Kestra Advisory Services LLC Has $68.14 Million Position in McDonald’s Corporation $MCD

Kestra Advisory Services LLC raised its stake in McDonald’s Corporation (NYSE:MCD) by 12.0% during the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 219,241 shares of the fast-food giant’s stock after purchasing an additional 23,508 shares during the period. Kestra Advisory Services LLC’s holdings in McDonald’s were worth $68,138,000 at the end of the most recent quarter.

A number of other large investors also recently made changes to their positions in MCD. Peterson Wealth Services lifted its position in McDonald’s by 3,294.5% during the fourth quarter. Peterson Wealth Services now owns 11,779 shares of the fast-food giant’s stock worth $3,600,000 after purchasing an additional 11,432 shares during the period. 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 valued at $10,853,000 after buying an additional 16,252 shares during the period. Capital International Sarl increased its holdings in McDonald’s by 10.4% in the 4th quarter. Capital International Sarl now owns 64,256 shares of the fast-food giant’s stock valued at $19,639,000 after buying an additional 6,079 shares during the period. North Dakota State Investment Board acquired a new position in shares of McDonald’s in the 4th quarter valued at approximately $7,493,000. Finally, Pittenger & Anderson Inc. raised its position in shares of McDonald’s by 21.9% in the 4th quarter. Pittenger & Anderson Inc. now owns 21,487 shares of the fast-food giant’s stock valued at $6,567,000 after buying an additional 3,866 shares in the last quarter. Institutional investors own 70.29% of the company’s stock.

Insider Activity

In related news, insider Joseph M. Erlinger sold 5,252 shares of the business’s stock in a transaction dated Wednesday, June 10th. The stock was sold at an average price of $284.32, for a total value of $1,493,248.64. Following the sale, the insider directly owned 7,734 shares in the company, valued at approximately $2,198,930.88. The trade was a 40.44% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, EVP Desiree Ralls-Morrison sold 2,763 shares of the company’s stock in a transaction dated Thursday, May 28th. The shares were sold at an average price of $278.36, for a total transaction of $769,108.68. Following the sale, the executive vice president directly owned 6,268 shares in the company, valued at approximately $1,744,760.48. This trade represents a 30.59% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last three months, insiders sold 8,681 shares of company stock valued at $2,456,440. 0.26% of the stock is currently owned by insiders.

McDonald’s News Summary

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

• Positive Sentiment: McDonald’s is leaning on event-driven marketing, including a 2026 FIFA World Cup campaign and a new BT21 Happy Meal launch, to boost engagement, traffic, and family visits. These kinds of promotions can support near-term same-store sales. Article Title
• Positive Sentiment: The company is also offering limited-time freebies and value deals, such as free fries for National French Fry Day, which may help bring customers in and reinforce McDonald’s value positioning. Article Title
• Neutral Sentiment: Several lifestyle and entertainment stories, including the retro vinyl ad campaign and Happy Meal toy coverage, add brand buzz but are unlikely to materially change earnings expectations on their own. Article Title
• Neutral Sentiment: Analyst and market commentary remains mixed, with some articles highlighting McDonald’s as a beaten-down consumer name and others noting its stock weakness versus the broader market, suggesting sentiment is cautious rather than decisively negative. Article Title
• Negative Sentiment: Deutsche Bank said McDonald’s U.S. comparable sales likely hit a new low in the second quarter, reinforcing concerns that core domestic demand may be weakening and pressuring the stock. Article Title
• Negative Sentiment: Broader commentary also points to a challenging fast-food environment and rising macro risks, including higher oil prices, which could squeeze margins and weigh on investor confidence. Article Title

McDonald’s Stock Down 0.7%

Shares of MCD opened at $276.32 on Friday. The business’s fifty day moving average is $278.88 and its 200 day moving average is $302.04. McDonald’s Corporation has a 12-month low of $264.53 and a 12-month high of $341.75. The stock has a market cap of $196.33 billion, a P/E ratio of 22.78, a P/E/G ratio of 2.77 and a beta of 0.41.

McDonald’s (NYSE:MCD) last released its quarterly earnings data on Thursday, May 7th. The fast-food giant reported $2.83 earnings per share for the quarter, topping 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 for the quarter, compared to the consensus estimate of $6.47 billion. During the same quarter in the prior year, the company posted $2.67 earnings per share. The business’s revenue was up 9.4% on a year-over-year basis. On average, analysts expect that McDonald’s Corporation will post 12.93 EPS for the current year.

McDonald’s Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Tuesday, June 16th. Stockholders of record on Tuesday, June 2nd were paid a dividend of $1.86 per share. The ex-dividend date was Tuesday, June 2nd. This represents a $7.44 annualized dividend and a dividend yield of 2.7%. McDonald’s’s dividend payout ratio is presently 61.34%.

Analysts Set New Price Targets

Several analysts recently issued reports on MCD shares. TD Cowen reiterated a “hold” rating on shares of McDonald’s in a research report on Friday, June 12th. Deutsche Bank Aktiengesellschaft set a $325.00 price objective on shares of McDonald’s in a research report on Thursday. Erste Group Bank cut McDonald’s from a “buy” rating to a “hold” rating in a research note on Monday, April 27th. Cfra raised McDonald’s to a “buy” rating in a report on Friday, May 8th. Finally, Weiss Ratings lowered McDonald’s from a “hold (c+)” rating to a “hold (c)” rating in a research note on Tuesday, June 23rd. Fifteen research analysts have rated the stock with a Buy rating, thirteen have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat.com, the stock has an average rating of “Hold” and an average price target of $334.96.

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.