McDonald’s Corporation $MCD Shares Acquired by Sagespring Wealth Partners LLC

Sagespring Wealth Partners LLC grew its stake in McDonald’s Corporation (NYSE:MCD) by 12.3% during the third quarter, according to its most recent 13F filing with the SEC. The firm owned 21,823 shares of the fast-food giant’s stock after acquiring an additional 2,388 shares during the period. Sagespring Wealth Partners LLC’s holdings in McDonald’s were worth $6,632,000 as of its most recent filing with the SEC.

A number of other hedge funds have also recently made changes to their positions in MCD. Decker Retirement Planning Inc. raised its holdings in shares of McDonald’s by 142.9% in the 2nd quarter. Decker Retirement Planning Inc. now owns 85 shares of the fast-food giant’s stock valued at $25,000 after buying an additional 50 shares during the period. Legacy Investment Solutions LLC acquired a new position in McDonald’s in the 2nd quarter valued at about $25,000. Evergreen Private Wealth LLC increased its stake in McDonald’s by 162.5% during the third quarter. Evergreen Private Wealth LLC now owns 84 shares of the fast-food giant’s stock worth $26,000 after purchasing an additional 52 shares during the period. GFG Capital LLC purchased a new stake in McDonald’s during the second quarter worth about $29,000. Finally, Financial Gravity Companies Inc. acquired a new stake in shares of McDonald’s during the second quarter worth about $29,000. Hedge funds and other institutional investors own 70.29% of the company’s stock.

More McDonald’s News

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

• Positive Sentiment: New product push — McDonald’s is launching a limited?time Hot Honey sauce and new protein?focused sandwiches (promoted to start Jan. 27), a menu strategy meant to drive traffic and boost average check. McDonald’s bets big on hot honey and protein to bring customers
• Positive Sentiment: Aggressive store growth target — McDonald’s reiterated plans to open ~8,000 restaurants by end?2027, a scale play that supports revenue growth and franchise development. McDonald’s Plans to Open 8,000 Restaurants by End of 2027 and Shake Up Menu
• Positive Sentiment: Strong shareholder returns profile — a recent analysis highlights ~$79 billion returned to shareholders over the past decade via buybacks and dividends, underscoring cash flow strength and support for the stock. How McDonald’s Returned $79 Billion To Shareholders
• Neutral Sentiment: Menu localization and novelty — McDonald’s is bringing overseas fan favorites and occasional region?specific items (beer in Europe) to generate buzz; good for marketing but limited duration impact. McDonald’s finally brings overseas fan favorites to US in 2026
• Neutral Sentiment: Positive mentions in market?crash thinking pieces — some outlets list MCD as a defensive/quality pick in volatile markets, which can support demand from risk?averse investors. Worried About a Market Crash in 2026? Buy These 3 Stocks
• Negative Sentiment: Pricing?war risk — analysts flag an elevated risk of a fast?food pricing war that could compress margins and offset traffic gains from promotions. McDonald’s: The Risk Of A Fast-Food Pricing War Is Increasing Significantly
• Negative Sentiment: Customer backlash on loyalty changes — reports of unhappy customers over loyalty program changes could dampen repeat visits in affected markets. McDonald’s customers unhappy about loyalty scheme changes
• Negative Sentiment: Earnings watch — MCD previously missed quarterly EPS estimates (Nov. 5), so new initiatives will be judged on whether they restore margin and beat future estimates. (Earnings details in recent filings and analyst notes.)

McDonald’s Price Performance

McDonald’s stock opened at $309.24 on Friday. The stock has a market cap of $220.23 billion, a PE ratio of 26.39, a P/E/G ratio of 3.07 and a beta of 0.53. The stock’s fifty day moving average is $308.87 and its two-hundred day moving average is $305.93. McDonald’s Corporation has a 1-year low of $283.28 and a 1-year high of $326.32.

McDonald’s (NYSE:MCD) last released its quarterly earnings data on Wednesday, November 5th. The fast-food giant reported $3.22 EPS for the quarter, missing analysts’ consensus estimates of $3.33 by ($0.11). McDonald’s had a net margin of 32.04% and a negative return on equity of 280.89%. The business had revenue of $7.08 billion during the quarter, compared to analysts’ expectations of $7.10 billion. During the same quarter in the previous year, the company posted $3.23 EPS. The company’s revenue was up 3.0% compared to the same quarter last year. On average, research analysts expect that McDonald’s Corporation will post 12.25 earnings per share for the current fiscal year.

Insider Activity at McDonald’s

In related news, CFO Ian Frederick Borden sold 17,134 shares of the stock in a transaction on Friday, November 21st. The shares were sold at an average price of $310.00, for a total value of $5,311,540.00. Following the transaction, the chief financial officer directly owned 26,353 shares of the company’s stock, valued at $8,169,430. This trade represents a 39.40% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, EVP Desiree Ralls-Morrison sold 2,486 shares of McDonald’s stock in a transaction on Tuesday, December 16th. The stock was sold at an average price of $320.00, for a total transaction of $795,520.00. Following the sale, the executive vice president owned 6,268 shares in the company, valued at $2,005,760. This represents a 28.40% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders have sold 45,142 shares of company stock valued at $13,841,169. Company insiders own 0.25% of the company’s stock.

Analysts Set New Price Targets

A number of brokerages recently weighed in on MCD. Truist Financial lifted their price objective on shares of McDonald’s from $350.00 to $356.00 and gave the company a “buy” rating in a report on Thursday, January 8th. Citigroup dropped their price target on shares of McDonald’s from $381.00 to $375.00 and set a “buy” rating for the company in a research note on Tuesday, October 21st. Piper Sandler reiterated a “neutral” rating and issued a $325.00 price objective on shares of McDonald’s in a research note on Wednesday, October 22nd. Barclays lifted their target price on McDonald’s from $358.00 to $372.00 and gave the company an “overweight” rating in a report on Wednesday, January 7th. Finally, Guggenheim increased their price target on McDonald’s from $295.00 to $310.00 and gave the company a “neutral” rating in a research report on Wednesday, November 19th. Thirteen research analysts have rated the stock with a Buy rating, fifteen have given a Hold rating and two have assigned a Sell rating to the stock. Based on data from MarketBeat, the company has an average rating of “Hold” and a consensus target price of $328.88.

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.