Revolve Wealth Partners LLC Increases Position in McDonald’s Corporation $MCD

Revolve Wealth Partners LLC boosted its position in McDonald’s Corporation (NYSE:MCD) by 208.8% during the second quarter, Holdings Channel reports. The fund owned 3,876 shares of the fast-food giant’s stock after acquiring an additional 2,621 shares during the period. Revolve Wealth Partners LLC’s holdings in McDonald’s were worth $1,048,000 at the end of the most recent reporting period.

Other hedge funds have also recently added to or reduced their stakes in the company. Vanguard Group Inc. increased its position in shares of McDonald’s by 1.0% during the 4th quarter. Vanguard Group Inc. now owns 72,351,127 shares of the fast-food giant’s stock valued at $22,112,675,000 after purchasing an additional 703,458 shares during the last quarter. State Street Corp boosted its stake in McDonald’s by 2.7% in the fourth quarter. State Street Corp now owns 35,983,997 shares of the fast-food giant’s stock worth $10,997,789,000 after buying an additional 959,140 shares in the last quarter. Geode Capital Management LLC grew its position in McDonald’s by 0.4% during the fourth quarter. Geode Capital Management LLC now owns 17,038,519 shares of the fast-food giant’s stock valued at $5,195,965,000 after acquiring an additional 76,090 shares during the last quarter. Price T Rowe Associates Inc. MD grew its position in McDonald’s by 3.0% during the fourth quarter. Price T Rowe Associates Inc. MD now owns 9,474,749 shares of the fast-food giant’s stock valued at $2,895,768,000 after acquiring an additional 277,617 shares during the last quarter. Finally, Norges Bank purchased a new position in shares of McDonald’s during the fourth quarter worth approximately $2,890,438,000. Institutional investors own 70.29% of the company’s stock.

Insider Buying and Selling

In other McDonald’s news, EVP Desiree Ralls-Morrison sold 2,763 shares of the stock in a transaction that occurred on Thursday, May 28th. The stock was sold at an average price of $278.36, for a total value of $769,108.68. Following the completion of the sale, the executive vice president owned 6,268 shares in the company, valued at approximately $1,744,760.48. This trade represents a 30.59% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, insider Joseph M. Erlinger sold 5,252 shares of the company’s stock in a transaction that occurred on Wednesday, June 10th. The shares were sold at an average price of $284.32, for a total value of $1,493,248.64. Following the transaction, the insider owned 7,734 shares of the company’s stock, valued at approximately $2,198,930.88. This represents a 40.44% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 8,348 shares of company stock valued at $2,355,634 in the last ninety days. 0.26% of the stock is currently owned by corporate insiders.

Analyst Ratings Changes

A number of equities research analysts have recently weighed in on the stock. Wells Fargo & Company lowered their price objective on shares of McDonald’s from $320.00 to $300.00 and set an “overweight” rating for the company in a report on Thursday, July 16th. TD Cowen reiterated a “hold” rating on shares of McDonald’s in a research report on Tuesday, August 4th. Rothschild & Co Redburn upgraded shares of McDonald’s from a “sell” rating to a “neutral” rating and lifted their target price for the stock from $260.00 to $306.00 in a research report on Thursday, April 23rd. Mizuho lowered their price target on shares of McDonald’s from $300.00 to $290.00 and set a “neutral” rating for the company in a research note on Friday, July 31st. Finally, Barclays cut their price target on shares of McDonald’s from $380.00 to $350.00 and set an “overweight” rating for the company in a research report on Friday, May 8th. One analyst has rated the stock with a Strong Buy rating, fifteen have given a Buy rating and twelve have issued a Hold rating to the stock. According to MarketBeat, McDonald’s currently has a consensus rating of “Moderate Buy” and an average price target of $325.44.

McDonald’s News Summary

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

• Positive Sentiment: A Hello Kitty and Godzilla crossover scheduled to launch August 18 could generate customer interest and support limited-time promotional sales, particularly in international markets. McDonald’s Hello Kitty and Godzilla crossover arrives August 18
• Positive Sentiment: Articles highlighting menu updates, ordering options and new or unusual products show that McDonald’s is continuing to use innovation and promotions to refresh its offering and attract visits. McDonald’s is making some big changes to its menu
• Positive Sentiment: McDonald’s franchise-heavy model continues to compare favorably with other consumer stocks because of its global scale, high margins and recurring free cash flow, supporting the long-term investment case. Airbnb vs. McDonald’s: Which Consumer Stock Is a Better Buy in 2026?

McDonald’s Stock Down 0.4%

Shares of McDonald’s stock opened at $273.30 on Tuesday. The company’s fifty day simple moving average is $273.98 and its two-hundred day simple moving average is $296.14. McDonald’s Corporation has a 12-month low of $260.96 and a 12-month high of $341.75. The firm has a market cap of $194.18 billion, a PE ratio of 22.20, a price-to-earnings-growth ratio of 3.07 and a beta of 0.41.

McDonald’s (NYSE:MCD) last issued its quarterly earnings data on Tuesday, August 4th. The fast-food giant reported $3.38 EPS for the quarter, beating the consensus estimate of $3.32 by $0.06. The firm had revenue of $7.10 billion during the quarter, compared to the consensus estimate of $7.13 billion. McDonald’s had a net margin of 31.72% and a negative return on equity of 512.80%. The company’s quarterly revenue was up 3.7% compared to the same quarter last year. During the same period in the prior year, the firm posted $3.19 earnings per share. As a group, sell-side analysts expect that McDonald’s Corporation will post 12.88 earnings per share for the current fiscal year.

McDonald’s Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Wednesday, September 16th. Shareholders of record on Tuesday, September 1st will be given a dividend of $1.86 per share. The ex-dividend date of this dividend is Tuesday, September 1st. This represents a $7.44 dividend on an annualized basis and a yield of 2.7%. McDonald’s’s dividend payout ratio is presently 60.44%.

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.