AlphaCore Capital LLC Increases Stock Position in McDonald’s Corporation $MCD

Posted by James Conley on May 17th, 2026

AlphaCore Capital LLC grew its position in McDonald’s Corporation (NYSE:MCD – Free Report) by 37.4% in the 4th quarter, HoldingsChannel.com reports. The firm owned 16,169 shares of the fast-food giant’s stock after purchasing an additional 4,397 shares during the period. AlphaCore Capital LLC’s holdings in McDonald’s were worth $4,942,000 as of its most recent SEC filing.

Several other institutional investors also recently added to or reduced their stakes in the stock. Vanguard Group Inc. grew its position in McDonald’s by 1.0% during the fourth quarter. Vanguard Group Inc. now owns 72,351,127 shares of the fast-food giant’s stock valued at $22,112,675,000 after buying an additional 703,458 shares during the period. State Street Corp grew its position in McDonald’s by 0.6% during the third quarter. State Street Corp now owns 35,024,857 shares of the fast-food giant’s stock valued at $10,643,704,000 after buying an additional 196,505 shares during the period. Legal & General Group Plc grew its position in McDonald’s by 6.4% during the third quarter. Legal & General Group Plc now owns 4,757,967 shares of the fast-food giant’s stock valued at $1,445,899,000 after buying an additional 286,284 shares during the period. Ameriprise Financial Inc. grew its position in McDonald’s by 0.5% during the third quarter. Ameriprise Financial Inc. now owns 4,422,014 shares of the fast-food giant’s stock valued at $1,343,501,000 after buying an additional 21,168 shares during the period. Finally, Franklin Resources Inc. grew its position in McDonald’s by 36.6% during the third quarter. Franklin Resources Inc. now owns 4,396,837 shares of the fast-food giant’s stock valued at $1,336,155,000 after buying an additional 1,179,244 shares during the period. Institutional investors own 70.29% of the company’s stock.

McDonald’s Price Performance

Shares of McDonald’s stock opened at $276.42 on Friday. McDonald’s Corporation has a 1 year low of $271.98 and a 1 year high of $341.75. The firm has a market cap of $196.40 billion, a PE ratio of 22.79, a PEG ratio of 2.75 and a beta of 0.43. The company has a 50 day simple moving average of $304.30 and a two-hundred day simple moving average of $310.02.

McDonald’s (NYSE:MCD – Get Free Report) last posted its quarterly earnings results on Thursday, May 7th. The fast-food giant reported $2.83 EPS for the quarter, topping the consensus estimate of $2.74 by $0.09. The firm had revenue of $6.52 billion for the quarter, compared to the consensus estimate of $6.47 billion. McDonald’s had a net margin of 31.62% and a negative return on equity of 442.10%. The business’s revenue was up 9.4% compared to the same quarter last year. During the same period last year, the firm posted $2.67 earnings per share. As a group, research analysts anticipate that McDonald’s Corporation will post 12.94 earnings per share for the current year.

Insider Activity at McDonald’s

In other McDonald’s news, EVP Jonathan Banner sold 6,201 shares of McDonald’s stock in a transaction that occurred on Monday, February 23rd. The shares were sold at an average price of $333.29, for a total transaction of $2,066,731.29. Following the transaction, the executive vice president directly owned 2,291 shares of the company’s stock, valued at approximately $763,567.39. This trade represents a 73.02% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, insider Joseph M. Erlinger sold 2,626 shares of McDonald’s stock in a transaction that occurred on Friday, April 10th. The stock was sold at an average price of $307.00, for a total transaction of $806,182.00. Following the transaction, the insider directly owned 8,400 shares in the company, valued at $2,578,800. This trade represents a 23.82% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 12,119 shares of company stock worth $3,945,973 over the last three months. Insiders own 0.26% of the company’s stock.

More McDonald’s News

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

Positive Sentiment: Several analysts and market commentators argue that McDonald’s looks oversold and inexpensive relative to its historical valuation, with strong fundamentals and long-term growth prospects potentially supporting a rebound. McDonald’s Is the Cheapest It’s Been in Years—Does That Make It a Buy?
Positive Sentiment: McDonald’s landed a major naming-rights deal for the Chicago Fire stadium, which adds brand visibility and reinforces the company’s deep marketing reach. McDonald’s Lands Naming Rights Deal for $750 Million Chicago Fire Stadium
Neutral Sentiment: McDonald’s remains a widely watched dividend stalwart, with its long record of shareholder payouts keeping it on income investors’ radar. Don’t Look Now, But 4 Blue-Chip Giants Could Be the Newest Dividend Kings
Neutral Sentiment: News coverage also highlights that McDonald’s is a trending stock and a subject of debate among investors, but this mostly reflects attention rather than a clear new catalyst. McDonald’s Corporation (MCD) Is a Trending Stock: Facts to Know Before Betting on It
Negative Sentiment: Attention is centered on weaker U.S. company-run restaurant margins, with investors worried about pricing pressure, cost inflation, and the ownership mix affecting profitability. McDonald’s Company-Run Margins Draw Focus: Can Ownership Mix Help?
Negative Sentiment: Commentary from Jim Cramer and others points to the stock’s recent weakness, with concerns that McDonald’s has been “breaking down” despite being a defensive name. Jim Cramer on McDonald’s: “QSR I Think Is the Better”
Negative Sentiment: Broader consumer cost pressures, including rising restaurant prices and higher gas prices, may weigh on traffic and spending at quick-service restaurants like McDonald’s. Grocery and Restaurant Prices Post Biggest Jump Since 2022

Wall Street Analyst Weigh In

MCD has been the subject of several research reports. UBS Group increased their price target on shares of McDonald’s from $350.00 to $365.00 and gave the company a “buy” rating in a research report on Thursday, February 12th. Argus upgraded shares of McDonald’s from a “hold” rating to a “buy” rating and set a $380.00 target price for the company in a research report on Friday, February 13th. Tigress Financial increased their target price on shares of McDonald’s from $360.00 to $385.00 and gave the stock a “buy” rating in a research report on Friday, March 6th. TD Cowen decreased their price objective on McDonald’s from $330.00 to $300.00 and set a “hold” rating on the stock in a research note on Thursday, May 7th. Finally, Citigroup boosted their price objective on McDonald’s from $371.00 to $375.00 and gave the company a “buy” rating in a research note on Thursday, February 12th. Seventeen investment analysts have rated the stock with a Buy rating, fourteen have given a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $334.45.

View Our Latest Stock Analysis on McDonald’s

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.