W.G. Shaheen & Associates DBA Whitney & Co Purchases 4,640 Shares of McDonald’s Corporation $MCD

W.G. Shaheen & Associates DBA Whitney & Co increased its position in shares of McDonald’s Corporation (NYSE:MCD) by 203.4% in the fourth quarter, Holdings Channel reports. The institutional investor owned 6,921 shares of the fast-food giant’s stock after buying an additional 4,640 shares during the period. W.G. Shaheen & Associates DBA Whitney & Co’s holdings in McDonald’s were worth $2,115,000 as of its most recent SEC filing.

A number of other hedge funds have also recently bought and sold shares of MCD. Brighton Jones LLC grew its stake in McDonald’s by 21.6% in the fourth quarter. Brighton Jones LLC now owns 9,286 shares of the fast-food giant’s stock valued at $2,692,000 after purchasing an additional 1,649 shares in the last quarter. Revolve Wealth Partners LLC lifted its position in shares of McDonald’s by 2.8% in the fourth quarter. Revolve Wealth Partners LLC now owns 1,942 shares of the fast-food giant’s stock valued at $563,000 after buying an additional 52 shares during the last quarter. 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 valued at $589,000 after buying an additional 206 shares during the last quarter. United Bank lifted its position in shares of McDonald’s by 6.0% in the second quarter. United Bank now owns 8,102 shares of the fast-food giant’s stock valued at $2,367,000 after buying an additional 459 shares during the last quarter. Finally, Schnieders Capital Management LLC. lifted its position in shares of McDonald’s by 2.5% in the second quarter. Schnieders Capital Management LLC. now owns 12,938 shares of the fast-food giant’s stock valued at $3,780,000 after buying an additional 312 shares during the last quarter. 70.29% of the stock is currently owned by institutional investors.

Insider Buying and Selling

In other news, CMO Edith Morgan Flatley sold 4,692 shares of McDonald’s stock in a transaction on Thursday, February 12th. The stock was sold at an average price of $331.00, for a total value of $1,553,052.00. Following the transaction, the chief marketing officer owned 6,200 shares in the company, valued at approximately $2,052,200. This trade represents a 43.08% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, EVP Jonathan Banner sold 6,201 shares of McDonald’s stock in a transaction on Monday, February 23rd. The shares were sold at an average price of $333.29, for a total value of $2,066,731.29. Following the completion of the transaction, the executive vice president owned 2,291 shares in the company, valued at approximately $763,567.39. The trade was a 73.02% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 71,990 shares of company stock valued at $23,824,113 over the last 90 days. 0.26% of the stock is currently owned by insiders.

Trending Headlines about McDonald’s

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

• Positive Sentiment: Launch of premium drink lineup could lift ticket sizes and margins — McDonald’s will roll out six crafted beverages (refreshers, crafted sodas) starting May 6, a deliberate push to capture a larger share of the high-margin beverage category and compete with specialty chains. This supports higher average checks and incremental visits. McDonald’s is the latest fast food chain to offer fancier drinks
• Positive Sentiment: Marketing & limited drops to drive traffic — Limited-edition promotions (Grimace Shake/all?purple menu, themed drink carriers) produce social buzz and short-term traffic spikes, helping test new menu items and seasonal pricing. McDonald’s All-Purple Menu Is Bringing Back The Grimace Shake
• Positive Sentiment: Analyst support: BTIG reiterates buy with a $370 price target — an institutional voice signaling upside from current levels and confidence in long-term brand and cash flow strength. Benzinga coverage of BTIG rating
• Neutral Sentiment: QSR industry backdrop and market reports show long-term growth — reports (e.g., Canada foodservice forecast) point to structural demand for quick?service channels, but also highlight cost and labor pressures that could offset gains. Canada Foodservice Market Report Forecast
• Neutral Sentiment: Competitor results: Chipotle sales beat — Chipotle’s revenue strength underscores continued consumer spending on off-premise and premium QSR offers; this is a reminder of competitive dynamics but not a direct McDonald’s earnings read. Chipotle Stock Jumps on Sales Beat
• Negative Sentiment: Analyst trims: Erste Group slightly lowered FY2026 and FY2027 EPS forecasts — modest cuts (FY26 to $13.20, FY27 to $14.35) and a “Hold” stance suggest cautious near-term profit expectations; the changes are small but add to short-term bearishness.
• Negative Sentiment: Customer reaction to new McValue menu is mixed — early reviews suggest the new value lineup may not meet consumer expectations, which could blunt traffic gains from promotions if broader uptake is weak. Why McDonald’s New McValue Menu Is Not The Deal Customers Were Hoping For

McDonald’s Price Performance

Shares of NYSE MCD opened at $290.20 on Thursday. The stock has a market capitalization of $206.28 billion, a PE ratio of 24.28, a P/E/G ratio of 2.68 and a beta of 0.53. The business has a fifty day moving average price of $314.95 and a two-hundred day moving average price of $311.86. McDonald’s Corporation has a fifty-two week low of $283.47 and a fifty-two week high of $341.75.

McDonald’s (NYSE:MCD) last announced its quarterly earnings data on Wednesday, February 11th. The fast-food giant reported $3.12 earnings per share for the quarter, beating the consensus estimate of $3.05 by $0.07. The firm had revenue of $7.01 billion during the quarter, compared to analysts’ expectations of $6.81 billion. McDonald’s had a negative return on equity of 343.90% and a net margin of 31.85%.The company’s quarterly revenue was up 9.7% compared to the same quarter last year. During the same period in the previous year, the firm earned $2.83 EPS. On average, equities analysts expect that McDonald’s Corporation will post 13.21 EPS for the current year.

McDonald’s Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, March 17th. Shareholders of record on Tuesday, March 3rd were issued a $1.86 dividend. The ex-dividend date of this dividend was Tuesday, March 3rd. This represents a $7.44 annualized dividend and a yield of 2.6%. McDonald’s’s payout ratio is currently 62.26%.

Analyst Ratings Changes

A number of analysts have recently issued reports on MCD shares. Rothschild & Co Redburn raised McDonald’s from a “sell” rating to a “neutral” rating and raised their price objective for the company from $260.00 to $306.00 in a research report on Thursday, April 23rd. Oppenheimer raised McDonald’s from a “market perform” rating to an “outperform” rating and set a $355.00 price objective for the company in a research report on Tuesday, January 6th. UBS Group raised their price objective on McDonald’s from $350.00 to $365.00 and gave the company a “buy” rating in a research report on Thursday, February 12th. Argus raised McDonald’s from a “hold” rating to a “buy” rating and set a $380.00 price objective for the company in a research report on Friday, February 13th. Finally, BTIG Research reissued a “buy” rating and set a $370.00 price target on shares of McDonald’s in a report on Tuesday. Sixteen research analysts have rated the stock with a Buy rating, fifteen have given a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, McDonald’s has an average rating of “Hold” and an average price target of $340.93.

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.