Cadinha & Co. LLC Boosts Holdings in McDonald’s Corporation $MCD

Posted by Geri Gentry on Aug 15th, 2026

Cadinha & Co. LLC lifted its holdings in McDonald’s Corporation (NYSE:MCD – Free Report) by 690.8% in the second quarter, according to the company in its most recent filing with the SEC. The fund owned 47,969 shares of the fast-food giant’s stock after acquiring an additional 41,903 shares during the quarter. McDonald’s accounts for about 1.9% of Cadinha & Co. LLC’s holdings, making the stock its 23rd biggest holding. Cadinha & Co. LLC’s holdings in McDonald’s were worth $12,966,000 at the end of the most recent quarter.

A number of other institutional investors also recently made changes to their positions in the business. Brighton Jones LLC lifted its stake in McDonald’s by 21.6% in the fourth quarter. Brighton Jones LLC now owns 9,286 shares of the fast-food giant’s stock worth $2,692,000 after purchasing an additional 1,649 shares during the last quarter. Revolve Wealth Partners LLC grew its stake in shares of McDonald’s by 2.8% during the fourth quarter. Revolve Wealth Partners LLC now owns 1,942 shares of the fast-food giant’s stock valued at $563,000 after buying an additional 52 shares during the last quarter. Sivia Capital Partners LLC grew its stake in shares of McDonald’s by 11.4% during the second quarter. Sivia Capital Partners LLC now owns 2,017 shares of the fast-food giant’s stock valued at $589,000 after buying an additional 206 shares during the last quarter. United Bank increased its holdings in shares of McDonald’s by 6.0% in the second quarter. United Bank now owns 8,102 shares of the fast-food giant’s stock worth $2,367,000 after buying an additional 459 shares during the period. Finally, Schnieders Capital Management LLC. increased its holdings in shares of McDonald’s by 2.5% in the second quarter. Schnieders Capital Management LLC. now owns 12,938 shares of the fast-food giant’s stock worth $3,780,000 after buying an additional 312 shares during the period. Hedge funds and other institutional investors own 70.29% of the company’s stock.

Analyst Ratings Changes

MCD has been the subject of several analyst reports. Piper Sandler set a $286.00 target price on McDonald’s in a report on Tuesday, August 4th. Morgan Stanley decreased their price target on McDonald’s from $322.00 to $319.00 and set an “equal weight” rating on the stock in a research note on Wednesday, August 5th. Mizuho lowered their price objective 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. Citigroup increased their price objective on McDonald’s from $335.00 to $345.00 and gave the company a “buy” rating in a research note on Wednesday, August 5th. Finally, Wells Fargo & Company cut their target price on shares of McDonald’s from $320.00 to $300.00 and set an “overweight” rating on the stock in a report on Thursday, July 16th. One analyst has rated the stock with a Strong Buy rating, fifteen have issued a Buy rating and twelve have assigned a Hold rating to the company. According to data from MarketBeat, McDonald’s has a consensus rating of “Moderate Buy” and a consensus target price of $325.44.

Read Our Latest Analysis on McDonald’s

Trending Headlines about McDonald’s

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

Positive Sentiment: McDonald’s is emphasizing lower-priced meals to win back cost-conscious customers, a potentially supportive strategy as consumers increasingly prioritize value. McDonald’s is betting on cheaper meals to win back customers
Positive Sentiment: New growth initiatives include Red Bull energy drinks, additional beverages and limited-time menu items. These products could increase traffic and average spending while supporting a simpler restaurant operating model. McDonald’s bringing Red Bull drinks and new sodas to US customers
Positive Sentiment: The Hello Kitty x Godzilla Happy Meal promotion may generate customer interest and family traffic when it launches, although its financial impact is likely limited. McDonald’s Announces Eight Hello Kitty x Godzilla Toys
Neutral Sentiment: Recent earnings showed adjusted EPS of $3.38, above expectations, while revenue of $7.10 billion was slightly below consensus. Management acknowledged inconsistent value-menu execution and excessive operational complexity, making successful implementation of the turnaround strategy critical. Five Insightful Analyst Questions From McDonald’s Q2 Earnings Call
Negative Sentiment: McDonald’s is reportedly losing ground to Burger King and other low-cost alternatives, including gas-station food, as customers seek cheaper meals. Slowing second-quarter sales growth raises concerns about U.S. traffic and market share. The burger wars are heating up as McDonald’s loses ground
Negative Sentiment: Erste Group lowered its fiscal 2027 EPS forecast, adding to investor concerns about earnings growth. McDonald’s FY2027 EPS Forecast Lowered
Negative Sentiment: Reports that McDonald’s maintained a 515-page customer dossier could create privacy and reputational risks, though the immediate financial effect is unclear. McDonald’s customer dossier report

Insider Activity

In other McDonald’s news, EVP Desiree Ralls-Morrison sold 2,763 shares of the firm’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 sale, the executive vice president directly owned 6,268 shares in the company, valued at $1,744,760.48. This trade represents a 30.59% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at this link. Also, insider Joseph M. Erlinger sold 5,252 shares of McDonald’s 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 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 ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 8,348 shares of company stock valued at $2,355,634 over the last 90 days. 0.26% of the stock is currently owned by company insiders.

McDonald’s Trading Up 0.1%

Shares of McDonald’s stock opened at $272.61 on Friday. McDonald’s Corporation has a 12-month low of $260.96 and a 12-month high of $341.75. The company has a market cap of $192.91 billion, a P/E ratio of 22.15, a PEG ratio of 3.05 and a beta of 0.41. The company’s fifty day simple moving average is $273.81 and its two-hundred day simple moving average is $295.28.

McDonald’s (NYSE:MCD – Get Free Report) last posted its earnings results on Tuesday, August 4th. The fast-food giant reported $3.38 EPS for the quarter, topping the consensus estimate of $3.32 by $0.06. The firm had revenue of $7.10 billion during the quarter, compared to analysts’ expectations of $7.13 billion. McDonald’s had a net margin of 31.72% and a negative return on equity of 572.06%. The company’s quarterly revenue was up 3.7% compared to the same quarter last year. During the same period last year, the company posted $3.19 EPS. Analysts predict that McDonald’s Corporation will post 12.88 EPS for the current fiscal year.

McDonald’s Dividend Announcement

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

About McDonald’s

(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.