Bessemer Group Inc. Has $180.63 Million Holdings in McDonald’s Corporation $MCD

Bessemer Group Inc. lifted its stake in shares of McDonald’s Corporation (NYSE:MCD) by 18.0% in the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 594,395 shares of the fast-food giant’s stock after acquiring an additional 90,582 shares during the quarter. Bessemer Group Inc. owned about 0.08% of McDonald’s worth $180,631,000 as of its most recent filing with the SEC.

A number of other institutional investors have also made changes to their positions in MCD. Legacy Investment Solutions LLC acquired a new stake in shares of McDonald’s in the second quarter valued at about $25,000. Decker Retirement Planning Inc. lifted its holdings in shares of McDonald’s by 142.9% during the second quarter. Decker Retirement Planning Inc. now owns 85 shares of the fast-food giant’s stock worth $25,000 after buying an additional 50 shares during the last quarter. Evergreen Private Wealth LLC boosted its position in shares of McDonald’s by 162.5% in the third quarter. Evergreen Private Wealth LLC now owns 84 shares of the fast-food giant’s stock valued at $26,000 after acquiring an additional 52 shares during the period. GFG Capital LLC acquired a new stake in shares of McDonald’s in the second quarter worth $29,000. Finally, Financial Gravity Companies Inc. bought a new position in McDonald’s during the second quarter worth $29,000. 70.29% of the stock is owned by institutional investors.

Wall Street Analyst Weigh In

MCD has been the subject of a number of research reports. BMO Capital Markets reissued an “outperform” rating on shares of McDonald’s in a report on Thursday, November 6th. Weiss Ratings reiterated a “buy (b-)” rating on shares of McDonald’s in a research note on Wednesday, January 28th. Citigroup lowered their price target on McDonald’s from $381.00 to $375.00 and set a “buy” rating on the stock in a research note on Tuesday, October 21st. Royal Bank Of Canada began coverage on McDonald’s in a research report on Wednesday, October 8th. They issued a “sector perform” rating and a $320.00 price objective for the company. Finally, KeyCorp boosted their price objective on McDonald’s from $335.00 to $340.00 and gave the company an “overweight” rating in a research report on Friday, January 9th. Fifteen investment analysts have rated the stock with a Buy rating, fourteen have given a Hold rating and two have given a Sell rating to the stock. According to MarketBeat.com, the company presently has an average rating of “Hold” and an average target price of $331.37.

Insider Buying and Selling

In other news, insider Joseph M. Erlinger sold 3,195 shares of the business’s stock in a transaction on Friday, November 14th. The shares were sold at an average price of $305.82, for a total value of $977,094.90. Following the sale, the insider owned 6,088 shares in the company, valued at approximately $1,861,832.16. The trade was a 34.42% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, CFO Ian Frederick Borden sold 17,134 shares of the stock in a transaction dated 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 sale, the chief financial officer owned 26,353 shares of the company’s stock, valued at $8,169,430. This trade represents a 39.40% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 32,008 shares of company stock valued at $9,895,452 in the last ninety days. Insiders own 0.25% of the company’s stock.

Key Stories Impacting McDonald’s

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

• Positive Sentiment: Board declared a quarterly cash dividend of $1.86 per share payable March 17, 2026 — a direct return of capital that supports income investors and signals confidence in cash flow. McDONALD’S ANNOUNCES QUARTERLY CASH DIVIDEND
• Positive Sentiment: BTIG upgraded MCD to Buy, which can push momentum as funds and retail investors often follow upgrades. BTIG Research Upgrades McDonald’s (NYSE:MCD) to Buy
• Positive Sentiment: McDonald’s global marketing push — widely covered stories about free “McNugget Caviar” kits and Valentine’s Day promotions — is creating brand buzz and foot-traffic experiments that can lift short-term comps and social engagement. McDonald’s is giving away free McNugget Caviar kits for Valentine’s Day. How to get yours
• Positive Sentiment: Loek Beckers named CFO of McDonald’s USA — an important leadership hire for U.S. operations that can support execution on cost and growth initiatives. Loek Beckers named CFO of McDonald’s USA
• Neutral Sentiment: McDonald’s said it is scaling back soda fountains and hinted at larger format/technology changes — could reduce costs and drive modernization, but execution and capital requirements are uncertain. McDonald’s is scaling back soda fountains – and it hints at a larger change ahead
• Neutral Sentiment: Company reminders and calendar items: the firm flagged investor resources and the upcoming quarterly earnings release — investors will focus on the report for guidance and same-store sales color. McDonald’s (MCD) to Release Quarterly Earnings on Wednesday
• Negative Sentiment: A Zacks preview argued McDonald’s may not have the right setup for an earnings beat, highlighting uncertainty around near-term margin/traffic drivers — a reminder that growth expectations may be tempered. McDonald’s (MCD) Earnings Expected to Grow: Should You Buy?

McDonald’s Trading Up 1.2%

MCD stock opened at $323.28 on Thursday. McDonald’s Corporation has a 1-year low of $283.47 and a 1-year high of $326.95. The business’s 50 day moving average is $310.43 and its 200-day moving average is $306.92. The firm has a market cap of $230.22 billion, a P/E ratio of 27.58, a P/E/G ratio of 3.23 and a beta of 0.52.

McDonald’s (NYSE:MCD) last announced its quarterly earnings results on Wednesday, November 5th. The fast-food giant reported $3.22 EPS for the quarter, missing the consensus estimate of $3.33 by ($0.11). McDonald’s had a net margin of 32.04% and a negative return on equity of 280.89%. The company 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 earned $3.23 EPS. McDonald’s’s quarterly revenue was up 3.0% compared to the same quarter last year. Sell-side analysts forecast that McDonald’s Corporation will post 12.25 EPS for the current year.

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.