McDonald's Corporation
CH ˙ SWX ˙ US5801351017
SecurityCH:MCD / McDonald's Corporation
InstitutionPalisade Asset Management, LLC
Latest Disclosed Ownership51,408 shares
Latest Disclosed Value $ 15,977,105
Palisade Asset Management, LLC reports 0.09% decrease in ownership of MCD / McDonald's Corporation

On April 14, 2026 - Palisade Asset Management, LLC filed a 13F-HR form disclosing ownership of 51,408 shares of McDonald's Corporation (CH:MCD) valued at $15,977,105 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 51,454 shares of McDonald's Corporation. This represents a change in shares of -0.09% 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)
2026-04-14 2026-03-31 13F MCDONALDS COM 580135101 51,408 -46 -0.09 15,977 1.60 1.6043
2026-02-13 2025-12-31 13F MCDONALDS COM 580135101 51,454 -627 -1.20 15,726 -0.64 1.5331
2025-11-17 2025-09-30 13F MCDONALDS COM 580135101 52,081 129 0.25 15,827 4.28 1.4714
2025-08-07 2025-06-30 13F MCDONALDS COM 580135101 51,952 -89 -0.17 15,179 -6.63 1.5102
2025-04-23 2025-03-31 13F MCDONALDS COM 580135101 52,041 28 0.05 16,256 7.81 1.6697
2025-02-11 2024-12-31 13F MCDONALDS COM 580135101 52,013 -142 -0.27 15,078 -5.06 1.5298
2024-11-12 2024-09-30 13F MCDONALDS COM 580135101 52,155 273 0.53 15,882 20.12 1.5551
2024-08-02 2024-06-30 13F MCDONALDS COM 580135101 51,882 753 1.47 13,221 -8.28 1.3671
2024-05-01 2024-03-31 13F MCDONALDS COM 580135101 51,129 1,113 2.23 14,416 -2.80 1.4042
2024-02-06 2023-12-31 13F MCDONALDS COM 580135101 50,016 1,142 2.34 14,830 15.18 1.6257
2023-11-07 2023-09-30 13F MCDONALDS COM 580135101 48,874 -257 -0.52 12,875 -12.18 1.5653
2023-08-08 2023-06-30 13F MCDONALDS COM 580135101 49,131 354 0.73 14,661 7.50 1.7003
2023-05-10 2023-03-31 13F MCDONALDS COM 580135101 48,777 -957 -1.92 13,638 4.06 1.6710
2023-02-07 2022-12-31 13F MCDONALDS COM 580135101 49,734 94 0.19 13,107 14.42 1.5010
2022-11-09 2022-09-30 13F MCDONALDS COM 580135101 49,640 -253 -0.51 11,454 -7.01 1.5705
2022-08-05 2022-06-30 13F McDonald s COM 580135101 49,893 161 0.32 12,317 0.15 1.5827
2022-04-21 2022-03-31 13F McDonald s COM 580135101 49,732 6 0.01 12,298 -7.74 1.4107
2022-02-01 2021-12-31 13F McDonald s COM 580135101 49,726 -295 -0.59 13,330 10.53 1.4913
2021-10-25 2021-09-30 13F McDonald s COM 580135101 50,021 173 0.35 12,060 4.74 1.4705
2021-07-22 2021-06-30 13F McDonald s COM 580135101 49,848 -367 -0.73 11,514 2.30 1.3543
2021-05-04 2021-03-31 13F McDonald s COM 580135101 50,215 116 0.23 11,255 4.70 1.4483
2021-02-03 2020-12-31 13F McDonald s COM 580135101 50,099 -244 -0.48 10,750 -2.71 1.4638
2020-10-26 2020-09-30 13F McDonald s COM 580135101 50,343 -1,712 -3.29 11,050 15.07 1.6643
