Proficio Capital Partners LLC Takes Position in McDonald’s Corporation $MCD

Proficio Capital Partners LLC bought a new stake in shares of McDonald’s Corporation (NYSE:MCD) during the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund bought 2,855 shares of the fast-food giant’s stock, valued at approximately $772,000.

Several other institutional investors and hedge funds have also bought and sold shares of the stock. Ascentis Wealth Management LLC raised its position in shares of McDonald’s by 4,008.8% during the second quarter. Ascentis Wealth Management LLC now owns 84,230 shares of the fast-food giant’s stock worth $22,768,000 after purchasing an additional 82,180 shares during the period. Borer Denton & Associates Inc. lifted its holdings in shares of McDonald’s by 16.9% in the 2nd quarter. Borer Denton & Associates Inc. now owns 13,859 shares of the fast-food giant’s stock worth $3,746,000 after purchasing an additional 2,000 shares in the last quarter. Peterson Wealth Services grew its position in McDonald’s by 3,294.5% in the 4th quarter. Peterson Wealth Services now owns 11,779 shares of the fast-food giant’s stock valued at $3,600,000 after purchasing an additional 11,432 shares during the period. Harbour Investments Inc. grew its position in McDonald’s by 84.4% in the 4th quarter. Harbour Investments Inc. now owns 35,510 shares of the fast-food giant’s stock valued at $10,853,000 after purchasing an additional 16,252 shares during the period. Finally, Capital International Sarl increased its stake in McDonald’s by 10.4% during the 4th quarter. Capital International Sarl now owns 64,256 shares of the fast-food giant’s stock valued at $19,639,000 after purchasing an additional 6,079 shares in the last quarter. 70.29% of the stock is owned by institutional investors.

Insider Buying and Selling at McDonald’s

In related news, insider Joseph M. Erlinger sold 5,252 shares of the business’s stock in a transaction dated 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 transaction, the insider directly owned 7,734 shares in the company, valued at approximately $2,198,930.88. The trade was a 40.44% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. 0.26% of the stock is owned by insiders.

Key Stories Impacting McDonald’s

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

• Positive Sentiment: International operated markets delivered 1.5% comparable-sales growth in the second quarter of 2026, led by Germany, Australia and the United Kingdom. Value offers, menu innovation and loyalty programs could help McDonald’s offset softer demand in some regions. Can MCD’s International Markets Drive Growth Amid Consumer Pressure?
• Positive Sentiment: A SpongeBob and One Piece-themed Happy Meal is scheduled to launch September 15. The high-profile collaboration may support traffic, family demand and promotional engagement, although its financial impact is likely limited. McDonald’s Announces SpongeBob/One Piece Collab Happy Meal
• Neutral Sentiment: McDonald’s and Burger King introduced chicken-nugget offerings on the same day, highlighting continued menu competition. The launch could generate traffic but also underscores the crowded quick-service restaurant market. Chicken nuggets land on menus at Burger King, McDonald’s on same day
• Negative Sentiment: McDonald’s has lagged the S&P 500 over the past year, and its shares are near a 12-month low. Analysts remain moderately optimistic, but the relative weakness suggests investors are concerned about growth and valuation amid a challenging consumer environment. Is McDonald’s Stock Underperforming the S&P 500?

McDonald’s Trading Down 0.9%

NYSE MCD opened at $261.11 on Wednesday. The firm has a market capitalization of $184.77 billion, a P/E ratio of 21.21, a PEG ratio of 2.95 and a beta of 0.41. The business has a fifty day simple moving average of $270.33 and a 200 day simple moving average of $290.60. McDonald’s Corporation has a 12 month low of $259.85 and a 12 month high of $341.75.

McDonald’s (NYSE:MCD) last issued its quarterly earnings data on Tuesday, August 4th. The fast-food giant reported $3.38 earnings per share for the quarter, beating the consensus estimate of $3.32 by $0.06. The business had revenue of $7.10 billion for the quarter, compared to analysts’ expectations of $7.13 billion. McDonald’s had a negative return on equity of 572.06% and a net margin of 31.72%.The business’s revenue was up 3.7% on a year-over-year basis. During the same period last year, the business earned $3.19 EPS. As a group, sell-side analysts predict that McDonald’s Corporation will post 12.87 EPS for the current fiscal year.

McDonald’s Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Wednesday, September 16th. Investors of record on Tuesday, September 1st will be given 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 of this dividend is Tuesday, September 1st. McDonald’s’s dividend payout ratio (DPR) is presently 60.44%.

Analyst Upgrades and Downgrades

Several research analysts have weighed in on the stock. Royal Bank Of Canada lowered their price objective on shares of McDonald’s from $305.00 to $295.00 and set a “sector perform” rating on the stock in a report on Wednesday, August 5th. Sanford C. Bernstein reiterated a “market perform” rating and set a $295.00 price objective on shares of McDonald’s in a report on Wednesday, August 5th. Deutsche Bank Aktiengesellschaft boosted their target price on shares of McDonald’s from $335.00 to $345.00 and gave the stock a “buy” rating in a research report on Wednesday, August 5th. BTIG Research restated a “buy” rating and issued a $350.00 target price on shares of McDonald’s in a report on Wednesday, August 5th. Finally, Evercore set a $320.00 price target on shares of McDonald’s in a research report on Thursday, July 23rd. One research analyst has rated the stock with a Strong Buy rating, fifteen have issued a Buy rating and eleven have issued a Hold rating to the company. According to MarketBeat, McDonald’s currently has an average rating of “Moderate Buy” and a consensus target price of $322.96.

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.