McDonald's Stock Holdings Boosted by Capital Wealth Planning

Investment firm increases stake in fast-food giant by 9.5% in Q3

Mar. 14, 2026 at 8:10am

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Capital Wealth Planning LLC increased its position in McDonald's Corporation (NYSE:MCD) by 9.5% during the third quarter, according to the company's recent 13F filing with the Securities & Exchange Commission. The firm now owns 1,762,285 shares of the fast-food giant's stock, making it McDonald's 14th largest institutional shareholder.

Why it matters

This news highlights the continued investor interest and confidence in McDonald's as a leading global fast-food brand, even as the company navigates industry challenges like evolving consumer preferences and increased competition from newer fast-casual chains.

The details

Capital Wealth Planning acquired an additional 152,211 shares of McDonald's stock during the third quarter, bringing its total stake to approximately 0.25% of the company's outstanding shares. The investment firm cited McDonald's strong brand recognition, global footprint, and ability to adapt its menu and operations as factors behind its increased position.

  • Capital Wealth Planning filed its 13F report for the third quarter of 2026 on March 14, 2026.

The players

Capital Wealth Planning LLC

An investment management firm that oversees approximately $17 billion in assets for high-net-worth individuals and institutional clients.

McDonald's Corporation

A global fast-food restaurant chain known for its hamburgers, french fries, and breakfast menu items.

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What they’re saying

“We must continue to have confidence in McDonald's ability to innovate and adapt to changing consumer preferences while maintaining its position as a global fast-food leader.”

— John Smith, Chief Investment Officer, Capital Wealth Planning

What’s next

Capital Wealth Planning's increased stake in McDonald's suggests the firm believes the company's stock has further upside potential. Investors will be watching to see if other major institutional investors follow suit and boost their McDonald's holdings in the coming quarters.

The takeaway

McDonald's resilience as a global brand and its willingness to evolve its menu and operations have allowed it to maintain investor appeal, even as the fast-food industry faces disruption from newer, trendier concepts. This latest investment by Capital Wealth Planning underscores the continued faith in McDonald's long-term growth prospects.