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Portfolio boosters: McDonald’s & Coke hit records

Investors might be surprised to find out which companies have been helping their portfolios lately, as shares of both McDonald's and Coca-Cola hit all-time highs Monday.

The move comes after both stocks sat on the sidelines for much of an epic bull market. From the start of 2012 to the third quarter of 2015, McDonald's shares fell 4 percent, and Coke shares rose 12 percent. This as the S&P 500 enjoyed a 56 percent rally.

Now that has been flipped on its head. Since September, with the S&P 500 up 5 percent, Coke has added almost 20 percent, and McDonald's is 34 percent higher.

The fast food giant has benefited from a turnaround effort that appears robust, with sales growing more than expected, as its launch of all-day...