RMR Wealth Builders 13F: Adds $516K to McDonald's (MCD) Stake

RMR Wealth Builders grew its holdings in McDonald's Corporation (NYSE: MCD) by 2,234 shares during the quarter, according to a Form 13F filing disclosed with the SEC on October 22, 2026.

MCD McDonald's Corporation

$252.63 ▼ -15.06% year to date

1M 3M YTD

Daily close · Oct 22, 2026

What Changed in RMR Wealth Builders's McDonald's Position

RMR Wealth Builders lifted its stake in the fast-food giant by 14.5%, raising its total holdings from 15,458 shares to 17,692 shares. The reported value of the investment reached about $4.1 million at the close of the period.

Other Institutional Activity in McDonald's

Other investment managers also adjusted their positions in McDonald's around the filing date. Perigon Wealth Management reduced its holdings by 32.1%, shedding 20,407 shares to finish with 43,182 shares worth about $10.0 million. Smith Chas P & Associates grew its stake by 7.9%, adding 13,617 shares to end with 185,303 shares valued at about $45.0 million. Pictet North America Advisors lifted its position by 8.8%, picking up 4,033 shares to hold 49,776 shares worth roughly $11.5 million. PensionDanmark Pensionsforsikringsaktieselskab trimmed its stake by 10.8%, selling 13,371 shares to own 110,984 shares valued at about $25.6 million. Meanwhile, DAVENPORT expanded its holdings aggressively by 38.3%, adding 157,213 shares to finish with 567,730 shares worth about $131.5 million.

McDonald's Corporation Stock Up 2.5%

McDonald's shares recently traded around $252.59, remaining near the closing price of $252.63 recorded on the filing date. The stock has experienced a challenging stretch over the past year, moving between a 52-week low of $229.20 and a 52-week high of $341.75.

Recent Earnings

McDonald's generated trailing twelve month revenue of $27.7 billion alongside an EPS of $12.31. The company's next quarterly financial update is scheduled for November 4, 2026.

Dividend

McDonald's pays an annual dividend rate of $7.72 per share, which translates to a dividend yield of 3.14% based on recent share prices.

Insider Buying and Selling at McDonald's Corporation

Company insiders completed several transactions earlier in the year, including officer sales by Joseph M Erlinger and Desiree Ann Ralls-Morrison.

Analysts Set New Price Targets

Wall Street firms have recently updated their outlooks on the stock, with Wells Fargo, Guggenheim, Keybanc, Bernstein, and Citigroup adjusting targets while maintaining various ratings.

About McDonald's

McDonald's Corporation operates and franchises a massive global network of fast-food restaurants serving burgers, chicken, fries, and breakfast items. As a staple of consumer portfolios, institutional fund positioning in the company offers a window into broader sentiment regarding defensive consumer stocks.

Bottom Line

Investors will look toward the upcoming earnings release on November 4, 2026, for further insight into same-store sales and profitability. Future SEC filings will show whether firms like RMR Wealth Builders continue expanding their stakes.