McDonald's Corporation
DE ˙ XTRA ˙ US5801351017
235,80 € ↓ -5,20 (-2,16%)
2026-06-01
DEL PRIS
SecurityDE:MDO / McDonald's Corporation
InstitutionLee Financial Co
Latest Disclosed Ownership794 shares
Latest Disclosed Value $ 246,791
Lee Financial Co reports 6.59% decrease in ownership of MDO / McDonald's Corporation

On April 13, 2026 - Lee Financial Co filed a 13F-HR form disclosing ownership of 794 shares of McDonald's Corporation (DE:MDO) valued at $213,149 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 22, 2026 disclosing 850 shares of McDonald's Corporation. This represents a change in shares of -6.59% during the quarter. The current value of the position is $187,225 USD.

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)
2026-04-13 2026-03-31 13F MCDONALDS COM 580135101 794 -56 -6.59 247 -5.02 0.0329
2026-01-22 2025-12-31 13F MCDONALDS COM 580135101 850 -143 -14.40 260 -13.95 0.0350
2025-11-04 2025-09-30 13F MCDONALDS COM 580135101 993 148 17.51 302 22.36 0.0379
2025-07-24 2025-06-30 13F MCDONALDS COM 580135101 845 -22 -2.54 247 -8.89 0.0354
2025-05-13 2025-03-31 13F MCDONALDS COM 580135101 867 -74 -7.86 271 -0.74 0.0414
2025-01-30 2024-12-31 13F MCDONALDS COM 580135101 941 2 0.21 273 -4.56 0.0383
2024-11-14 2024-09-30 13F MCDONALDS COM 580135101 939 120 14.65 286 37.02 0.0406
2024-08-14 2024-06-30 13F MCDONALDS COM 580135101 819 2 0.24 209 -9.57 0.0340
2024-05-15 2024-03-31 13F MCDONALDS COM 580135101 817 1 0.12 230 -4.96 0.0384
2024-02-08 2023-12-31 13F MCDONALDS COM 580135101 816 8 0.99 242 14.15 0.0425
2023-11-09 2023-09-30 13F MCDONALDS COM 580135101 808 2 0.25 213 -11.67 0.0397
2023-08-08 2023-06-30 13F MCDONALDS COM 580135101 806 -84 -9.44 240 -3.23 0.0421
2023-05-15 2023-03-31 13F MCDONALDS COM 580135101 890 -162 -15.40 249 -10.47 0.0427
2023-02-09 2022-12-31 13F MCDONALDS COM 580135101 1,052 -148 -12.33 277 0.00 0.0473
2022-11-02 2022-09-30 13F MCDONALDS COM 580135101 1,200 12 1.01 277 -5.78 0.0518
2022-08-10 2022-06-30 13F MCDONALDS COM 580135101 1,188 600 102.04 294 102.76 0.0539
2022-05-11 2022-03-31 13F MCDONALDS COM 580135101 588 -407 -40.90 145 -45.69 0.0259
2022-02-08 2021-12-31 13F MCDONALDS COM 580135101 995 417 72.15 267 92.09 0.0501
2021-11-12 2021-09-30 13F MCDONALDS COM 580135101 578 30 5.47 139 9.45 0.0288
2021-08-04 2021-06-30 13F MCDONALDS COM 580135101 548 0 0.00 127 3.25 0.0269
2021-05-13 2021-03-31 13F MCDONALDS COM 580135101 548 0 0.00 123 4.24 0.0292
2021-02-12 2020-12-31 13F MCDONALDS COM 580135101 548 0 0.00 118 -1.67 0.0306
2020-11-03 2020-09-30 13F MCDONALDS COM 580135101 548 0 0.00 120 18.81 0.0335
2020-08-11 2020-06-30 13F MCDONALDS COM 580135101 548 200 57.47 101 74.14 0.0280
2020-05-07 2020-03-31 13F MCDONALDS COM 580135101 348 0 0.00 58 -15.94 0.0192
2020-02-14 2019-12-31 13F MCDONALDS COM 580135101 348 0 0.00 69 -8.00 0.0149
2019-11-08 2019-09-30 13F MCDONALDS COM 580135101 348 0 0.00 75 4.17 0.0169
2019-07-30 2019-06-30 13F MCDONALDS COM 580135101 348 0 0.00 72 9.09 0.0163
2019-04-30 2019-03-31 13F MCDONALDS COM 580135101 348 -22 -5.95 66 0.00 0.0154
2019-02-11 2018-12-31 13F MCDONALDS COM 580135101 370 0 0.00 66 6.45 0.0177
2018-11-07 2018-09-30 13F MCDONALDS COM 580135101 370 -805 -68.51 62 -66.49 0.0152
2018-08-14 2018-06-30 13F MCDONALDS COM 580135101 1,175 1 0.09 185 1.09 0.0436
2018-05-09 2018-03-31 13F MCDONALDS COM 580135101 1,174 476 68.19 183 52.50 0.0464
2018-02-09 2017-12-31 13F MCDONALDS COM 580135101 698 0 0.00 120 10.09 0.0349
2017-11-07 2017-09-30 13F MCDONALDS COM 580135101 698 -200 -22.27 109 -21.01 0.0352
2017-07-27 2017-06-30 13F MCDONALDS COM 580135101 898 0 0.00 138 18.97 0.0508
2017-05-09 2017-03-31 13F MCDONALDS COM 580135101 898 0 0.00 116 6.42 0.0462
2017-02-14 2016-12-31 13F MCDONALDS COM 580135101 898 898 109 0.0610
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.