In its second-quarter 2026 investor letter, Carillon Eagle Growth & Income Fund highlighted McDonald’s Corporation (NYSE:MCD), a well-known fast-food giant that has been a staple in the global market for decades.

McDonald’s Corporation (NYSE:MCD) owns, operates, and franchises restaurants under the McDonald’s brand in the United States and internationally. The company’s vast network of restaurants serves a diverse range of customers, from value-oriented consumers to those seeking a quick and convenient meal on-the-go.

According to Carillon Eagle Growth & Income Fund’s Q2 2026 investor letter, McDonald’s Corporation (NYSE:MCD) traded lower as rising beef prices, driven in part by concerns surrounding the spread of the New World screwworm parasite, weighed on investor sentiment. The company’s shares lost 10.57% over the past 52 weeks, with a market capitalization of $192.31 billion and a 52-week trading range between $260.96 and $341.75.

While McDonald’s Corporation (NYSE:MCD) has implemented value initiatives to recapture some traffic from value-oriented consumers, the customer segment remains under pressure. This is largely due to the increasing cost of beef, which has a direct impact on the company’s bottom line. Despite this, McDonald’s Corporation (NYSE:MCD) remains a financially strong company with durable earnings growth that can perform across different economic conditions.

The Carillon Eagle Growth & Income Fund continues to focus on companies with strong financials and a proven track record of success. In the case of McDonald’s Corporation (NYSE:MCD), the company’s ability to adapt to changing market conditions and consumer preferences will be crucial in determining its future success.

It is worth noting that McDonald’s Corporation (NYSE:MCD) is not on the list of the 40 Most Popular Stocks Among Hedge Funds. However, 83 hedge fund portfolios held McDonald’s Corporation (NYSE:MCD) at the end of the first quarter, down from 91 in the previous quarter. This suggests that some investors may be losing confidence in the company’s ability to navigate the current market landscape.

While McDonald’s Corporation (NYSE:MCD) may not be the most attractive investment opportunity in the current market, the company’s financial strength and adaptability make it a compelling choice for long-term investors. In the words of Carillon Eagle Growth & Income Fund, McDonald’s Corporation (NYSE:MCD) is a company that can perform across different economic conditions, making it a solid addition to any investment portfolio.