McDonald's Corporation
CH ˙ SWX ˙ US5801351017
SecurityCH:MCD / McDonald's Corporation
InstitutionFirst Citizens Bank & Trust Co
Latest Disclosed Ownership13,229 shares
Latest Disclosed Value $ 4,111,440
First Citizens Bank & Trust Co reports 0.30% increase in ownership of MCD / McDonald's Corporation

On May 13, 2026 - First Citizens Bank & Trust Co filed a 13F-HR form disclosing ownership of 13,229 shares of McDonald's Corporation (CH:MCD) valued at $4,111,440 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 18, 2026 disclosing 13,189 shares of McDonald's Corporation. This represents a change in shares of 0.30% 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)
2026-05-13 2026-03-31 13F MCDONALDS COM 580135101 13,229 40 0.30 4,111 2.01 0.0467
2026-02-18 2025-12-31 13F MCDONALDS COM 580135101 13,189 -108 -0.81 4,031 -0.25 0.0841
2025-10-31 2025-09-30 13F MCDONALDS COM 580135101 13,297 -212 -1.57 4,041 2.38 0.0871
2025-07-30 2025-06-30 13F MCDONALDS COM 580135101 13,509 -546 -3.88 3,947 -10.11 0.0714
2025-04-14 2025-03-31 13F MCDONALDS COM 580135101 14,055 63 0.45 4,390 8.23 0.1115
2025-01-21 2024-12-31 13F MCDONALDS COM 580135101 13,992 -225 -1.58 4,056 -6.31 0.0744
2024-10-17 2024-09-30 13F MCDONALDS COM 580135101 14,217 -568 -3.84 4,329 14.92 0.0951
2024-07-19 2024-06-30 13F MCDONALDS COM 580135101 14,785 1,003 7.28 3,768 -3.04 0.0711
2024-04-15 2024-03-31 13F MCDONALDS COM 580135101 13,782 9,159 198.12 3,886 183.58 0.0744
2024-01-22 2023-12-31 13F MCDONALDS COM 580135101 4,623 -1,539 -24.98 1,371 -15.59 0.0249
2023-10-30 2023-09-30 13F MCDONALDS COM 580135101 6,162 374 6.46 1,623 -6.02 0.0316
2023-08-15 2023-06-30 13F MCDONALDS COM 580135101 5,788 117 2.06 1,727 8.96 0.0317
2023-05-11 2023-03-31 13F MCDONALDS COM 580135101 5,671 -493 -8.00 1,586 158,400.00 0.0316
2023-01-24 2022-12-31 13F MCDONALDS COM 580135101 6,164 -7,969 -56.39 2 -99.97 0.0492
2022-10-20 2022-09-30 13F MCDONALDS COM 580135101 14,133 -10,593 -42.84 3,261 -46.58 0.1070
2022-07-26 2022-06-30 13F MCDONALDS COM 580135101 24,726 -791 -3.10 6,104 -3.26 0.2159
2022-04-26 2022-03-31 13F MCDONALDS COM 580135101 25,517 304 1.21 6,310 -6.63 0.2451
2022-03-11 2021-12-31 13F MCDONALDS COM 580135101 25,213 5,951 30.90 6,758 45.52 0.2644
2021-10-15 2021-09-30 13F MCDONALDS COM 580135101 19,262 -255 -1.31 4,644 2.99 0.2218
2021-07-14 2021-06-30 13F MCDONALDS COM 580135101 19,517 224 1.16 4,509 4.25 0.2137
2021-04-14 2021-03-31 13F MCDONALDS COM 580135101 19,293 -376 -1.91 4,325 2.49 0.2039
2021-01-13 2020-12-31 13F MCDONALDS COM 580135101 19,669 -16 -0.08 4,220 -2.34 0.2155
2020-10-15 2020-09-30 13F MCDONALDS COM 580135101 19,685 -1,530 -7.21 4,321 10.40 0.3044
