McDonald’s Corporation $MCD Shares Sold by Axxcess Wealth Management LLC

Axxcess Wealth Management LLC trimmed its holdings in shares of McDonald’s Corporation (NYSE:MCD) by 7.2% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 23,252 shares of the fast-food giant’s stock after selling 1,800 shares during the quarter. Axxcess Wealth Management LLC’s holdings in McDonald’s were worth $7,066,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently bought and sold shares of the stock. Legacy Investment Solutions LLC acquired a new stake in McDonald’s in the 2nd quarter valued at approximately $25,000. Decker Retirement Planning Inc. raised its stake in shares of McDonald’s by 142.9% in the second quarter. Decker Retirement Planning Inc. now owns 85 shares of the fast-food giant’s stock valued at $25,000 after acquiring an additional 50 shares in the last quarter. Evergreen Private Wealth LLC boosted its holdings in McDonald’s by 162.5% in the third quarter. Evergreen Private Wealth LLC now owns 84 shares of the fast-food giant’s stock valued at $26,000 after purchasing an additional 52 shares during the period. Financial Gravity Companies Inc. acquired a new position in McDonald’s during the 2nd quarter worth $29,000. Finally, Traub Capital Management LLC purchased a new stake in McDonald’s during the 2nd quarter worth about $29,000. 70.29% of the stock is currently owned by hedge funds and other institutional investors.

Key Stories 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.

Insider Transactions at McDonald’s

In other news, CEO Christopher J. Kempczinski sold 26,276 shares of the business’s stock in a transaction that occurred on Friday, February 13th. The stock was sold at an average price of $333.54, for a total transaction of $8,764,097.04. Following the sale, the chief executive officer owned 22,900 shares of the company’s stock, valued at $7,638,066. The trade was a 53.43% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, CMO Edith Morgan Flatley sold 4,692 shares of the firm’s stock in a transaction that occurred on Thursday, February 12th. The shares were sold at an average price of $331.00, for a total value of $1,553,052.00. Following the completion of the transaction, the chief marketing officer directly owned 6,200 shares of the company’s stock, valued at $2,052,200. The trade was a 43.08% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders have sold 88,684 shares of company stock valued at $28,796,497. 0.25% of the stock is owned by company insiders.

Analysts Set New Price Targets

MCD has been the subject of a number of analyst reports. Piper Sandler boosted their price objective on McDonald’s from $323.00 to $325.00 and gave the stock a “neutral” rating in a research report on Thursday, February 12th. BMO Capital Markets reaffirmed an “outperform” rating on shares of McDonald’s in a research report on Thursday, November 6th. Erste Group Bank raised shares of McDonald’s from a “hold” rating to a “buy” rating in a research report on Wednesday. Citigroup raised their price objective on McDonald’s from $371.00 to $375.00 and gave the stock a “buy” rating in a report on Thursday, February 12th. Finally, Truist Financial boosted their target price on McDonald’s from $356.00 to $370.00 and gave the company a “buy” rating in a report on Thursday, February 12th. Sixteen analysts have rated the stock with a Buy rating, thirteen have issued a Hold rating and two have given a Sell rating to the company. Based on data from MarketBeat, McDonald’s presently has an average rating of “Hold” and an average target price of $337.04.

McDonald’s Trading Up 0.1%

NYSE MCD opened at $327.90 on Thursday. The stock has a market capitalization of $233.52 billion, a price-to-earnings ratio of 27.44, a PEG ratio of 2.91 and a beta of 0.52. The business’s 50 day moving average is $314.06 and its two-hundred day moving average is $308.84. McDonald’s Corporation has a 12-month low of $283.47 and a 12-month high of $335.67.

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

McDonald’s Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Tuesday, March 17th. Stockholders of record on Tuesday, March 3rd will be issued a $1.86 dividend. This represents a $7.44 dividend on an annualized basis and a dividend yield of 2.3%. The ex-dividend date is Tuesday, March 3rd. McDonald’s’s dividend payout ratio (DPR) is currently 62.26%.

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.