AMF Tjanstepension AB Has $38.27 Million Stake in McDonald’s Corporation $MCD

AMF Tjanstepension AB trimmed its holdings in shares of McDonald’s Corporation (NYSE:MCD) by 49.0% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 125,923 shares of the fast-food giant’s stock after selling 121,084 shares during the period. AMF Tjanstepension AB’s holdings in McDonald’s were worth $38,267,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of MCD. Brighton Jones LLC increased its holdings 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 valued at $2,692,000 after purchasing an additional 1,649 shares during the last quarter. Revolve Wealth Partners LLC grew its position in shares of McDonald’s by 2.8% during the 4th quarter. Revolve Wealth Partners LLC now owns 1,942 shares of the fast-food giant’s stock worth $563,000 after buying an additional 52 shares during the period. Sivia Capital Partners LLC grew its position in shares of McDonald’s by 11.4% during the 2nd quarter. Sivia Capital Partners LLC now owns 2,017 shares of the fast-food giant’s stock worth $589,000 after buying an additional 206 shares during the period. Novem Group increased its stake in shares of McDonald’s by 6.2% in the 2nd quarter. Novem Group now owns 3,306 shares of the fast-food giant’s stock valued at $966,000 after acquiring an additional 192 shares during the last quarter. Finally, Investment Partners Asset Management Inc. raised its position in shares of McDonald’s by 3.0% in the 2nd quarter. Investment Partners Asset Management Inc. now owns 1,553 shares of the fast-food giant’s stock valued at $454,000 after acquiring an additional 45 shares during the period. 70.29% of the stock is owned by institutional investors.

Analysts Set New Price Targets

MCD has been the subject of a number of analyst reports. Morgan Stanley set a $335.00 price objective on shares of McDonald’s in a report on Friday, October 17th. BTIG Research reiterated a “neutral” rating on shares of McDonald’s in a report on Friday, October 24th. Wells Fargo & Company boosted their price target on shares of McDonald’s from $340.00 to $345.00 and gave the company an “overweight” rating in a report on Thursday, November 6th. Truist Financial upped their price objective on shares of McDonald’s from $350.00 to $356.00 and gave the company a “buy” rating in a research report on Thursday, January 8th. Finally, Oppenheimer raised McDonald’s from a “market perform” rating to an “outperform” rating and set a $355.00 price objective on the stock in a research note on Tuesday, January 6th. Thirteen research analysts have rated the stock with a Buy rating, fifteen have given a Hold rating and two have given a Sell rating to the company. According to data from MarketBeat, the company currently has an average rating of “Hold” and a consensus target price of $328.88.

More McDonald’s News

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

• Positive Sentiment: New product push — McDonald’s is launching a limited‑time Hot Honey sauce and new protein‑focused sandwiches (promoted to start Jan. 27), a menu strategy meant to drive traffic and boost average check. McDonald’s bets big on hot honey and protein to bring customers
• Positive Sentiment: Aggressive store growth target — McDonald’s reiterated plans to open ~8,000 restaurants by end‑2027, a scale play that supports revenue growth and franchise development. McDonald’s Plans to Open 8,000 Restaurants by End of 2027 and Shake Up Menu
• Positive Sentiment: Strong shareholder returns profile — a recent analysis highlights ~$79 billion returned to shareholders over the past decade via buybacks and dividends, underscoring cash flow strength and support for the stock. How McDonald’s Returned $79 Billion To Shareholders
• Neutral Sentiment: Menu localization and novelty — McDonald’s is bringing overseas fan favorites and occasional region‑specific items (beer in Europe) to generate buzz; good for marketing but limited duration impact. McDonald’s finally brings overseas fan favorites to US in 2026
• Neutral Sentiment: Positive mentions in market‑crash thinking pieces — some outlets list MCD as a defensive/quality pick in volatile markets, which can support demand from risk‑averse investors. Worried About a Market Crash in 2026? Buy These 3 Stocks
• Negative Sentiment: Pricing‑war risk — analysts flag an elevated risk of a fast‑food pricing war that could compress margins and offset traffic gains from promotions. McDonald’s: The Risk Of A Fast-Food Pricing War Is Increasing Significantly
• Negative Sentiment: Customer backlash on loyalty changes — reports of unhappy customers over loyalty program changes could dampen repeat visits in affected markets. McDonald’s customers unhappy about loyalty scheme changes
• Negative Sentiment: Earnings watch — MCD previously missed quarterly EPS estimates (Nov. 5), so new initiatives will be judged on whether they restore margin and beat future estimates. (Earnings details in recent filings and analyst notes.)

McDonald’s Price Performance

MCD opened at $309.24 on Friday. The company has a market capitalization of $220.23 billion, a price-to-earnings ratio of 26.39, a P/E/G ratio of 3.07 and a beta of 0.53. The business’s 50-day moving average price is $308.87 and its two-hundred day moving average price is $305.93. McDonald’s Corporation has a 1 year low of $283.28 and a 1 year high of $326.32.

McDonald’s (NYSE:MCD) last posted its quarterly earnings data on Wednesday, November 5th. The fast-food giant reported $3.22 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $3.33 by ($0.11). The firm had revenue of $7.08 billion for the quarter, compared to the consensus estimate of $7.10 billion. McDonald’s had a negative return on equity of 280.89% and a net margin of 32.04%.The firm’s quarterly revenue was up 3.0% compared to the same quarter last year. During the same quarter in the previous year, the business posted $3.23 earnings per share. Sell-side analysts anticipate that McDonald’s Corporation will post 12.25 earnings per share for the current fiscal year.

Insider Buying and Selling at McDonald’s

In other news, EVP Desiree Ralls-Morrison sold 2,486 shares of McDonald’s stock in a transaction that occurred on Tuesday, December 16th. The shares were sold at an average price of $320.00, for a total value of $795,520.00. Following the sale, the executive vice president directly owned 6,268 shares in the company, valued at $2,005,760. This trade represents a 28.40% 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, CFO Ian Frederick Borden sold 17,134 shares of the business’s stock in a transaction on Friday, November 21st. The stock was sold at an average price of $310.00, for a total transaction of $5,311,540.00. Following the completion of the sale, the chief financial officer directly owned 26,353 shares in the company, valued at approximately $8,169,430. This represents a 39.40% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 45,142 shares of company stock valued at $13,841,169 over the last quarter. Insiders own 0.25% of the company’s stock.

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.