McDonald’s Corporation $MCD Shares Bought by Osprey Private Wealth LLC

Posted by Stanley Muller on Jul 11th, 2026

Osprey Private Wealth LLC grew its holdings in McDonald’s Corporation (NYSE:MCD – Free Report) by 14.7% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 22,165 shares of the fast-food giant’s stock after purchasing an additional 2,842 shares during the quarter. McDonald’s comprises approximately 2.0% of Osprey Private Wealth LLC’s portfolio, making the stock its 21st largest holding. Osprey Private Wealth LLC’s holdings in McDonald’s were worth $6,889,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also recently made changes to their positions in MCD. Your Advocates Ltd. LLP purchased a new stake in shares of McDonald’s in the fourth quarter valued at about $27,000. Park Place Capital Corp increased its holdings in McDonald’s by 95.7% during the 4th 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 period. IFC & Insurance Marketing Inc. acquired a new stake in shares of McDonald’s in the 4th quarter valued at $29,000. Abound Financial LLC purchased a new stake in McDonald’s during the 4th quarter worth about $30,000. Finally, DecisionPoint Financial LLC boosted its holdings in McDonald’s by 1,616.7% in the fourth quarter. DecisionPoint Financial LLC now owns 103 shares of the fast-food giant’s stock valued at $31,000 after purchasing an additional 97 shares in the last quarter. Institutional investors and hedge funds own 70.29% of the company’s stock.

Insider Transactions at McDonald’s

In other news, insider Joseph M. Erlinger sold 5,252 shares of the stock in a transaction that occurred on Wednesday, June 10th. The stock was sold at an average price of $284.32, for a total transaction of $1,493,248.64. Following the completion of the transaction, the insider directly owned 7,734 shares in the company, valued at approximately $2,198,930.88. This represents a 40.44% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, EVP Desiree Ralls-Morrison sold 2,763 shares of McDonald’s stock in a transaction dated Thursday, May 28th. The stock was sold at an average price of $278.36, for a total transaction of $769,108.68. Following the transaction, the executive vice president directly owned 6,268 shares of the company’s stock, valued at approximately $1,744,760.48. This represents a 30.59% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders sold 8,681 shares of company stock valued at $2,456,440. Company insiders own 0.26% of the company’s stock.

McDonald’s Stock Down 0.6%

Shares of NYSE MCD traded down $1.56 during trading hours on Friday, reaching $274.93. 2,978,722 shares of the stock traded hands, compared to its average volume of 4,490,551. The company has a market capitalization of $195.34 billion, a P/E ratio of 22.67, a price-to-earnings-growth ratio of 2.76 and a beta of 0.41. The company’s 50-day simple moving average is $278.57 and its two-hundred day simple moving average is $301.85. McDonald’s Corporation has a 52-week low of $264.53 and a 52-week high of $341.75.

McDonald’s (NYSE:MCD – Get Free Report) last released its quarterly earnings results on Thursday, May 7th. The fast-food giant reported $2.83 EPS for the quarter, beating analysts’ consensus estimates of $2.74 by $0.09. McDonald’s had a negative return on equity of 442.10% and a net margin of 31.62%.The business had revenue of $6.52 billion during the quarter, compared to analyst estimates of $6.47 billion. During the same quarter in the prior year, the company posted $2.67 EPS. McDonald’s’s quarterly revenue was up 9.4% compared to the same quarter last year. As a group, sell-side analysts forecast 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 was paid on Tuesday, June 16th. Investors of record on Tuesday, June 2nd were given a dividend of $1.86 per share. This represents a $7.44 annualized dividend and a yield of 2.7%. The ex-dividend date was Tuesday, June 2nd. McDonald’s’s payout ratio is 61.34%.

Wall Street Analysts Forecast Growth

Several equities analysts have issued reports on MCD shares. KeyCorp dropped their price objective on McDonald’s from $330.00 to $315.00 and set an “overweight” rating on the stock in a report on Monday, June 29th. Royal Bank Of Canada restated a “sector perform” rating on shares of McDonald’s in a research report on Tuesday, June 23rd. Robert W. Baird set a $305.00 price target on McDonald’s in a research note on Thursday, May 7th. JPMorgan Chase & Co. dropped their target price on shares of McDonald’s from $325.00 to $305.00 and set an “overweight” rating for the company in a report on Monday, May 11th. Finally, Rothschild & Co Redburn upgraded shares of McDonald’s from a “sell” rating to a “neutral” rating and boosted their price objective for the stock from $260.00 to $306.00 in a research report on Thursday, April 23rd. Fifteen investment analysts have rated the stock with a Buy rating, thirteen have given a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, the company presently has a consensus rating of “Hold” and a consensus target price of $334.96.

Check Out Our Latest Analysis on MCD

Key Headlines Impacting McDonald’s

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

Positive Sentiment: McDonald’s is leaning into beverages with a new custom drink push, including a Dirty Dr. Pepper-style offering, which could help drive traffic and lift average ticket sizes as chains compete for drink sales. McDonald’s Dirty Dr. Pepper Leads Its New Custom Drink Push
Positive Sentiment: McDonald’s is also using promotions and limited-time offers, including free fries for National French Fry Day and a BT21 Happy Meal rollout, to support customer engagement and near-term sales momentum. Free fries article BT21 Happy Meals article
Positive Sentiment: Some recent commentary suggests McDonald’s remains a defensible consumer name, with analysts and market writers highlighting its cash generation, brand strength, and potential to benefit from event-driven marketing around the FIFA World Cup. FIFA World Cup growth strategy article
Neutral Sentiment: Several lifestyle pieces about ordering hacks, retro campaigns, and menu combinations are generating buzz, but these appear more like brand-interest stories than material stock drivers. Filet-O-Fish and Snack Wrap article Ordering hack article Vinyl record campaign article
Neutral Sentiment: McDonald’s has also been the subject of mixed third-party coverage comparing it with other consumer names and discussing macro risks, but these articles do not signal a clear company-specific catalyst on their own. McDonald’s or Pfizer article Index exit and oil shock article
Negative Sentiment: A Deutsche Bank note says McDonald’s U.S. comparable sales likely hit a new low in the second quarter, reinforcing worries that traffic and same-store sales may be weakening. US sales likely hit new low article
Negative Sentiment: Recent market pieces also note that McDonald’s has been registering bigger daily declines than the broader market, suggesting investors remain cautious heading into upcoming sales and earnings-related updates. Registers a bigger fall than the market article

McDonald’s Profile

(Free Report)

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.