McDonald’s Corporation $MCD Shares Bought by Cornerstone Wealth Group LLC

Cornerstone Wealth Group LLC lifted its holdings in shares of McDonald’s Corporation (NYSE:MCD) by 57.4% during the first quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 40,693 shares of the fast-food giant’s stock after acquiring an additional 14,845 shares during the quarter. McDonald’s accounts for about 0.8% of Cornerstone Wealth Group LLC’s investment portfolio, making the stock its 28th biggest position. Cornerstone Wealth Group LLC’s holdings in McDonald’s were worth $12,283,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently bought and sold shares of MCD. Brighton Jones LLC grew its holdings in McDonald’s by 21.6% during the 4th quarter. Brighton Jones LLC now owns 9,286 shares of the fast-food giant’s stock worth $2,692,000 after acquiring an additional 1,649 shares in the last quarter. Revolve Wealth Partners LLC raised its stake in shares of McDonald’s by 2.8% in the 4th quarter. Revolve Wealth Partners LLC now owns 1,942 shares of the fast-food giant’s stock valued at $563,000 after purchasing an additional 52 shares in the last quarter. Sivia Capital Partners LLC raised its stake in shares of McDonald’s by 11.4% in the 2nd quarter. Sivia Capital Partners LLC now owns 2,017 shares of the fast-food giant’s stock valued at $589,000 after purchasing an additional 206 shares in the last quarter. United Bank lifted its position in shares of McDonald’s by 6.0% during the second quarter. United Bank now owns 8,102 shares of the fast-food giant’s stock worth $2,367,000 after purchasing an additional 459 shares during the last quarter. Finally, Schnieders Capital Management LLC. lifted its position in shares of McDonald’s by 2.5% during the second quarter. Schnieders Capital Management LLC. now owns 12,938 shares of the fast-food giant’s stock worth $3,780,000 after purchasing an additional 312 shares during the last quarter. Hedge funds and other institutional investors own 70.29% of the company’s stock.

Analyst Upgrades and Downgrades

Several analysts recently weighed in on MCD shares. Rothschild & Co Redburn raised McDonald’s from a “sell” rating to a “neutral” rating and boosted their price objective for the company from $260.00 to $306.00 in a report on Thursday, April 23rd. Erste Group Bank downgraded McDonald’s from a “buy” rating to a “hold” rating in a report on Monday, April 27th. Weiss Ratings lowered McDonald’s from a “hold (c+)” rating to a “hold (c)” rating in a research report on Tuesday. KeyCorp lowered their price target on McDonald’s from $345.00 to $330.00 and set an “overweight” rating for the company in a report on Friday, May 8th. Finally, Barclays dropped their price target on McDonald’s from $380.00 to $350.00 and set an “overweight” rating on the stock in a research report on Friday, May 8th. Sixteen analysts have rated the stock with a Buy rating, thirteen have assigned a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $336.26.

Insider Activity

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

McDonald’s Stock Performance

MCD stock opened at $270.21 on Friday. The stock has a market capitalization of $191.98 billion, a price-to-earnings ratio of 22.28, a PEG ratio of 2.69 and a beta of 0.41. McDonald’s Corporation has a 1 year low of $264.53 and a 1 year high of $341.75. The stock’s fifty day moving average is $283.43 and its two-hundred day moving average is $304.54.

McDonald’s (NYSE:MCD) last posted its earnings results on Thursday, May 7th. The fast-food giant reported $2.83 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.74 by $0.09. McDonald’s had a net margin of 31.62% and a negative return on equity of 442.10%. The firm had revenue of $6.52 billion during the quarter, compared to analyst estimates of $6.47 billion. During the same period in the previous year, the business posted $2.67 EPS. McDonald’s’s revenue was up 9.4% on a year-over-year basis. As a group, analysts predict that McDonald’s Corporation will post 12.93 EPS for the current fiscal year.

McDonald’s Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, June 16th. Investors of record on Tuesday, June 2nd were paid a dividend of $1.86 per share. This represents a $7.44 dividend on an annualized basis and a dividend yield of 2.8%. The ex-dividend date was Tuesday, June 2nd. McDonald’s’s payout ratio is currently 61.34%.

More McDonald’s News

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

• Positive Sentiment: McDonald’s is drawing attention for menu-driven buzz, including the return of its fried apple pie and coverage around World Cup collectible cups, which can help traffic, social engagement, and near-term sales. We Tried It: A Visit to McDonald’s 35-Foot Fried Apple Pie Along Rte 66
• Positive Sentiment: The company is also expanding and modernizing, including a new Howard City location and a broader “McDonald’s NEXT” push focused on automation, digital ordering, better food quality, and improved franchise economics. McDonald’s opens first Howard City location
• Positive Sentiment: Some commentary says lower oil prices are helping restaurant stocks broadly, easing consumer wallet pressure and lifting quick-service dining names like McDonald’s. Jack in the Box and First Watch Stocks Trade Up, What You Need To Know
• Neutral Sentiment: Zacks noted that McDonald’s is relying on China expansion to support long-term growth, but macro pressure and regional volatility are still weighing on near-term trends. Can McDonald’s China Expansion Support IDL Growth Amid Macro Pressure?
• Neutral Sentiment: Several articles were mostly consumer-interest pieces about how to save money at McDonald’s or how its products taste, which add brand visibility but are unlikely to materially affect fundamentals. How To Find the Cheapest McDonald’s Wherever You Are
• Negative Sentiment: One recent article highlights that Burger King breakfast sandwiches may outperform McDonald’s on a key advantage, reinforcing competitive pressure in breakfast and value-focused traffic. Burger King breakfast sandwiches outshine McDonald’s every time with one big advantage
• Negative Sentiment: There is also scrutiny around McDonald’s new AI drive-thru testing after a prior system was removed in 2024 due to ordering errors, which could raise questions about execution risk if rollout issues persist. McDonald’s is testing a new AI drive-thru system after removing its previous one in 2024 over order errors

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.