Peterson Wealth Services Sells 11,199 Shares of McDonald’s Corporation $MCD

Peterson Wealth Services cut its holdings in shares of McDonald’s Corporation (NYSE:MCD) by 97.0% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 347 shares of the fast-food giant’s stock after selling 11,199 shares during the quarter. Peterson Wealth Services’ holdings in McDonald’s were worth $105,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also modified their holdings of MCD. Vanguard Group Inc. raised its holdings in McDonald’s by 1.3% in the 2nd quarter. Vanguard Group Inc. now owns 71,331,031 shares of the fast-food giant’s stock valued at $20,840,787,000 after acquiring an additional 921,936 shares in the last quarter. State Street Corp grew its holdings in shares of McDonald’s by 0.8% during the 2nd quarter. State Street Corp now owns 34,828,352 shares of the fast-food giant’s stock worth $10,175,800,000 after purchasing an additional 272,139 shares in the last quarter. Geode Capital Management LLC increased its position in shares of McDonald’s by 1.7% during the second quarter. Geode Capital Management LLC now owns 16,828,420 shares of the fast-food giant’s stock valued at $4,901,595,000 after purchasing an additional 276,065 shares during the period. Norges Bank acquired a new position in shares of McDonald’s in the second quarter valued at $2,780,712,000. Finally, Laurel Wealth Advisors LLC raised its stake in shares of McDonald’s by 29,382.3% in the second quarter. Laurel Wealth Advisors LLC now owns 5,737,548 shares of the fast-food giant’s stock valued at $1,676,339,000 after purchasing an additional 5,718,087 shares in the last quarter. Institutional investors and hedge funds own 70.29% of the company’s stock.

Trending Headlines about McDonald’s

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

• Positive Sentiment: BTIG upgraded MCD from Neutral to Buy and set a $360 price target after discussions with franchisees — a direct driver of improved investor sentiment and a potential catalyst for multiple buy-side re-ratings. BTIG upgrade report
• Positive Sentiment: Limited-edition McNugget® Caviar kits (partnership with Paramount Caviar) will be distributed for free online on Feb. 10 — a high-profile, low-cost promotion likely to boost traffic, social engagement and short-term same-store sales. McNugget Caviar PR
• Positive Sentiment: New product rollouts and promotions — including a Friends-themed Happy Meal with collectible toys and broader 2026 menu changes (new sauces, Happy Meals, seasonal returns) — reinforce McDonald’s ability to drive traffic and mix improvement. These campaigns support both top-line momentum and brand relevance. Friends Happy Meal launch
• Positive Sentiment: QSR profile highlights creative leadership credited with powering McDonald’s growth — qualitative evidence that management/marketing execution is being recognized by industry press, which can sustain investor confidence in long-term comp trends. QSR Magazine profile
• Neutral Sentiment: McDonald’s released final rosters for the 49th McDonald’s All American Games — a brand/CSR marketing event that helps long-term brand affinity but has limited immediate financial impact. All American Games rosters
• Neutral Sentiment: Analyst/market commentary pieces summarize why MCD outpaced the market today — useful context for short-term moves but largely descriptive of the items above (upgrade + promotions). Zacks market note
• Neutral Sentiment: Several lifestyle pieces (Shamrock Shake seasonal return, Coke taste story, broader menu reporting) keep consumer interest high but are unlikely to move fundamentals on their own. Shamrock Shake return

McDonald’s Price Performance

NYSE MCD opened at $319.73 on Wednesday. The stock’s 50 day simple moving average is $310.21 and its 200 day simple moving average is $306.81. McDonald’s Corporation has a one year low of $283.47 and a one year high of $326.32. The firm has a market cap of $227.70 billion, a PE ratio of 27.28, a price-to-earnings-growth ratio of 3.22 and a beta of 0.52.

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

Wall Street Analysts Forecast Growth

MCD has been the topic of a number of recent research reports. Barclays lifted their price target on shares of McDonald’s from $358.00 to $372.00 and gave the stock an “overweight” rating in a research note on Wednesday, January 7th. Sanford C. Bernstein reiterated an “overweight” rating and set a $372.00 target price on shares of McDonald’s in a research report on Wednesday, January 7th. Wells Fargo & Company upped their target price on shares of McDonald’s from $340.00 to $345.00 and gave the company an “overweight” rating in a research note on Thursday, November 6th. Citigroup dropped their price target on shares of McDonald’s from $381.00 to $375.00 and set a “buy” rating for the company in a research report on Tuesday, October 21st. Finally, Morgan Stanley set a $335.00 price objective on McDonald’s in a report on Friday, October 17th. Fifteen analysts have rated the stock with a Buy rating, fourteen have issued a Hold rating and two have given a Sell rating to the company’s stock. According to MarketBeat.com, the company has a consensus rating of “Hold” and an average price target of $331.37.

Insider Activity at McDonald’s

In other McDonald’s news, insider Joseph M. Erlinger sold 3,195 shares of the stock in a transaction dated Friday, November 14th. The shares were sold at an average price of $305.82, for a total transaction of $977,094.90. Following the sale, the insider owned 6,088 shares of the company’s stock, valued at $1,861,832.16. This represents a 34.42% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, EVP Desiree Ralls-Morrison sold 2,486 shares of the firm’s stock in a transaction dated Tuesday, December 16th. The shares were sold at an average price of $320.00, for a total transaction of $795,520.00. Following the completion of the sale, the executive vice president owned 6,268 shares of the company’s stock, valued at $2,005,760. The trade was a 28.40% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 32,008 shares of company stock worth $9,895,452 in the last 90 days. Corporate insiders own 0.25% of the company’s stock.

McDonald’s 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.