifted its holdings in McDonald’s by 735.7% during the 3rd quarter. Painted Porch Advisors LLC now owns 117 shares of the fast-food giant’s stock worth $36,000 after buying an additional 103 shares during the last quarter. Davis Capital Management bought a new position in McDonald’s during the 3rd quarter worth approximately $37,000. Finally, Saranac Partners Ltd acquired a new position in shares of McDonald’s in the 3rd quarter worth approximately $37,000. Institutional investors own 70.29% of the company’s stock.

Insider Activity

In related news, EVP Jonathan Banner sold 6,201 shares of McDonald’s stock in a transaction dated Monday, February 23rd. The shares were sold at an average price of $333.29, for a total value of $2,066,731.29. Following the sale, the executive vice president directly owned 2,291 shares in the company, valued at $763,567.39. This trade represents a 73.02% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, CMO Edith Morgan Flatley sold 4,692 shares of the company’s stock in a transaction dated Thursday, February 12th. The stock was sold at an average price of $331.00, for a total transaction of $1,553,052.00. Following the completion of the transaction, the chief marketing officer owned 6,200 shares of the company’s stock, valued at approximately $2,052,200. This trade represents a 43.08% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 71,657 shares of company stock worth $23,722,204 in the last 90 days. 0.25% of the stock is currently owned by insiders.

McDonald’s Trading Down 0.2%

Shares of NYSE MCD opened at $308.26 on Tuesday. McDonald’s Corporation has a 12-month low of $283.47 and a 12-month high of $341.75. The company has a market cap of $218.98 billion, a price-to-earnings ratio of 25.80, a price-to-earnings-growth ratio of 2.75 and a beta of 0.51. The stock’s 50 day simple moving average is $321.62 and its 200 day simple moving average is $311.57.

McDonald’s (NYSE:MCD – Get Free Report) last issued its quarterly earnings data on Wednesday, February 11th. The fast-food giant reported $3.12 EPS for the quarter, topping analysts’ consensus estimates 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 firm had revenue of $7.01 billion during the quarter, compared to the consensus estimate of $6.81 billion. During the same period in the prior year, the business earned $2.83 EPS. The firm’s revenue was up 9.7% on a year-over-year basis. As a group, equities analysts forecast that McDonald’s Corporation will post 12.25 earnings per share for the current fiscal year.

McDonald’s Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, March 17th. Investors of record on Tuesday, March 3rd were issued a $1.86 dividend. This represents a $7.44 dividend on an annualized basis and a dividend yield of 2.4%. The ex-dividend date of this dividend was Tuesday, March 3rd. McDonald’s’s dividend payout ratio (DPR) is 62.26%.

Analysts Set New Price Targets

A number of brokerages have recently weighed in on MCD. Mizuho boosted their price target on McDonald’s from $300.00 to $325.00 and gave the company a “neutral” rating in a report on Friday, February 6th. Jefferies Financial Group lifted their price objective on shares of McDonald’s from $360.00 to $375.00 and gave the stock a “buy” rating in a report on Thursday, February 12th. Truist Financial boosted their target price on shares of McDonald’s from $356.00 to $370.00 and gave the company a “buy” rating in a research note on Thursday, February 12th. Weiss Ratings reissued a “buy (b-)” rating on shares of McDonald’s in a report on Wednesday, January 28th. Finally, Guggenheim reduced their price target on shares of McDonald’s from $325.00 to $320.00 and set a “neutral” rating on the stock in a research report on Friday, February 13th. Seventeen equities research analysts have rated the stock with a Buy rating, thirteen have given a Hold rating and two have assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock has an average rating of “Hold” and a consensus price target of $339.69.

Read Our Latest Stock Analysis on MCD

Trending Headlines about McDonald’s

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

Positive Sentiment: Rolling out value items ($3 or less) and $4 breakfast deals in the U.S., plus a Mario Happy Meal tie‑in, is designed to boost traffic and repeat visits amid consumer cost sensitivity — a near‑term demand catalyst. McDonald’s Value Push And Mario Tie In Versus Recent Share Weakness
Positive Sentiment: Reviving a 36‑year‑old Happy Meal toy collaboration signals brand engagement and promotional lift for kids’ traffic, complementing the Mario campaign. McDonald’s revives 36-year-old fan-favorite Happy Meal toy collab
Positive Sentiment: The premium “Big Arch” burger is producing a modest traffic bump and is positioned to protect margins while value items drive visits — a two‑pronged pricing/mix strategy that can support revenue and profit per transaction. McDonald’s Big Arch provides a modest traffic bump
Positive Sentiment: Testing humanoid robots in a Shanghai location signals a push on automation that could lower labor costs and improve throughput in the medium term if scaled successfully. McDonald’s (MCD) Tests Humanoid Robots at Shanghai Restaurant Location
Neutral Sentiment: Large state‑by‑state price differences highlight local pricing flexibility and franchised variability — this shows pricing power in some markets but inconsistent consumer pricing experience elsewhere. McDonald’s Big Arch—Drastic Price Differences Across States
Neutral Sentiment: Practical consumer stories (cash‑only rules, niche menu items, food features) drive brand conversation but have limited direct impact on fundamentals. The McDonald’s cash-only rule you need to know about
Neutral Sentiment: Analyst/asset‑allocation pieces comparing beaten‑down blue chips (Home Depot vs. McDonald’s) may influence flows but reflect relative valuation/portfolio choice rather than company‑specific news. Home Depot vs McDonald’s: Which Beaten-Down Blue Chip Is the Better Buy Right Now?
Negative Sentiment: Coverage noting “menu missteps” argues that inconsistent or poorly received menu changes could force a strategy reset — a risk to sales mix and margins if McDonald’s needs to overhaul offerings or promotions. McDonald’s latest menu missteps could force a new menu strategy

About McDonald’s

(Free Report)

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.