Fiscal Wisdom Wealth Management LLC Purchases Shares of 2,176 McDonald’s Corporation $MCD

Fiscal Wisdom Wealth Management LLC acquired a new stake in shares of McDonald’s Corporation (NYSE:MCD) in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor acquired 2,176 shares of the fast-food giant’s stock, valued at approximately $675,000. McDonald’s comprises about 0.6% of Fiscal Wisdom Wealth Management LLC’s portfolio, making the stock its 27th largest holding.

A number of other hedge funds also recently bought and sold shares of MCD. Legacy Investment Solutions LLC bought a new stake in McDonald’s in the second quarter valued at $25,000. Decker Retirement Planning Inc. lifted its position in shares of McDonald’s by 142.9% in the 2nd quarter. Decker Retirement Planning Inc. now owns 85 shares of the fast-food giant’s stock worth $25,000 after purchasing an additional 50 shares during the period. Evergreen Private Wealth LLC lifted its position in shares of McDonald’s by 162.5% in the 3rd quarter. Evergreen Private Wealth LLC now owns 84 shares of the fast-food giant’s stock worth $26,000 after purchasing an additional 52 shares during the period. Financial Gravity Companies Inc. bought a new stake in shares of McDonald’s during the 2nd quarter valued at about $29,000. Finally, Traub Capital Management LLC purchased a new position in shares of McDonald’s during the second quarter valued at about $29,000. Hedge funds and other institutional investors own 70.29% of the company’s stock.

Insider Buying and Selling

In related news, EVP Manuel Jm Steijaert sold 6,567 shares of McDonald’s stock in a transaction on Monday, December 1st. The stock was sold at an average price of $305.50, for a total value of $2,006,218.50. Following the completion of the sale, the executive vice president owned 4,606 shares of the company’s stock, valued at $1,407,133. The trade was a 58.78% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, CEO Christopher J. Kempczinski sold 26,276 shares of the stock in a transaction dated Friday, February 13th. The shares were sold at an average price of $333.54, for a total value of $8,764,097.04. Following the completion of the transaction, the chief executive officer directly owned 22,900 shares in the company, valued at approximately $7,638,066. This represents a 53.43% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 88,684 shares of company stock valued at $28,796,497 in the last ninety days. Corporate insiders own 0.25% of the company’s stock.

McDonald’s Stock Performance

Shares of McDonald’s stock opened at $327.90 on Thursday. The company has a 50-day simple moving average of $314.06 and a two-hundred day simple moving average of $308.84. The stock has a market capitalization of $233.52 billion, a PE ratio of 27.44, a price-to-earnings-growth ratio of 2.91 and a beta of 0.52. McDonald’s Corporation has a 52-week low of $283.47 and a 52-week high of $335.67.

McDonald’s (NYSE:MCD) last announced its quarterly earnings data on Wednesday, February 11th. The fast-food giant reported $3.12 earnings per share for the quarter, topping analysts’ consensus estimates of $3.05 by $0.07. The company had revenue of $7.01 billion during the quarter, compared to analyst estimates of $6.81 billion. McDonald’s had a net margin of 31.85% and a negative return on equity of 343.90%. The firm’s revenue for the quarter was up 9.7% on a year-over-year basis. During the same period in the previous year, the business earned $2.83 EPS. As a group, equities research analysts forecast that McDonald’s Corporation will post 12.25 EPS for the current fiscal year.

McDonald’s Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 17th. Investors of record on Tuesday, March 3rd will be given a dividend of $1.86 per share. The ex-dividend date is Tuesday, March 3rd. This represents a $7.44 dividend on an annualized basis and a yield of 2.3%. McDonald’s’s dividend payout ratio is 62.26%.

Wall Street Analysts Forecast Growth

Several analysts have commented on MCD shares. Erste Group Bank upgraded shares of McDonald’s from a “hold” rating to a “buy” rating in a report on Wednesday. Citigroup raised their target price on McDonald’s from $371.00 to $375.00 and gave the company a “buy” rating in a research note on Thursday, February 12th. KeyCorp upped their price target on McDonald’s from $335.00 to $340.00 and gave the stock an “overweight” rating in a research note on Friday, January 9th. TD Cowen reissued a “hold” rating and set a $320.00 price objective on shares of McDonald’s in a research report on Thursday, February 12th. Finally, Mizuho upped their target price on shares of McDonald’s from $300.00 to $325.00 and gave the stock a “neutral” rating in a research report on Friday, February 6th. Sixteen analysts have rated the stock with a Buy rating, thirteen have assigned a Hold rating and two have given a Sell rating to the company. According to data from MarketBeat.com, the stock has an average rating of “Hold” and a consensus price target of $337.04.

Key Headlines Impacting McDonald’s

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

• Positive Sentiment: Analyst upgrade: Erste Group raised MCD from “hold” to “buy”, which supports positive analyst sentiment and may lift demand for the shares. Read More.
• Positive Sentiment: Menu and sales momentum: Management rolled out the 2026 menu tied to a sales rebound and stronger comps; investors view the menu plan as a near‑term catalyst for traffic and revenue. Read More.
• Positive Sentiment: High-profile marketing push: New collaborations and limited-edition items with Drake/OVO (including a specialty Sprite and promoted combo meals) boost brand relevance and can drive short-term visits and social buzz. Read More. Read More.
• Positive Sentiment: Product innovation for shifting diets: McDonald’s is testing high‑protein menu options aimed at consumers on GLP‑1 drugs — a proactive move to defend traffic as dietary preferences shift. Read More.
• Neutral Sentiment: Seasonal and nostalgia items returning (Shamrock Shake, Changeables Happy Meal toys) — these typically boost short-term foot traffic but are not structural catalysts. Read More. Read More.
• Neutral Sentiment: Consumer interest pieces (e.g., Filet‑O‑Fish customization trick) drive PR and footfall curiosity but are unlikely to move fundamentals. Read More.
• Negative Sentiment: Insider selling: CEO Christopher Kempczinski and CMO Edith Morgan Flatley disclosed multi‑million dollar sales in mid‑February (large reductions in holdings), which can be interpreted as a near‑term negative signal for sentiment. Read More.

About McDonald’s

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.