McDonald's Corporation
US ˙ NYSE ˙ US5801351017

SecurityMCD / McDonald's Corporation
InstitutionFirst Manhattan Co
Latest Disclosed Ownership540,296 shares
Latest Disclosed Value $ 167,918,457
First Manhattan Co reports 4.32% decrease in ownership of MCD / McDonald's Corporation

On May 15, 2026 - First Manhattan Co filed a 13F-HR form disclosing ownership of 540,296 shares of McDonald's Corporation (US:MCD) valued at $167,918,594 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 564,683 shares of McDonald's Corporation. This represents a change in shares of -4.32% during the quarter. The current value of the position is $147,657,494 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.

Upgrade to unlock premium data and export to Excel .

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 540,296 -24,387 -4.32 167,918 -2.70 0.4656
2026-02-17 2025-12-31 13F MCDONALDS COM 580135101 564,683 -12,473 -2.16 172,584 -1.60 0.4531
2025-11-14 2025-09-30 13F MCDONALDS COM 580135101 577,156 -40,931 -6.62 175,392 -2.88 0.4632
2025-08-14 2025-06-30 13F MCDONALDS COM 580135101 618,087 -2,650 -0.43 180,587 -6.87 0.5099
2025-05-15 2025-03-31 13F MCDONALDS COM 580135101 620,737 -33,739 -5.16 193,900 2.00 0.5657
2025-02-14 2024-12-31 13F MCDONALDS COM 580135101 654,476 -9,603 -1.45 190,090 -6.00 0.5575
2024-11-14 2024-09-30 13F MCDONALDS COM 580135101 664,079 -16,756 -2.46 202,219 16.55 0.5995
2024-08-15 2024-06-30 13F/A-1 MCDONALDS COM 580135101 680,835 13,524 2.03 173,504 -7.78 0.5563
2024-08-14 2024-06-30 13F MCDONALDS COM 580135101 680,835 13,524 173,504 0.5564
2024-05-15 2024-03-31 13F MCDONALDS COM 580135101 667,311 20,914 3.24 188,148 0.03 0.6096
2024-02-13 2023-12-31 13F MCDONALDS COM 580135101 646,397 3,999 0.62 188,100 12.61 0.6526
2023-11-14 2023-09-30 13F MCDONALDS COM 580135101 642,398 47,111 7.91 167,031 -5.32 0.6167
2023-08-14 2023-06-30 13F MCDONALDS COM 580135101 595,287 -27,375 -4.40 176,419 2.00 0.6462
2023-05-15 2023-03-31 13F MCDONALDS COM 580135101 622,662 -47,235 -7.05 172,959 -1.36 0.6633
2023-02-14 2022-12-31 13F MCDONALDS COM 580135101 669,897 -22,953 -3.31 175,344 11.34 0.6426
2022-11-14 2022-09-30 13F MCDONALDS COM 580135101 692,850 -3,975 -0.57 157,486 -7.01 0.6669
2022-08-15 2022-06-30 13F MCDONALDS COM 580135101 696,825 -16,174 -2.27 169,358 -3.94 0.6826
2022-05-16 2022-03-31 13F MCDONALDS COM 580135101 712,999 -14,892 -2.05 176,311 -9.64 0.5767
2022-02-14 2021-12-31 13F MCDONALDS COM 580135101 727,891 18,781 2.65 195,126 14.13 0.6431
2021-11-15 2021-09-30 13F MCDONALDS COM 580135101 709,110 2,058 0.29 170,974 4.68 0.6299
2021-08-16 2021-06-30 13F MCDONALDS COM 580135101 707,052 -40,428 -5.41 163,323 -2.52 0.5962
2021-05-14 2021-03-31 13F MCDONALDS COM 580135101 747,480 -26,934 -3.48 167,541 0.82 0.7222
2021-02-16 2020-12-31 13F MCDONALDS COM 580135101 774,414 2,780 0.36 166,175 -1.88 0.7953
2020-11-12 2020-09-30 13F MCDONALDS COMMON 580135101 771,634 142,991 22.75 169,366 46.05 0.8726
