Quent Long Short Global Small Cap Fund LP Invests $1.21 Million in McDonald’s Corporation $MCD

Quent Long Short Global Small Cap Fund LP acquired a new position in McDonald’s Corporation (NYSE:MCD) during the 4th quarter, according to the company in its most recent disclosure with the SEC. The fund acquired 3,962 shares of the fast-food giant’s stock, valued at approximately $1,211,000.

A number of other hedge funds have also modified their holdings of the stock. Vanguard Group Inc. grew its holdings in shares of McDonald’s by 0.4% in the 3rd quarter. Vanguard Group Inc. now owns 71,647,669 shares of the fast-food giant’s stock worth $21,773,010,000 after acquiring an additional 316,638 shares during the last quarter. State Street Corp grew its holdings in shares of McDonald’s by 0.6% in the 3rd quarter. State Street Corp now owns 35,024,857 shares of the fast-food giant’s stock worth $10,643,704,000 after acquiring an additional 196,505 shares during the last quarter. Legal & General Group Plc grew 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 acquiring an additional 286,284 shares during the last quarter. Ameriprise Financial Inc. grew 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 acquiring an additional 21,168 shares during the last quarter. Finally, Franklin Resources Inc. grew its holdings in shares of 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 worth $1,336,155,000 after acquiring an additional 1,179,244 shares during the last quarter. 70.29% of the stock is currently owned by institutional investors and hedge funds.

Trending Headlines about McDonald’s

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

• Positive Sentiment: New nationwide value menu and $3 menu rollout should support traffic and AUVs by making pricing more competitive and simplifying promotional offers. McDonald’s new value menu debuts today
• Positive Sentiment: Menu revamp across ~17 items and added “protein” badges responds to shifting consumer demand (incl. GLP‑1 trends) — this product alignment can protect menu relevance and sales per guest. McDonald’s revamps menu across 17 items as GLP-1 use surges
• Positive Sentiment: New promotional tie-ins (Stranger Things Happy Meal) and refreshed beverage/soda items are near-term demand drivers and brand-relevance plays. McDonald’s introducing new ‘Stranger Things’ Happy Meal
• Positive Sentiment: Company added more U.S. restaurants in 2025 than any year since 2002 — a renewal of unit-growth tailwinds after a low-growth period. McDonald’s added a lot of new U.S. restaurants in 2025
• Neutral Sentiment: Some models still target upside (24/7 Wall St. $341 PT) but note execution “cracks” — mixed signals for valuation drivers. McDonald’s Price Target Hits $341—But Cracks Are Starting to Show
• Neutral Sentiment: RBC expects Q1 roughly in line with Street — reduces the chance of a major earnings surprise in the near term. McDonald’s Seen Posting Largely In-Line First-Quarter Results, RBC Says
• Neutral Sentiment: Options commentary suggests retail traders see limited downside and are selling premium via spreads — market participants positioning for muted volatility. Selling A Spread On McDonald’s Stock Could Deliver A Big Mac-Sized Return
• Negative Sentiment: Insider sale: President of McDonald’s USA, Joseph M. Erlinger, sold 333 shares (~$100.8k) — small in scale but visible to investors and sometimes viewed as a mild negative signal. Insider Form 4 filing
• Negative Sentiment: KeyCorp lowered expectations for MCD’s stock price — an analyst downgrade or lower target can weigh on sentiment. KeyCorp Lowers Expectations
• Negative Sentiment: Brand/IP risk: USPTO has questioned McDonald’s attempt to reclaim “Extra Value Meal” as a trademark — potential loss of branding control on a core promotional term. McDonald’s fights to win back ‘Extra Value Meal’ moniker
• Negative Sentiment: Regulatory / reputational watch: equality watchdog says work with McDonald’s on sexual‑harassment prevention is “ongoing,” signalling potential reputational or compliance risk. Equality watchdog update

McDonald’s Trading Up 0.9%

Shares of MCD stock opened at $302.82 on Friday. McDonald’s Corporation has a 1-year low of $283.47 and a 1-year high of $341.75. The company has a market capitalization of $215.25 billion, a price-to-earnings ratio of 25.34, a P/E/G ratio of 2.71 and a beta of 0.53. The stock’s fifty day simple moving average is $317.71 and its 200-day simple moving average is $311.81.

McDonald’s (NYSE:MCD) last announced its quarterly earnings data on Wednesday, February 11th. The fast-food giant reported $3.12 EPS for the quarter, beating analysts’ consensus estimates of $3.05 by $0.07. McDonald’s had a net margin of 31.85% and a negative return on equity of 343.90%. The firm had revenue of $7.01 billion for the quarter, compared to the consensus estimate of $6.81 billion. During the same period in the previous year, the firm posted $2.83 earnings per share. The firm’s revenue was up 9.7% on a year-over-year basis. On average, sell-side analysts predict that McDonald’s Corporation will post 13.22 EPS for the current year.

McDonald’s Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, March 17th. Investors of record on Tuesday, March 3rd were given a dividend of $1.86 per share. The ex-dividend date of this dividend was Tuesday, March 3rd. This represents a $7.44 dividend on an annualized basis and a yield of 2.5%. McDonald’s’s payout ratio is presently 62.26%.

Insider Activity at McDonald’s

In related news, CMO Edith Morgan Flatley sold 4,692 shares of the business’s stock in a transaction that occurred on Thursday, February 12th. The shares were sold at an average price of $331.00, for a total transaction of $1,553,052.00. Following the transaction, the chief marketing officer directly owned 6,200 shares of the company’s stock, valued at approximately $2,052,200. The trade was a 43.08% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, CEO Christopher J. Kempczinski sold 26,277 shares of the business’s stock in a transaction that occurred on Thursday, February 12th. The shares were sold at an average price of $331.35, for a total transaction of $8,706,883.95. Following the transaction, the chief executive officer directly owned 22,900 shares in the company, valued at $7,587,915. The trade was a 53.43% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders sold 71,990 shares of company stock valued at $23,824,113. Company insiders own 0.26% of the company’s stock.

Wall Street Analysts Forecast Growth

Several research firms have recently weighed in on MCD. TD Cowen reissued a “hold” rating and issued a $320.00 target price on shares of McDonald’s in a research report on Thursday, February 12th. Robert W. Baird set a $335.00 target price on shares of McDonald’s in a research report on Thursday, February 12th. Tigress Financial lifted their target price on shares of McDonald’s from $360.00 to $385.00 and gave the stock a “buy” rating in a research report on Friday, March 6th. Oppenheimer raised shares of McDonald’s from a “market perform” rating to an “outperform” rating and set a $355.00 target price on the stock in a research report on Tuesday, January 6th. Finally, UBS Group lifted their target price on shares of McDonald’s from $350.00 to $365.00 and gave the stock a “buy” rating in a research report on Thursday, February 12th. Seventeen research analysts have rated the stock with a Buy rating, fourteen have issued a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus target price of $340.93.

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.