Rede Wealth LLC Raises Position in McDonald’s Corporation $MCD

Rede Wealth LLC raised its stake in shares of McDonald’s Corporation (NYSE:MCD) by 180.8% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 3,558 shares of the fast-food giant’s stock after purchasing an additional 2,291 shares during the period. McDonald’s accounts for about 0.4% of Rede Wealth LLC’s portfolio, making the stock its 26th biggest position. Rede Wealth LLC’s holdings in McDonald’s were worth $1,087,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds and other institutional investors have also added to or reduced their stakes in the company. Evergreen Private Wealth LLC raised its position in McDonald’s by 162.5% during the third quarter. Evergreen Private Wealth LLC now owns 84 shares of the fast-food giant’s stock valued at $26,000 after purchasing an additional 52 shares during the period. Park Place Capital Corp raised its position in McDonald’s by 95.7% during the fourth quarter. Park Place Capital Corp now owns 92 shares of the fast-food giant’s stock valued at $28,000 after purchasing an additional 45 shares during the period. Painted Porch Advisors LLC raised its position in McDonald’s by 735.7% during the third quarter. Painted Porch Advisors LLC now owns 117 shares of the fast-food giant’s stock valued at $36,000 after purchasing an additional 103 shares during the period. Davis Capital Management purchased a new stake in McDonald’s during the third quarter valued at approximately $37,000. Finally, Saranac Partners Ltd purchased a new stake in McDonald’s during the third quarter valued at approximately $37,000. 70.29% of the stock is currently owned by hedge funds and other institutional investors.

Insider Transactions at McDonald’s

In related news, CEO Christopher J. Kempczinski sold 26,277 shares of the stock in a transaction that occurred on Thursday, February 12th. The stock was sold at an average price of $331.35, for a total value of $8,706,883.95. Following the transaction, the chief executive officer owned 22,900 shares of the company’s stock, valued at $7,587,915. This represents a 53.43% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, insider Joseph M. Erlinger sold 2,626 shares of the stock in a transaction that occurred on Tuesday, February 10th. The stock was sold at an average price of $325.25, for a total value of $854,106.50. Following the completion of the transaction, the insider directly owned 5,398 shares in the company, valued at approximately $1,755,699.50. This trade represents a 32.73% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 71,657 shares of company stock worth $23,723,307 in the last ninety days. 0.25% of the stock is owned by company insiders.

More McDonald’s News

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

• Positive Sentiment: Broad beverage expansion — McDonald’s plans to roll out specialty refreshers, crafted sodas and energy drinks (including Red Bull mixes) nationwide to lift beverage sales, increase ticket sizes and pressure coffee/energy competitors. This is being framed as a strategic growth lever for slower core comps. Read More.
• Positive Sentiment: Value menu push — Management is expanding an “under $3” menu aimed at driving low‑price transactions and traffic, which could help stabilize same‑store sales while new beverage offerings scale. Read More.
• Neutral Sentiment: Cultural/marketing buzz — Viral CEO tasting clips, a K‑pop “Demon Hunters” collaboration and collectible photocards are generating social engagement and short‑term traffic but have uncertain long‑term earnings impact. These items support brand relevance but are hard to quantify for fundamentals. Read More.
• Negative Sentiment: Insider sale disclosed — Joseph Erlinger sold 2,626 shares under a pre‑arranged Rule 10b5‑1 plan. The sale is routine in structure, but insider selling can temper sentiment, especially alongside other headwinds. Read More.
• Negative Sentiment: Legal/reputational risk — A lawsuit filed by former Black executives is headed to trial, creating potential legal costs and reputational exposure as DEI issues remain politically charged. This could weigh on sentiment until resolved. Read More.
• Negative Sentiment: Near‑term share weakness — MCD has pulled back recently (reports note a >6% monthly decline) amid sector pressure; that weakness increases sensitivity to headlines even as analysts still see upside to consensus targets. Read More.

Analyst Ratings Changes

MCD has been the topic of a number of analyst reports. TD Cowen reaffirmed a “hold” rating and set a $320.00 target price on shares of McDonald’s in a research note on Thursday, February 12th. Tigress Financial upped their target price on McDonald’s from $360.00 to $385.00 and gave the company a “buy” rating in a research note on Friday, March 6th. Royal Bank Of Canada upped their target price on McDonald’s from $320.00 to $330.00 and gave the company a “sector perform” rating in a research note on Thursday, February 12th. Oppenheimer raised McDonald’s from a “market perform” rating to an “outperform” rating and set a $355.00 target price on the stock in a research note on Tuesday, January 6th. Finally, UBS Group upped their target price on McDonald’s from $350.00 to $365.00 and gave the company a “buy” rating in a research note on Thursday, February 12th. Seventeen investment analysts have rated the stock with a Buy rating, thirteen have assigned a Hold rating and two have issued a Sell rating to the company. According to MarketBeat, McDonald’s has a consensus rating of “Hold” and a consensus target price of $339.69.

McDonald’s Stock Down 0.4%

Shares of NYSE:MCD opened at $304.48 on Tuesday. McDonald’s Corporation has a 52-week low of $283.47 and a 52-week high of $341.75. The stock has a market cap of $216.43 billion, a P/E ratio of 25.48, a price-to-earnings-growth ratio of 2.72 and a beta of 0.53. The business’s 50 day moving average is $320.92 and its 200 day moving average is $311.79.

McDonald’s (NYSE:MCD) last announced its quarterly earnings data on Wednesday, February 11th. The fast-food giant reported $3.12 earnings per share (EPS) for the quarter, topping the consensus estimate of $3.05 by $0.07. McDonald’s had a negative return on equity of 343.90% and a net margin of 31.85%.The company had revenue of $7.01 billion for the quarter, compared to analysts’ expectations of $6.81 billion. During the same quarter in the prior year, the firm earned $2.83 earnings per share. McDonald’s’s revenue was up 9.7% compared to the same quarter last year. On average, sell-side analysts anticipate that McDonald’s Corporation will post 12.25 EPS for the current fiscal year.

McDonald’s Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, March 17th. Investors of record on Tuesday, March 3rd were paid a $1.86 dividend. The ex-dividend date of this dividend was Tuesday, March 3rd. This represents a $7.44 annualized dividend and a yield of 2.4%. McDonald’s’s dividend payout ratio is 62.26%.

McDonald’s Company Profile

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.