Ag2R la Mondiale Gestion D'Actifs 13F: Adds $3.9M to MCD Stake
Key Points
- Ag2R la Mondiale Gestion D'Actifs increased its position in McDonald's by 16,768 shares, representing a 53.7% rise in holdings, according to its latest Form 13F filing.
- Ag2R la Mondiale Gestion D'Actifs held 48,006 $MCD shares at quarter end, up 53.68% from the prior quarter.
- As of October 26, 2026, McDonald's shares closed at $250.83, while the stock trades about 14% below its mean price target of $291.69 set by analysts.
- The fund's total reported value in McDonald's now stands at approximately $11.1 million, which is 0.73% of its overall reported portfolio.
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Ag2R la Mondiale Gestion D'Actifs boosted its stake in McDonald's Corporation (MCD) by 16,768 shares in a filing on October 26, 2026. This increase brings its total holdings to 48,006 shares, valued at about $11.1 million.
MCD
McDonald's Corporation
What Changed in Ag2R la Mondiale's McDonald's Position
Ag2R la Mondiale's boost in shares represents a 53.7% increase from its previous total of 31,238 shares. The reported value of this position now stands at approximately $11,086,506.
Where McDonald's Fits in Ag2R la Mondiale's Portfolio
McDonald's now accounts for 0.73% of Ag2R la Mondiale's total reported portfolio, ranking 25th among its 425 positions.
Other Institutional Activity in McDonald's
Wilmington Savings Fund Society, FSB reduced its holdings in McDonald's by 5,852 shares, leaving it with 53,552 shares valued at about $12.4 million.
McDonald's Corporation Stock Up 1.0%
On October 26, 2026, McDonald's shares closed at $250.83, just about equal to its recent trading price of $250.85 as of October 27, 2026. The stock is currently trading below its 200-day moving average by 11.8% and 26.6% below its 52-week high of $341.75.
Recent Earnings
In its most recent earnings report, McDonald's reported trailing twelve-month revenue of $27.7 billion and an earnings per share (EPS) of $12.31. The next earnings report is scheduled for November 4, 2026.
Insider Buying and Selling at McDonald's Corporation
Joseph M. Erlinger, an officer at McDonald's, sold 333 shares on April 23, 2026, at an average price of $302.72, totaling about $100,806. He also sold 333 shares on May 26, 2026, for around $93,277, and 5,252 shares on June 10, 2026, for approximately $1.49 million.
Analysts Set New Price Targets
On October 26, 2026, BTIG reiterated a "Buy" rating on McDonald's with a price target of $295. Earlier, Citigroup maintained a "Buy" rating with a target of $295 on October 20, 2026. The consensus price target among analysts is $291.69, suggesting a potential upside from the current trading price.
About McDonald's
McDonald's Corporation operates and franchises restaurants globally, offering a variety of food and beverages, including its famous hamburgers and breakfast items. The company's strong brand and extensive menu continue to attract customers worldwide.
Bottom Line
Investors should watch for McDonald's upcoming earnings report on November 4, 2026, and any further updates from Ag2R la Mondiale regarding its stake in the company. The recent boost in shares indicates a positive outlook on the stock's performance moving forward.
Related Filing Alerts
Source: Ag2R la Mondiale Gestion D'Actifs's 13F filing on $MCD (Oct 26, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Written by software, not financial advice. How we make alerts