Meyer Handelman Co. Has $30.03 Million Position in McDonald’s Corporation $MCD

Meyer Handelman Co. trimmed its holdings in McDonald’s Corporation (NYSE:MCD) by 4.4% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 98,809 shares of the fast-food giant’s stock after selling 4,500 shares during the quarter. Meyer Handelman Co.’s holdings in McDonald’s were worth $30,027,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other large investors have also added to or reduced their stakes in MCD. Norges Bank acquired a new position in McDonald’s in the second quarter valued at approximately $2,780,712,000. Laurel Wealth Advisors LLC increased its stake in shares of McDonald’s by 29,382.3% in the 2nd quarter. Laurel Wealth Advisors LLC now owns 5,737,548 shares of the fast-food giant’s stock valued at $1,676,339,000 after acquiring an additional 5,718,087 shares in the last quarter. Soundwatch Capital LLC acquired a new position in shares of McDonald’s during the 2nd quarter valued at $1,412,069,000. Viking Global Investors LP lifted its position in shares of McDonald’s by 171.7% during the 2nd quarter. Viking Global Investors LP now owns 3,125,432 shares of the fast-food giant’s stock valued at $913,157,000 after acquiring an additional 1,974,998 shares during the period. Finally, Amundi boosted its stake in McDonald’s by 96.0% during the second quarter. Amundi now owns 4,032,676 shares of the fast-food giant’s stock worth $1,188,147,000 after acquiring an additional 1,974,751 shares in the last quarter. Institutional investors and hedge funds own 70.29% of the company’s stock.

Key Headlines Impacting McDonald’s

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

• Positive Sentiment: Zacks highlights McDonald’s restaurant margin dollars topping $4B in Q3 2025, arguing the company’s scale and value strategy can still expand margins despite inflation and a pressured consumer — a direct bullish signal for profit leverage. Does McDonald’s $4B Margin Milestone Signal Model Durability?
• Positive Sentiment: Reporting says McDonald’s plans over 8,000 new locations and major technology upgrades — if executed, that accelerates franchised development fees, systemwide sales growth and long-term comp growth. McDonald’s 2026 expansion plans: Over 8,000 new locations and major technology upgrades coming
• Positive Sentiment: Coverage of planned drive-thru and in-restaurant changes for 2026 suggests operational improvements (speed, order accuracy, upsell) that can lift throughput and margins at scale. 4 changes coming to McDonald’s drive-thrus in 2026
• Neutral Sentiment: McDonald’s Disney Happy Meal promotion and holiday menu/availability stories are routine marketing/seasonal items that support short-term traffic but are unlikely to move the stock materially on their own. How long will Disney Happy Meal be available at McDonald’s?
• Neutral Sentiment: Multiple outlets covered McDonald’s being open on Christmas and customer-facing changes for 2026 — background consumer-facing news that maintains brand visibility but has limited near-term EPS impact. 10 changes coming to McDonald’s in 2026 that customers need to know
• Neutral Sentiment: A playful Dogecoin tweet calling out businesses that don’t accept DOGE is social-media noise rather than a catalyst for material payment adoption or revenue change. Dogecoin Account Wants You To Tag ‘Naughty’ Businesses That Won’t Take The Good Boy
• Negative Sentiment: Reports that a Minneapolis location locked doors to keep out individuals deemed a safety risk raise operational and reputational concerns in specific markets; localized safety issues can pressure sales and require extra store-level costs. McDonald’s locks doors to keep out individuals who present a risk in crime-ridden Minneapolis area
• Negative Sentiment: Lingering macro/near-term pressure: McDonald’s last quarterly report (Nov 5) showed a slight EPS and revenue miss, which remains a selling point for investors awaiting clearer margin/growth guidance.

McDonald’s Stock Down 0.9%

Shares of McDonald’s stock opened at $310.61 on Friday. McDonald’s Corporation has a 52 week low of $276.53 and a 52 week high of $326.32. The business has a 50 day moving average price of $308.02 and a 200-day moving average price of $304.06. The company has a market cap of $221.20 billion, a PE ratio of 26.50, a price-to-earnings-growth ratio of 3.49 and a beta of 0.52.

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

McDonald’s Increases Dividend

The company also recently announced a quarterly dividend, which was paid on Monday, December 15th. Stockholders of record on Monday, December 1st were paid a $1.86 dividend. This represents a $7.44 annualized dividend and a dividend yield of 2.4%. The ex-dividend date was Monday, December 1st. This is a positive change from McDonald’s’s previous quarterly dividend of $1.77. McDonald’s’s dividend payout ratio (DPR) is currently 63.48%.

Insider Activity

In related news, CFO Ian Frederick Borden sold 17,134 shares of the firm’s stock in a transaction dated Friday, November 21st. The shares were sold at an average price of $310.00, for a total transaction 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 ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, EVP Manuel Jm Steijaert sold 6,567 shares of the business’s stock in a transaction dated Monday, December 1st. The stock was sold at an average price of $305.50, for a total transaction of $2,006,218.50. Following the transaction, the executive vice president owned 4,606 shares in the company, valued at approximately $1,407,133. This trade represents a 58.78% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last three months, insiders have sold 42,516 shares of company stock worth $13,036,090. Company insiders own 0.25% of the company’s stock.

Wall Street Analysts Forecast Growth

Several equities research analysts have weighed in on the stock. Mizuho raised shares of McDonald’s to a “hold” rating in a research note on Tuesday, October 28th. Royal Bank Of Canada assumed coverage on McDonald’s in a research note on Wednesday, October 8th. They issued a “sector perform” rating and a $320.00 target price for the company. Barclays dropped their price target on McDonald’s from $362.00 to $358.00 and set an “overweight” rating on the stock in a research note on Thursday, November 6th. Piper Sandler reissued a “neutral” rating and issued a $325.00 price objective on shares of McDonald’s in a research note on Wednesday, October 22nd. Finally, Guggenheim boosted their price objective on McDonald’s from $295.00 to $310.00 and gave the company a “neutral” rating in a report on Wednesday, November 19th. Eleven equities research analysts have rated the stock with a Buy rating, sixteen have assigned a Hold rating and two have given a Sell rating to the stock. Based on data from MarketBeat, the stock has a consensus rating of “Hold” and a consensus target price of $324.57.

McDonald’s 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.