Capital Wealth Planning LLC Has $535.54 Million Position in McDonald’s Corporation $MCD

Capital Wealth Planning LLC grew its holdings in McDonald’s Corporation (NYSE:MCD) by 9.5% in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 1,762,285 shares of the fast-food giant’s stock after purchasing an additional 152,211 shares during the period. McDonald’s makes up 3.8% of Capital Wealth Planning LLC’s portfolio, making the stock its 14th biggest position. Capital Wealth Planning LLC’s holdings in McDonald’s were worth $535,541,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also modified their holdings of the company. Brighton Jones LLC boosted its position in McDonald’s by 21.6% during the 4th quarter. Brighton Jones LLC now owns 9,286 shares of the fast-food giant’s stock worth $2,692,000 after acquiring an additional 1,649 shares during the period. Revolve Wealth Partners LLC increased its holdings in shares of McDonald’s by 2.8% in the 4th quarter. Revolve Wealth Partners LLC now owns 1,942 shares of the fast-food giant’s stock valued at $563,000 after purchasing an additional 52 shares during the period. Sivia Capital Partners LLC lifted its position in shares of McDonald’s by 11.4% in the second quarter. Sivia Capital Partners LLC now owns 2,017 shares of the fast-food giant’s stock worth $589,000 after purchasing an additional 206 shares in the last quarter. United Bank boosted its holdings in shares of McDonald’s by 6.0% during the second quarter. United Bank now owns 8,102 shares of the fast-food giant’s stock worth $2,367,000 after purchasing an additional 459 shares during the period. Finally, Schnieders Capital Management LLC. boosted its holdings in shares of McDonald’s by 2.5% during the second quarter. Schnieders Capital Management LLC. now owns 12,938 shares of the fast-food giant’s stock worth $3,780,000 after purchasing an additional 312 shares during the period. Institutional investors and hedge funds own 70.29% of the company’s stock.

Key McDonald’s News

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

• Positive Sentiment: Tigress Financial raised its price target to $385 and reiterated a Buy, citing McDonald’s multi‑year growth strategy and brand strength — a clear analyst endorsement that supports upside to the stock. Tigress Financial Upgrades McDonald’s Corporation (MCD) Price Target, Highlights Multi-Year Growth Strategy
• Positive Sentiment: Value menu push: McDonald’s is rolling out $3 value items and $4 breakfast deals in the U.S. starting in April to win back price‑sensitive customers — a traffic‑driving move that could boost visit frequency if franchisees and consumers adopt it. McDonald’s to launch new $3 value items in US starting April, WSJ reports
• Positive Sentiment: Digital/loyalty tailwinds: Management cites a large loyalty base and digital tools as drivers for higher visit frequency and better targeted promotions — structural levers for revenue per user and margin expansion over time. Can MCD’s Digital Ecosystem Turn Loyalty Into Higher Visit Frequency?
• Neutral Sentiment: Marketing and product noise: Viral moments (CEO burger video → memes) and new product reviews (e.g., Big Arch) keep brand relevance and social buzz high but are unlikely to move fundamentals immediately. How McDonald’s CEO’s viral burger video turned memes into money
• Neutral Sentiment: Menu coverage / consumer perception: Media attention on affordability and menu mix helps narrative but the actual impact depends on execution and unit economics. McDonald’s Plans New $3 Menu, in Latest Bid to Win Customers With Better Deals
• Negative Sentiment: Insider selling: Executive Joseph Erlinger disclosed a sale of 2,626 shares (~$862k). While routine insider sales aren’t always predictive, they can be interpreted as a mild negative signal by some investors. Insider sale filing
• Negative Sentiment: Short‑term dampener: Analysts and commentary note the stock is down since earnings (some profit‑taking and valuation debates persist), which can cap near‑term upside until fresh evidence of traffic/margin improvement appears. Why Is McDonald’s (MCD) Down 2.5% Since Last Earnings Report?

Insider Buying and Selling at McDonald’s

In other McDonald’s news, EVP Jonathan Banner sold 6,201 shares of the company’s stock in a transaction dated Monday, February 23rd. The shares were sold at an average price of $333.29, for a total transaction of $2,066,731.29. Following the completion of the sale, the executive vice president directly owned 2,291 shares in the company, valued at $763,567.39. This represents a 73.02% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, CMO Edith Morgan Flatley sold 4,692 shares of the firm’s stock in a transaction dated 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 sale, the chief marketing officer directly owned 6,200 shares in the company, valued at approximately $2,052,200. This represents a 43.08% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 74,143 shares of company stock worth $24,517,724 in the last quarter. 0.25% of the stock is owned by corporate insiders.

Analyst Ratings Changes

Several research analysts have weighed in on the stock. Erste Group Bank upgraded shares of McDonald’s from a “hold” rating to a “buy” rating in a research note on Wednesday, February 18th. Tigress Financial lifted their target price on shares of McDonald’s from $360.00 to $385.00 and gave the company a “buy” rating in a research note on Friday, March 6th. JPMorgan Chase & Co. boosted their price target on shares of McDonald’s from $305.00 to $325.00 and gave the company an “overweight” rating in a report on Tuesday, February 24th. Royal Bank Of Canada upped their price target on shares of McDonald’s from $320.00 to $330.00 and gave the stock a “sector perform” rating in a research note on Thursday, February 12th. Finally, Mizuho increased their price objective on McDonald’s from $300.00 to $325.00 and gave the stock a “neutral” rating in a report on Friday, February 6th. Seventeen investment 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. Based on data from MarketBeat, the stock currently has a consensus rating of “Hold” and a consensus target price of $339.69.

McDonald’s Stock Performance

Shares of NYSE MCD opened at $326.41 on Friday. The business’s 50-day simple moving average is $320.28 and its 200-day simple moving average is $311.52. McDonald’s Corporation has a 52 week low of $283.47 and a 52 week high of $341.75. The firm has a market cap of $231.88 billion, a price-to-earnings ratio of 27.31, a P/E/G ratio of 2.88 and a beta of 0.51.

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

McDonald’s Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 17th. Stockholders of record on Tuesday, March 3rd will be paid 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 payout ratio is presently 62.26%.

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.