Envestnet Asset Management Inc. Cuts Position in McDonald’s Corporation $MCD

Envestnet Asset Management Inc. trimmed its position in shares of McDonald’s Corporation (NYSE:MCD) by 3.9% during the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 1,293,530 shares of the fast-food giant’s stock after selling 52,992 shares during the period. Envestnet Asset Management Inc. owned approximately 0.18% of McDonald’s worth $393,091,000 as of its most recent SEC filing.

A number of other institutional investors have also modified their holdings of MCD. Brighton Jones LLC increased its stake in McDonald’s by 21.6% during the fourth quarter. Brighton Jones LLC now owns 9,286 shares of the fast-food giant’s stock worth $2,692,000 after purchasing an additional 1,649 shares during the period. Revolve Wealth Partners LLC grew its holdings in shares of McDonald’s by 2.8% in the fourth quarter. Revolve Wealth Partners LLC now owns 1,942 shares of the fast-food giant’s stock valued at $563,000 after purchasing an additional 52 shares in the last quarter. Sivia Capital Partners LLC increased its stake in 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. Shell Asset Management Co. increased its position in shares of McDonald’s by 64.9% during the second quarter. Shell Asset Management Co. now owns 13,298 shares of the fast-food giant’s stock worth $3,885,000 after acquiring an additional 5,233 shares during the period. Finally, DMC Group LLC increased its holdings in McDonald’s by 6.8% during the 2nd quarter. DMC Group LLC now owns 2,080 shares of the fast-food giant’s stock worth $608,000 after purchasing an additional 133 shares during the period. 70.29% of the stock is owned by institutional investors and hedge funds.

Insider Activity

In other news, insider Joseph M. Erlinger sold 2,626 shares of the stock in a transaction that occurred on Monday, January 12th. The stock was sold at an average price of $306.58, for a total transaction of $805,079.08. Following the completion of the transaction, the insider directly owned 5,398 shares of the company’s stock, valued at approximately $1,654,918.84. This represents a 32.73% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through this hyperlink. Also, EVP Desiree Ralls-Morrison sold 2,486 shares of the firm’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 completion of the sale, the executive vice president directly owned 6,268 shares of the company’s stock, valued at $2,005,760. This represents a 28.40% decrease in their ownership of the stock. 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 three months. 0.25% of the stock is currently owned by company insiders.

McDonald’s Stock Performance

Shares of MCD opened at $323.28 on Thursday. The stock has a market capitalization 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 Corporation has a 1 year low of $283.47 and a 1 year high of $326.95. The company’s fifty day moving average is $310.43 and its two-hundred day moving average is $306.92.

McDonald’s (NYSE:MCD) last issued its earnings results on Wednesday, November 5th. The fast-food giant reported $3.22 earnings per share 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 firm had revenue of $7.08 billion during the quarter, compared to analysts’ expectations of $7.10 billion. During the same period in the previous year, the firm earned $3.23 EPS. The firm’s revenue was up 3.0% on a year-over-year basis. Sell-side analysts predict that McDonald’s Corporation will post 12.25 EPS for the current year.

Key McDonald’s News

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?

Wall Street Analyst Weigh In

A number of equities analysts recently commented on MCD shares. BTIG Research upgraded shares of McDonald’s from a “neutral” rating to a “buy” rating and set a $360.00 target price for the company in a research note on Monday. Citigroup cut their price target on McDonald’s from $381.00 to $375.00 and set a “buy” rating on the stock in a research report on Tuesday, October 21st. Weiss Ratings reiterated a “buy (b-)” rating on shares of McDonald’s in a research note on Wednesday, January 28th. Royal Bank Of Canada assumed coverage on shares of McDonald’s in a research note on Wednesday, October 8th. They set a “sector perform” rating and a $320.00 price target for the company. Finally, Guggenheim increased their target price on shares of McDonald’s from $310.00 to $325.00 and gave the stock a “neutral” rating in a research note on Tuesday. Fifteen equities research analysts have rated the stock with a Buy rating, fourteen have given a Hold rating and two have assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company has a consensus rating of “Hold” and an average price target of $331.37.

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.