McDonald's Corporation
CH ˙ SWX ˙ US5801351017
SecurityCH:MCD / McDonald's Corporation
InstitutionFinancial Engines Advisors L.L.C.
Latest Disclosed Ownership2,098 shares
Latest Disclosed Value $ 652,037
Financial Engines Advisors L.L.C. reports 13.27% decrease in ownership of MCD / McDonald's Corporation

On May 14, 2026 - Financial Engines Advisors L.L.C. filed a 13F-HR form disclosing ownership of 2,098 shares of McDonald's Corporation (CH:MCD) valued at $652,037 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 2,419 shares of McDonald's Corporation. This represents a change in shares of -13.27% 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 2,098 -321 -13.27 652 -11.77 0.0013
2026-02-12 2025-12-31 13F MCDONALDS COM 580135101 2,419 308 14.59 739 15.29 0.0014
2025-11-17 2025-09-30 13F MCDONALDS COM 580135101 2,111 313 17.41 642 22.10 0.0012
2025-08-14 2025-06-30 13F MCDONALDS COM 580135101 1,798 615 51.99 525 42.28 0.0010
2025-05-12 2025-03-31 13F MCDONALDS COM 580135101 1,183 -760 -39.11 370 -34.46 0.0008
2025-02-12 2024-12-31 13F MCDONALDS COM 580135101 1,943 1,124 137.24 563 126.10 0.0012
2024-11-12 2024-09-30 13F MCDONALDS COM 580135101 819 -181 -18.10 249 -1.97 0.0005
2024-08-14 2024-06-30 13F MCDONALDS COM 580135101 1,000 86 9.41 255 -1.17 0.0006
2024-05-13 2024-03-31 13F MCDONALDS COM 580135101 914 -994 -52.10 258 -54.51 0.0006
2024-02-13 2023-12-31 13F MCDONALD'S Common Stock 580135101 1,908 717 60.20 566 80.51 0.0013
2023-11-13 2023-09-30 13F MCDONALD'S Common Stock 580135101 1,191 382 47.22 314 29.88 0.0008
2023-08-11 2023-06-30 13F MCDONALD'S Common Stock 580135101 809 92 12.83 242 20.50 0.0006
2023-05-12 2023-03-31 13F MCDONALD'S Common Stock 580135101 717 -919 -56.17 200 -53.60 0.0005
2023-02-14 2022-12-31 13F MCDONALD'S Common Stock 580135101 1,636 -31 -1.86 431 12.24 0.0012
2022-11-10 2022-09-30 13F MCDONALD'S Common Stock 580135101 1,667 -111 -6.24 384 -12.33 0.0013
2022-08-11 2022-06-30 13F McDonald's Common Stock 580135101 1,778 498 38.91 438 38.17 0.0013
2022-05-12 2022-03-31 13F McDonald's Common Stock 580135101 1,280 -977 -43.29 317 -47.60 0.0008
2022-02-10 2021-12-31 13F McDonald's Common Stock 580135101 2,257 -387 -14.64 605 -5.02 0.0016
2021-11-12 2021-09-30 13F McDonald's Common Stock 580135101 2,644 -43 -1.60 637 2.58 0.0019
2021-08-12 2021-06-30 13F McDonald's Common Stock 580135101 2,687 1,398 108.46 621 114.88 0.0018
2021-05-12 2021-03-31 13F/A-1 McDonald's Common Stock 580135101 1,289 190 17.29 289 22.46 0.0009
2021-05-12 2021-03-31 13F McDonald's Common Stock 580135101 1,289 289 0.0009
2021-02-11 2020-12-31 13F McDonald's Common Stock 580135101 1,099 -180 -14.07 236 -16.01 0.0008
2020-11-12 2020-09-30 13F McDonald's Common Stock 580135101 1,279 1,279 281 0.0011
2018-05-02 2018-03-31 13F MC DONALDS COM 580135101 0 -202 -100.00 0 -100.00
2018-02-02 2017-12-31 13F MC DONALDS COM 580135101 202 -1,020 -83.47 35 -81.77 0.0010
2017-11-07 2017-09-30 13F MCDONALDS COM 580135101 1,222 1,222 192 0.0064
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.