McDonald's Corporation
US ˙ NYSE ˙ US5801351017

SecurityMCD / McDonald's Corporation
InstitutionPrinciple Wealth Partners Llc
Latest Disclosed Ownership68,838 shares
Latest Disclosed Value $ 21,394,118
Principle Wealth Partners Llc reports 0.09% decrease in ownership of MCD / McDonald's Corporation

On May 7, 2026 - Principle Wealth Partners Llc filed a 13F-HR form disclosing ownership of 68,838 shares of McDonald's Corporation (US:MCD) valued at $21,394,162 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 68,901 shares of McDonald's Corporation. This represents a change in shares of -0.09% during the quarter. The current value of the position is $18,812,737 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)
2026-05-07 2026-03-31 13F MCDONALDS COM 580135101 68,838 -63 -0.09 21,394 1.60 1.2227
2026-02-06 2025-12-31 13F MCDONALDS COM 580135101 68,901 726 1.06 21,058 1.65 1.1848
2025-11-03 2025-09-30 13F MCDONALDS COM 580135101 68,175 -33 -0.05 20,718 3.96 1.2026
2025-07-30 2025-06-30 13F MCDONALDS COM 580135101 68,208 563 0.83 19,928 -5.69 1.2447
2025-05-06 2025-03-31 13F MCDONALDS COM 580135101 67,645 -134 -0.20 21,130 7.54 1.5103
2025-01-29 2024-12-31 13F MCDONALDS COM 580135101 67,779 -173 -0.25 19,648 -5.04 1.3790
2024-11-13 2024-09-30 13F MCDONALDS COM 580135101 67,952 209 0.31 20,692 19.86 1.4656
2024-08-13 2024-06-30 13F MCDONALDS COM 580135101 67,743 -275 -0.40 17,264 -9.98 1.3140
2024-04-23 2024-03-31 13F/A-1 MCDONALDS COM 580135101 68,018 55 0.08 19,178 -4.83 1.4978
2024-04-23 2024-03-31 13F MCDONALDS COM 580135101 68,018 55 19,178 1.4978
2024-02-05 2023-12-31 13F MCDONALDS COM 580135101 67,963 380 0.56 20,152 13.18 1.7348
2023-11-01 2023-09-30 13F MCDONALDS COM 580135101 67,583 5,294 8.50 17,804 -4.21 1.7891
2023-07-31 2023-06-30 13F MCDONALDS COM 580135101 62,289 67 0.11 18,588 6.84 1.8679
2023-05-10 2023-03-31 13F MCDONALDS COM 580135101 62,222 179 0.29 17,398 6.40 1.8600
2023-02-02 2022-12-31 13F MCDONALDS CORP COM Stock 580135101 62,043 -380 -0.61 16,350 13.51 1.8528
2022-11-14 2022-09-30 13F MCDONALDS CORP COM Stock 580135101 62,423 33,863 118.57 14,404 104.28 1.3584
2022-08-02 2022-06-30 13F MCDONALDS CORP COM Stock 580135101 28,560 -877 -2.98 7,051 -3.13 0.8485
2022-05-12 2022-03-31 13F MCDONALDS CORP COM Stock 580135101 29,437 1,518 5.44 7,279 -2.74 0.7654
2022-02-11 2021-12-31 13F MCDONALDS CORP COM Stock 580135101 27,919 79 0.28 7,484 11.49 0.7858
2021-11-16 2021-09-30 13F MCDONALDS CORP COM Stock 580135101 27,840 133 0.48 6,713 4.89 0.7751
2021-08-13 2021-06-30 13F MCDONALDS CORP COM Stock 580135101 27,707 133 0.48 6,400 3.54 0.7267
2021-05-18 2021-03-31 13F MCDONALDS CORP COM Stock 580135101 27,574 1,497 5.74 6,181 10.45 0.7228
2021-02-16 2020-12-31 13F MCDONALDS CORP COM Stock 580135101 26,077 20,059 333.32 5,596 323.62 0.7373
2020-11-16 2020-09-30 13F MCDONALDS CORP COM Stock 580135101 6,018 0 0.00 1,321 19.01 0.3681
2020-08-14 2020-06-30 13F MCDONALDS CORP COM Stock 580135101 6,018 0 0.00 1,110 11.56 0.3259
2020-05-13 2020-03-31 13F MCDONALDS CORP COM Stock 580135101 6,018 -74 -1.21 995 -17.36 0.3734
2020-02-04 2019-12-31 13F MCDONALDS CORP COM Stock 580135101 6,092 0 0.00 1,204 -7.95 0.3845
2019-11-05 2019-09-30 13F MCDONALDS CORP COM Stock 580135101 6,092 500 8.94 1,308 12.66 0.4522
2019-11-05 2019-06-30 13F MCDONALDS CORP COM Stock 580135101 5,592 2,946 111.34 1,161 131.27 0.5973
2019-10-30 2019-03-31 13F MCDONALDS CORP COM Stock 580135101 2,646 1,162 78.30 502 90.15 0.2871
2019-10-10 2018-12-31 13F MCDONALDS Com 580135101 1,484 1,484 264 0.2215
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.