Investment House LLC Sells 2,421 Shares of McDonald’s Corporation $MCD

Investment House LLC decreased its position in McDonald’s Corporation (NYSE:MCD) by 16.4% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 12,315 shares of the fast-food giant’s stock after selling 2,421 shares during the period. Investment House LLC’s holdings in McDonald’s were worth $3,742,000 at the end of the most recent quarter.

A number of other large investors have also recently bought and sold shares of MCD. Decker Retirement Planning Inc. boosted its position in shares of McDonald’s by 142.9% during the 2nd quarter. Decker Retirement Planning Inc. now owns 85 shares of the fast-food giant’s stock valued at $25,000 after purchasing an additional 50 shares in the last quarter. Legacy Investment Solutions LLC bought a new stake in McDonald’s in the second quarter worth approximately $25,000. Evergreen Private Wealth LLC lifted its stake in 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 buying an additional 52 shares during the period. GFG Capital LLC bought a new position in shares of McDonald’s during the 2nd quarter worth approximately $29,000. Finally, Financial Gravity Companies Inc. acquired a new stake in shares of McDonald’s during the 2nd quarter worth approximately $29,000. 70.29% of the stock is currently owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

A number of research analysts recently issued reports on MCD shares. Oppenheimer upgraded shares of McDonald’s from a “market perform” rating to an “outperform” rating and set a $355.00 target price on the stock in a research report on Tuesday, January 6th. Guggenheim increased their price target on McDonald’s from $295.00 to $310.00 and gave the stock a “neutral” rating in a report on Wednesday, November 19th. Piper Sandler restated a “neutral” rating and set a $325.00 price target on shares of McDonald’s in a research note on Wednesday, October 22nd. Sanford C. Bernstein reaffirmed an “overweight” rating and issued a $372.00 price objective on shares of McDonald’s in a research note on Wednesday, January 7th. Finally, BMO Capital Markets reiterated an “outperform” rating on shares of McDonald’s in a report on Thursday, November 6th. Thirteen equities research analysts have rated the stock with a Buy rating, fifteen have issued a Hold rating and two have given a Sell rating to the company. According to data from MarketBeat.com, the stock has a consensus rating of “Hold” and a consensus price target of $328.88.

Insider Activity

In related news, CFO Ian Frederick Borden sold 17,134 shares of the stock in a transaction that occurred 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 of the company’s stock, valued at approximately $8,169,430. This trade represents a 39.40% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, EVP Desiree Ralls-Morrison sold 2,486 shares of McDonald’s stock in a transaction on Tuesday, December 16th. The stock was sold at an average price of $320.00, for a total value of $795,520.00. Following the sale, the executive vice president 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. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 45,142 shares of company stock worth $13,841,169. Corporate insiders own 0.25% of the company’s stock.

McDonald’s Price Performance

MCD opened at $309.24 on Friday. McDonald’s Corporation has a 1 year low of $283.28 and a 1 year high of $326.32. 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 firm’s fifty day moving average price is $308.87 and its two-hundred day moving average price is $305.93.

McDonald’s (NYSE:MCD) last announced its 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 firm had revenue of $7.08 billion during the quarter, compared to analysts’ expectations of $7.10 billion. During the same quarter in the prior year, the company earned $3.23 EPS. The business’s revenue for the quarter was up 3.0% on a year-over-year basis. As a group, equities analysts anticipate that McDonald’s Corporation will post 12.25 EPS for the current year.

Key Headlines Impacting McDonald’s

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 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.