McDonald's Corporation
BG ˙ BUL ˙ US5801351017
SecurityBG:MDO / McDonald's Corporation
InstitutionAllworth Financial LP
Latest Disclosed Ownership77,344 shares
Latest Disclosed Value $ 24,037,777
Allworth Financial LP reports 4.23% increase in ownership of MDO / McDonald's Corporation

On May 14, 2026 - Allworth Financial LP filed a 13F-HR form disclosing ownership of 77,344 shares of McDonald's Corporation (BG:MDO) valued at $24,037,777 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 74,207 shares of McDonald's Corporation. This represents a change in shares of 4.23% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-14 2026-03-31 13F MCDONALDS COM 580135101 77,344 3,137 4.23 24,038 5.99 0.0973
2026-02-05 2025-12-31 13F MCDONALDS COM 580135101 74,207 15,630 26.68 22,680 27.40 0.0929
2025-12-02 2025-09-30 13F MCDONALDS COM 580135101 58,577 2,020 3.57 17,801 7.73 0.0785
2025-08-07 2025-06-30 13F MCDONALDS COM 580135101 56,557 10,550 22.93 16,524 13.58 0.0791
2025-04-30 2025-03-31 13F MCDONALDS COM 580135101 46,007 1,450 3.25 14,548 16.05 0.0819
2025-01-30 2024-12-31 13F MCDONALDS COM 580135101 44,557 9,162 25.89 12,536 16.31 0.0690
2024-10-23 2024-09-30 13F MCDONALDS COM 580135101 35,395 2,674 8.17 10,778 28.04 0.0656
2024-07-24 2024-06-30 13F MCDONALDS COM 580135101 32,721 6,483 24.71 8,418 13.80 0.0543
2024-04-25 2024-03-31 13F MCDONALDS COM 580135101 26,238 2,656 11.26 7,398 5.79 0.0523
2024-01-24 2023-12-31 13F MCDONALDS COM 580135101 23,582 1,155 5.15 6,992 18.35 0.0535
2023-10-31 2023-09-30 13F MCDONALDS COM 580135101 22,427 1,258 5.94 5,908 -6.47 0.0506
2023-07-18 2023-06-30 13F MCDONALDS COM 580135101 21,169 -338 -1.57 6,317 5.06 0.0536
2023-04-18 2023-03-31 13F MCDONALDS COM 580135101 21,507 32 0.15 6,013 6.26 0.0604
2023-01-13 2022-12-31 13F MCDONALDS COM 580135101 21,475 2,056 10.59 5,659 26.29 0.0627
2022-11-14 2022-09-30 13F/A-1 MCDONALDS COM 580135101 19,419 548 2.90 4,481 -3.82 0.0566
2022-10-18 2022-09-30 13F MCDONALDS COM 580135101 19,419 548 4,481 0.0566
2022-07-13 2022-06-30 13F MCDONALDS COM 580135101 18,871 6,599 53.77 4,659 53.51 0.0638
2022-04-22 2022-03-31 13F MCDONALDS COM 580135101 12,272 2,816 29.78 3,035 19.72 0.0387
2022-01-21 2021-12-31 13F MCDONALDS COM 580135101 9,456 824 9.55 2,535 21.82 0.0359
2021-11-02 2021-09-30 13F MCDONALDS COM 580135101 8,632 3,901 82.46 2,081 90.39 0.0347
2021-08-02 2021-06-30 13F MCDONALDS COM 580135101 4,731 -1,475 -23.77 1,093 -21.42 0.0202
2021-04-29 2021-03-31 13F MCDONALDS COM 580135101 6,206 928 17.58 1,391 22.77 0.0286
2021-01-26 2020-12-31 13F MCDONALDS COM 580135101 5,278 166 3.25 1,133 0.98 0.0297
2020-11-03 2020-09-30 13F MCDONALDS COM 580135101 5,112 4 0.08 1,122 19.11 0.0338
2020-07-24 2020-06-30 13F MCDONALDS COM 580135101 5,108 -5,676 -52.63 942 -47.17 0.0291
2020-04-17 2020-03-31 13F MCDONALDS COM 580135101 10,784 5,865 119.23 1,783 83.44 0.0593
2020-01-16 2019-12-31 13F MCDONALDS COM 580135101 4,919 480 10.81 972 1.99 0.0342
2019-10-09 2019-09-30 13F MCDONALDS COM 580135101 4,439 -56 -1.25 953 2.14 0.0364
2019-07-25 2019-06-30 13F MCDONALDS COM 580135101 4,495 -21 -0.47 933 8.74 0.0364
2019-05-07 2019-03-31 13F MCDONALDS COM 580135101 4,516 99 2.24 858 9.44 0.0372
2019-02-11 2018-12-31 13F MCDONALDS COM 580135101 4,417 46 1.05 784 7.25 0.0387
2018-10-29 2018-09-30 13F MCDONALDS COM 580135101 4,371 371 9.28 731 16.59 0.0331
2018-08-08 2018-06-30 13F MCDONALDS COM 580135101 4,000 -371 -8.49 627 -8.33 0.0300
2018-05-01 2018-03-31 13F MCDONALDS COM 580135101 4,371 81 1.89 684 -7.32 0.0527
2018-02-21 2017-12-31 13F MCDONALDS COM 580135101 4,290 422 10.91 738 21.78 0.0575
2017-10-12 2017-09-30 13F MCDONALDS COM 580135101 3,868 3 0.08 606 2.36 0.0500
2017-08-07 2017-06-30 13F MCDONALDS COM 580135101 3,865 -1 -0.03 592 18.16 0.0523
2017-05-09 2017-03-31 13F MCDONALDS COM 580135101 3,866 45 1.18 501 7.74 0.0472
2017-02-02 2016-12-31 13F MCDONALDS COM 580135101 3,821 878 29.83 465 37.17 0.0471
2017-02-07 2016-09-30 13F MCDONALDS COM 580135101 2,943 33 1.13 339 -3.14 0.0357
2016-08-22 2016-06-30 13F MCDONALDS COM 580135101 2,910 18 0.62 350 -3.58 0.0392
2016-05-16 2016-03-31 13F MCDONALDS COM 580135101 2,892 103 3.69 363 10.33 0.0454
2016-02-16 2015-12-31 13F MCDONALDS COM 580135101 2,789 1,613 137.16 329 183.62 0.0595
2015-10-30 2015-09-30 13F MCDONALDS COM 580135101 1,176 -441 -27.27 116 -24.68 0.0413
2015-08-06 2015-06-30 13F MCDONALDS COM 580135101 1,617 4 0.25 154 -1.91 0.0550
2015-06-01 2015-03-31 13F MCDONALDS COM 580135101 1,613 1,613 -11.52 157 -10.29 0.0584
2014-02-14 2013-12-31 13F MCDONALDS CORP COM Common Stock 580135101 0 -1,823 -100.00 0 -100.00
2013-11-14 2013-09-30 13F MCDONALDS CORP COM Common Stock 580135101 1,823 1,823 175 0.0907
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.