McDonald’s Corporation $MCD Shares Sold by CCLA Investment Management

CCLA Investment Management lowered its stake in McDonald’s Corporation (NYSE:MCD) by 1.8% during the fourth quarter, Holdings Channel.com reports. The firm owned 304,737 shares of the fast-food giant’s stock after selling 5,698 shares during the quarter. CCLA Investment Management’s holdings in McDonald’s were worth $93,136,000 as of its most recent SEC filing.

Other hedge funds also recently bought and sold shares of the company. Evergreen Private Wealth LLC raised its position in McDonald’s by 162.5% in the 3rd quarter. Evergreen Private Wealth LLC now owns 84 shares of the fast-food giant’s stock valued at $26,000 after purchasing an additional 52 shares in the last quarter. Park Place Capital Corp raised its holdings in shares of McDonald’s by 95.7% in the 4th quarter. Park Place Capital Corp now owns 92 shares of the fast-food giant’s stock valued at $28,000 after purchasing an additional 45 shares in the last quarter. Painted Porch Advisors LLC raised its holdings in shares of McDonald’s by 735.7% in the 3rd quarter. Painted Porch Advisors LLC now owns 117 shares of the fast-food giant’s stock valued at $36,000 after purchasing an additional 103 shares in the last quarter. Davis Capital Management acquired a new stake in shares of McDonald’s in the 3rd quarter valued at $37,000. Finally, Saranac Partners Ltd acquired a new stake in shares of McDonald’s in the 3rd quarter valued at $37,000. Institutional investors and hedge funds own 70.29% of the company’s stock.

Analysts Set New Price Targets

A number of brokerages have recently weighed in on MCD. Robert W. Baird set a $335.00 price objective on shares of McDonald’s in a report on Thursday, February 12th. Citigroup raised their price objective on shares of McDonald’s from $371.00 to $375.00 and gave the company a “buy” rating in a report on Thursday, February 12th. Barclays raised their target price on McDonald’s from $372.00 to $380.00 and gave the stock an “overweight” rating in a research report on Thursday, February 12th. Tigress Financial raised their target price on McDonald’s from $360.00 to $385.00 and gave the stock a “buy” rating in a research report on Friday, March 6th. Finally, Weiss Ratings reissued a “buy (b-)” rating on shares of McDonald’s in a research report on Wednesday, January 28th. Seventeen investment analysts have rated the stock with a Buy rating, thirteen 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 a consensus rating of “Hold” and an average price target of $339.69.

McDonald’s Price Performance

Shares of NYSE:MCD opened at $307.48 on Thursday. The company’s fifty day moving average price is $321.49 and its 200 day moving average price is $311.66. McDonald’s Corporation has a 12 month low of $283.47 and a 12 month high of $341.75. The firm has a market capitalization of $218.44 billion, a P/E ratio of 25.73, a P/E/G ratio of 2.73 and a beta of 0.53.

McDonald’s (NYSE:MCD) last released its quarterly earnings results on Wednesday, February 11th. The fast-food giant reported $3.12 EPS for the quarter, topping the consensus estimate of $3.05 by $0.07. The company had revenue of $7.01 billion for the quarter, compared to analyst estimates of $6.81 billion. McDonald’s had a negative return on equity of 343.90% and a net margin of 31.85%.The firm’s revenue was up 9.7% compared to the same quarter last year. During the same quarter in the previous year, the company posted $2.83 earnings per share. On average, sell-side analysts anticipate that McDonald’s Corporation will post 12.25 EPS for the current year.

McDonald’s Dividend Announcement

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

McDonald’s News Roundup

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

• Positive Sentiment: Management says digital channels (app, delivery, kiosks, loyalty) now represent a meaningful share of systemwide sales, supporting higher engagement and longer‑term margin/leverage potential. Will McDonald’s Digital Sales Mix Drive Its Next Phase of Growth?
• Positive Sentiment: McDonald’s expanded its value strategy (new Under‑$3 items, $4 breakfast, $5–$6 bundles / McValue 2.0) to protect traffic as consumers tighten budgets — a defensive move likely to support same‑store sales in a weaker consumer environment. McDonald’s is adding value meals as food prices continue to rise
• Positive Sentiment: Analyst support: Erste Group nudged up its FY2027 EPS estimate and maintains a Buy rating, which can boost investor confidence versus consensus estimates. (Research note cited by market coverage.)
• Neutral Sentiment: Pop‑culture promos (KPop “Demon Hunters” meal) are generating engagement and secondary revenue from collectible card resale markets — these campaigns raise traffic and earned media but have mixed and hard‑to‑quantify sales impact. Cards from McDonald’s KPop Demon Hunters meal sell online. Is yours rare?
• Neutral Sentiment: Extensive media coverage of the CEO’s viral taste‑test video and his subsequent responses has kept McDonald’s in the headlines; this generates short‑term noise but so far limited evidence of sustainable traffic impact. The Economic Divide Behind That McDonald’s CEO Viral Video
• Negative Sentiment: Ongoing PR friction from the viral CEO clip and follow‑up coverage could dent brand sentiment among some customers and create earnings risk if the story lingers. McDonald’s CEO Breaks Silence With Response to Viral Backlash
• Negative Sentiment: A rival franchisee has filed Chapter 11 (65 restaurants at risk), highlighting margin and credit stress in parts of the quick‑service ecosystem that could pressure local franchise dynamics. McDonald’s rival franchisee files Chapter 11, 65 restaurants at risk
• Negative Sentiment: Recent intraday weakness and a small pullback in the prior session show investors are watching short‑term headlines; that volatility could persist until the market fully digests the value push and digital acceleration. McDonald’s (MCD) Stock Drops Despite Market Gains: Important Facts to Note

Insider Buying and Selling at McDonald’s

In other McDonald’s news, CEO Christopher J. Kempczinski sold 26,277 shares of McDonald’s stock in a transaction on Thursday, February 12th. The shares were sold at an average price of $331.35, for a total value of $8,706,883.95. Following the transaction, the chief executive officer directly owned 22,900 shares in the company, valued at approximately $7,587,915. The trade was a 53.43% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, EVP Jonathan Banner sold 6,201 shares of McDonald’s stock in a transaction on Monday, February 23rd. The shares were sold at an average price of $333.29, for a total transaction of $2,066,731.29. Following the completion of the transaction, the executive vice president owned 2,291 shares in the company, valued at approximately $763,567.39. This represents a 73.02% 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 have sold 71,657 shares of company stock valued at $23,722,204. Company insiders own 0.25% of the company’s stock.

McDonald’s Company 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.