Whittier Trust Co. Has $20.30 Million Stock Holdings in McDonald’s Corporation $MCD

Whittier Trust Co. decreased its stake in shares of McDonald’s Corporation (NYSE:MCD) by 4.1% in the 3rd quarter, according to its most recent 13F filing with the SEC. The firm owned 67,440 shares of the fast-food giant’s stock after selling 2,901 shares during the period. Whittier Trust Co.’s holdings in McDonald’s were worth $20,298,000 as of its most recent filing with the SEC.

Other large investors have also recently bought and sold shares of the company. Evergreen Private Wealth LLC grew its position in shares of 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 last quarter. Decker Retirement Planning Inc. grew its holdings in 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 in the last quarter. Legacy Investment Solutions LLC bought a new position in McDonald’s during the 2nd quarter worth $25,000. GFG Capital LLC acquired a new stake in shares of McDonald’s during the second quarter worth $29,000. Finally, Financial Gravity Companies Inc. bought a new stake in shares of McDonald’s in the second quarter valued at about $29,000. 70.29% of the stock is owned by institutional investors.

Insider Activity at McDonald’s

In other McDonald’s news, insider Joseph M. Erlinger sold 2,626 shares of the business’s stock in a transaction on Monday, January 12th. The shares were sold at an average price of $306.58, for a total transaction of $805,079.08. Following the sale, the insider owned 5,398 shares of the company’s stock, valued at approximately $1,654,918.84. The trade was a 32.73% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, EVP Desiree Ralls-Morrison sold 2,486 shares of the stock in a transaction on Tuesday, December 16th. The shares were sold at an average price of $320.00, for a total value of $795,520.00. Following the completion of the transaction, the executive vice president owned 6,268 shares of the company’s stock, valued at $2,005,760. The trade was a 28.40% 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 45,142 shares of company stock worth $13,841,169. Corporate insiders own 0.25% of the company’s stock.

McDonald’s Stock Up 1.0%

Shares of MCD stock opened at $309.24 on Friday. McDonald’s Corporation has a twelve month low of $283.28 and a twelve month high of $326.32. The business has a fifty day simple moving average of $308.87 and a 200 day simple moving average of $305.93. The company has a market cap of $220.23 billion, a P/E ratio of 26.39, a P/E/G 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 EPS for the quarter, missing analysts’ consensus estimates of $3.33 by ($0.11). The company had revenue of $7.08 billion during the quarter, compared to the consensus estimate of $7.10 billion. McDonald’s had a negative return on equity of 280.89% and a net margin of 32.04%.The firm’s revenue was up 3.0% compared to the same quarter last year. During the same period last year, the company posted $3.23 EPS. As a group, equities research analysts anticipate that McDonald’s Corporation will post 12.25 earnings per share for the current fiscal year.

Analyst Upgrades and Downgrades

A number of research firms recently commented on MCD. Citigroup lowered their price target on shares of McDonald’s from $381.00 to $375.00 and set a “buy” rating on the stock in a research report on Tuesday, October 21st. BMO Capital Markets reiterated an “outperform” rating on shares of McDonald’s in a research report on Thursday, November 6th. Robert W. Baird increased their target price on McDonald’s from $322.00 to $325.00 and gave the stock a “neutral” rating in a report on Thursday, November 6th. Morgan Stanley set a $335.00 price target on McDonald’s in a research report on Friday, October 17th. Finally, Mizuho raised shares of McDonald’s to a “hold” rating in a research report on Tuesday, October 28th. Thirteen equities research analysts have rated the stock with a Buy rating, fifteen have given a Hold rating and two have issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Hold” and an average price target of $328.88.

Trending Headlines about McDonald’s

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 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.