McDonald's Corporation
US ˙ NYSE ˙ US5801351017

SecurityMCD / McDonald's Corporation
InstitutionOppenheimer Asset Management Inc.
Latest Disclosed Ownership15,461 shares
Latest Disclosed Value $ 4,805,127
Oppenheimer Asset Management Inc. reports 4.06% decrease in ownership of MCD / McDonald's Corporation

On April 23, 2026 - Oppenheimer Asset Management Inc. filed a 13F-HR form disclosing ownership of 15,461 shares of McDonald's Corporation (US:MCD) valued at $4,805,124 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 16,116 shares of McDonald's Corporation. This represents a change in shares of -4.06% during the quarter. The current value of the position is $4,326,606 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)
2026-04-23 2026-03-31 13F MCDONALDS COM 580135101 15,461 -655 -4.06 4,805 -2.44 0.0137
2026-02-02 2025-12-31 13F MCDONALDS COM 580135101 16,116 1,674 11.59 4,926 12.24 0.0606
2025-11-06 2025-09-30 13F MCDONALDS COM 580135101 14,442 4 0.03 4,389 4.03 0.0483
2025-07-31 2025-06-30 13F MCDONALDS COM 580135101 14,438 46 0.32 4,218 -6.16 0.0484
2025-04-23 2025-03-31 13F MCDONALDS COM 580135101 14,392 164 1.15 4,496 9.00 0.0558
2025-02-05 2024-12-31 13F MCDONALDS COM 580135101 14,228 -185 -1.28 4,125 -6.02 0.0501
2024-11-05 2024-09-30 13F MCDONALDS COM 580135101 14,413 272 1.92 4,389 21.79 0.0528
2024-08-08 2024-06-30 13F MCDONALDS COM 580135101 14,141 -2,518 -15.11 3,604 -23.29 0.0460
2024-05-07 2024-03-31 13F MCDONALDS COM 580135101 16,659 -1,242 -6.94 4,697 -11.49 0.0688
2024-02-13 2023-12-31 13F MCDONALDS COM 580135101 17,901 -148 -0.82 5,308 11.63 0.0738
2023-11-08 2023-09-30 13F MCDONALDS COM 580135101 18,049 -1,305 -6.74 4,755 -17.68 0.0730
2023-08-03 2023-06-30 13F MCDONALDS COM 580135101 19,354 -2,860 -12.87 5,775 -7.02 0.0849
2023-05-10 2023-03-31 13F MCDONALDS COM 580135101 22,214 -547 -2.40 6,211 3.55 0.0957
2023-02-07 2022-12-31 13F MCDONALDS COM 580135101 22,761 813 3.70 5,998 18.44 0.0965
2022-11-14 2022-09-30 13F MCDONALDS COM 580135101 21,948 4,278 24.21 5,064 16.07 0.0893
2022-08-08 2022-06-30 13F MCDONALDS COM 580135101 17,670 260 1.49 4,363 1.35 0.0731
2022-05-12 2022-03-31 13F MCDONALDS COM 580135101 17,410 -2,354 -11.91 4,305 -18.74 0.0611
2022-02-02 2021-12-31 13F MCDONALDS COM 580135101 19,764 9,501 92.58 5,298 114.06 0.0702
2021-11-12 2021-09-30 13F MCDONALDS COM 580135101 10,263 119 1.17 2,475 5.68 0.0352
2021-08-03 2021-06-30 13F MCDONALDS COM 580135101 10,144 304 3.09 2,342 6.21 0.0334
2021-05-17 2021-03-31 13F MCDONALDS COM 580135101 9,840 -20,019 -67.05 2,205 -65.58 0.0342
2021-02-11 2020-12-31 13F MCDONALDS COM 580135101 29,859 1,118 3.89 6,406 1.57 0.1070
2020-11-13 2020-09-30 13F MCDONALDS COM 580135101 28,741 -236 -0.81 6,307 17.98 0.1225
2020-08-11 2020-06-30 13F MCDONALDS COM 580135101 28,977 -2,981 -9.33 5,346 1.19 0.1103
2020-05-08 2020-03-31 13F MCDONALDS COM 580135101 31,958 15,870 98.64 5,283 66.24 0.1298
2020-02-07 2019-12-31 13F MCDONALDS COM 580135101 16,088 -2,131 -11.70 3,178 -18.74 0.0671
2019-10-31 2019-09-30 13F MCDONALDS COM 580135101 18,219 1,488 8.89 3,911 12.51 0.0869
2019-08-09 2019-06-30 13F MCDONALDS COM 580135101 16,731 308 1.88 3,476 11.48 0.0768
2019-04-24 2019-03-31 13F MCDONALDS COM 580135101 16,423 -2,457 -13.01 3,118 -7.04 0.0700
2019-01-30 2018-12-31 13F MCDONALDS COM 580135101 18,880 1,673 9.72 3,354 16.58 0.0831
2018-10-26 2018-09-30 13F MCDONALDS COM 580135101 17,207 -947 -5.22 2,877 1.16 0.0637
2018-08-10 2018-06-30 13F MCDONALDS COM 580135101 18,154 2,669 17.24 2,844 17.42 0.0696
2018-05-09 2018-03-31 13F MCDONALDS COM 580135101 15,485 2,949 23.52 2,422 23.32 0.0608
2018-02-07 2017-12-31 13F MCDONALDS COM 580135101 12,536 0 0.00 1,964 0.00 0.0521
2017-11-14 2017-09-30 13F MCDONALDS COM 580135101 12,536 -19,118 -60.40 1,964 -59.49 0.0510
2017-08-09 2017-06-30 13F MCDONALDS COM 580135101 31,654 928 3.02 4,848 21.78 0.1339
2017-05-15 2017-03-31 13F MCDONALDS COM 580135101 30,726 30,726 3,981 0.1134
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.