Solidarity Wealth LLC Grows Holdings in McDonald’s Corporation $MCD

Posted by Andrew Walz on Jan 11th, 2026

Solidarity Wealth LLC increased its holdings in shares of McDonald’s Corporation (NYSE:MCD – Free Report) by 30.9% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 39,791 shares of the fast-food giant’s stock after purchasing an additional 9,392 shares during the period. McDonald’s accounts for 2.6% of Solidarity Wealth LLC’s investment portfolio, making the stock its 13th largest holding. Solidarity Wealth LLC’s holdings in McDonald’s were worth $12,092,000 as of its most recent SEC filing.

Other institutional investors also recently bought and sold shares of the company. Vanguard Group Inc. boosted its stake in shares of McDonald’s by 1.3% during the second quarter. Vanguard Group Inc. now owns 71,331,031 shares of the fast-food giant’s stock worth $20,840,787,000 after buying an additional 921,936 shares during the period. State Street Corp raised its stake in McDonald’s by 0.8% during the 2nd quarter. State Street Corp now owns 34,828,352 shares of the fast-food giant’s stock valued at $10,175,800,000 after acquiring an additional 272,139 shares during the last quarter. Geode Capital Management LLC lifted its position in McDonald’s by 1.7% during the 2nd quarter. Geode Capital Management LLC now owns 16,828,420 shares of the fast-food giant’s stock worth $4,901,595,000 after acquiring an additional 276,065 shares during the period. Norges Bank acquired a new stake in McDonald’s during the 2nd quarter worth approximately $2,780,712,000. Finally, Laurel Wealth Advisors LLC grew its stake in shares of McDonald’s by 29,382.3% in the 2nd 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. 70.29% of the stock is currently owned by institutional investors and hedge funds.

McDonald’s Stock Down 0.5%

Shares of MCD opened at $307.27 on Friday. The company has a 50-day simple moving average of $307.93 and a 200-day simple moving average of $304.88. The company has a market capitalization of $218.82 billion, a PE ratio of 26.22, a P/E/G ratio of 3.05 and a beta of 0.53. McDonald’s Corporation has a 52-week low of $276.53 and a 52-week high of $326.32.

McDonald’s (NYSE:MCD – Get Free Report) last announced its quarterly earnings data 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 company had revenue of $7.08 billion during the quarter, compared to analyst estimates of $7.10 billion. During the same quarter last year, the business earned $3.23 EPS. The firm’s revenue for the quarter was up 3.0% on a year-over-year basis. On average, research analysts anticipate that McDonald’s Corporation will post 12.25 EPS for the current year.

McDonald’s Increases Dividend

The company also recently declared a quarterly dividend, which was paid on Monday, December 15th. Investors of record on Monday, December 1st were issued a $1.86 dividend. The ex-dividend date was Monday, December 1st. This represents a $7.44 dividend on an annualized basis and a dividend yield of 2.4%. This is an increase from McDonald’s’s previous quarterly dividend of $1.77. McDonald’s’s payout ratio is currently 63.48%.

Wall Street Analyst Weigh In

Several research firms have recently commented on MCD. TD Cowen restated a “hold” rating and set a $320.00 price target on shares of McDonald’s in a research note on Thursday. Citigroup cut their price objective on shares of McDonald’s from $381.00 to $375.00 and set a “buy” rating for the company in a research report on Tuesday, October 21st. BTIG Research restated a “neutral” rating on shares of McDonald’s in a research note on Friday, October 24th. Mizuho upgraded shares of McDonald’s to a “hold” rating in a research note on Tuesday, October 28th. Finally, Sanford C. Bernstein reissued an “overweight” rating and set a $372.00 price target on shares of McDonald’s in a report on Wednesday. Thirteen investment analysts have rated the stock with a Buy rating, sixteen have assigned a Hold rating and two have given a Sell rating to the stock. Based on data from MarketBeat, McDonald’s has a consensus rating of “Hold” and an average price target of $328.88.

Check Out Our Latest Report on MCD

McDonald’s News Summary

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

Positive Sentiment: Barclays published a bullish forecast for MCD, signaling strong expected price appreciation and supporting upside vs. peers. Barclays Forecasts Strong Price Appreciation for McDonald’s (NYSE:MCD) Stock
Positive Sentiment: Sanford C. Bernstein reaffirmed an overweight rating, suggesting confidence in growth/strategy that can support longer-term multiple expansion. Sanford C. Bernstein Overweight (coverage roundup)
Neutral Sentiment: TD Cowen reiterated a “hold” with a $320 target — implies limited near-term catalyst but indicates room for modest upside from current levels. TD Cowen Hold Rating Reaffirmed
Positive Sentiment: McDonald’s announced new and returning global menu items for 2026 — potential to boost customer traffic and average check if launches resonate. McDonald’s to Launch New and Returning Menu Items Worldwide in 2026
Neutral Sentiment: Company says it’s changing its drive-thrus (operational update) — could improve throughput/experience but is execution-dependent. McDonald’s Is Changing Its Drive-Thrus
Negative Sentiment: Multiple outlets report a new lawsuit alleging McDonald’s “deceived” customers about McRib ingredients — this raises near-term PR/legal risk and could pressure sales of a promoted product. McDonald’s is facing serious allegations about the McRib McDonald’s Faces Lawsuit Claiming It ‘Deceived’ Customers About the McRib
Negative Sentiment: Unions have accused McDonald’s of repeated harassment of mostly teenage staff — intensifies labor/PR scrutiny that can lead to fines, protests, or higher labor costs if issues persist. Unions accuse McDonald’s of ‘repeated harassment’ against ‘mostly teenage’ staff
Neutral Sentiment: Local openings (e.g., Biltmore grand opening) signal continued unit activity but have limited immediate impact on the stock. Biltmore McDonald’s celebrates grand opening

Insider Transactions at McDonald’s

In related news, insider Joseph M. Erlinger sold 3,195 shares of McDonald’s stock in a transaction on Friday, November 14th. The stock was sold at an average price of $305.82, for a total transaction of $977,094.90. Following the completion of the transaction, the insider directly owned 6,088 shares of the company’s stock, valued at approximately $1,861,832.16. The trade was a 34.42% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this link. Also, EVP Manuel Jm Steijaert sold 6,567 shares of the business’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 sale, the executive vice president owned 4,606 shares in the company, valued at approximately $1,407,133. The trade was a 58.78% 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 42,516 shares of company stock worth $13,036,090. 0.25% of the stock is currently owned by insiders.

About McDonald’s

(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.