McDonald's Corporation
BG ˙ BUL ˙ US5801351017
SecurityBG:MDO / McDonald's Corporation
InstitutionSOUTH STATE Corp
Latest Disclosed Ownership12,711 shares
Latest Disclosed Value $ 3,950,526
SOUTH STATE Corp reports 0.23% decrease in ownership of MDO / McDonald's Corporation

On May 5, 2026 - SOUTH STATE Corp filed a 13F-HR form disclosing ownership of 12,711 shares of McDonald's Corporation (BG:MDO) valued at $3,950,526 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 12,740 shares of McDonald's Corporation. This represents a change in shares of -0.23% 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)
2026-05-05 2026-03-31 13F MCDONALDS COM 580135101 12,711 -29 -0.23 3,951 1.46 0.0815
2026-02-11 2025-12-31 13F MCDONALDS COM 580135101 12,740 -1,387 -9.82 3,894 -9.30 0.1742
2025-11-05 2025-09-30 13F MCDONALDS COM 580135101 14,127 -801 -5.37 4,293 -1.58 0.1977
2025-08-06 2025-06-30 13F MCDONALDS COM 580135101 14,928 342 2.34 4,362 -4.28 0.1907
2025-05-12 2025-03-31 13F MCDONALDS COM 580135101 14,586 257 1.79 4,556 9.70 0.2083
2025-02-10 2024-12-31 13F MCDONALDS CORP COM COM 580135101 14,329 -432 -2.93 4,154 -7.59 0.2722
2024-11-08 2024-09-30 13F McDonalds Com 580135101 14,761 -149 -1.00 4,495 18.29 0.3098
2024-08-02 2024-06-30 13F MCDONALDS COM 580135101 14,910 1,191 8.68 3,800 -1.78 0.2774
2024-05-06 2024-03-31 13F McDonalds Com 580135101 13,719 540 4.10 3,868 -1.00 0.3013
2024-02-06 2023-12-31 13F McDonalds Com 580135101 13,179 -417 -3.07 3,908 9.10 0.3333
2023-11-07 2023-09-30 13F McDonalds Com 580135101 13,596 -371 -2.66 3,582 -14.06 0.3399
2023-08-08 2023-06-30 13F McDonalds Com 580135101 13,967 -1,213 -7.99 4,168 -1.81 0.3729
2023-05-08 2023-03-31 13F McDonalds Com 580135101 15,180 -1,450 -8.72 4,244 -3.15 0.3917
2023-02-10 2022-12-31 13F McDonalds Com 580135101 16,630 -2,280 -12.06 4,383 0.44 0.4054
2022-11-07 2022-09-30 13F McDonalds Common Stock 580135101 18,910 -2,452 -11.48 4,363 -17.27 0.4349
2022-08-05 2022-06-30 13F Mcdonalds Common Stock 580135101 21,362 -11,957 -35.89 5,274 -35.99 0.4950
2022-08-04 2022-03-31 13F/A-1 McDonalds Common Stock 580135101 33,319 -212 -0.63 8,239 -8.34 0.6551
2022-05-06 2022-03-31 13F McDonalds Common Stock 580135101 33,319 -212 8,239 0.3973
2022-05-06 2022-03-31 13F Mcdonalds Corp Com Common Stock 580135101 32,772 8,104
2022-02-11 2021-12-31 13F Mcdonalds Common Stock 580135101 33,531 -1,616 -4.60 8,989 6.06 0.6998
2021-11-10 2021-09-30 13F McDonalds Common Stock 580135101 35,147 -409 -1.15 8,475 3.20 0.7130
2021-08-10 2021-06-30 13F MCDONALDS COMMON STOCK 580135101 35,556 -1,092 -2.98 8,212 -0.04 0.7080
2021-05-12 2021-03-31 13F MCDONALDS COMMON STOCK 580135101 36,648 -194 -0.53 8,215 3.91 0.7676
2021-02-10 2020-12-31 13F MCDONALDS COMMON STOCK 580135101 36,842 408 1.12 7,906 -1.14 0.7780
2020-11-10 2020-09-30 13F MCDONALDS COMMON STOCK 580135101 36,434 20 0.05 7,997 19.04 0.8347
