Chicago Partners Investment Group 13F: Adds $2.4M to MCD Stake

In a filing on October 27, 2026, Chicago Partners Investment Group boosted its stake in McDonald's Corporation (MCD) by 9,678 shares. This brings its total ownership to 41,739 shares valued at about $10.4 million. The information comes from the fund's latest Form 13F with the SEC.

MCD McDonald's Corporation

$250.83 ▼ -15.67% year to date

1M 3M YTD

Daily close · Oct 26, 2026

What Changed in Chicago Partners Investment Group's McDonald's Position

Chicago Partners Investment Group increased its holdings in McDonald's by 9,678 shares, a 30.2% increase, raising its total to 41,739 shares. This move represents a change in value of approximately $2.4 million.

Where McDonald's Fits in Chicago Partners Investment Group's Portfolio

McDonald's now makes up 0.69% of Chicago Partners Investment Group's reported portfolio, ranking 26th among its 1,660 positions.

Other Institutional Activity in McDonald's

Perigon Wealth Management trimmed its holdings by 20,407 shares, now holding 43,182 shares valued at about $9.97 million. RMR Wealth Builders added 2,234 shares, bringing its total to 17,692 shares worth approximately $4.1 million. Smith Chas P & Associates Pa Cpas increased its stake by 13,617 shares, totaling 185,303 shares valued at about $45 million.

McDonald's Corporation Stock Up 0.4%

As of October 27, 2026, McDonald's shares closed at $249.47, which is about equal to its recent trading price of $249.48. The stock is currently below its 200-day moving average and about 27% below its 52-week high of $341.75.

Recent Earnings

For the trailing twelve months, McDonald's reported revenue of $27.7 billion and an earnings per share (EPS) of $12.31. The company is set to announce its next earnings report on November 4, 2026.

Dividend

McDonald's pays an annual dividend of $7.72 per share, which gives it a dividend yield of 3.08%. The payout ratio stands at 59.7%.

Insider Buying and Selling at McDonald's Corporation

Since April 2026, several insiders have sold shares of McDonald's. Joseph M. Erlinger, an officer, sold a total of 5,918 shares across multiple transactions, with values ranging from about $93,000 to $1.5 million. Desiree Ann Ralls-Morrison also sold 2,763 shares valued at approximately $769,000.

Analysts Set New Price Targets

On October 26, 2026, BTIG reiterated its Buy rating on McDonald's with a price target of $295. Citigroup maintained a Buy rating with a target of $295 on October 20, 2026. The consensus among analysts is a Buy rating with a mean price target of $291.69.

About McDonald's

McDonald's Corporation operates and franchises fast-food restaurants globally. Known for its hamburgers, fries, and breakfast items, the company continues to expand its menu and improve customer experiences, which is vital for its competitive position in the restaurant industry.

Bottom Line

Investors should keep an eye on McDonald's upcoming earnings report on November 4, 2026, and any further changes in institutional holdings as they may indicate market sentiment. Chicago Partners Investment Group's recent boost in its stake reflects confidence in the company's ongoing performance.