Investment House LLC Sells 2,421 Shares of McDonald’s Corporation $MCD

Investment House LLC lessened its stake in McDonald’s Corporation (NYSE:MCD) by 16.4% in the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 12,315 shares of the fast-food giant’s stock after selling 2,421 shares during the quarter. Investment House LLC’s holdings in McDonald’s were worth $3,742,000 at the end of the most recent reporting period.

Other large investors have also recently bought and sold shares of the company. Federated Hermes Inc. lifted its stake in McDonald’s by 84.1% during the second quarter. Federated Hermes Inc. now owns 141,775 shares of the fast-food giant’s stock worth $41,422,000 after purchasing an additional 64,757 shares during the last quarter. Global X Japan Co. Ltd. increased its stake in shares of McDonald’s by 236.7% in the 3rd quarter. Global X Japan Co. Ltd. now owns 6,502 shares of the fast-food giant’s stock valued at $1,976,000 after purchasing an additional 4,571 shares during the last quarter. Welch Group LLC raised its holdings in shares of McDonald’s by 1.1% during the 2nd quarter. Welch Group LLC now owns 206,004 shares of the fast-food giant’s stock worth $60,188,000 after buying an additional 2,180 shares in the last quarter. D.A. Davidson & CO. raised its holdings in shares of McDonald’s by 2.7% during the 3rd quarter. D.A. Davidson & CO. now owns 143,492 shares of the fast-food giant’s stock worth $43,606,000 after buying an additional 3,774 shares in the last quarter. Finally, Choreo LLC lifted its position in shares of McDonald’s by 1.7% during the 2nd quarter. Choreo LLC now owns 58,515 shares of the fast-food giant’s stock worth $17,096,000 after buying an additional 954 shares during the last quarter. 70.29% of the stock is currently owned by institutional investors and hedge funds.

McDonald’s Price Performance

Shares of NYSE MCD opened at $309.24 on Friday. The company has a 50 day simple moving average of $308.87 and a 200 day simple moving average of $305.93. McDonald’s Corporation has a 1 year low of $283.28 and a 1 year high of $326.32. The firm has a market cap of $220.23 billion, a PE ratio of 26.39, a price-to-earnings-growth ratio of 3.07 and a beta of 0.53.

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

Insider Buying and Selling at McDonald’s

In other McDonald’s news, EVP Desiree Ralls-Morrison sold 2,486 shares of the company’s stock in a transaction dated Tuesday, December 16th. The stock was sold at an average price of $320.00, for a total value of $795,520.00. Following the sale, the executive vice president owned 6,268 shares in the company, valued at approximately $2,005,760. The trade was a 28.40% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through this link. Also, CFO Ian Frederick Borden sold 17,134 shares of the firm’s stock in a transaction dated Friday, November 21st. The stock was sold at an average price of $310.00, for a total value of $5,311,540.00. Following the transaction, the chief financial officer owned 26,353 shares of the company’s stock, valued at $8,169,430. This trade represents a 39.40% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last ninety days, insiders sold 45,142 shares of company stock worth $13,841,169. Company insiders own 0.25% of the company’s stock.

McDonald’s News Summary

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.)

Wall Street Analysts Forecast Growth

MCD has been the topic of a number of recent analyst reports. Mizuho upgraded McDonald’s to a “hold” rating in a research report on Tuesday, October 28th. Piper Sandler restated a “neutral” rating and issued a $325.00 price target on shares of McDonald’s in a research note on Wednesday, October 22nd. BTIG Research reiterated a “neutral” rating on shares of McDonald’s in a research report on Friday, October 24th. Oppenheimer raised shares of McDonald’s from a “market perform” rating to an “outperform” rating and set a $355.00 price objective for the company in a research note on Tuesday, January 6th. Finally, BMO Capital Markets restated an “outperform” rating on shares of McDonald’s in a research report on Thursday, November 6th. Thirteen research analysts have rated the stock with a Buy rating, fifteen have assigned a Hold rating and two have issued a Sell rating to the company’s stock. Based on data from MarketBeat, the company currently has an average rating of “Hold” and a consensus target price of $328.88.

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.