McDonald's Corporation
US ˙ NYSE ˙ US5801351017

SecurityMCD / McDonald's Corporation
InstitutionWealthspire Advisors, LLC
Latest Disclosed Ownership20,084 shares
Latest Disclosed Value $ 6,242,045
Wealthspire Advisors, LLC reports 9.74% decrease in ownership of MCD / McDonald's Corporation

On May 1, 2026 - Wealthspire Advisors, LLC filed a 13F-HR form disclosing ownership of 20,084 shares of McDonald's Corporation (US:MCD) valued at $6,241,906 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 22,251 shares of McDonald's Corporation. This represents a change in shares of -9.74% during the quarter. The current value of the position is $5,488,756 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)
2026-05-01 2026-03-31 13F MCDONALDS COM 580135101 20,084 -2,167 -9.74 6,242 -8.21 0.0490
2026-02-12 2025-12-31 13F MCDONALDS COM 580135101 22,251 861 4.03 6,801 4.62 0.0541
2025-11-14 2025-09-30 13F MCDONALDS COM 580135101 21,390 -12,312 -36.53 6,500 -33.98 0.0340
2025-08-11 2025-06-30 13F McDonalds COM 580135101 33,702 552 1.67 9,847 -4.92 0.0553
2025-05-09 2025-03-31 13F MCDONALDS COM 580135101 33,150 15,579 88.66 10,355 103.32 0.0619
2025-02-04 2024-12-31 13F MCDONALDS COM 580135101 17,571 106 0.61 5,094 -4.23 0.0506
2024-11-13 2024-09-30 13F MCDONALDS COM 580135101 17,465 2,147 14.02 5,318 36.25 0.0541
2024-08-08 2024-06-30 13F MCDONALDS COM 580135101 15,318 219 1.45 3,904 -8.32 0.0500
2024-05-06 2024-03-31 13F MCDONALDS COM 580135101 15,099 -355 -2.30 4,257 -7.09 0.0568
2024-02-07 2023-12-31 13F MCDONALDS COM 580135101 15,454 2,258 17.11 4,582 31.82 0.0651
2023-11-06 2023-09-30 13F MCDONALDS COM 580135101 13,196 1,998 17.84 3,476 4.04 0.0574
2023-08-01 2023-06-30 13F MCDONALDS COM 580135101 11,198 -615 -5.21 3,342 1.15 0.0546
2023-05-09 2023-03-31 13F MCDONALDS COM 580135101 11,813 -1,620 -12.06 3,303 -6.67 0.0567
2023-02-14 2022-12-31 13F MCDONALDS COM 580135101 13,433 1,813 15.60 3,540 32.00 0.0644
2022-11-14 2022-09-30 13F MCDONALDS COM 580135101 11,620 265 2.33 2,681 -4.35 0.0560
2022-08-09 2022-06-30 13F MCDONALDS COM 580135101 11,355 661 6.18 2,803 6.01 0.0586
2022-05-09 2022-03-31 13F MCDONALDS COM 580135101 10,694 -2,266 -17.48 2,644 -23.89 0.0595
2022-02-14 2021-12-31 13F MCDONALDS COM 580135101 12,960 1,037 8.70 3,474 20.83 0.0769
2021-11-15 2021-09-30 13F MCDONALDS COM 580135101 11,923 6,489 119.41 2,875 129.08 0.0597
2021-08-13 2021-06-30 13F MCDONALDS COM 580135101 5,434 -14,324 -72.50 1,255 -71.66 0.0330
2021-05-17 2021-03-31 13F MCDONALDS COM 580135101 19,758 7,650 63.18 4,429 70.48 0.1051
2021-02-16 2020-12-31 13F MCDONALDS COM 580135101 12,108 6,846 130.10 2,598 124.94 0.0773
2020-11-16 2020-09-30 13F MCDONALDS COM 580135101 5,262 555 11.79 1,155 33.06 0.0687
2020-08-14 2020-06-30 13F MCDONALDS COM 580135101 4,707 -9,830 -67.62 868 -63.89 0.0605
2020-05-12 2020-03-31 13F MCDONALDS COM 580135101 14,537 12,463 600.92 2,404 486.34 0.1008
2020-02-14 2019-12-31 13F MCDONALDS COM 580135101 2,074 137 7.07 410 -1.44 0.0299
2019-11-12 2019-09-30 13F MCDONALDS COM 580135101 1,937 1,937 416 0.0341
2019-05-07 2019-03-31 13F MCDONALDS COM 580135101 0 -590 -100.00 0 -100.00
2019-02-14 2018-12-31 13F MCDONALDS COM 580135101 590 590 105 0.0101
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.