2020-08-14 2020-06-30 13F MCDONALDS COMMON 580135101 628,643 98,936 18.68 115,966 32.40 0.6702
2020-05-06 2020-03-31 13F MCDONALDS COMMON 580135101 529,707 72,600 15.88 87,587 -3.04 0.5677
2020-02-13 2019-12-31 13F MCDONALDS COMMON 580135101 457,107 207,652 83.24 90,329 68.65 0.4533
2019-11-13 2019-09-30 13F MCDONALDS COMMON 580135101 249,455 -3,168 -1.25 53,561 2.10 0.2951
2019-08-16 2019-06-30 13F MCDONALDS COMMON 580135101 252,623 -1,904 -0.75 52,460 8.53 0.2912
2019-04-12 2019-03-31 13F MCDONALDS COMMON 580135101 254,527 -9,342 -3.54 48,335 3.16 0.2790
2019-01-30 2018-12-31 13F MCDONALDS COMMON 580135101 263,869 -158 -0.06 46,855 6.08 0.2917
2018-10-15 2018-09-30 13F MCDONALDS COMMON 580135101 264,027 3,950 1.52 44,169 8.39 0.2354
2018-08-01 2018-06-30 13F MCDONALDS COMMON 580135101 260,077 4,405 1.72 40,751 1.92 0.2350
2018-04-20 2018-03-31 13F MCDONALDS COMMON 580135101 255,672 16,156 6.75 39,982 -3.02 0.2275
2018-01-22 2017-12-31 13F MCDONALDS COMMON 580135101 239,516 -4,610 -1.89 41,225 7.78 0.2259
2017-10-25 2017-09-30 13F MCDONALDS COMMON 580135101 244,126 -905 -0.37 38,249 1.92 0.2190
2017-08-10 2017-06-30 13F/A-2 MCDONALDS COMMON 580135101 245,031 -2,055 -0.83 37,529 17.19 0.2188
2017-08-01 2017-06-30 13F/A-1 MCDONALDS COMMON 580135101 245,031 0 37,529 0.2188
2017-07-28 2017-06-30 13F MCDONALDS COMMON 580135101 245,031 -2,055 37,529
2017-04-25 2017-03-31 13F/A-1 MCDONALDS COMMON 580135101 247,086 -23,487 -8.68 32,025 -2.76 0.1902
2017-04-24 2017-03-31 13F MCDONALDS COMMON 580135101 270,236 31,174
2017-01-25 2016-12-31 13F MCDONALDS COMMON 580135101 270,573 337 0.12 32,934 5.65 0.2003
2016-10-20 2016-09-30 13F MCDONALDS COMMON 580135101 270,236 -10,116 -3.61 31,174 -7.60 0.1901
2016-07-14 2016-06-30 13F MCDONALDS COMMON 580135101 280,352 -2,430 -0.86 33,737 -5.07 0.2072
2016-04-22 2016-03-31 13F MCDONALDS COMMON 580135101 282,782 -13,210 -4.46 35,540 1.64 0.2186
2016-01-20 2015-12-31 13F MCDONALDS COMMON 580135101 295,992 1,175 0.40 34,968 20.38 0.2146
2015-10-26 2015-09-30 13F MCDONALDS COMMON 580135101 294,817 -2,361 -0.79 29,048 2.81 0.1867
2015-07-17 2015-06-30 13F MCDONALDS COMMON 580135101 297,178 -84,330 -22.10 28,253 -24.00 0.1668
2015-04-30 2015-03-31 13F MCDONALDS COMMON 580135101 381,508 -82,288 -17.74 37,174 -14.46 0.2142
2015-01-20 2014-12-31 13F MCDONALDS COMMON 580135101 463,796 -93,113 -16.72 43,458 -17.69 0.2460
2014-10-23 2014-09-30 13F MCDONALDS COMMON 580135101 556,909 -674,937 -54.79 52,800 -57.45 0.3071
2014-08-14 2014-06-30 13F/A-1 MCDONALDS COMMON 580135101 1,231,846 -21,870 -1.74 124,096 0.97 0.7864
2014-05-16 2014-03-31 13F MCDONALDS COMMON 580135101 1,253,716 -14,253 -1.12 122,902 -0.10 0.8096
2014-02-04 2013-12-31 13F MCDONALDS COMMON 580135101 1,267,969 -13,153 -1.03 123,031 -0.18 0.8132
2013-10-29 2013-09-30 13F MCDONALDS COMMON 580135101 1,281,122 -761 -0.06 123,257 -1.75 0.8607
2013-08-13 2013-06-30 13F MCDONALDS COMMON 580135101 1,281,883 1,281,883 125,458 0.8630
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.