McDonald’s Corporation $MCD Shares Sold by Axxcess Wealth Management LLC

Axxcess Wealth Management LLC lessened its position in McDonald’s Corporation (NYSE:MCD) by 7.2% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 23,252 shares of the fast-food giant’s stock after selling 1,800 shares during the period. Axxcess Wealth Management LLC’s holdings in McDonald’s were worth $7,066,000 as of its most recent SEC filing.

Other hedge funds have also recently bought and sold shares of the company. Evergreen Private Wealth LLC lifted its position in McDonald’s by 162.5% during the third quarter. Evergreen Private Wealth LLC now owns 84 shares of the fast-food giant’s stock worth $26,000 after buying an additional 52 shares during the period. Legacy Investment Solutions LLC acquired a new stake in McDonald’s during the 2nd quarter worth approximately $25,000. Decker Retirement Planning Inc. raised its holdings in McDonald’s by 142.9% in the second quarter. Decker Retirement Planning Inc. now owns 85 shares of the fast-food giant’s stock valued at $25,000 after buying an additional 50 shares during the period. Financial Gravity Companies Inc. acquired a new position in McDonald’s during the second quarter valued at approximately $29,000. Finally, Traub Capital Management LLC purchased a new stake in McDonald’s during the second quarter worth approximately $29,000. Institutional investors and hedge funds own 70.29% of the company’s stock.

McDonald’s News Summary

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

• Positive Sentiment: Analyst upgrade: Erste Group raised MCD from “hold” to “buy”, which supports positive analyst sentiment and may lift demand for the shares. Read More.
• Positive Sentiment: Menu and sales momentum: Management rolled out the 2026 menu tied to a sales rebound and stronger comps; investors view the menu plan as a near‑term catalyst for traffic and revenue. Read More.
• Positive Sentiment: High-profile marketing push: New collaborations and limited-edition items with Drake/OVO (including a specialty Sprite and promoted combo meals) boost brand relevance and can drive short-term visits and social buzz. Read More. Read More.
• Positive Sentiment: Product innovation for shifting diets: McDonald’s is testing high‑protein menu options aimed at consumers on GLP‑1 drugs — a proactive move to defend traffic as dietary preferences shift. Read More.
• Neutral Sentiment: Seasonal and nostalgia items returning (Shamrock Shake, Changeables Happy Meal toys) — these typically boost short-term foot traffic but are not structural catalysts. Read More. Read More.
• Neutral Sentiment: Consumer interest pieces (e.g., Filet‑O‑Fish customization trick) drive PR and footfall curiosity but are unlikely to move fundamentals. Read More.
• Negative Sentiment: Insider selling: CEO Christopher Kempczinski and CMO Edith Morgan Flatley disclosed multi‑million dollar sales in mid‑February (large reductions in holdings), which can be interpreted as a near‑term negative signal for sentiment. Read More.

Insider Buying and Selling

In other news, CFO Ian Frederick Borden sold 17,134 shares of McDonald’s stock in a transaction that occurred on Friday, November 21st. The shares were sold at an average price of $310.00, for a total value of $5,311,540.00. Following the transaction, the chief financial officer directly owned 26,353 shares of the company’s stock, valued at $8,169,430. This trade represents a 39.40% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, EVP Manuel Jm Steijaert sold 6,567 shares of the firm’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 directly owned 4,606 shares of the company’s stock, valued at approximately $1,407,133. This trade represents a 58.78% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders have sold 88,684 shares of company stock worth $28,796,497. 0.25% of the stock is owned by insiders.

Analyst Upgrades and Downgrades

A number of brokerages have recently commented on MCD. Truist Financial raised their target price on shares of McDonald’s from $356.00 to $370.00 and gave the company a “buy” rating in a research note on Thursday, February 12th. Citigroup boosted their price target on McDonald’s from $371.00 to $375.00 and gave the stock a “buy” rating in a research note on Thursday, February 12th. Wells Fargo & Company raised their price objective on McDonald’s from $345.00 to $355.00 and gave the company an “overweight” rating in a research note on Thursday, February 12th. Barclays upped their target price on McDonald’s from $372.00 to $380.00 and gave the company an “overweight” rating in a research report on Thursday, February 12th. Finally, BTIG Research increased their price target on shares of McDonald’s from $360.00 to $370.00 and gave the stock a “buy” rating in a research report on Thursday, February 12th. Sixteen investment analysts have rated the stock with a Buy rating, thirteen have issued a Hold rating and two have given a Sell rating to the company. According to MarketBeat, the stock has an average rating of “Hold” and an average target price of $337.04.

McDonald’s Price Performance

Shares of MCD stock opened at $327.90 on Thursday. The business has a 50 day simple moving average of $314.06 and a 200 day simple moving average of $308.84. The firm has a market capitalization of $233.52 billion, a price-to-earnings ratio of 27.44, a price-to-earnings-growth ratio of 2.91 and a beta of 0.52. McDonald’s Corporation has a 12-month low of $283.47 and a 12-month high of $335.67.

McDonald’s (NYSE:MCD) last released its quarterly earnings results on Wednesday, February 11th. The fast-food giant reported $3.12 earnings per share (EPS) for the quarter, topping the consensus estimate of $3.05 by $0.07. The company had revenue of $7.01 billion during the quarter, compared to analysts’ expectations of $6.81 billion. McDonald’s had a negative return on equity of 343.90% and a net margin of 31.85%.The company’s revenue for the quarter was up 9.7% compared to the same quarter last year. During the same quarter in the prior year, the business posted $2.83 earnings per share. On average, equities analysts anticipate that McDonald’s Corporation will post 12.25 EPS for the current fiscal year.

McDonald’s Dividend Announcement

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

McDonald’s 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.