McDonald's Corporation
US ˙ NYSE ˙ US5801351017

SecurityMCD / McDonald's Corporation
InstitutionBallast, Inc.
Latest Disclosed Ownership2,328 shares
Latest Disclosed Value $ 723,519
Ballast, Inc. reports 5.29% decrease in ownership of MCD / McDonald's Corporation

On May 15, 2026 - Ballast, Inc. filed a 13F-HR form disclosing ownership of 2,328 shares of McDonald's Corporation (US:MCD) valued at $723,519 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 2,458 shares of McDonald's Corporation. This represents a change in shares of -5.29% during the quarter. The current value of the position is $636,219 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)
2026-05-15 2026-03-31 13F MCDONALDS COM 580135101 2,328 -130 -5.29 724 -3.73 0.1673
2026-02-03 2025-12-31 13F MCDONALDS COM 580135101 2,458 214 9.54 751 10.28 0.1758
2025-11-07 2025-09-30 13F MCDONALDS COM 580135101 2,244 0 0.00 682 3.97 0.1652
2025-11-07 2025-06-30 13F/A-1 MCDONALDS COM 580135101 2,244 -137 -5.75 656 -11.84 0.1717
2025-05-12 2025-03-31 13F MCDONALDS COM 580135101 2,381 0 0.00 744 7.68 0.2104
2025-01-16 2024-12-31 13F MCDONALDS COM 580135101 2,381 0 0.00 690 -4.83 0.1973
2024-10-16 2024-09-30 13F MCDONALDS COM 580135101 2,381 -13 -0.54 725 18.85 0.2057
2024-07-15 2024-06-30 13F MCDONALDS COM 580135101 2,394 13 0.55 610 -9.09 0.1878
2024-05-06 2024-03-31 13F MCDONALDS COM 580135101 2,381 0 0.00 671 -4.82 0.2121
2024-01-18 2023-12-31 13F MCDONALDS COM 580135101 2,381 225 10.44 706 24.34 0.2434
2023-10-18 2023-09-30 13F MCDONALDS COM 580135101 2,156 0 0.00 568 -11.82 0.2263
2023-07-19 2023-06-30 13F MCDONALDS COM 580135101 2,156 -350 -13.97 643 -8.14 0.2462
2023-04-19 2023-03-31 13F MCDONALDS COM 580135101 2,506 250 11.08 701 17.85 0.2875
2023-01-26 2022-12-31 13F MCDONALDS COM 580135101 2,256 -92 -3.92 595 9.80 0.2600
2022-10-18 2022-09-30 13F MCDONALDS CORP COM COM 580135101 2,348 0 0.00 541 -6.56 0.2643
2022-07-14 2022-06-30 13F MCDONALDS CORP COM COM 580135101 2,348 -46 -1.92 579 -2.03 0.2700
2022-04-18 2022-03-31 13F MCDONALDS CORP COM COM 580135101 2,394 -88 -3.55 591 -11.13 0.2278
2022-01-18 2021-12-31 13F MCDONALDS CORP COM COM 580135101 2,482 267 12.05 665 24.53 0.2588
2021-11-12 2021-09-30 13F MCDONALDS CORP COM COM 580135101 2,215 12 0.54 534 5.12 0.2250
2021-08-04 2021-06-30 13F MCDONALDS CORP COM COM 580135101 2,203 -25 -1.12 508 1.80 0.2142
2021-05-05 2021-03-31 13F MCDONALDS CORP COM COM 580135101 2,228 -104 -4.46 499 -0.20 0.2399
2021-01-21 2020-12-31 13F MCDONALDS CORP COM COM 580135101 2,332 0 0.00 500 -2.15 0.2550
2020-10-14 2020-09-30 13F MCDONALDS CORP COM COM 580135101 2,332 0 0.00 511 18.84 0.2921
2020-08-11 2020-06-30 13F MCDONALDS CORP COM COM 580135101 2,332 0 0.00 430 11.69 0.2705
2020-04-17 2020-03-31 13F MCDONALDS CORP COM COM 580135101 2,332 0 0.00 385 -16.30 0.2735
2020-01-14 2019-12-31 13F MCDONALDS CORP COM COM 580135101 2,332 -100 -4.11 460 -11.88 0.2540
2019-10-22 2019-09-30 13F MCDONALDS CORP COM COM 580135101 2,432 42 1.76 522 5.24 0.3206
2019-07-26 2019-06-30 13F MCDONALDS CORP COM COM 580135101 2,390 -130 -5.16 496 3.77 0.3082
2019-04-30 2019-03-31 13F MCDONALDS CORP COM COM 580135101 2,520 0 0.00 478 6.94 0.3114
2019-02-01 2018-12-31 13F MCDONALDS COM 580135101 2,520 -582 -18.76 447 -13.87 0.3433
2018-11-02 2018-09-30 13F MCDONALDS COM 580135101 3,102 582 23.10 519 31.39 0.3554
2018-07-19 2018-06-30 13F MCDONALDS COM 580135101 2,520 0 0.00 395 0.25 0.3071
2018-05-11 2018-03-31 13F MCDONALDS COM 580135101 2,520 135 5.66 394 -4.14 0.3144
2018-02-12 2017-12-31 13F MCDONALDS COM 580135101 2,385 2,385 411 0.3470
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.