Harvest Portfolios Group Inc. Grows Holdings in McDonald’s Corporation $MCD

Harvest Portfolios Group Inc. increased its position in shares of McDonald’s Corporation (NYSE:MCD) by 5.0% during the 4th quarter, Holdings Channel reports. The firm owned 70,258 shares of the fast-food giant’s stock after purchasing an additional 3,328 shares during the quarter. Harvest Portfolios Group Inc.’s holdings in McDonald’s were worth $21,473,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also added to or reduced their stakes in the company. Your Advocates Ltd. LLP purchased a new position in McDonald’s during the fourth quarter worth about $27,000. Park Place Capital Corp boosted its holdings in McDonald’s by 95.7% during the fourth quarter. Park Place Capital Corp now owns 92 shares of the fast-food giant’s stock worth $28,000 after purchasing an additional 45 shares during the last quarter. DecisionPoint Financial LLC boosted its holdings in McDonald’s by 1,616.7% during the fourth quarter. DecisionPoint Financial LLC now owns 103 shares of the fast-food giant’s stock worth $31,000 after purchasing an additional 97 shares during the last quarter. Entrust Financial LLC purchased a new position in McDonald’s in the fourth quarter valued at about $31,000. Finally, Painted Porch Advisors LLC boosted 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 acquiring an additional 103 shares during the last quarter. 70.29% of the stock is currently owned by hedge funds and other institutional investors.

Key Stories Impacting McDonald’s

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

Analyst Ratings Changes

A number of research analysts have weighed in on the stock. Rothschild & Co Redburn upgraded shares of McDonald’s from a “sell” rating to a “neutral” rating and boosted their target price for the company from $260.00 to $306.00 in a research note on Thursday, April 23rd. Piper Sandler boosted their target price on shares of McDonald’s from $323.00 to $325.00 and gave the company a “neutral” rating in a research note on Thursday, February 12th. KeyCorp dropped their target price on shares of McDonald’s from $345.00 to $330.00 and set an “overweight” rating on the stock in a research note on Friday, May 8th. BTIG Research reiterated a “buy” rating and issued a $370.00 target price on shares of McDonald’s in a research note on Thursday, May 7th. Finally, Morgan Stanley set a $331.00 target price on shares of McDonald’s in a research note on Friday, May 8th. Seventeen equities research analysts have rated the stock with a Buy rating, fourteen have assigned a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $334.45.

Insider Buying and Selling

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

McDonald’s Trading Down 0.6%

McDonald’s stock opened at $280.68 on Wednesday. The firm’s 50 day simple moving average is $302.45 and its 200 day simple moving average is $309.69. The firm has a market capitalization 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 Corporation has a 1-year low of $271.98 and a 1-year high of $341.75.

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

McDonald’s Company 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.