3,541 Shares in McDonald’s Corporation $MCD Bought by Hilton Head Capital Partners LLC

Hilton Head Capital Partners LLC purchased a new position in McDonald’s Corporation (NYSE:MCD) in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm purchased 3,541 shares of the fast-food giant’s stock, valued at approximately $1,082,000.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in MCD. Harbour Investments Inc. increased its holdings in McDonald’s by 84.4% in the 4th quarter. Harbour Investments Inc. now owns 35,510 shares of the fast-food giant’s stock worth $10,853,000 after buying an additional 16,252 shares in the last quarter. Pittenger & Anderson Inc. increased its holdings in McDonald’s by 21.9% in the 4th quarter. Pittenger & Anderson Inc. now owns 21,487 shares of the fast-food giant’s stock worth $6,567,000 after buying an additional 3,866 shares in the last quarter. North Dakota State Investment Board bought a new stake in McDonald’s in the 4th quarter worth about $7,493,000. Schroder Investment Management Group increased its holdings in McDonald’s by 5.2% in the 3rd quarter. Schroder Investment Management Group now owns 1,029,572 shares of the fast-food giant’s stock worth $312,877,000 after buying an additional 51,039 shares in the last quarter. Finally, National Pension Service increased its holdings in McDonald’s by 1.6% in the 4th quarter. National Pension Service now owns 1,557,348 shares of the fast-food giant’s stock worth $475,972,000 after buying an additional 24,333 shares in the last quarter. Hedge funds and other institutional investors own 70.29% of the company’s stock.

Key Stories Impacting McDonald’s

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

• Positive Sentiment: McDonald’s launched a high-profile FIFA World Cup 2026 campaign with collectible cups, toys, and themed meals, which could lift same-store sales and create a short-term traffic boost. McDonald’s launches global FIFA World Cup 2026 campaign with collectible cups, Squishmallows
• Positive Sentiment: The company’s “McDonald’s > NEXT” menu and experience overhaul signals management is actively addressing consumer value concerns and trying to improve food quality, which investors may view as supportive for longer-term demand. McDonald’s Is Upgrading Its Menu. Should Investors Bite?
• Positive Sentiment: Multiple reports say the World Cup promotion is designed as McDonald’s biggest global campaign in years, potentially strengthening brand relevance with younger consumers and families. McDonald’s Is Launching Its Biggest-Ever Global Campaign. The Secret Weapon Is a Paper Cup.
• Neutral Sentiment: Media coverage highlighting McDonald’s appeal to Gen Z and its collectible marketing strategy may support brand momentum, but it is not yet a direct financial catalyst. Gen Z Trends Make These 3 Stocks Worth Watching (MCD)
• Neutral Sentiment: Some articles noted that McDonald’s shares have lagged this year, which frames the new campaign as a potential turnaround effort rather than proof of immediate earnings acceleration. McDonald’s Is Upgrading Its Menu. Should Investors Bite?
• Negative Sentiment: One consumer-focused report said only 40% of customers view McDonald’s as a good value, underscoring the affordability and perception challenges the company is trying to fix. Only 40% of customers think McDonald’s is a good value

Analyst Upgrades and Downgrades

Several equities research analysts recently commented on the company. BTIG Research reiterated a “buy” rating and issued a $370.00 price objective on shares of McDonald’s in a report on Thursday, May 7th. Royal Bank Of Canada reduced their price objective on McDonald’s from $330.00 to $305.00 and set a “sector perform” rating for the company in a report on Friday, May 8th. Tigress Financial lifted their price objective on McDonald’s from $360.00 to $385.00 and gave the stock a “buy” rating in a report on Friday, March 6th. Rothschild & Co Redburn upgraded McDonald’s from a “sell” rating to a “neutral” rating and lifted their price objective for the stock from $260.00 to $306.00 in a report on Thursday, April 23rd. Finally, Evercore set a $350.00 price objective on McDonald’s in a report on Friday, May 8th. Sixteen analysts have rated the stock with a Buy rating, thirteen have assigned a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $336.26.

Insider Activity at McDonald’s

In related news, EVP Desiree Ralls-Morrison sold 2,763 shares of McDonald’s stock in a transaction that occurred on Thursday, May 28th. The stock was sold at an average price of $278.36, for a total transaction of $769,108.68. Following the sale, the executive vice president owned 6,268 shares of the company’s stock, valued at approximately $1,744,760.48. This trade represents a 30.59% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, insider Joseph M. Erlinger sold 333 shares of McDonald’s stock in a transaction that occurred on Tuesday, May 26th. The shares were sold at an average price of $280.11, for a total value of $93,276.63. Following the sale, the insider directly owned 7,734 shares in the company, valued at $2,166,370.74. This trade represents a 4.13% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 8,681 shares of company stock worth $2,631,594 in the last three months. 0.26% of the stock is owned by corporate insiders.

McDonald’s Stock Down 0.0%

MCD stock opened at $279.73 on Monday. McDonald’s Corporation has a twelve month low of $271.85 and a twelve month high of $341.75. The stock has a market cap of $198.75 billion, a P/E ratio of 23.06, a PEG ratio of 2.79 and a beta of 0.41. The business’s 50-day moving average price is $291.97 and its 200-day moving average price is $307.56.

McDonald’s (NYSE:MCD) last posted its quarterly earnings data on Thursday, May 7th. The fast-food giant reported $2.83 earnings per share for the quarter, beating analysts’ consensus estimates of $2.74 by $0.09. The firm had revenue of $6.52 billion for the quarter, compared to analysts’ expectations of $6.47 billion. McDonald’s had a negative return on equity of 442.10% and a net margin of 31.62%.The business’s quarterly revenue was up 9.4% on a year-over-year basis. During the same period in the previous year, the firm earned $2.67 EPS. On average, equities research analysts expect that McDonald’s Corporation will post 12.93 earnings per share for the current fiscal year.

McDonald’s Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, June 16th. Investors of record on Tuesday, June 2nd will be paid a dividend of $1.86 per share. This represents a $7.44 annualized dividend and a yield of 2.7%. The ex-dividend date of this dividend is Tuesday, June 2nd. McDonald’s’s dividend payout ratio (DPR) is 61.34%.

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.