U S Wealth Group LLC. Increases Stock Holdings in McDonald’s Corporation $MCD

U S Wealth Group LLC. boosted its stake in McDonald’s Corporation (NYSE:MCDFree Report) by 30.8% during the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 10,414 shares of the fast-food giant’s stock after acquiring an additional 2,450 shares during the period. McDonald’s accounts for approximately 1.4% of U S Wealth Group LLC.’s holdings, making the stock its 29th biggest holding. U S Wealth Group LLC.’s holdings in McDonald’s were worth $2,815,000 as of its most recent SEC filing.

A number of other hedge funds have also added to or reduced their stakes in the stock. Ascentis Wealth Management LLC increased its stake in shares of McDonald’s by 4,008.8% in the 2nd quarter. Ascentis Wealth Management LLC now owns 84,230 shares of the fast-food giant’s stock worth $22,768,000 after acquiring an additional 82,180 shares in the last quarter. Borer Denton & Associates Inc. grew its holdings in McDonald’s by 16.9% in the second quarter. Borer Denton & Associates Inc. now owns 13,859 shares of the fast-food giant’s stock worth $3,746,000 after purchasing an additional 2,000 shares during the period. Peterson Wealth Services increased its stake in shares of McDonald’s by 3,294.5% during the fourth quarter. Peterson Wealth Services now owns 11,779 shares of the fast-food giant’s stock valued at $3,600,000 after purchasing an additional 11,432 shares in the last quarter. HighTower Advisors LLC lifted its holdings in shares of McDonald’s by 7.1% during the second quarter. HighTower Advisors LLC now owns 1,471,725 shares of the fast-food giant’s stock valued at $397,822,000 after purchasing an additional 97,060 shares during the last quarter. Finally, Harbour Investments Inc. lifted its holdings in shares of McDonald’s by 84.4% during the fourth quarter. Harbour Investments Inc. now owns 35,510 shares of the fast-food giant’s stock valued at $10,853,000 after purchasing an additional 16,252 shares during the last quarter. 70.29% of the stock is owned by hedge funds and other institutional investors.

Key McDonald’s News

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

  • Positive Sentiment: New seasonal beverages and limited-time meals—including a fall latte flavor, a Canada-exclusive offering, and a popular regional meal—could support customer traffic, digital engagement, and brand excitement. New fall latte article
  • Positive Sentiment: Happy Meal promotions featuring SpongeBob and One Piece toys, along with National Cheeseburger Day giveaways, may increase visits and reinforce McDonald’s value-oriented marketing, although free and discounted food could limit near-term margins. Happy Meal toys article
  • Neutral Sentiment: Recent Zacks coverage says MCD is attracting unusually high investor attention, but it does not identify a new earnings, guidance, or valuation catalyst. Zacks investor attention article
  • Neutral Sentiment: Local stories cover a restaurant closure, charitable fundraising, menu history, and consumer reactions to individual products. These items may influence local perception but are unlikely to materially affect consolidated results. San Antonio restaurant closure article
  • Negative Sentiment: Reports that McDonald’s faces potentially millions in fines related to disposable-cup use introduce an incremental regulatory and compliance cost risk. Disposable cup fines article
  • Negative Sentiment: Critical coverage of several 2026 menu launches could signal uneven consumer reception, though the impact appears limited unless it translates into weaker comparable-store sales. Worst new menu items article

Wall Street Analyst Weigh In

MCD has been the topic of several recent research reports. Mizuho cut their price target on McDonald’s from $300.00 to $290.00 and set a “neutral” rating on the stock in a research note on Friday, July 31st. Royal Bank Of Canada lowered their price objective on McDonald’s from $305.00 to $295.00 and set a “sector perform” rating for the company in a research note on Wednesday, August 5th. Tigress Financial boosted their target price on McDonald’s from $385.00 to $390.00 and gave the stock a “buy” rating in a report on Friday, July 17th. KeyCorp reduced their price target on McDonald’s from $315.00 to $305.00 and set an “overweight” rating for the company in a report on Wednesday, August 5th. Finally, Weiss Ratings lowered McDonald’s from a “hold (c+)” rating to a “hold (c)” rating in a research report on Tuesday, June 23rd. One research analyst has rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating and eleven have given a Hold rating to the stock. According to MarketBeat.com, McDonald’s currently has a consensus rating of “Moderate Buy” and a consensus target price of $321.35.

Read Our Latest Report on MCD

McDonald’s Trading Down 0.3%

McDonald’s stock opened at $252.76 on Friday. The firm has a market cap of $178.87 billion, a price-to-earnings ratio of 20.53, a PEG ratio of 2.73 and a beta of 0.41. The stock has a fifty day simple moving average of $268.25 and a two-hundred day simple moving average of $287.04. McDonald’s Corporation has a 12 month low of $252.54 and a 12 month high of $341.75.

McDonald’s (NYSE:MCDGet Free Report) last posted its quarterly earnings results on Tuesday, August 4th. The fast-food giant reported $3.38 earnings per share for the quarter, topping the consensus estimate of $3.32 by $0.06. McDonald’s had a negative return on equity of 572.06% and a net margin of 31.72%.The firm had revenue of $7.10 billion during the quarter, compared to analysts’ expectations of $7.13 billion. During the same quarter in the previous year, the business earned $3.19 earnings per share. The company’s revenue was up 3.7% on a year-over-year basis. On average, equities research analysts forecast that McDonald’s Corporation will post 12.88 EPS for the current fiscal year.

McDonald’s Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Wednesday, September 16th. Shareholders of record on Tuesday, September 1st will be given a $1.86 dividend. The ex-dividend date of this dividend is Tuesday, September 1st. This represents a $7.44 dividend on an annualized basis and a yield of 2.9%. McDonald’s’s payout ratio is 60.44%.

McDonald’s Company Profile

(Free Report)

McDonald’s Corporation is a global quick-service restaurant company that operates and franchises restaurants under the McDonald’s brand. Its restaurants serve a menu that includes hamburgers, cheeseburgers, chicken sandwiches, French fries, breakfast items, desserts, salads, beverages and coffee. Offerings vary by market, and many locations provide drive-thru service, delivery and digital ordering through the McDonald’s mobile app.

The company operates through a heavily franchised business model, with restaurants owned and operated by independent franchisees, affiliates and the company itself.

See Also

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Institutional Ownership by Quarter for McDonald's (NYSE:MCD)

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