Graham Capital Management L.P. Buys 49,066 Shares of McDonald’s Corporation $MCD

Posted by Brian Himes on Jun 17th, 2026

Graham Capital Management L.P. grew its holdings in McDonald’s Corporation (NYSE:MCD – Free Report) by 249.4% during the fourth quarter, HoldingsChannel.com reports. The firm owned 68,737 shares of the fast-food giant’s stock after acquiring an additional 49,066 shares during the quarter. McDonald’s makes up about 0.5% of Graham Capital Management L.P.’s holdings, making the stock its 29th biggest holding. Graham Capital Management L.P.’s holdings in McDonald’s were worth $21,008,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also bought and sold shares of the business. Hamilton Point Investment Advisors LLC increased 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 worth $535,000 after purchasing an additional 31 shares during the period. Encompass More Asset Management increased its stake in McDonald’s by 1.5% in the fourth 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 period. Richmond Investment Services LLC increased its stake in McDonald’s by 1.4% in the fourth 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 period. Physician Wealth Advisors Inc. increased its stake in McDonald’s by 1.6% in the fourth quarter. Physician Wealth Advisors Inc. now owns 2,102 shares of the fast-food giant’s stock worth $642,000 after purchasing an additional 33 shares during the period. Finally, CFO4Life Group LLC increased its stake in McDonald’s by 2.1% in the third quarter. CFO4Life Group LLC now owns 1,669 shares of the fast-food giant’s stock worth $507,000 after purchasing an additional 34 shares during the period. Hedge funds and other institutional investors own 70.29% of the company’s stock.

Trending Headlines about McDonald’s

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

Positive Sentiment: McDonald’s is bringing back its fried apple pie for America’s 250th birthday, a nostalgic limited-time item that could help drive traffic and sales while generating a lot of consumer buzz. AP News – McDonald’s is serving fried apple pie again for America’s 250th birthday
Positive Sentiment: The company is also being highlighted for bringing back other fan-favorite menu items after decades away, reinforcing the view that McDonald’s is using nostalgia-based offerings to support customer engagement. Article – McDonald’s Is Bringing Back a Highly Requested Menu Item for the First Time in Over 30 Years
Positive Sentiment: McDonald’s is testing expanded beverage options, including custom sodas, refreshers and Red Bull-based drinks, which could open a new source of incremental sales and improve ticket size. Yahoo Finance – McDonald’s 70-Year Coke Alliance Enters New Beverage Test
Neutral Sentiment: Several stories focus on McDonald’s brand strength, including celebrity mentions and “coolest locations” lists, which are good for visibility but likely have limited direct impact on earnings. Article – Tina Fey Loves This McDonald’s Menu Item So Much, She Walked Down the Highway in Italy To Order It
Neutral Sentiment: The company is also making operational changes, including rebuilding a classic Gahanna location with a modern look and altering drive-thru features, but these are more incremental than transformative. AOL – McDonald’s to demolish classic Gahanna location and rebuild it with modern look
Negative Sentiment: One article about a possible $1 drive-thru fee and another criticizing the chain’s ice cream machine reliability could add to customer frustration and pressure sentiment, even if the financial impact is unclear. Article – Is McDonald’s adding a $1 fee to drive-thru orders? Customers want answers
Negative Sentiment: Coverage that McCrispy Strips are being revamped after customer criticism suggests McDonald’s is responding to product complaints, which may weigh slightly on sentiment around menu execution. AOL – McDonald’s to Revamp McCrispy Strips After Customer Criticism

Insider Activity

In other McDonald’s news, insider Joseph M. Erlinger sold 5,252 shares of McDonald’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 transaction, the insider owned 7,734 shares in the company, valued at $2,198,930.88. The trade was a 40.44% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, EVP Desiree Ralls-Morrison sold 2,763 shares of McDonald’s stock in a transaction dated Thursday, May 28th. The shares were sold at an average price of $278.36, for a total value of $769,108.68. Following the completion of the transaction, the executive vice president owned 6,268 shares in the company, valued at $1,744,760.48. This trade represents a 30.59% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 11,307 shares of company stock worth $3,262,622 in the last quarter. 0.26% of the stock is owned by insiders.

McDonald’s Trading Up 0.7%

Shares of McDonald’s stock opened at $287.99 on Wednesday. The firm has a market cap of $204.62 billion, a P/E ratio of 23.74, a P/E/G ratio of 2.85 and a beta of 0.41. McDonald’s Corporation has a 12 month low of $271.85 and a 12 month high of $341.75. The stock’s fifty day moving average price is $288.58 and its 200-day moving average price is $306.42.

McDonald’s (NYSE:MCD – Get Free Report) last announced its quarterly earnings results on Thursday, May 7th. The fast-food giant reported $2.83 EPS for the quarter, beating the consensus estimate of $2.74 by $0.09. The firm had revenue of $6.52 billion for the quarter, compared to analyst estimates 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 revenue for the quarter was up 9.4% on a year-over-year basis. During the same quarter last year, the firm posted $2.67 earnings per share. Analysts forecast that McDonald’s Corporation will post 12.93 earnings per share for the current year.

McDonald’s Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Tuesday, June 16th. Shareholders of record on Tuesday, June 2nd were paid a $1.86 dividend. This represents a $7.44 annualized dividend and a yield of 2.6%. The ex-dividend date was Tuesday, June 2nd. McDonald’s’s payout ratio is 61.34%.

Wall Street Analyst Weigh In

A number of analysts have weighed in on MCD shares. Robert W. Baird set a $305.00 target price on McDonald’s in a research note on Thursday, May 7th. Royal Bank Of Canada cut their price target on McDonald’s from $330.00 to $305.00 and set a “sector perform” rating on the stock in a research note on Friday, May 8th. Tigress Financial raised their price target on McDonald’s from $360.00 to $385.00 and gave the company a “buy” rating in a research note on Friday, March 6th. Erste Group Bank lowered McDonald’s from a “buy” rating to a “hold” rating in a research note on Monday, April 27th. Finally, Cfra upgraded McDonald’s to a “buy” rating in a research note on Friday, May 8th. Sixteen investment analysts have rated the stock with a Buy rating, thirteen have assigned a Hold rating and one has assigned a Sell 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 $336.26.

Check Out Our Latest Stock Report on MCD

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.