McDonald’s Corporation $MCD Shares Acquired by Solidarity Wealth LLC

Solidarity Wealth LLC grew its stake in McDonald’s Corporation (NYSE:MCD) by 30.9% during the third quarter, according to its most recent 13F filing with the SEC. The firm owned 39,791 shares of the fast-food giant’s stock after acquiring an additional 9,392 shares during the period. McDonald’s comprises 2.6% of Solidarity Wealth LLC’s investment portfolio, making the stock its 13th biggest holding. Solidarity Wealth LLC’s holdings in McDonald’s were worth $12,092,000 as of its most recent filing with the SEC.

Other large investors have also recently made changes to their positions in the company. Nova Wealth Management Inc. purchased a new stake in McDonald’s in the first quarter valued at approximately $26,000. Decker Retirement Planning Inc. boosted its position in shares of McDonald’s by 142.9% during the second quarter. Decker Retirement Planning Inc. now owns 85 shares of the fast-food giant’s stock worth $25,000 after buying an additional 50 shares during the period. Legacy Investment Solutions LLC acquired a new stake in shares of McDonald’s in the second quarter valued at $25,000. GFG Capital LLC purchased a new stake in shares of McDonald’s in the 2nd quarter valued at $29,000. Finally, Financial Gravity Companies Inc. purchased a new stake in shares of McDonald’s in the 2nd quarter valued at $29,000. 70.29% of the stock is currently owned by institutional investors and hedge funds.

McDonald’s Stock Performance

NYSE:MCD opened at $307.27 on Friday. McDonald’s Corporation has a 1 year low of $276.53 and a 1 year high of $326.32. The stock has a market cap of $218.82 billion, a P/E ratio of 26.22, a P/E/G ratio of 3.05 and a beta of 0.53. The stock has a 50-day simple moving average of $307.93 and a 200-day simple moving average of $304.88.

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

McDonald’s Increases Dividend

The business also recently announced a quarterly dividend, which was paid on Monday, December 15th. Stockholders of record on Monday, December 1st were issued a $1.86 dividend. This represents a $7.44 annualized dividend and a dividend yield of 2.4%. The ex-dividend date was Monday, December 1st. This is a positive change from McDonald’s’s previous quarterly dividend of $1.77. McDonald’s’s dividend payout ratio (DPR) is currently 63.48%.

Insider Activity at McDonald’s

In related news, EVP Desiree Ralls-Morrison sold 2,486 shares of McDonald’s stock in a transaction on Tuesday, December 16th. The shares were sold at an average price of $320.00, for a total transaction of $795,520.00. Following the sale, the executive vice president directly owned 6,268 shares in the company, valued at $2,005,760. This trade represents a 28.40% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP Manuel Jm Steijaert sold 13,134 shares of the business’s stock in a transaction on Wednesday, November 5th. The shares were sold at an average price of $300.42, for a total transaction of $3,945,716.28. Following the completion of the sale, the executive vice president directly owned 4,606 shares of the company’s stock, valued at approximately $1,383,734.52. This trade represents a 74.04% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders sold 42,516 shares of company stock valued at $13,036,090. Corporate insiders own 0.25% of the company’s stock.

McDonald’s News Summary

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

• Positive Sentiment: Barclays published a bullish forecast for MCD, signaling strong expected price appreciation and supporting upside vs. peers. Barclays Forecasts Strong Price Appreciation for McDonald’s (NYSE:MCD) Stock
• Positive Sentiment: Sanford C. Bernstein reaffirmed an overweight rating, suggesting confidence in growth/strategy that can support longer-term multiple expansion. Sanford C. Bernstein Overweight (coverage roundup)
• Neutral Sentiment: TD Cowen reiterated a “hold” with a $320 target — implies limited near-term catalyst but indicates room for modest upside from current levels. TD Cowen Hold Rating Reaffirmed
• Positive Sentiment: McDonald’s announced new and returning global menu items for 2026 — potential to boost customer traffic and average check if launches resonate. McDonald’s to Launch New and Returning Menu Items Worldwide in 2026
• Neutral Sentiment: Company says it’s changing its drive-thrus (operational update) — could improve throughput/experience but is execution-dependent. McDonald’s Is Changing Its Drive-Thrus
• Negative Sentiment: Multiple outlets report a new lawsuit alleging McDonald’s “deceived” customers about McRib ingredients — this raises near-term PR/legal risk and could pressure sales of a promoted product. McDonald’s is facing serious allegations about the McRib McDonald’s Faces Lawsuit Claiming It ‘Deceived’ Customers About the McRib
• Negative Sentiment: Unions have accused McDonald’s of repeated harassment of mostly teenage staff — intensifies labor/PR scrutiny that can lead to fines, protests, or higher labor costs if issues persist. Unions accuse McDonald’s of ‘repeated harassment’ against ‘mostly teenage’ staff
• Neutral Sentiment: Local openings (e.g., Biltmore grand opening) signal continued unit activity but have limited immediate impact on the stock. Biltmore McDonald’s celebrates grand opening

Wall Street Analyst Weigh In

MCD has been the subject of several research reports. Piper Sandler reaffirmed a “neutral” rating and issued a $325.00 target price on shares of McDonald’s in a research report on Wednesday, October 22nd. BMO Capital Markets restated an “outperform” rating on shares of McDonald’s in a report on Thursday, November 6th. KeyCorp upped their target price on shares of McDonald’s from $335.00 to $340.00 and gave the stock an “overweight” rating in a research note on Friday. TD Cowen reiterated a “hold” rating and set a $320.00 target price on shares of McDonald’s in a report on Thursday. Finally, Cowen restated a “hold” rating on shares of McDonald’s in a research note on Thursday. Thirteen research analysts have rated the stock with a Buy rating, sixteen have issued a Hold rating and two have given a Sell rating to the company’s stock. According to data from MarketBeat, the company presently has a consensus rating of “Hold” and a consensus price target of $328.88.

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.