Vista Cima Wealth Management LLC Takes Position in McDonald’s Corporation $MCD

Posted by Paula Ricardo on Mar 14th, 2026

Vista Cima Wealth Management LLC purchased a new stake in McDonald’s Corporation (NYSE:MCD – Free Report) in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm purchased 2,111 shares of the fast-food giant’s stock, valued at approximately $642,000.

A number of other institutional investors have also recently bought and sold shares of the stock. Vanguard Group Inc. lifted its stake in McDonald’s by 0.4% during the third quarter. Vanguard Group Inc. now owns 71,647,669 shares of the fast-food giant’s stock valued at $21,773,010,000 after buying an additional 316,638 shares in the last quarter. State Street Corp increased its position in shares of McDonald’s by 0.8% in the second quarter. State Street Corp now owns 34,828,352 shares of the fast-food giant’s stock worth $10,175,800,000 after acquiring an additional 272,139 shares in the last quarter. Norges Bank purchased a new position in shares of McDonald’s in the second quarter worth approximately $2,780,712,000. Laurel Wealth Advisors LLC raised 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 acquiring an additional 5,718,087 shares during the period. Finally, Soundwatch Capital LLC acquired a new stake in shares of McDonald’s during the second quarter valued at approximately $1,412,069,000. Hedge funds and other institutional investors own 70.29% of the company’s stock.

McDonald’s Stock Performance

McDonald’s stock opened at $326.41 on Friday. McDonald’s Corporation has a twelve month low of $283.47 and a twelve month high of $341.75. The firm has a market cap of $231.88 billion, a PE ratio of 27.31, a P/E/G ratio of 2.88 and a beta of 0.51. The firm’s 50 day moving average price is $320.28 and its two-hundred day moving average price is $311.52.

McDonald’s (NYSE:MCD – Get Free Report) last issued its earnings results on Wednesday, February 11th. The fast-food giant reported $3.12 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $3.05 by $0.07. McDonald’s had a net margin of 31.85% and a negative return on equity of 343.90%. The company had revenue of $7.01 billion during the quarter, compared to analyst estimates of $6.81 billion. During the same quarter last year, the business posted $2.83 EPS. The company’s revenue for the quarter was up 9.7% on a year-over-year basis. Equities analysts anticipate that McDonald’s Corporation will post 12.25 EPS for the current fiscal year.

McDonald’s Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 17th. Investors of record on Tuesday, March 3rd will be given a dividend of $1.86 per share. The ex-dividend date of this dividend is Tuesday, March 3rd. This represents a $7.44 dividend on an annualized basis and a yield of 2.3%. McDonald’s’s dividend payout ratio (DPR) is presently 62.26%.

Analyst Ratings Changes

A number of research firms recently commented on MCD. JPMorgan Chase & Co. raised their price objective on shares of McDonald’s from $305.00 to $325.00 and gave the stock an “overweight” rating in a research note on Tuesday, February 24th. Sanford C. Bernstein reissued a “market perform” rating and set a $340.00 target price on shares of McDonald’s in a research note on Thursday, February 12th. Piper Sandler raised their target price on McDonald’s from $323.00 to $325.00 and gave the stock a “neutral” rating in a research report on Thursday, February 12th. KeyCorp lifted their price target on McDonald’s from $340.00 to $354.00 and gave the company an “overweight” rating in a report on Tuesday, March 3rd. Finally, Royal Bank Of Canada upped their price target on McDonald’s from $320.00 to $330.00 and gave the company a “sector perform” rating in a research report on Thursday, February 12th. Seventeen research analysts have rated the stock with a Buy rating, thirteen have assigned a Hold rating and two have issued a Sell rating to the stock. According to MarketBeat.com, the company presently has an average rating of “Hold” and a consensus target price of $339.69.

Get Our Latest Analysis on McDonald’s

Insider Transactions at McDonald’s

In other news, insider Joseph M. Erlinger sold 2,626 shares of McDonald’s stock in a transaction dated Tuesday, March 10th. The stock was sold at an average price of $328.34, for a total transaction of $862,220.84. Following the completion of the sale, the insider directly owned 8,733 shares in the company, valued at $2,867,393.22. The trade was a 23.12% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, CMO Edith Morgan Flatley sold 4,692 shares of the stock in a transaction that occurred on Thursday, February 12th. The stock was sold at an average price of $331.00, for a total value of $1,553,052.00. Following the completion of the transaction, the chief marketing officer owned 6,200 shares in the company, valued at $2,052,200. This represents a 43.08% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders have sold 74,143 shares of company stock valued at $24,517,724. Corporate insiders own 0.25% of the company’s stock.

More McDonald’s News

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

Positive Sentiment: Tigress Financial raised its price target to $385 and reiterated a Buy, citing McDonald’s multi‑year growth strategy and brand strength — a clear analyst endorsement that supports upside to the stock. Tigress Financial Upgrades McDonald’s Corporation (MCD) Price Target, Highlights Multi-Year Growth Strategy
Positive Sentiment: Value menu push: McDonald’s is rolling out $3 value items and $4 breakfast deals in the U.S. starting in April to win back price‑sensitive customers — a traffic‑driving move that could boost visit frequency if franchisees and consumers adopt it. McDonald’s to launch new $3 value items in US starting April, WSJ reports
Positive Sentiment: Digital/loyalty tailwinds: Management cites a large loyalty base and digital tools as drivers for higher visit frequency and better targeted promotions — structural levers for revenue per user and margin expansion over time. Can MCD’s Digital Ecosystem Turn Loyalty Into Higher Visit Frequency?
Neutral Sentiment: Marketing and product noise: Viral moments (CEO burger video → memes) and new product reviews (e.g., Big Arch) keep brand relevance and social buzz high but are unlikely to move fundamentals immediately. How McDonald’s CEO’s viral burger video turned memes into money
Neutral Sentiment: Menu coverage / consumer perception: Media attention on affordability and menu mix helps narrative but the actual impact depends on execution and unit economics. McDonald’s Plans New $3 Menu, in Latest Bid to Win Customers With Better Deals
Negative Sentiment: Insider selling: Executive Joseph Erlinger disclosed a sale of 2,626 shares (~$862k). While routine insider sales aren’t always predictive, they can be interpreted as a mild negative signal by some investors. Insider sale filing
Negative Sentiment: Short‑term dampener: Analysts and commentary note the stock is down since earnings (some profit‑taking and valuation debates persist), which can cap near‑term upside until fresh evidence of traffic/margin improvement appears. Why Is McDonald’s (MCD) Down 2.5% Since Last Earnings Report?

McDonald’s Company Profile

(Free Report)

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.