Lederer & Associates Investment Counsel CA Takes $1.66 Million Position in McDonald’s Corporation $MCD

Posted by Francis Steltz on Aug 12th, 2026

Lederer & Associates Investment Counsel CA purchased a new stake in McDonald’s Corporation (NYSE:MCD – Free Report) in the 2nd quarter, HoldingsChannel reports. The firm purchased 6,128 shares of the fast-food giant’s stock, valued at approximately $1,656,000.

A number of other hedge funds have also recently added to or reduced their stakes in the company. Hamilton Point Investment Advisors LLC lifted its stake in McDonald’s by 1.8% in the fourth quarter. Hamilton Point Investment Advisors LLC now owns 1,750 shares of the fast-food giant’s stock valued at $535,000 after acquiring an additional 31 shares during the last quarter. Encompass More Asset Management increased its stake in shares of McDonald’s by 1.5% during the 4th quarter. Encompass More Asset Management now owns 2,120 shares of the fast-food giant’s stock worth $648,000 after purchasing an additional 32 shares during the last quarter. Richmond Investment Services LLC increased its stake in shares of McDonald’s by 1.4% during the 4th quarter. Richmond Investment Services LLC now owns 2,278 shares of the fast-food giant’s stock worth $696,000 after purchasing an additional 32 shares during the last quarter. Papamarkou Wellner Asset Management inc. raised its holdings in shares of McDonald’s by 0.4% during the 4th quarter. Papamarkou Wellner Asset Management inc. now owns 8,809 shares of the fast-food giant’s stock valued at $2,692,000 after purchasing an additional 32 shares in the last quarter. Finally, Physician Wealth Advisors Inc. raised its holdings in shares of McDonald’s by 1.6% during the 4th quarter. Physician Wealth Advisors Inc. now owns 2,102 shares of the fast-food giant’s stock valued at $642,000 after purchasing an additional 33 shares in the last quarter. Institutional investors and hedge funds own 70.29% of the company’s stock.

McDonald’s Trading Up 0.0%

NYSE:MCD opened at $273.83 on Wednesday. McDonald’s Corporation has a 1 year low of $260.96 and a 1 year high of $341.75. The firm’s fifty day simple moving average is $273.92 and its 200 day simple moving average is $295.91. The firm has a market capitalization of $193.77 billion, a PE ratio of 22.24, a PEG ratio of 3.06 and a beta of 0.41.

McDonald’s (NYSE:MCD – Get Free Report) last released its earnings results on Tuesday, August 4th. The fast-food giant reported $3.38 earnings per share for the quarter, topping analysts’ consensus estimates of $3.32 by $0.06. The firm had revenue of $7.10 billion during the quarter, compared to analyst estimates of $7.13 billion. McDonald’s had a net margin of 31.72% and a negative return on equity of 512.80%. The business’s revenue was up 3.7% on a year-over-year basis. During the same quarter in the previous year, the business earned $3.19 EPS. As a group, analysts anticipate that McDonald’s Corporation will post 12.88 EPS for the current fiscal year.

McDonald’s Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Wednesday, September 16th. Shareholders of record on Tuesday, September 1st will be issued a $1.86 dividend. The ex-dividend date of this dividend is Tuesday, September 1st. This represents a $7.44 dividend on an annualized basis and a yield of 2.7%. McDonald’s’s dividend payout ratio (DPR) is 60.44%.

Wall Street Analyst Weigh In

Several equities research analysts recently issued reports on MCD shares. TD Cowen reaffirmed a “hold” rating on shares of McDonald’s in a research note on Tuesday, August 4th. Wells Fargo & Company cut their target price on McDonald’s from $320.00 to $300.00 and set an “overweight” rating on the stock in a report on Thursday, July 16th. Evercore set a $320.00 price target on McDonald’s in a research report on Thursday, July 23rd. Mizuho reduced their price target on McDonald’s from $300.00 to $290.00 and set a “neutral” rating for the company in a research report on Friday, July 31st. Finally, Weiss Ratings downgraded McDonald’s from a “hold (c+)” rating to a “hold (c)” rating in a research note on Tuesday, June 23rd. One research analyst has rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating and twelve have given a Hold rating to the company. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $325.44.

Get Our Latest Research Report on McDonald’s

McDonald’s News Summary

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

Positive Sentiment: McDonald’s will begin selling a Red Bull Dragonberry Energizer on Aug. 17, along with a new “dirty soda,” marking its first entry into energy drinks. The move could attract younger customers, increase beverage sales and diversify the menu. McDonald’s is getting into the energy game with Red Bull
Positive Sentiment: A Hello Kitty and Godzilla/Kaiju Happy Meal promotion is scheduled to launch Aug. 18. The collectible toys may support near-term traffic and family visits, although the financial impact is likely limited. McDonald’s Hello Kitty and Godzilla crossover arrives August 18
Positive Sentiment: McDonald’s USA promoted longtime employee Patrick Gerber to chief restaurant officer. His mandate to improve restaurant operations and standards could help address execution issues in the U.S. McDonald’s USA appoints chief restaurant officer
Neutral Sentiment: The company still expects substantial unit growth, including about 2,600 openings in 2026, but has pushed its 50,000-store target to 2028. Management describes the delay as disciplined expansion amid softer U.S. demand. McDonald’s pushes 50,000-store goal to 2028
Negative Sentiment: Recent analysis highlights slowing U.S. comparable sales, competitive pressure from a strengthening Burger King, and management’s acknowledgment of execution missteps. Concerns that value promotions are no longer sufficient could weigh on traffic and margins. McDonald’s faces fresh U.S. growth questions
Negative Sentiment: Erste Group Bank lowered its 2027 EPS forecast to $14.00 from $14.15 and maintained a Hold rating, reinforcing concerns about the company’s growth outlook and valuation. McDonald’s analyst estimate update
Negative Sentiment: Krispy Kreme’s turnaround coverage notes that its nationwide McDonald’s partnership has ended, removing a distribution relationship that had offered McDonald’s an additional dessert and snack channel. Krispy Kreme’s turnaround sees many wins

Insider Activity at McDonald’s

In other news, EVP Desiree Ralls-Morrison sold 2,763 shares of the company’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 completion of the transaction, the executive vice president directly owned 6,268 shares in the company, valued at $1,744,760.48. The trade was a 30.59% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, insider Joseph M. Erlinger sold 5,252 shares of the stock in a transaction that occurred on Wednesday, June 10th. The shares were sold at an average price of $284.32, for a total value of $1,493,248.64. Following the completion of the sale, the insider directly owned 7,734 shares of the company’s stock, valued at $2,198,930.88. This represents a 40.44% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last ninety days, insiders sold 8,348 shares of company stock worth $2,355,634. Company insiders own 0.26% of the company’s stock.

McDonald’s Company 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.