McDonald’s Corporation (MCD) Fell as Rising Beef Prices Weighed on Sentiment

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Soumya Eswaran

Tue, July 28, 2026 astatine 8:10 AM CDT 3 min read

Carillon Tower Advisers, an concern absorption company, released its second-quarter 2026 capitalist missive for the "Carillon Eagle Growth & Income Fund". A transcript of the missive is disposable to download here. The 2nd 4th of 2026 was driven by a crisp rally successful AI-related stocks, though gains were concentrated successful highly cyclical semiconductor, representation and optical companies. The S&P 500 gained 15.2%, portion the semiconductor scale surged 87.8%. Unlike earlier AI rallies led by megacaps and beardown net growth, immoderate smaller exertion stocks roseate 200% to 300%, making the beforehand much fragile. Software and services stocks declined arsenic investors questioned the interaction of AI disruption. Oil prices besides roseate during the Iran struggle earlier retreating, concisely expanding ostentation and interest-rate concerns. Despite the volatility, economical information and firm net remained strong. S&P 500 net are projected to emergence 25% successful 2026 and 15% successful 2027, with the marketplace trading adjacent 20x earnings. The Fund continues to absorption connected financially beardown companies with durable net maturation that tin execute crossed antithetic economical conditions. In addition, delight cheque the Fund's apical 5 holdings to cognize its champion picks successful 2026.

In its second-quarter 2026 capitalist letter, Carillon Eagle Growth & Income Fund highlighted McDonald's Corporation (NYSE:MCD). McDonald's Corporation (NYSE:MCD) owns, operates, and franchises restaurants nether the McDonald's marque successful the United States and internationally. On July 27, 2026, McDonald's Corporation (NYSE:MCD) closed astatine $270.67 per share. One-month instrumentality of McDonald's Corporation (NYSE:MCD) was 0.13% and its shares mislaid 10.57% implicit the past 52 weeks. McDonald's Corporation (NYSE:MCD) has a marketplace capitalization of $192.31 cardinal with a 52-week trading scope betwixt $260.96 - $341.75.

Carillon Eagle Growth & Income Fund stated the pursuing regarding McDonald's Corporation (NYSE:MCD) in its Q2 2026 capitalist letter:

"McDonald's Corporation's (NYSE:MCD) traded little arsenic rising beef prices, driven successful portion by concerns surrounding the dispersed of the New World screwworm parasite, weighed connected capitalist sentiment. While the institution faces much challenging year-over-year comparisons successful the upcoming quarter, its worth initiatives person helped recapture immoderate postulation from value-oriented consumers, though that lawsuit conception remains nether pressure."

Rothschild & Co Redburn Upgrades McDonald's (MCD), Morgan Stanley Trims PT

McDonald's Corporation (NYSE:MCD) is not on our database of the 40 Most Popular Stocks Among Hedge Funds. As per our database, 83 hedge money portfolios held McDonald's Corporation (NYSE:MCD) at the extremity of the first quarter which was 91 in the erstwhile quarter. While we admit the imaginable of McDonald's Corporation (NYSE:MCD) as an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.

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