SHP Wealth Management Takes Position in McDonald’s Corporation $MCD

Posted by Brenda Bartman on Jun 20th, 2026

SHP Wealth Management bought a new stake in McDonald’s Corporation (NYSE:MCD – Free Report) in the 4th quarter, Holdings Channel.com reports. The fund bought 5,368 shares of the fast-food giant’s stock, valued at approximately $1,641,000.

Other large investors have also recently added to or reduced their stakes in the company. Hamilton Point Investment Advisors LLC grew its holdings in McDonald’s by 1.8% in the 4th quarter. Hamilton Point Investment Advisors LLC now owns 1,750 shares of the fast-food giant’s stock valued at $535,000 after buying an additional 31 shares during the period. Encompass More Asset Management lifted its holdings 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 acquiring an additional 32 shares during the period. Richmond Investment Services LLC lifted its holdings 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 acquiring an additional 32 shares during the period. Papamarkou Wellner Asset Management inc. boosted its position in shares of McDonald’s by 0.4% in the fourth quarter. Papamarkou Wellner Asset Management inc. now owns 8,809 shares of the fast-food giant’s stock worth $2,692,000 after acquiring an additional 32 shares during the last quarter. Finally, Physician Wealth Advisors Inc. boosted its position in shares of 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 acquiring an additional 33 shares during the last quarter. 70.29% of the stock is currently owned by hedge funds and other institutional investors.

Insider Buying and Selling at McDonald’s

In related news, EVP Desiree Ralls-Morrison sold 2,763 shares of the company’s stock in a transaction on Thursday, May 28th. The shares were sold at an average price of $278.36, for a total transaction of $769,108.68. Following the completion of the sale, 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 position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, insider Joseph M. Erlinger sold 5,252 shares of the company’s stock in a transaction 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 sale, the insider directly owned 7,734 shares of the company’s stock, valued at approximately $2,198,930.88. This trade represents a 40.44% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 11,307 shares of company stock valued at $3,262,622 in the last three months. Company insiders own 0.26% of the company’s stock.

Key McDonald’s News

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

Positive Sentiment: McDonald’s is reviving its original Fried Apple Pie for the first time since 1992, a nostalgia-driven menu move that could boost customer traffic, social buzz, and limited-time sales. McDonald’s (MCD) Brings Back Fried Apple Pie After More Than 30 Years
Positive Sentiment: Recent analyst coverage highlighted McDonald’s value meals, menu innovation, and brand activations as helping lift same-store sales, with Australia cited as a key area of momentum. McDonald’s Blends Value With Brand Activations: Is It Paying Off?
Positive Sentiment: Seeking Alpha published a rating upgrade arguing McDonald’s “McValue” strategy has finally reached buy territory, reinforcing the case that the company’s value offerings are supporting demand. McDonald’s (Mc)Value Finally Reaches Buy Territory (Rating Upgrade)
Neutral Sentiment: Coverage around McDonald’s AI drive-thru plans suggests the company is still experimenting with automation to improve service and efficiency, but the near-term stock impact is unclear. McDonald’s AI drive-thru may take your next order
Neutral Sentiment: Several articles about historic landmarks, Happy Meal toys, and food trivia are mostly brand-related publicity and are less likely to materially move the stock on their own.
Negative Sentiment: Some recent commentary remains cautious, with one article arguing McDonald’s is still delivering but not enough to justify a buy, which may temper enthusiasm for the shares. McDonald’s: Still Delivering, But Not Enough For A Buy

McDonald’s Stock Performance

Shares of NYSE:MCD opened at $279.00 on Friday. The stock has a 50-day simple moving average of $286.98 and a 200-day simple moving average of $305.80. The stock has a market capitalization of $198.23 billion, a P/E ratio of 23.00, a PEG ratio of 2.78 and a beta of 0.41. McDonald’s Corporation has a 1 year low of $271.85 and a 1 year high of $341.75.

McDonald’s (NYSE:MCD – Get Free Report) last posted 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 net margin of 31.62% and a negative return on equity of 442.10%. McDonald’s’s revenue for the quarter was up 9.4% compared to the same quarter last year. During the same quarter last year, the firm posted $2.67 earnings per share. Analysts predict that McDonald’s Corporation will post 12.93 earnings per share for the current year.

McDonald’s Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, June 16th. Stockholders of record on Tuesday, June 2nd were given a $1.86 dividend. The ex-dividend date of this dividend 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%.

Wall Street Analyst Weigh In

A number of equities research analysts recently issued reports on MCD shares. Barclays lowered their target price on shares of McDonald’s from $380.00 to $350.00 and set an “overweight” rating for the company in a report on Friday, May 8th. BTIG Research reiterated a “buy” rating and issued a $370.00 price target on shares of McDonald’s in a report on Thursday, May 7th. Rothschild & Co Redburn raised shares of McDonald’s from a “sell” rating to a “neutral” rating and boosted their price objective for the company from $260.00 to $306.00 in a research note on Thursday, April 23rd. Tigress Financial boosted their price objective on shares of McDonald’s from $360.00 to $385.00 and gave the company a “buy” rating in a research note on Friday, March 6th. Finally, Royal Bank Of Canada dropped 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. Sixteen equities research analysts have rated the stock with a Buy rating, thirteen have issued a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average target price of $336.26.

Read 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.