McDonald's Corporation
CH ˙ SWX ˙ US5801351017
SecurityCH:MCD / McDonald's Corporation
InstitutionKestra Advisory Services, LLC
Latest Disclosed Ownership219,241 shares
Latest Disclosed Value $ 68,137,991
Kestra Advisory Services, LLC reports 12.01% increase in ownership of MCD / McDonald's Corporation

On April 30, 2026 - Kestra Advisory Services, LLC filed a 13F-HR form disclosing ownership of 219,241 shares of McDonald's Corporation (CH:MCD) valued at $68,137,991 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 195,733 shares of McDonald's Corporation. This represents a change in shares of 12.01% 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)
2026-04-30 2026-03-31 13F MCDONALDS COM 580135101 219,241 23,508 12.01 68,138 13.90 0.2579
2026-02-13 2025-12-31 13F MCDONALDS COM 580135101 195,733 26,291 15.52 59,822 16.18 0.2464
2025-11-14 2025-09-30 13F MCDONALDS COM 580135101 169,442 27,166 19.09 51,492 23.87 0.2355
2025-08-15 2025-06-30 13F MCDONALDS COM 580135101 142,276 6,002 4.40 41,569 -2.35 0.2026
2025-05-14 2025-03-31 13F MCDONALDS COM 580135101 136,274 -10,320 -7.04 42,568 0.17 0.2060
2025-02-10 2024-12-31 13F MCDONALDS COM 580135101 146,594 2,816 1.96 42,496 -2.94 0.2322
2024-11-13 2024-09-30 13F MCDONALDS COM 580135101 143,778 -4,239 -2.86 43,782 22.68 0.2412
2024-08-14 2024-06-30 13F MCDONALDS COM 580135101 148,017 18,196 14.02 35,688 -2.50 0.1994
2024-05-15 2024-03-31 13F MCDONALDS COM 580135101 129,821 13,623 11.72 36,603 6.24 0.2453
2024-02-14 2023-12-31 13F MCDONALDS COM 580135101 116,198 800 0.69 34,454 13.33 0.2792
2023-11-13 2023-09-30 13F MCDONALDS COM 580135101 115,398 6,682 6.15 30,400 -6.29 0.2989
2023-08-11 2023-06-30 13F MCDONALDS COM 580135101 108,716 9,398 9.46 32,442 16.82 0.3248
2023-05-12 2023-03-31 13F MCDONALDS COM 580135101 99,318 -18,983 -16.05 27,770 -10.92 0.3010
2023-01-31 2022-12-31 13F MCDONALDS COM 580135101 118,301 14,283 13.73 31,176 129,795.83 0.2770
2022-11-01 2022-09-30 13F/A-1 MCDONALDS COM 580135101 104,018 1,676 1.64 24 -4.00 0.2569
2022-11-01 2022-09-30 13F MCDONALDS COM 580135101 104,018 1,676 24,001 0.2569
2022-08-12 2022-06-30 13F MCDONALDS COM 580135101 102,342 14,517 16.53 25 19.05 0.2597
2022-07-20 2022-03-31 13F/A-1 MCDONALDS COM 580135101 87,825 938 1.08 22 -8.70 0.2262
2022-04-26 2022-03-31 13F MCDONALDS COM 580135101 87,825 938 21,717 0.2257
2022-07-25 2021-12-31 13F/A-1 MCDONALDS COM 580135101 86,887 -28,844 -24.92 23 -14.81 0.2358
2022-01-20 2021-12-31 13F MCDONALDS COM 580135101 86,887 -28,844 23,292 0.2358
2022-07-25 2021-09-30 13F/A-1 MCDONALDS COM 580135101 115,731 31,428 37.28 28 42.11 0.2790
2021-10-19 2021-09-30 13F MCDONALDS COM 580135101 115,731 31,428 27,904 0.2790
2022-07-26 2021-06-30 13F/A-1 MCDONALDS COM 580135101 84,303 1,415 1.71 19 5.56 0.2210
2021-07-28 2021-06-30 13F MCDONALDS COM 580135101 84,303 1,415 19,473 0.2210
2022-07-27 2021-03-31 13F/A-1 MCDONALDS COM 580135101 82,888 -34,778 -29.56 19 -25.00 0.2359
2021-05-10 2021-03-31 13F MCDONALDS COM 580135101 82,888 -34,778 18,579 0.2359
2022-07-28 2020-12-31 13F/A-1 MCDONALDS COM 580135101 117,666 51,906 78.93 25 -100.00 0.2886
2021-01-20 2020-12-31 13F MCDONALDS COM 580135101 117,666 51,906 24,893 0.2886
2022-07-29 2020-09-30 13F/A-1 MCDONALDS COM 580135101 65,760 65,760 14,420,000 0.2692
2020-11-12 2020-09-30 13F MCDONALDS COM 580135101 65,760 65,760 14,420 0.2692
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.