Stokes Capital Advisors LLC Has $12.03 Million Holdings in McDonald’s Corporation $MCD

Posted by Linda Flegge on Jun 26th, 2026

Stokes Capital Advisors LLC lowered its position in McDonald’s Corporation (NYSE:MCD – Free Report) by 6.0% during the 1st quarter, Holdings Channel.com reports. The firm owned 38,698 shares of the fast-food giant’s stock after selling 2,486 shares during the quarter. McDonald’s accounts for about 2.7% of Stokes Capital Advisors LLC’s investment portfolio, making the stock its 7th biggest position. Stokes Capital Advisors LLC’s holdings in McDonald’s were worth $12,027,000 as of its most recent SEC filing.

A number of other hedge funds also recently made changes to their positions in the business. Your Advocates Ltd. LLP bought a new stake in McDonald’s during the 4th quarter valued at $27,000. Park Place Capital Corp grew its stake in shares of McDonald’s by 95.7% in the fourth 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 in the last quarter. IFC & Insurance Marketing Inc. acquired a new position in shares of McDonald’s during the fourth quarter valued at $29,000. Abound Financial LLC bought a new stake in shares of McDonald’s during the fourth quarter valued at about $30,000. Finally, DecisionPoint Financial LLC lifted 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 worth $31,000 after purchasing an additional 97 shares during the period. Institutional investors own 70.29% of the company’s stock.

McDonald’s Trading Down 3.3%

Shares of NYSE MCD opened at $264.76 on Friday. McDonald’s Corporation has a twelve month low of $264.53 and a twelve month high of $341.75. The company has a market capitalization of $188.12 billion, a price-to-earnings ratio of 21.83, a PEG ratio of 2.73 and a beta of 0.41. The firm has a 50-day moving average of $284.16 and a two-hundred day moving average of $304.79.

McDonald’s (NYSE:MCD – Get Free Report) last posted its quarterly earnings data on Thursday, May 7th. The fast-food giant reported $2.83 earnings per share for the quarter, beating the consensus estimate of $2.74 by $0.09. The company had revenue of $6.52 billion during 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%. 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 EPS. As a group, research 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 announced a quarterly dividend, which was paid on Tuesday, June 16th. Investors of record on Tuesday, June 2nd were issued a dividend of $1.86 per share. This represents a $7.44 dividend on an annualized basis and a yield of 2.8%. The ex-dividend date was Tuesday, June 2nd. McDonald’s’s dividend payout ratio (DPR) is presently 61.34%.

Insider Activity at McDonald’s

In other McDonald’s news, EVP Desiree Ralls-Morrison sold 2,763 shares of McDonald’s stock in a transaction that occurred on Thursday, May 28th. The shares were sold at an average price of $278.36, for a total value of $769,108.68. Following the transaction, the executive vice president owned 6,268 shares in the company, valued at approximately $1,744,760.48. The trade was a 30.59% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through this hyperlink. Also, insider Joseph M. Erlinger sold 5,252 shares of the company’s stock in a transaction 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 transaction, the insider directly owned 7,734 shares in the company, valued at $2,198,930.88. This represents a 40.44% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders sold 11,307 shares of company stock worth $3,262,622. 0.26% of the stock is currently owned by company insiders.

Wall Street Analyst Weigh In

Several equities analysts have commented on MCD shares. TD Cowen reissued a “hold” rating on shares of McDonald’s in a research note on Friday, June 12th. Evercore set a $350.00 price objective on shares of McDonald’s in a report on Friday, May 8th. Morgan Stanley set a $331.00 target price on McDonald’s in a report on Friday, May 8th. Robert W. Baird set a $305.00 target price on McDonald’s in a research report on Thursday, May 7th. Finally, KeyCorp decreased their price target on McDonald’s from $345.00 to $330.00 and set an “overweight” rating for the company in a research note on Friday, May 8th. Sixteen investment analysts have rated the stock with a Buy rating, thirteen have issued a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, McDonald’s has a consensus rating of “Moderate Buy” and an average price target of $336.26.

View Our Latest Report on McDonald’s

Key McDonald’s News

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

Positive Sentiment: McDonald’s is being highlighted as part of the defensive restaurant group that can benefit when lower oil prices ease pressure on consumers, potentially supporting traffic and spending. Jack in the Box and First Watch Stocks Trade Up, What You Need To Know
Positive Sentiment: Investors are paying attention to McDonald’s new “McDonald’s NEXT” modernization program, which aims to improve food quality, add automation, deepen digital engagement, and strengthen franchise economics over time. How Investors May Respond To McDonald’s (MCD) McDonald’s NEXT Modernization And Evolving Cash-Flow Story
Positive Sentiment: McDonald’s China announced a sustainability partnership with Syngenta and McCain to build a more resilient potato supply chain, which could support long-term supply stability for fries and other menu items. Syngenta Group China Partners With McDonald’s and McCain for a More Sustainable Potato Supply Chain
Neutral Sentiment: McDonald’s is drawing increased investor attention, but the related Zacks pieces are mostly stock-screening and comparison articles rather than new fundamental developments. McDonald’s Corporation (MCD) is Attracting Investor Attention: Here is What You Should Know
Neutral Sentiment: Recent consumer-interest stories around McDonald’s products and promotions, including the fried apple pie and FIFA World Cup 26 meals, may help brand visibility but do not clearly change the near-term earnings outlook. McDonald’s unveils FIFA World Cup 26 meals with collectible cups and Squishmallows
Negative Sentiment: Several recent articles note McDonald’s shares have pulled back meaningfully over the past week, month, and year-to-date, reinforcing a weaker technical setup and valuation concern for traders. McDonald’s (MCD) Sees a More Significant Dip Than Broader Market: Some Facts to Know

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.