Tredje AP fonden Has $3.97 Million Stock Holdings in McDonald’s Corporation $MCD

Tredje AP fonden lowered its stake in shares of McDonald’s Corporation (NYSE:MCD) by 46.7% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 12,986 shares of the fast-food giant’s stock after selling 11,373 shares during the period. Tredje AP fonden’s holdings in McDonald’s were worth $3,969,000 as of its most recent filing with the Securities and Exchange Commission.

Several other large investors also recently made changes to their positions in the company. Vanguard Group Inc. grew its stake in McDonald’s by 1.0% in the fourth quarter. Vanguard Group Inc. now owns 72,351,127 shares of the fast-food giant’s stock valued at $22,112,675,000 after acquiring an additional 703,458 shares during the period. State Street Corp raised its position in shares of McDonald’s by 0.6% during the third quarter. State Street Corp now owns 35,024,857 shares of the fast-food giant’s stock worth $10,643,704,000 after purchasing an additional 196,505 shares during the period. Legal & General Group Plc lifted its holdings in shares of McDonald’s by 6.4% in the 3rd quarter. Legal & General Group Plc now owns 4,757,967 shares of the fast-food giant’s stock worth $1,445,899,000 after purchasing an additional 286,284 shares in the last quarter. Ameriprise Financial Inc. lifted its holdings in shares of McDonald’s by 0.5% in the 3rd quarter. Ameriprise Financial Inc. now owns 4,422,014 shares of the fast-food giant’s stock worth $1,343,501,000 after purchasing an additional 21,168 shares in the last quarter. Finally, Franklin Resources Inc. grew its position in McDonald’s by 36.6% in the 3rd quarter. Franklin Resources Inc. now owns 4,396,837 shares of the fast-food giant’s stock valued at $1,336,155,000 after purchasing an additional 1,179,244 shares during the period. 70.29% of the stock is currently owned by institutional investors and hedge funds.

Analyst Ratings Changes

Several research analysts have weighed in on MCD shares. Erste Group Bank downgraded shares of McDonald’s from a “buy” rating to a “hold” rating in a report on Monday, April 27th. Cfra upgraded shares of McDonald’s to a “buy” rating in a report on Friday, May 8th. Mizuho boosted their target price on shares of McDonald’s from $300.00 to $325.00 and gave the stock a “neutral” rating in a research report on Friday, February 6th. Rothschild & Co Redburn raised shares of McDonald’s from a “sell” rating to a “neutral” rating and raised their price target for the company from $260.00 to $306.00 in a research report on Thursday, April 23rd. Finally, Citigroup lifted their price target on McDonald’s from $371.00 to $375.00 and gave the company a “buy” rating in a research note on Thursday, February 12th. Seventeen equities research analysts have rated the stock with a Buy rating, fourteen have assigned a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, McDonald’s currently has a consensus rating of “Moderate Buy” and an average price target of $334.45.

McDonald’s Stock Performance

McDonald’s stock opened at $280.68 on Wednesday. McDonald’s Corporation has a fifty-two week low of $271.98 and a fifty-two week high of $341.75. The firm’s 50-day simple moving average is $302.45 and its 200 day simple moving average is $309.69. The stock has a market cap of $199.43 billion, a PE ratio of 23.14, a price-to-earnings-growth ratio of 2.81 and a beta of 0.43.

McDonald’s (NYSE:MCD) last posted its quarterly earnings data on Thursday, May 7th. The fast-food giant reported $2.83 EPS for the quarter, beating the consensus estimate of $2.74 by $0.09. McDonald’s had a net margin of 31.62% and a negative return on equity of 442.10%. The firm had revenue of $6.52 billion during the quarter, compared to analyst estimates of $6.47 billion. During the same quarter last year, the business posted $2.67 EPS. The company’s revenue for the quarter was up 9.4% on a year-over-year basis. As a group, analysts predict that McDonald’s Corporation will post 12.94 EPS for the current fiscal year.

Insider Buying and Selling

In related news, EVP Jonathan Banner sold 6,201 shares of McDonald’s stock in a transaction on Monday, February 23rd. The stock was sold at an average price of $333.29, for a total transaction of $2,066,731.29. Following the sale, the executive vice president directly owned 2,291 shares in the company, valued at approximately $763,567.39. This trade represents a 73.02% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, insider Joseph M. Erlinger sold 333 shares of the business’s stock in a transaction on Thursday, April 23rd. The stock was sold at an average price of $302.72, for a total value of $100,805.76. Following the completion of the transaction, the insider directly owned 8,067 shares in the company, valued at approximately $2,442,042.24. This represents a 3.96% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 12,119 shares of company stock valued at $3,945,973 over the last ninety days. 0.26% of the stock is currently owned by company insiders.

McDonald’s News Roundup

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

• Positive Sentiment: McDonald’s U.S. comparable sales rose 3.9% in Q1 2026, helped by McValue offers and sub-$3 deals that appear to be resonating with price-sensitive customers. Article title
• Positive Sentiment: McDonald’s is also leaning into brand-building and product news, including a teased collaboration with Devin Booker and Nike, plus a new drink lineup rollout, which could support traffic and keep the brand culturally relevant. Article title Article title
• Positive Sentiment: UBS said McDonald’s is well positioned for global market-share gains, reinforcing the bull case that the company can outperform peers even in a slower consumer backdrop. Article title
• Neutral Sentiment: Several lighter consumer and brand stories around McDonald’s, including menu trivia and customer reactions to products like the Filet-O-Fish, are mostly sentiment/engagement pieces and are unlikely to materially move the stock. Article title Article title
• Negative Sentiment: Bloomberg reported McDonald’s will miss some emissions goals due to an energy crunch, which adds ESG execution risk and could weigh on sentiment from sustainability-focused investors. Article title
• Negative Sentiment: Erste Group Bank lowered its FY2026 EPS forecast for McDonald’s, which may reinforce concerns that profit growth could be more constrained than hoped. Article title

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.