Banque Cantonale Vaudoise Raises Stock Holdings in McDonald’s Corporation $MCD

Banque Cantonale Vaudoise lifted its holdings in shares of McDonald’s Corporation (NYSE:MCD) by 12.4% during the fourth quarter, HoldingsChannel reports. The firm owned 32,835 shares of the fast-food giant’s stock after purchasing an additional 3,618 shares during the quarter. Banque Cantonale Vaudoise’s holdings in McDonald’s were worth $10,034,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Vanguard Group Inc. boosted its stake in McDonald’s by 1.0% in the fourth quarter. Vanguard Group Inc. now owns 72,351,127 shares of the fast-food giant’s stock valued at $22,112,675,000 after acquiring an additional 703,458 shares during the last quarter. State Street Corp raised its holdings in shares of McDonald’s by 0.6% in the 3rd quarter. State Street Corp now owns 35,024,857 shares of the fast-food giant’s stock worth $10,643,704,000 after purchasing an additional 196,505 shares during the period. Legal & General Group Plc lifted its stake in McDonald’s by 6.4% in the third quarter. Legal & General Group Plc now owns 4,757,967 shares of the fast-food giant’s stock valued at $1,445,899,000 after purchasing an additional 286,284 shares during the last quarter. Ameriprise Financial Inc. grew its holdings in McDonald’s by 0.5% during the third quarter. Ameriprise Financial Inc. now owns 4,422,014 shares of the fast-food giant’s stock valued at $1,343,501,000 after purchasing an additional 21,168 shares during the period. Finally, Franklin Resources Inc. grew its holdings in McDonald’s by 36.6% during the third quarter. Franklin Resources Inc. now owns 4,396,837 shares of the fast-food giant’s stock valued at $1,336,155,000 after purchasing an additional 1,179,244 shares during the period. 70.29% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling

In other McDonald’s news, EVP Jonathan Banner sold 6,201 shares of the company’s stock in a transaction that occurred on Monday, February 23rd. The stock was sold at an average price of $333.29, for a total transaction of $2,066,731.29. Following 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 position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, insider Joseph M. Erlinger sold 333 shares of the stock in a transaction on Thursday, April 23rd. The stock was sold at an average price of $302.72, for a total value of $100,805.76. Following the completion of the transaction, the insider owned 8,067 shares of the company’s stock, valued at approximately $2,442,042.24. This trade represents a 3.96% decrease in their position. The SEC filing for this sale provides additional information. Over the last quarter, insiders sold 12,119 shares of company stock worth $3,945,973. Corporate insiders own 0.26% of the company’s stock.

McDonald’s Price Performance

NYSE:MCD opened at $280.68 on Wednesday. The company has a market capitalization of $199.43 billion, a price-to-earnings ratio of 23.14, a PEG ratio of 2.81 and a beta of 0.43. The business has a 50 day moving average of $302.45 and a 200 day moving average of $309.69. McDonald’s Corporation has a 1-year low of $271.98 and a 1-year high of $341.75.

McDonald’s (NYSE:MCD) last announced its quarterly earnings data 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. The firm had revenue of $6.52 billion for the quarter, compared to analysts’ expectations of $6.47 billion. McDonald’s had a negative return on equity of 442.10% and a net margin of 31.62%.The company’s revenue for the quarter was up 9.4% compared to the same quarter last year. During the same period last year, the firm earned $2.67 earnings per share. As a group, sell-side analysts anticipate that McDonald’s Corporation will post 12.94 EPS for the current year.

Analysts Set New Price Targets

Several research analysts have recently weighed in on MCD shares. Morgan Stanley set a $331.00 price target on McDonald’s in a research note on Friday, May 8th. Citigroup boosted their price objective on McDonald’s from $371.00 to $375.00 and gave the company a “buy” rating in a research note on Thursday, February 12th. BTIG Research reiterated a “buy” rating and set a $370.00 target price on shares of McDonald’s in a research report on Thursday, May 7th. Weiss Ratings downgraded shares of McDonald’s from a “buy (b)” rating to a “buy (b-)” rating in a research note on Monday, April 27th. Finally, Royal Bank Of Canada lowered their price target on shares of McDonald’s from $330.00 to $305.00 and set a “sector perform” rating on the stock in a research report on Friday, May 8th. Seventeen analysts have rated the stock with a Buy rating, fourteen have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat, McDonald’s presently has an average rating of “Moderate Buy” and a consensus price target of $334.45.

Key Headlines Impacting McDonald’s

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

• Positive Sentiment: McDonald’s U.S. comparable sales rose 3.9% in Q1 2026, helped by McValue offers and sub-$3 deals that appear to be resonating with price-sensitive customers. Article title
• Positive Sentiment: McDonald’s is also leaning into brand-building and product news, including a teased collaboration with Devin Booker and Nike, plus a new drink lineup rollout, which could support traffic and keep the brand culturally relevant. Article title Article title
• Positive Sentiment: UBS said McDonald’s is well positioned for global market-share gains, reinforcing the bull case that the company can outperform peers even in a slower consumer backdrop. Article title
• Neutral Sentiment: Several lighter consumer and brand stories around McDonald’s, including menu trivia and customer reactions to products like the Filet-O-Fish, are mostly sentiment/engagement pieces and are unlikely to materially move the stock. Article title Article title
• Negative Sentiment: Bloomberg reported McDonald’s will miss some emissions goals due to an energy crunch, which adds ESG execution risk and could weigh on sentiment from sustainability-focused investors. Article title
• Negative Sentiment: Erste Group Bank lowered its FY2026 EPS forecast for McDonald’s, which may reinforce concerns that profit growth could be more constrained than hoped. Article title

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.