McDonald's Corporation
US ˙ NYSE ˙ US5801351017

SecurityMCD / McDonald's Corporation
InstitutionFoundations Investment Advisors, LLC
Latest Disclosed Ownership22,367 shares
Latest Disclosed Value $ 6,951,466
Foundations Investment Advisors, LLC reports 15.39% decrease in ownership of MCD / McDonald's Corporation

On May 11, 2026 - Foundations Investment Advisors, LLC filed a 13F-HR form disclosing ownership of 22,367 shares of McDonald's Corporation (US:MCD) valued at $6,951,440 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 26,436 shares of McDonald's Corporation. This represents a change in shares of -15.39% during the quarter. The current value of the position is $6,259,181 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)
2026-05-11 2026-03-31 13F MCDONALDS COM 580135101 22,367 -4,069 -15.39 6,951 -13.96 0.0431
2026-02-10 2025-12-31 13F MCDONALDS COM 580135101 26,436 1,345 5.36 8,080 5.97 0.1059
2025-11-03 2025-09-30 13F MCDONALDS COM 580135101 25,091 -952 -3.66 7,625 0.21 0.1108
2025-08-08 2025-06-30 13F MCDONALDS COM 580135101 26,043 2,064 8.61 7,609 1.58 0.1202
2025-05-07 2025-03-31 13F MCDONALDS COM 580135101 23,979 -8,035 -25.10 7,490 -19.29 0.1383
2025-01-22 2024-12-31 13F MCDONALDS COM 580135101 32,014 237 0.75 9,281 -4.09 0.1791
2024-10-21 2024-09-30 13F MCDONALDS COM 580135101 31,777 19,011 148.92 9,676 197.45 0.2033
2024-08-02 2024-06-30 13F MCDONALDS COM 580135101 12,766 856 7.19 3,253 -3.10 0.0790
2024-05-13 2024-03-31 13F MCDONALDS COM 580135101 11,910 -141 -1.17 3,358 -6.54 0.0879
2024-02-08 2023-12-31 13F MCDONALDS COM 580135101 12,051 527 4.57 3,592 18.31 0.0964
2023-10-05 2023-09-30 13F MCDONALDS COM 580135101 11,524 3,434 42.45 3,036 25.82 0.0935
2023-07-19 2023-06-30 13F MCDONALDS COM 580135101 8,090 1,908 30.86 2,414 39.64 0.0799
2023-04-25 2023-03-31 13F MCDONALDS COM 580135101 6,182 1,381 28.76 1,729 36.60 0.0618
2023-01-11 2022-12-31 13F MCDONALDS COM 580135101 4,801 712 17.41 1,265 34.15 0.0503
2022-10-19 2022-09-30 13F MCDONALDS COM 580135101 4,089 178 4.55 943 -4.07 0.0411
2022-07-08 2022-06-30 13F MCDONALDS COM 580135101 3,911 799 25.67 983 26.03 0.0411
2022-04-19 2022-03-31 13F MCDONALDS COM 580135101 3,112 27 0.88 780 -3.11 0.0302
2022-01-21 2021-12-31 13F MCDONALDS COM 580135101 3,085 355 13.00 805 20.33 0.0303
2021-10-13 2021-09-30 13F MCDONALDS COM 580135101 2,730 330 13.75 669 18.20 0.0292
2021-07-14 2021-06-30 13F MCDONALDS COM 580135101 2,400 -250 -9.43 566 -8.12 0.0271
2021-04-09 2021-03-31 13F MCDONALDS COM 580135101 2,650 274 11.53 616 20.08 0.0355
2021-01-13 2020-12-31 13F MCDONALDS COM 580135101 2,376 391 19.70 513 16.06 0.0337
2020-10-07 2020-09-30 13F MCDONALDS COM 580135101 1,985 366 22.61 442 48.82 0.0970
2020-07-08 2020-06-30 13F MCDONALDS COM 580135101 1,619 167 11.50 297 29.13 0.0263
2020-04-06 2020-03-31 13F MCDONALDS COM 580135101 1,452 451 45.05 230 13.86 0.0267
2020-01-09 2019-12-31 13F MCDONALDS COM 580135101 1,001 -74 -6.88 202 -10.62 0.0248
2019-10-07 2019-09-30 13F MCDONALDS COM 580135101 1,075 1,075 226 0.0296
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.