Christopher J Kempczinski, the Chairman and CEO of $MCD, sold 26,277 shares of the company on 02-12-2026 for an estimated $8,706,883. We received data on the trade from a recent SEC filing. This was a sale of approximately 53.4% of their shares of this class of stock. Following this trade, they now own 22,900 shares of this class of $MCD stock.
$MCD Insider Trading Activity
$MCD insiders have traded $MCD stock on the open market 14 times in the past 6 months. Of those trades, 0 have been purchases and 14 have been sales.
Here’s a breakdown of recent trading of $MCD stock by insiders over the last 6 months:
- CHRISTOPHER J KEMPCZINSKI (Chairman and CEO) has made 0 purchases and 2 sales selling 52,553 shares for an estimated $17,470,980.
- MANUEL JM STEIJAERT (EVP - President, IOM) has made 0 purchases and 2 sales selling 19,701 shares for an estimated $5,951,934.
- IAN FREDERICK BORDEN (EVP - CFO) sold 17,134 shares for an estimated $5,311,540
- EDITH MORGAN FLATLEY (EVP - Global CMO) has made 0 purchases and 5 sales selling 11,066 shares for an estimated $3,560,862.
- JOSEPH M. ERLINGER (President, McDonald's USA) has made 0 purchases and 3 sales selling 8,447 shares for an estimated $2,636,280.
- DESIREE RALLS-MORRISON (EVP, Chief Legal Officer) sold 2,486 shares for an estimated $795,520
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
$MCD Hedge Fund Activity
We have seen 1,539 institutional investors add shares of $MCD stock to their portfolio, and 1,624 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 15,141,063 shares (-73.1%) from their portfolio in Q4 2025, for an estimated $4,627,563,084
- SOUNDWATCH CAPITAL LLC removed 4,833,039 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $1,468,712,221
- JPMORGAN CHASE & CO removed 2,432,048 shares (-7.1%) from their portfolio in Q4 2025, for an estimated $743,306,830
- CITADEL ADVISORS LLC removed 2,323,712 shares (-87.3%) from their portfolio in Q3 2025, for an estimated $706,152,839
- ROCKEFELLER CAPITAL MANAGEMENT L.P. added 1,660,660 shares (+273.1%) to their portfolio in Q4 2025, for an estimated $507,547,515
- WELLINGTON MANAGEMENT GROUP LLP removed 1,558,935 shares (-17.3%) from their portfolio in Q3 2025, for an estimated $473,744,757
- BLACKROCK, INC. added 1,447,469 shares (+2.8%) to their portfolio in Q4 2025, for an estimated $442,389,950
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
$MCD Revenue
$MCD had revenues of $7B in Q4 2025. This is an increase of 9.72% from the same period in the prior year.
You can track MCD financials on Quiver Quantitative's MCD stock page.
$MCD Congressional Stock Trading
Members of Congress have traded $MCD stock 10 times in the past 6 months. Of those trades, 3 have been purchases and 7 have been sales.
Here’s a breakdown of recent trading of $MCD stock by members of Congress over the last 6 months:
- SENATOR SHELDON WHITEHOUSE sold up to $50,000 on 01/09.
- REPRESENTATIVE JULIE JOHNSON has traded it 2 times. They made 0 purchases and 2 sales worth up to $30,000 on 12/18, 11/13.
- REPRESENTATIVE RICHARD MCCORMICK purchased up to $15,000 on 11/05.
- REPRESENTATIVE LISA C. MCCLAIN has traded it 3 times. They made 1 purchase worth up to $15,000 on 10/30 and 2 sales worth up to $30,000 on 10/31, 10/30.
- REPRESENTATIVE KEVIN HERN has traded it 2 times. They made 0 purchases and 2 sales worth up to $265,000 on 10/23.
- REPRESENTATIVE CLEO FIELDS purchased up to $50,000 on 09/10.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
$MCD Analyst Ratings
Wall Street analysts have issued reports on $MCD in the last several months. We have seen 8 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- BTIG issued a "Buy" rating on 02/12/2026
- Jefferies issued a "Buy" rating on 02/12/2026
- Keybanc issued a "Overweight" rating on 01/09/2026
- Truist Securities issued a "Buy" rating on 01/08/2026
- Oppenheimer issued a "Outperform" rating on 01/06/2026
- Barclays issued a "Overweight" rating on 10/22/2025
- Citigroup issued a "Buy" rating on 10/21/2025
To track analyst ratings and price targets for $MCD, check out Quiver Quantitative's $MCD forecast page.
$MCD Price Targets
Multiple analysts have issued price targets for $MCD recently. We have seen 17 analysts offer price targets for $MCD in the last 6 months, with a median target of $355.0.
Here are some recent targets:
- Gregory Francfort from Guggenheim set a target price of $320.0 on 02/13/2026
- John Staszak from Argus Research set a target price of $380.0 on 02/13/2026
- Jake Bartlett from Truist Securities set a target price of $370.0 on 02/12/2026
- Andrew M. Charles from TD Cowen set a target price of $320.0 on 02/12/2026
- Jeffrey Bernstein from Barclays set a target price of $380.0 on 02/12/2026
- Zachary Fadem from Wells Fargo set a target price of $355.0 on 02/12/2026
- Andy Barish from Jefferies set a target price of $375.0 on 02/12/2026
This article is not financial advice. See Quiver Quantitative's disclaimers for more information.