2020-07-27 2020-06-30 13F McDonald s COM 580135101 52,055 -88 -0.17 9,603 11.38 1.5314
2020-04-24 2020-03-31 13F McDonald s COM 580135101 52,143 -91 -0.17 8,622 -16.47 1.5719
2020-01-16 2019-12-31 13F McDonald s COM 580135101 52,234 272 0.52 10,322 -7.48 1.5100
2019-10-16 2019-09-30 13F McDonald s COM 580135101 51,962 -648 -1.23 11,157 2.12 1.7013
2019-07-25 2019-06-30 13F McDonald s COM 580135101 52,610 -421 -0.79 10,925 8.48 1.6965
2019-04-15 2019-03-31 13F McDonald s COM 580135101 53,031 -22,669 -29.95 10,071 -25.08 1.5953
2019-01-16 2018-12-31 13F McDonald s COM 580135101 75,700 507 0.67 13,442 6.86 1.9724
2018-10-19 2018-09-30 13F McDonald s COM 580135101 75,193 300 0.40 12,579 7.19 1.6628
2018-07-26 2018-06-30 13F McDonald s COM 580135101 74,893 2,655 3.68 11,735 3.88 1.6960
2018-04-25 2018-03-31 13F McDonald s COM 580135101 72,238 3,413 4.96 11,297 -4.63 1.7074
2018-02-01 2017-12-31 13F McDonald s COM 580135101 68,825 -3,414 -4.73 11,846 4.67 1.8749
2017-11-02 2017-09-30 13F/A-1 MCDONALDS COM 580135101 72,239 966 1.36 11,318 3.68 2.0576
2017-10-26 2017-09-30 13F MCDONALDS COM 580135101 70,824 -449 11,097
2017-08-01 2017-06-30 13F MCDONALDS COM 580135101 71,273 -1,025 -1.42 10,916 16.49 2.1423
2017-04-27 2017-03-31 13F MCDONALDS COM 580135101 72,298 -258 -0.36 9,371 6.10 1.7213
2017-02-01 2016-12-31 13F MCDONALDS COM 580135101 72,556 -4,215 -5.49 8,832 -0.27 1.6928
2016-10-20 2016-09-30 13F MCDONALDS COM 580135101 76,771 -275 -0.36 8,856 -4.49 1.6481
2016-07-12 2016-06-30 13F MCDONALDS COM 580135101 77,046 -1,420 -1.81 9,272 -5.98 1.7529
2016-04-14 2016-03-31 13F MCDONALDS COM 580135101 78,466 1,068 1.38 9,862 7.85 1.9098
2016-02-29 2015-12-31 13F MCDONALDS COM 580135101 77,398 -8,145 -9.52 9,144 8.48 1.9597
2015-10-21 2015-09-30 13F MCDONALDS COM 580135101 85,543 -10,286 -10.73 8,429 -7.48 1.8851
2015-07-13 2015-06-30 13F MCDONALDS COM 580135101 95,829 -145 -0.15 9,110 -2.59 1.8129
2015-04-10 2015-03-31 13F MCDONALDS COM 580135101 95,974 634 0.66 9,352 4.69 1.8398
2015-01-16 2014-12-31 13F MCDONALDS COM 580135101 95,340 -15 -0.02 8,933 -1.19 1.7576
2014-10-09 2014-09-30 13F MCDONALDS COM 580135101 95,355 1,659 1.77 9,041 -4.22 1.8553
2014-07-25 2014-06-30 13F MCDONALDS COM 580135101 93,696 3,875 4.31 9,439 7.20 1.9820
2014-04-22 2014-03-31 13F MCDONALDS COM 580135101 89,821 16,306 22.18 8,805 23.44 1.9328
2014-02-04 2013-12-31 13F MC DONALDS COM 580135101 73,515 1,575 2.19 7,133 3.06 1.6155
2013-10-25 2013-09-30 13F MC DONALDS COM 580135101 71,940 0 0.00 6,921 -2.82 1.7633
2013-08-02 2013-06-30 13F MC DONALDS COM 580135101 71,940 71,940 7,122 1.7935
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.