McDonald’s Corporation $MCD Shares Sold by HS Management Partners LLC

Posted by ABMN Staff on Jul 4th, 2026

HS Management Partners LLC lessened its stake in shares of McDonald’s Corporation (NYSE:MCD – Free Report) by 56.4% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 35,662 shares of the fast-food giant’s stock after selling 46,087 shares during the quarter. McDonald’s accounts for about 3.9% of HS Management Partners LLC’s holdings, making the stock its 12th biggest holding. HS Management Partners LLC’s holdings in McDonald’s were worth $11,083,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors have also made changes to their positions in MCD. Your Advocates Ltd. LLP purchased a new stake in shares of McDonald’s in the 4th quarter valued at $27,000. Park Place Capital Corp lifted its stake in McDonald’s by 95.7% during the 4th quarter. Park Place Capital Corp now owns 92 shares of the fast-food giant’s stock worth $28,000 after acquiring an additional 45 shares in the last quarter. IFC & Insurance Marketing Inc. acquired a new position in McDonald’s during the 4th quarter worth about $29,000. Abound Financial LLC purchased a new position in McDonald’s during the 4th quarter valued at about $30,000. Finally, DecisionPoint Financial LLC boosted its holdings in McDonald’s by 1,616.7% during the 4th quarter. DecisionPoint Financial LLC now owns 103 shares of the fast-food giant’s stock valued at $31,000 after acquiring an additional 97 shares during the period. 70.29% of the stock is currently owned by institutional investors and hedge funds.

McDonald’s Trading Down 0.1%

NYSE:MCD opened at $280.48 on Friday. McDonald’s Corporation has a 12-month low of $264.53 and a 12-month high of $341.75. The firm has a market cap of $199.29 billion, a PE ratio of 23.12, a price-to-earnings-growth ratio of 2.80 and a beta of 0.41. The stock has a fifty day moving average price of $280.25 and a 200 day moving average price of $303.22.

McDonald’s (NYSE:MCD – Get Free Report) last issued its quarterly earnings results on Thursday, May 7th. The fast-food giant reported $2.83 earnings per share for the quarter, topping the consensus estimate of $2.74 by $0.09. The company had revenue of $6.52 billion for the quarter, compared to the consensus estimate of $6.47 billion. McDonald’s had a negative return on equity of 442.10% and a net margin of 31.62%.McDonald’s’s revenue was up 9.4% on a year-over-year basis. During the same quarter in the prior year, the business earned $2.67 EPS. Equities analysts forecast that McDonald’s Corporation will post 12.93 EPS for the current year.

McDonald’s Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, June 16th. Stockholders of record on Tuesday, June 2nd were given a dividend of $1.86 per share. The ex-dividend date of this dividend was Tuesday, June 2nd. This represents a $7.44 dividend on an annualized basis and a dividend yield of 2.7%. McDonald’s’s payout ratio is currently 61.34%.

McDonald’s News Roundup

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

Positive Sentiment: McDonald’s stock was lifted by a UBS note highlighting it as an attractive defensive dividend name, helping support the shares as investors rotate toward stable cash-generating companies. Why McDonald’s (MCD) Stock Is Up Today
Positive Sentiment: McDonald’s continues to appeal to income investors after its latest quarterly dividend, reinforcing its reputation as one of the most reliable dividend payers in the Dow. Despite Franchisees Struggling, McDonald’s Dividend Keeps Rising
Positive Sentiment: New menu and promotional chatter, including Happy Meal tie-ins, free fries offers, and added chicken items, could help drive customer engagement and traffic. BT21 Toys Teases Coming To McDonald’s Happy Meals On July 14
Neutral Sentiment: McDonald’s is also getting broader media attention around its brand history and restaurant expansion plans, but these items are not likely to move the stock much on their own. The McDonald’s Big Mac jingle from the mid ’70s that still lives in our heads
Neutral Sentiment: McDonald’s hired a new development executive to support its NEXT strategy, which signals execution progress but is still more of a long-term operating update than an immediate stock catalyst. McDonald’s taps Raising Cane’s vet to lead development
Negative Sentiment: A Trefis report said McDonald’s is facing a real risk from trying to win over budget-conscious customers, with franchisee strain from inflation and weak consumer sentiment weighing on the system. The Real Risk Squeezing McDonald’s Stock
Negative Sentiment: Another recent analysis said MCD is near 52-week lows because of margin pressure at franchisees and softer foot traffic, which continues to limit enthusiasm despite the dividend appeal. Should You Buy McDonald’s (MCD) At 52-Week Lows

Wall Street Analyst Weigh In

Several equities analysts have weighed in on MCD shares. KeyCorp dropped their target price on McDonald’s from $330.00 to $315.00 and set an “overweight” rating for the company in a research report on Monday, June 29th. Sanford C. Bernstein reissued a “market perform” rating on shares of McDonald’s in a research report on Monday, June 22nd. Morgan Stanley set a $331.00 price objective on shares of McDonald’s in a research note on Friday, May 8th. TD Cowen restated a “hold” rating on shares of McDonald’s in a report on Friday, June 12th. Finally, Weiss Ratings downgraded shares of McDonald’s from a “hold (c+)” rating to a “hold (c)” rating in a research note on Tuesday, June 23rd. Sixteen analysts have rated the stock with a Buy rating, thirteen have given a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, McDonald’s has a consensus rating of “Moderate Buy” and a consensus target price of $335.70.

Get Our Latest Research Report on McDonald’s

Insider Buying and Selling

In other McDonald’s news, insider Joseph M. Erlinger sold 5,252 shares of the business’s stock in a transaction that occurred on Wednesday, June 10th. The shares were sold at an average price of $284.32, for a total transaction of $1,493,248.64. Following the completion of the transaction, the insider owned 7,734 shares in the company, valued at $2,198,930.88. The trade was a 40.44% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, EVP Desiree Ralls-Morrison sold 2,763 shares of the business’s stock in a transaction that occurred on Thursday, May 28th. The stock was sold at an average price of $278.36, for a total transaction of $769,108.68. Following the transaction, the executive vice president owned 6,268 shares of the company’s stock, valued at $1,744,760.48. This trade represents a 30.59% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 11,307 shares of company stock worth $3,262,622 over the last 90 days. Insiders own 0.26% of the company’s stock.

McDonald’s Company Profile

(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.