McDonald's Corporation
CH ˙ SWX ˙ US5801351017
SecurityCH:MCD / McDonald's Corporation
InstitutionUmb Bank N A/mo
Latest Disclosed Ownership131,513 shares
Latest Disclosed Value $ 40,872,925
Umb Bank N A/mo reports 1.06% decrease in ownership of MCD / McDonald's Corporation

On May 11, 2026 - Umb Bank N A/mo filed a 13F-HR form disclosing ownership of 131,513 shares of McDonald's Corporation (CH:MCD) valued at $40,872,925 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 132,920 shares of McDonald's Corporation. This represents a change in shares of -1.06% 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)
2026-05-11 2026-03-31 13F MCDONALDS COM 580135101 131,513 -1,407 -1.06 40,873 0.61 0.5144
2026-02-13 2025-12-31 13F MCDONALDS COM 580135101 132,920 4,125 3.20 40,624 3.79 0.5403
2025-11-04 2025-09-30 13F MCDONALDS COM 580135101 128,795 -2,144 -1.64 39,140 2.31 0.5759
2025-07-11 2025-06-30 13F/A-01 MCDONALDS COM 580135101 130,939 -707 -0.54 38,256 -6.97 0.5961
2025-07-10 2025-06-30 13F MCDONALDS COM 580135101 131,646 0 41,122 0.5966
2025-04-14 2025-03-31 13F MCDONALDS COM 580135101 131,646 -2,906 -2.16 41,122 5.43 0.6776
2025-01-16 2024-12-31 13F MCDONALD'S COM 580135101 134,552 -2,531 -1.85 39,005 -6.56 0.6169
2024-10-09 2024-09-30 13F MCDONALD'S COM 580135101 137,083 -1,774 -1.28 41,743 17.96 0.6498
2024-07-29 2024-06-30 13F MCDONALD'S COM 580135101 138,857 -895 -0.64 35,386 -10.19 0.5802
2024-04-26 2024-03-31 13F MCDONALD'S COM 580135101 139,752 -34,183 -19.65 39,403 -23.60 0.6240
2024-01-23 2023-12-31 13F MCDONALD'S COM 580135101 173,935 -12,259 -6.58 51,573 5.14 0.7538
2023-10-18 2023-09-30 13F MCDONALD'S COM 580135101 186,194 -4,180 -2.20 49,051 -13.66 0.7872
2023-07-25 2023-06-30 13F MCDONALD'S COM 580135101 190,374 31 0.02 56,810 6.74 0.8622
2023-04-11 2023-03-31 13F MCDONALD'S COM 580135101 190,343 -1,463 -0.76 53,222 106,342.00 0.8512
2023-01-10 2022-12-31 13F MCDONALD'S COM 580135101 191,806 -719 -0.37 51 -99.89 0.7991
2022-10-13 2022-09-30 13F MCDONALD'S COM 580135101 192,525 -1,669 -0.86 44,423 -7.34 0.7491
2022-07-20 2022-06-30 13F MCDONALD'S COM 580135101 194,194 931 0.48 47,943 0.32 0.7465
2022-04-22 2022-03-31 13F MCDONALD'S COM 580135101 193,263 1,318 0.69 47,790 -7.12 0.6325
2022-02-09 2021-12-31 13F MCDONALD'S COM 580135101 191,945 56,044 41.24 51,454 57.03 0.6498
2021-10-18 2021-09-30 13F McDonalds COMMON 580135101 135,901 3,274 2.47 32,767 6.96 0.7370
2021-07-26 2021-06-30 13F McDonalds COMMON 580135101 132,627 -1,205 -0.90 30,636 2.13 0.7013
2021-04-15 2021-03-31 13F McDonalds COMMON 580135101 133,832 832 0.63 29,997 5.11 0.7332
2021-02-04 2020-12-31 13F McDonalds COMMON 580135101 133,000 29,760 28.83 28,539 49.85 0.7684
2020-10-16 2020-09-30 13F McDonalds COMMON 580135101 103,240 0 0.00 19,045 0.00 0.5903
