Kevin O’Leary’s Stock Portfolio: 15 Stock Picks for 2025

11. McDonald’s Corporation (NYSE:MCD)

Number of Hedge Fund Holders: 60

McDonald’s Corporation (NYSE:MCD) is the world’s largest operator of fast-food restaurants. Since its founding in 1955 as a single drive-in restaurant in San Bernardino, California, it has grown into a global giant, with almost 40,000 locations in more than 100 countries that serve about 60 million consumers yearly.

On January 24, KeyBanc adjusted its outlook for McDonald’s Corporation (NYSE:MCD) shares, keeping its Overweight rating but lowering its price target from $330 to $320. The change comes after a significant drop in the company’s stock price. A shift in investor sentiment away from international fast-food chains and toward domestic full-service restaurants, which might have experienced greater EPS upside as consumer confidence rose, is blamed for the MCD stock’s poor performance.

Conversely, the company has extended its technology partnership with Cognizant after achieving an impressive $25.9 billion in revenue over the last 12 months. Through this partnership, McDonald’s cloud journey will be advanced and enterprise applications are expected to streamline. As of January 25, McDonald’s Corporation (NYSE:MCD), which has increased its dividend payouts for 48 years in a row, is paying out a quarterly dividend of $1.77 per share, with a yield of 2.48%.