Recent discussions on X about McDonald's stock (MCD) have been ignited by reports of the company's plans to cut combo meal prices by around 15%, starting in September and continuing through 2026. Many users are debating whether this move, coupled with financial support for franchisees, signals a strategic push to regain customer trust and boost sales amid competitive pressures. The conversation reflects a mix of curiosity and concern about how this will impact profit margins.
Additionally, some posts on X have highlighted technical analyses suggesting potential downside for MCD, pointing to recent death crosses in moving averages as a bearish indicator. Others, however, remain optimistic, citing the company’s strong fundamentals and potential for a bullish wave before any significant pullback. This divergence in views keeps the dialogue dynamic and closely watched by investors.
Note: This discussion summary was generated from an AI condensation of post data.
McDonald's Congressional Stock Trading
Members of Congress have traded $MCD stock 10 times in the past 6 months. Of those trades, 5 have been purchases and 5 have been sales.
Here’s a breakdown of recent trading of $MCD stock by members of Congress over the last 6 months:
- REPRESENTATIVE CLEO FIELDS has traded it 2 times. They made 2 purchases worth up to $100,000 on 07/29, 06/25 and 0 sales.
- REPRESENTATIVE LISA C. MCCLAIN purchased up to $15,000 on 06/24.
- REPRESENTATIVE JOSH GOTTHEIMER sold up to $15,000 on 06/20.
- REPRESENTATIVE SCOTT FRANKLIN sold up to $50,000 on 06/16.
- REPRESENTATIVE ROBERT BRESNAHAN sold up to $50,000 on 06/02.
- REPRESENTATIVE JEFFERSON SHREVE has traded it 3 times. They made 2 purchases worth up to $100,000 on 04/11, 03/05 and 1 sale worth up to $50,000 on 05/12.
- REPRESENTATIVE GEORGE WHITESIDES sold up to $250,000 on 03/24.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
McDonald's Insider Trading Activity
McDonald's insiders have traded $MCD stock on the open market 16 times in the past 6 months. Of those trades, 0 have been purchases and 16 have been sales.
Here’s a breakdown of recent trading of $MCD stock by insiders over the last 6 months:
- MANUEL JM STEIJAERT (EVP - President, IOM) has made 0 purchases and 2 sales selling 16,459 shares for an estimated $5,146,757.
- JOSEPH M. ERLINGER (President, McDonald's USA) has made 0 purchases and 6 sales selling 5,634 shares for an estimated $1,721,074.
- EDITH MORGAN FLATLEY (EVP - Global CMO) has made 0 purchases and 3 sales selling 5,176 shares for an estimated $1,558,648.
- DESIREE RALLS-MORRISON (EVP, Chief Legal Officer) sold 2,487 shares for an estimated $770,970
- JONATHAN BANNER (EVP - Chief Impact Officer) has made 0 purchases and 2 sales selling 2,500 shares for an estimated $766,495.
- MARION K. GROSS (EVP-Chief Supply Chain Officer) sold 1,099 shares for an estimated $334,871
- TIFFANIE L. BOYD (EVP - Chief People Officer) sold 1,000 shares for an estimated $309,270
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
McDonald's Hedge Fund Activity
We have seen 1,501 institutional investors add shares of McDonald's stock to their portfolio, and 1,637 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- SOUNDWATCH CAPITAL LLC added 4,833,039 shares (+inf%) to their portfolio in Q2 2025, for an estimated $1,412,069,004
- GAMMA INVESTING LLC removed 3,483,422 shares (-99.6%) from their portfolio in Q2 2025, for an estimated $1,017,751,405
- JPMORGAN CHASE & CO removed 3,424,331 shares (-9.1%) from their portfolio in Q2 2025, for an estimated $1,000,486,788
- WELLINGTON MANAGEMENT GROUP LLP removed 2,864,145 shares (-24.2%) from their portfolio in Q2 2025, for an estimated $836,817,244
- CITADEL ADVISORS LLC added 2,608,742 shares (+4957.5%) to their portfolio in Q2 2025, for an estimated $762,196,150
- BANK OF AMERICA CORP /DE/ removed 2,170,566 shares (-14.6%) from their portfolio in Q2 2025, for an estimated $634,174,268
- VIKING GLOBAL INVESTORS LP added 1,974,998 shares (+171.7%) to their portfolio in Q2 2025, for an estimated $577,035,165
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
McDonald's Analyst Ratings
Wall Street analysts have issued reports on $MCD in the last several months. We have seen 7 firms issue buy ratings on the stock, and 1 firms issue sell ratings.
Here are some recent analyst ratings:
- Evercore ISI Group issued a "Outperform" rating on 08/08/2025
- JP Morgan issued a "Overweight" rating on 08/07/2025
- Truist Securities issued a "Buy" rating on 08/07/2025
- BMO Capital issued a "Outperform" rating on 08/07/2025
- Keybanc issued a "Overweight" rating on 08/07/2025
- Barclays issued a "Overweight" rating on 08/07/2025
- Citigroup issued a "Buy" rating on 07/09/2025
To track analyst ratings and price targets for McDonald's, check out Quiver Quantitative's $MCD forecast page.
McDonald's Price Targets
Multiple analysts have issued price targets for $MCD recently. We have seen 16 analysts offer price targets for $MCD in the last 6 months, with a median target of $325.5.
Here are some recent targets:
- David Palmer from Evercore ISI Group set a target price of $360.0 on 08/08/2025
- Andrew Strelzik from BMO Capital set a target price of $350.0 on 08/07/2025
- Jeffrey Bernstein from Barclays set a target price of $360.0 on 08/07/2025
- John Ivankoe from JP Morgan set a target price of $310.0 on 08/07/2025
- Jake Bartlett from Truist Securities set a target price of $360.0 on 08/07/2025
- Brian Mullan from Piper Sandler set a target price of $325.0 on 08/07/2025
- Eric Gonzalez from Keybanc set a target price of $335.0 on 08/07/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