2020-08-11 2020-06-30 13F MCDONALDS COMMON STOCK 580135101 36,414 1,033 2.92 6,718 14.84 0.8232
2020-05-04 2020-03-31 13F MCDONALDS COMMON STOCK 580135101 35,381 457 1.31 5,850 -15.23 0.8686
2020-02-05 2019-12-31 13F MCDONALDS COMMON STOCK 580135101 34,924 347 1.00 6,901 -7.04 0.7940
2019-11-08 2019-09-30 13F MCDONALDS COMMON STOCK 580135101 34,577 -686 -1.95 7,424 1.38 0.9287
2019-08-13 2019-06-30 13F MCDONALDS COMMON STOCK 580135101 35,263 -684 -1.90 7,323 7.27 0.8430
2019-05-15 2019-03-31 13F MCDONALDS COMMON STOCK 580135101 35,947 1,432 4.15 6,827 11.39 0.7025
2019-02-11 2018-12-31 13F MCDONALDS COMMON STOCK 580135101 34,515 2,176 6.73 6,129 13.29 0.7082
2018-11-08 2018-09-30 13F MCDONALDS COMMON STOCK 580135101 32,339 9,995 44.73 5,410 54.48 0.5566
2018-08-03 2018-06-30 13F MCDONALDS COMMON STOCK 580135101 22,344 13,069 140.91 3,502 141.35 0.3936
2018-05-11 2018-03-31 13F MCDONALDS COMMON STOCK 580135101 9,275 -398 -4.11 1,451 -12.85 0.1670
2018-02-12 2017-12-31 13F MCDONALDS COMMON STOCK 580135101 9,673 509 5.55 1,665 15.95 0.1798
2017-11-09 2017-09-30 13F MCDONALDS COMMON STOCK 580135101 9,164 -184 -1.97 1,436 0.28 0.1609
2017-08-10 2017-06-30 13F MCDONALDS COMMON STOCK 580135101 9,348 348 3.87 1,432 22.81 0.1844
2017-05-09 2017-03-31 13F MCDONALDS COMMON STOCK 580135101 9,000 -315 -3.38 1,166 2.82 0.1521
2017-02-08 2016-12-31 13F MCDONALDS COMMON STOCK 580135101 9,315 -307 -3.19 1,134 2.07 0.1628
2016-11-09 2016-09-30 13F MCDONALDS COMMON STOCK 580135101 9,622 139 1.47 1,111 -2.71 0.1693
2016-08-12 2016-06-30 13F MCDONALDS COMMON STOCK 580135101 9,483 -377 -3.82 1,142 -7.83 0.1712
2016-05-11 2016-03-31 13F MCDONALDS COMMON STOCK 580135101 9,860 14 0.14 1,239 6.44 0.1926
2016-02-12 2015-12-31 13F MCDONALDS COMMON STOCK 580135101 9,846 -34 -0.34 1,164 19.51 0.1825
2015-11-06 2015-09-30 13F MCDONALDS COMMON STOCK 580135101 9,880 74 0.75 974 4.39 0.1489
2015-08-12 2015-06-30 13F MCDONALDS COMMON STOCK 580135101 9,806 -3,289 -25.12 933 -26.88 0.1299
2015-05-07 2015-03-31 13F MCDONALDS COMMON STOCK 580135101 13,095 -1,069 -7.55 1,276 -3.92 0.1813
2015-02-12 2014-12-31 13F MCDONALDS COMMON STOCK 580135101 14,164 -4,398 -23.69 1,328 -24.55 0.2080
2014-10-29 2014-09-30 13F MCDONALDS COMMON STOCK 580135101 18,562 1,395 8.13 1,760 1.79 0.2684
2014-08-15 2014-06-30 13F MCDONALDS COMMON STOCK 580135101 17,167 100 0.59 1,729 3.35 0.2852
2014-05-15 2014-03-31 13F MCDONALDS COMMON STOCK 580135101 17,067 1,917 12.65 1,673 13.81 0.2695
2014-02-14 2013-12-31 13F MCDONALDS COMMON STOCK 580135101 15,150 -1,411 -8.52 1,470 -7.78 0.2432
2013-11-14 2013-09-30 13F MCDONALDS COMMON STOCK 580135101 16,561 4,591 38.35 1,594 34.51 0.2957
2013-08-13 2013-06-30 13F MCDONALDS COMMON STOCK 580135101 11,970 11,970 1,185 0.2514
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.