2020-07-15 2020-06-30 13F MCDONALDS COM 580135101 21,215 -258 -1.20 3,914 10.22 0.3271
2020-04-17 2020-03-31 13F MCDONALDS COM 580135101 21,473 1,678 8.48 3,551 -9.23 0.4293
2020-01-15 2019-12-31 13F/A-1 MCDONALDS COM 580135101 19,795 34 0.17 3,912 -7.80 0.3764
2020-01-15 2019-12-31 13F MCDONALDS COM 580135101 19,761 0 4,243 318,273.5367
2019-10-17 2019-09-30 13F MCDONALDS COM 580135101 19,761 -1,819 -8.43 4,243 -5.33 0.5113
2019-07-11 2019-06-30 13F/A-1 MCDONALDS COM 580135101 21,580 755 3.63 4,482 13.32 0.4889
2019-07-11 2019-06-30 13F MCDONALDS COM 580135101 20,825 0 3,955
2019-04-12 2019-03-31 13F MCDONALDS COM 580135101 20,825 -261 -1.24 3,955 5.64 0.4407
2019-01-15 2018-12-31 13F MCDONALDS COM 580135101 21,086 -7,647 -26.61 3,744 -22.11 0.4553
2018-10-18 2018-09-30 13F MCDONALDS COM 580135101 28,733 -525 -1.79 4,807 4.86 0.5339
2018-07-11 2018-06-30 13F MCDONALDS COM 580135101 29,258 900 3.17 4,584 3.36 0.5629
2018-04-11 2018-03-31 13F MCDONALDS COM 580135101 28,358 -1,797 -5.96 4,435 -14.56 0.6029
2018-01-10 2017-12-31 13F MCDONALDS COM 580135101 30,155 712 2.42 5,191 12.51 0.6978
2017-10-12 2017-09-30 13F MCDONALDS COM 580135101 29,443 22,045 297.99 4,614 307.24 0.6007
2017-07-24 2017-06-30 13F MCDONALDS COM 580135101 7,398 -1,080 -12.74 1,133 3.09 0.1456
2017-04-25 2017-03-31 13F MCDONALDS COM 580135101 8,478 -27,588 -76.49 1,099 -74.97 0.1332
2017-02-06 2016-12-31 13F MCDONALDS COM 580135101 36,066 -17,824 -33.07 4,390 -29.39 0.4811
2016-10-28 2016-09-30 13F MCDONALDS COM 580135101 53,890 -3,465 -6.04 6,217 -9.92 0.5663
2016-07-28 2016-06-30 13F MCDONALDS COM 580135101 57,355 -3,639 -5.97 6,902 -9.95 0.6183
2016-04-19 2016-03-31 13F MCDONALDS COM 580135101 60,994 49,647 437.53 7,665 472.01 0.6400
2016-02-03 2015-12-31 13F MCDONALDS COM 580135101 11,347 -1,817 -13.80 1,340 3.32 0.0978
2015-11-03 2015-09-30 13F/A-1 MCDONALDS COM 580135101 13,164 -2,146 -14.02 1,297 -10.86 0.0963
2015-11-03 2015-09-30 13F MCDONALDS COM 580135101 13,164 1,297
2015-07-29 2015-06-30 13F MCDONALDS COM 580135101 15,310 -890 -5.49 1,455 -7.85 0.1007
2015-05-14 2015-03-31 13F MCDONALDS CORP COM COMMON STOCK 580135101 16,200 16,200 0.00 1,579 0.1092
2015-01-27 2014-12-31 13F MCDONALDS COM 580135101 0 -2,666 -100.00 0 -100.00
2014-10-08 2014-09-30 13F MCDONALDS COM 580135101 2,666 -1,344 -33.52 253 -37.38 0.0207
2014-08-05 2014-06-30 13F MCDONALDS COM 580135101 4,010 -91,522 -95.80 404 -95.60 0.0344
2013-10-25 2013-09-30 13F MCDONALDS COM 580135101 95,532 702 0.74 9,191 -2.10 0.3513
2013-08-06 2013-06-30 13F MCDONALDS COM 580135101 94,830 94,830 9,388 0.3854
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.