McDonald's Corporation
US ˙ NYSE ˙ US5801351017

SecurityMCD / McDonald's Corporation
InstitutionRitholtz Wealth Management
Latest Disclosed Ownership19,671 shares
Latest Disclosed Value $ 6,113,520
Ritholtz Wealth Management reports 9.45% increase in ownership of MCD / McDonald's Corporation

On April 20, 2026 - Ritholtz Wealth Management filed a 13F-HR form disclosing ownership of 19,671 shares of McDonald's Corporation (US:MCD) valued at $6,113,550 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 17,973 shares of McDonald's Corporation. This represents a change in shares of 9.45% during the quarter. The current value of the position is $5,375,888 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)
2026-04-20 2026-03-31 13F MCDONALDS COM 580135101 19,671 1,698 9.45 6,114 11.29 0.1061
2026-01-23 2025-12-31 13F MCDONALDS COM 580135101 17,973 1,824 11.29 5,493 11.94 0.1003
2025-10-28 2025-09-30 13F MCDONALDS COM 580135101 16,149 1,280 8.61 4,908 12.96 0.0954
2025-07-28 2025-06-30 13F MCDONALDS COM 580135101 14,869 1,344 9.94 4,344 2.84 0.0959
2025-04-17 2025-03-31 13F MCDONALDS COM 580135101 13,525 275 2.08 4,225 9.97 0.1262
2025-01-15 2024-12-31 13F MCDONALDS COM 580135101 13,250 832 6.70 3,841 1.59 0.1128
2024-10-10 2024-09-30 13F MCDONALDS COM 580135101 12,418 -149 -1.19 3,781 18.08 0.1140
2024-08-01 2024-06-30 13F MCDONALDS COM 580135101 12,567 -2,916 -18.83 3,203 -26.64 0.1057
2024-04-24 2024-03-31 13F MCDONALDS COM 580135101 15,483 647 4.36 4,366 -0.77 0.1506
2024-01-18 2023-12-31 13F MCDONALDS COM 580135101 14,836 -1,948 -11.61 4,399 -0.50 0.1706
2023-10-13 2023-09-30 13F MCDONALDS COM 580135101 16,784 -677 -3.88 4,422 -15.14 0.1985
2023-07-17 2023-06-30 13F MCDONALDS COM 580135101 17,461 -1,495 -7.89 5,210 -1.70 0.2344
2023-04-20 2023-03-31 13F MCDONALDS COM 580135101 18,956 676 3.70 5,300 10.03 0.2642
2023-01-19 2022-12-31 13F MCDONALDS COM 580135101 18,280 3,905 27.17 4,817 45.22 0.2689
2022-10-19 2022-09-30 13F MCDONALDS COM 580135101 14,375 6,341 78.93 3,317 67.27 0.1761
2022-07-15 2022-06-30 13F MCDONALDS COM 580135101 8,034 1,258 18.57 1,983 18.32 0.1249
2022-04-14 2022-03-31 13F MCDONALDS COM 580135101 6,776 -657 -8.84 1,676 -15.91 0.1133
2022-01-18 2021-12-31 13F MCDONALDS COM 580135101 7,433 648 9.55 1,993 21.82 0.1239
2021-10-14 2021-09-30 13F MCDONALDS COM 580135101 6,785 569 9.15 1,636 13.93 0.1134
2021-07-20 2021-06-30 13F MCDONALDS COM 580135101 6,216 1,740 38.87 1,436 43.17 0.1034
2021-05-12 2021-03-31 13F MCDONALDS COM 580135101 4,476 183 4.26 1,003 8.90 0.0835
2021-01-19 2020-12-31 13F MCDONALDS COM 580135101 4,293 525 13.93 921 11.37 0.0882
2020-10-23 2020-09-30 13F MCDONALDS COM 580135101 3,768 719 23.58 827 47.15 0.0929
2020-07-15 2020-06-30 13F MCDONALDS COM 580135101 3,049 1,403 85.24 562 106.62 0.0724
2020-04-09 2020-03-31 13F MCDONALDS COM 580135101 1,646 -776 -32.04 272 -43.22 0.0436
2020-01-17 2019-12-31 13F MCDONALDS COM 580135101 2,422 272 12.65 479 3.68 0.0699
2019-10-17 2019-09-30 13F MCDONALDS COM 580135101 2,150 178 9.03 462 12.68 0.0750
2019-07-15 2019-06-30 13F MCDONALDS COM 580135101 1,972 1,972 410 0.0700
2018-07-12 2018-06-30 13F MCDONALDS COM 580135101 0 -1,721 -100.00 0 -100.00
2018-04-17 2018-03-31 13F MCDONALDS COM 580135101 1,721 -610 -26.17 269 -32.92 0.0769
2018-01-23 2017-12-31 13F MCDONALDS COM 580135101 2,331 364 18.51 401 30.19 0.1188
2017-10-17 2017-09-30 13F MCDONALDS COM 580135101 1,967 -55 -2.72 308 -0.65 0.1152
2017-08-04 2017-06-30 13F MCDONALDS COM 580135101 2,022 70 3.59 310 30.25 0.1301
2017-02-17 2016-12-31 13F MCDONALDS COM 580135101 1,952 1,952 238 0.1218
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.