2020-07-16 2020-06-30 13F McDonalds COMMON 580135101 103,240 2,563 2.55 19,045 14.40 0.5903
2020-05-26 2020-03-31 13F McDonalds COMMON 580135101 100,677 26,233 35.24 16,647 13.16 0.5964
2020-01-31 2019-12-31 13F McDonalds COMMON 580135101 74,444 -127 -0.17 14,711 -8.12 0.4052
2019-10-30 2019-09-30 13F McDonalds COMMON 580135101 74,571 -1,986 -2.59 16,011 0.72 0.3845
2019-07-30 2019-06-30 13F McDonalds COMMON 580135101 76,557 -2,169 -2.76 15,897 6.33 0.3902
2019-04-30 2019-03-31 13F McDonalds COMMON 580135101 78,726 -920 -1.16 14,950 5.71 0.4558
2019-01-24 2018-12-31 13F McDonalds COMMON 580135101 79,646 1,469 1.88 14,143 8.14 0.4318
2018-10-22 2018-09-30 13F McDonalds COMMON 580135101 78,177 78 0.10 13,078 6.87 0.3886
2018-07-31 2018-06-30 13F McDonalds COMMON 580135101 78,099 8,545 12.29 12,237 12.50 0.3885
2018-04-25 2018-03-31 13F McDonalds COMMON 580135101 69,554 -8,258 -10.61 10,877 -18.79 0.3513
2018-01-22 2017-12-31 13F McDonalds COMMON 580135101 77,812 -1,861 -2.34 13,393 7.29 0.4366
2017-10-11 2017-09-30 13F McDonalds COMMON 580135101 79,673 -6,013 -7.02 12,483 -4.88 0.4292
2017-08-02 2017-06-30 13F McDonalds COMMON 580135101 85,686 -3,560 -3.99 13,124 13.46 0.4593
2017-04-24 2017-03-31 13F McDonalds COMMON 580135101 89,246 -10,367 -10.41 11,567 -4.60 0.4047
2017-01-18 2016-12-31 13F McDonalds COMMON 580135101 99,613 -26,425 -20.97 12,125 -16.60 0.4463
2016-10-28 2016-09-30 13F McDonalds COMMON 580135101 126,038 -20,614 -14.06 14,539 -17.62 0.5858
2016-07-26 2016-06-30 13F McDonalds COMMON 580135101 146,652 36,421 33.04 17,648 27.39 0.7426
2016-04-20 2016-03-31 13F McDonalds COMMON 580135101 110,231 28,677 35.16 13,854 43.79 0.5907
2016-01-19 2015-12-31 13F McDonalds COMMON 580135101 81,554 -2,167 -2.59 9,635 16.80 0.4196
2015-10-28 2015-09-30 13F McDonalds COMMON 580135101 83,721 -6,636 -7.34 8,249 -3.98 0.4846
2015-07-20 2015-06-30 13F McDonalds COMMON 580135101 90,357 -4,382 -4.63 8,591 -6.93 0.3935
2015-04-17 2015-03-31 13F McDonalds COMMON 580135101 94,739 -3,508 -3.57 9,231 0.27 0.4162
2015-01-23 2014-12-31 13F McDonalds COMMON 580135101 98,247 -3,775 -3.70 9,206 -4.82 0.4118
2014-10-21 2014-09-30 13F McDonalds COMMON 580135101 102,022 -10,895 -9.65 9,672 -14.97 0.4719
2014-07-18 2014-06-30 13F McDonalds COMMON 580135101 112,917 -8,933 -7.33 11,375 -4.77 0.5402
2014-04-30 2014-03-31 13F McDonalds COMMON 580135101 121,850 -37,996 -23.77 11,945 -22.99 0.6690
2014-02-05 2013-12-31 13F McDonalds COMMON 580135101 159,846 -4,783 -2.91 15,510 -2.08 0.8508
2013-11-05 2013-09-30 13F/A-1 McDonalds COMMON 580135101 164,629 -4,070 -2.41 15,839 -5.16 0.9143
2013-11-01 2013-09-30 13F McDonalds COMMON 580135101 168,699 16,701
2013-08-13 2013-06-30 13F McDonalds COMMON 580135101 168,699 168,699 16,701 0.9793
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.