Turtle Creek Wealth Advisors LLC Has $15.28 Million Stock Holdings in McDonald’s Corporation $MCD

Turtle Creek Wealth Advisors LLC boosted its position in McDonald’s Corporation (NYSE:MCD) by 14.7% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 50,007 shares of the fast-food giant’s stock after buying an additional 6,415 shares during the quarter. McDonald’s makes up about 1.2% of Turtle Creek Wealth Advisors LLC’s portfolio, making the stock its 19th biggest position. Turtle Creek Wealth Advisors LLC’s holdings in McDonald’s were worth $15,284,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also bought and sold shares of the company. Evergreen Private Wealth LLC raised its position in McDonald’s by 162.5% in the 3rd quarter. Evergreen Private Wealth LLC now owns 84 shares of the fast-food giant’s stock valued at $26,000 after buying an additional 52 shares during the last quarter. Park Place Capital Corp grew its stake in McDonald’s by 95.7% in the fourth quarter. Park Place Capital Corp now owns 92 shares of the fast-food giant’s stock valued at $28,000 after purchasing an additional 45 shares in the last quarter. Painted Porch Advisors LLC grew its stake in McDonald’s by 735.7% in the third quarter. Painted Porch Advisors LLC now owns 117 shares of the fast-food giant’s stock valued at $36,000 after purchasing an additional 103 shares in the last quarter. Davis Capital Management bought a new position in McDonald’s in the third quarter valued at approximately $37,000. Finally, Saranac Partners Ltd bought a new position in McDonald’s in the third quarter valued at approximately $37,000. Institutional investors and hedge funds own 70.29% of the company’s stock.

Analyst Upgrades and Downgrades

A number of research analysts have weighed in on the company. Oppenheimer upgraded McDonald’s from a “market perform” rating to an “outperform” rating and set a $355.00 price target for the company in a research note on Tuesday, January 6th. Weiss Ratings restated a “buy (b-)” rating on shares of McDonald’s in a research note on Wednesday, January 28th. Truist Financial raised their price target on McDonald’s from $356.00 to $370.00 and gave the company a “buy” rating in a research note on Thursday, February 12th. Robert W. Baird set a $335.00 price target on McDonald’s in a research note on Thursday, February 12th. Finally, Royal Bank Of Canada raised their price target on McDonald’s from $320.00 to $330.00 and gave the company a “sector perform” rating in a research note on Thursday, February 12th. Seventeen equities 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.com, McDonald’s currently has an average rating of “Moderate Buy” and a consensus price target of $340.93.

Key Headlines Impacting 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

Insider Activity at McDonald’s

In other news, CEO Christopher J. Kempczinski sold 26,277 shares of the stock in a transaction dated Thursday, February 12th. The shares were sold at an average price of $331.35, for a total value of $8,706,883.95. Following the transaction, the chief executive officer directly owned 22,900 shares of the company’s stock, valued at $7,587,915. This represents a 53.43% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, CMO Edith Morgan Flatley sold 4,692 shares of the stock in a transaction dated 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 completion of the transaction, the chief marketing officer directly owned 6,200 shares in the company, valued at $2,052,200. The trade was a 43.08% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 71,990 shares of company stock valued at $23,824,113 over the last three months. Company insiders own 0.26% of the company’s stock.

McDonald’s Trading Up 0.9%

Shares of NYSE MCD opened at $302.82 on Friday. The company has a market capitalization of $215.25 billion, a P/E ratio of 25.34, a P/E/G ratio of 2.71 and a beta of 0.53. McDonald’s Corporation has a 12 month low of $283.47 and a 12 month high of $341.75. The stock has a 50 day moving average of $317.71 and a 200-day moving average of $311.81.

McDonald’s (NYSE:MCD) last posted its earnings results on Wednesday, February 11th. The fast-food giant reported $3.12 earnings per share for the quarter, topping analysts’ consensus estimates of $3.05 by $0.07. The business had revenue of $7.01 billion for the quarter, compared to analyst estimates of $6.81 billion. McDonald’s had a negative return on equity of 343.90% and a net margin of 31.85%.The firm’s 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. Analysts predict that McDonald’s Corporation will post 13.22 EPS for the current fiscal year.

McDonald’s Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Tuesday, March 17th. Investors of record on Tuesday, March 3rd were issued 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 dividend yield of 2.5%. McDonald’s’s payout ratio is presently 62.26%.

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.