Flossbach Von Storch SE Purchases 26,356 Shares of McDonald’s Corporation $MCD

Flossbach Von Storch SE raised its position in shares of McDonald’s Corporation (NYSE:MCD) by 8.3% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 344,769 shares of the fast-food giant’s stock after buying an additional 26,356 shares during the quarter. Flossbach Von Storch SE’s holdings in McDonald’s were worth $104,772,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also recently modified their holdings of MCD. Norges Bank bought a new stake in McDonald’s during the second quarter worth about $2,780,712,000. Laurel Wealth Advisors LLC lifted its holdings in shares of McDonald’s by 29,382.3% during 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 during the last quarter. Soundwatch Capital LLC bought a new stake in shares of McDonald’s in the 2nd quarter worth approximately $1,412,069,000. Viking Global Investors LP grew its stake in shares of McDonald’s by 171.7% in the 2nd quarter. Viking Global Investors LP now owns 3,125,432 shares of the fast-food giant’s stock worth $913,157,000 after buying an additional 1,974,998 shares during the last quarter. Finally, Amundi grew its stake in shares of McDonald’s by 96.0% in the 2nd quarter. Amundi now owns 4,032,676 shares of the fast-food giant’s stock worth $1,188,147,000 after buying an additional 1,974,751 shares during the last quarter. 70.29% of the stock is owned by hedge funds and other institutional investors.

McDonald’s News Summary

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

• Positive Sentiment: Company is pushing $5 and $8 Extra Value Meals to drive U.S. traffic and affordability into 2026 — a clear initiative to regain guest frequency and compete on price. Are Extra Value Meals the Key to McDonald’s Traffic Recovery in 2026?
• Positive Sentiment: Company is doubling down on value (revived Snack Wrap, $5 options) as part of a franchise rebound strategy — supports unit-level sales and franchisee economics. McDonald’s doubles down on value: $5 meals, Snack Wrap revival fuel franchise rebound
• Positive Sentiment: New limited-time menu items (Hot Honey menu) are generating positive consumer buzz and reviews — could boost check averages and short-term traffic if adoption continues. I tried McDonald’s new hot honey menu & this is the one item you need to try
• Positive Sentiment: Return of nostalgic Happy Meal toys (Changeables / 1980s line, FRIENDS Meal collectibles) supports brand engagement and family traffic — low-cost promotional lift. McDonald’s brings back an iconic item from the 1980s
• Neutral Sentiment: Competitors (e.g., Domino’s) are mirroring McDonald’s focus on larger value deals — validates the strategy but may intensify pricing competition across quick-service peers. Domino’s follows McDonald’s menu plan, adds bigger deals
• Negative Sentiment: Jefferies expects Q4 results roughly inline with estimates and notes limited potential for near‑term surprises — reduces the chance of a positive catalyst from earnings and may keep the stock muted. McDonald’s seen delivering inline fourth quarter results as share gains support sales

Insider Activity at McDonald’s

In related news, EVP Manuel Jm Steijaert sold 6,567 shares of McDonald’s stock in a transaction on Monday, December 1st. The stock was sold at an average price of $305.50, for a total value of $2,006,218.50. Following the completion of the sale, the executive vice president owned 4,606 shares of the company’s stock, valued at $1,407,133. The trade was a 58.78% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, EVP Desiree Ralls-Morrison sold 2,486 shares of the stock in a transaction dated 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 transaction, the executive vice president directly owned 6,268 shares in the company, valued at approximately $2,005,760. This represents a 28.40% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 45,142 shares of company stock valued at $13,841,169 in the last quarter. 0.25% of the stock is currently owned by corporate insiders.

McDonald’s Stock Performance

MCD opened at $312.75 on Thursday. The company’s 50-day simple moving average is $309.42 and its two-hundred day simple moving average is $306.26. The stock has a market capitalization of $222.73 billion, a P/E ratio of 26.69, a P/E/G ratio of 3.17 and a beta of 0.53. McDonald’s Corporation has a 52-week low of $283.47 and a 52-week high of $326.32.

McDonald’s (NYSE:MCD) last released its quarterly earnings data 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). The company had revenue of $7.08 billion for the quarter, compared to analysts’ expectations of $7.10 billion. McDonald’s had a net margin of 32.04% and a negative return on equity of 280.89%. The firm’s revenue for the quarter was up 3.0% on a year-over-year basis. During the same period in the previous year, the firm earned $3.23 earnings per share. Research analysts forecast that McDonald’s Corporation will post 12.25 EPS for the current fiscal year.

Wall Street Analysts Forecast Growth

Several equities research analysts have commented on the company. Morgan Stanley set a $335.00 target price on McDonald’s in a report on Friday, October 17th. Citigroup lowered their price target on McDonald’s from $381.00 to $375.00 and set a “buy” rating for the company in a research report on Tuesday, October 21st. Barclays increased their price objective on shares of McDonald’s from $358.00 to $372.00 and gave the company an “overweight” rating in a research report on Wednesday, January 7th. Truist Financial lifted their target price on shares of McDonald’s from $350.00 to $356.00 and gave the stock a “buy” rating in a report on Thursday, January 8th. Finally, Weiss Ratings reiterated a “buy (b-)” rating on shares of McDonald’s in a report on Friday, October 31st. Thirteen research analysts have rated the stock with a Buy rating, fifteen have assigned a Hold rating and two have assigned a Sell rating to the company. According to data from MarketBeat.com, McDonald’s has an average rating of “Hold” and a consensus target price of $328.88.

About McDonald’s

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.