McDonald's Corporation
CH ˙ SWX ˙ US5801351017
SecurityCH:MCD / McDonald's Corporation
InstitutionPinnacle Associates Ltd
Latest Disclosed Ownership52,074 shares
Latest Disclosed Value $ 16,183,955
Pinnacle Associates Ltd reports 0.41% increase in ownership of MCD / McDonald's Corporation

On April 21, 2026 - Pinnacle Associates Ltd filed a 13F-HR form disclosing ownership of 52,074 shares of McDonald's Corporation (CH:MCD) valued at $16,183,955 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 51,859 shares of McDonald's Corporation. This represents a change in shares of 0.41% during the quarter.

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)
2026-04-21 2026-03-31 13F MCDONALDS COM 580135101 52,074 215 0.41 16,184 2.11 0.2075
2026-02-05 2025-12-31 13F MCDONALDS COM 580135101 51,859 -354 -0.68 15,850 -0.11 0.2034
2025-11-13 2025-09-30 13F MCDONALDS COM 580135101 52,213 -1,272 -2.38 15,867 1.54 0.2105
2025-08-04 2025-06-30 13F MCDONALDS COM 580135101 53,485 -446 -0.83 15,627 -7.24 0.2262
2025-05-06 2025-03-31 13F MCDONALDS COM 580135101 53,931 1,213 2.30 16,847 10.23 0.2469
2025-02-14 2024-12-31 13F MCDONALDS COM 580135101 52,718 -2,194 -4.00 15,282 -6.14 0.2073
2024-10-25 2024-09-30 13F MCDONALDS COM 580135101 54,912 817 1.51 16,282 18.11 0.2769
2024-07-30 2024-06-30 13F MCDONALDS COM 580135101 54,095 -1,072 -1.94 13,786 -11.37 0.2158
2024-04-26 2024-03-31 13F MCDONALDS COM 580135101 55,167 255 0.46 15,554 -4.47 0.2451
2024-01-19 2023-12-31 13F MCDONALDS COM 580135101 54,912 1,151 2.14 16,282 14.96 0.2740
2023-10-24 2023-09-30 13F MCDONALDS COM 580135101 53,761 402 0.75 14,163 -11.05 0.2633
2023-07-27 2023-06-30 13F MCDONALDS COM 580135101 53,359 327 0.62 15,923 7.38 0.2763
2023-05-05 2023-03-31 13F MCDONALDS COM 580135101 53,032 -949 -1.76 14,828 4.24 0.3033
2023-02-01 2022-12-31 13F/A-1 MCDONALDS COM 580135101 53,981 548 1.03 14,226 15.38 0.3100
2023-01-25 2022-12-31 13F MCDONALDS COM 580135101 53,415 -18 14,689 0.0003
2022-11-01 2022-09-30 13F MCDONALDS COM 580135101 53,433 529 1.00 12,329 -5.60 0.2830
2022-08-02 2022-06-30 13F MCDONALDS COM 580135101 52,904 294 0.56 13,061 0.40 0.2848
2022-05-05 2022-03-31 13F MCDONALDS COM 580135101 52,610 876 1.69 13,009 -6.19 0.2303
2022-02-02 2021-12-31 13F MCDONALDS COM 580135101 51,734 4,433 9.37 13,868 21.60 0.2392
2021-10-19 2021-09-30 13F MCDONALDS COM 580135101 47,301 356 0.76 11,405 5.17 0.2102
2021-08-02 2021-06-30 13F MCDONALDS COM 580135101 46,945 294 0.63 10,844 3.71 0.1961
2021-05-12 2021-03-31 13F MCDONALDS COM 580135101 46,651 -571 -1.21 10,456 3.19 0.1994
2021-01-26 2020-12-31 13F MCDONALDS COM 580135101 47,222 1,048 2.27 10,133 -0.02 0.2058
2020-10-23 2020-09-30 13F MCDONALDS COM 580135101 46,174 1,553 3.48 10,135 23.13 0.2407
2020-08-14 2020-06-30 13F MCDONALDS COM 580135101 44,621 4,407 10.96 8,231 23.79 0.2030
2020-05-13 2020-03-31 13F MCDONALDS COM 580135101 40,214 -550 -1.35 6,649 -17.45 0.2020
2020-02-03 2019-12-31 13F MCDONALDS COM 580135101 40,764 -4,525 -9.99 8,055 -17.16 0.1764
2019-11-08 2019-09-30 13F MCDONALDS COM 580135101 45,289 -380 -0.83 9,724 2.53 0.2291
2019-08-05 2019-06-30 13F MCDONALDS COM 580135101 45,669 762 1.70 9,484 11.21 0.2221
2019-05-10 2019-03-31 13F MCDONALDS COM 580135101 44,907 -443 -0.98 8,528 5.90 0.1927
2019-02-05 2018-12-31 13F MCDONALDS COM 580135101 45,350 -3,491 -7.15 8,053 -1.44 0.2079
2018-11-09 2018-09-30 13F MCDONALDS COM 580135101 48,841 155 0.32 8,171 7.10 0.1695
2018-08-08 2018-06-30 13F MCDONALDS COM 580135101 48,686 2,438 5.27 7,629 5.49 0.1570
2018-05-11 2018-03-31 13F MCDONALDS COM 580135101 46,248 -146 -0.31 7,232 -9.43 0.1417
2018-02-12 2017-12-31 13F MCDONALDS COM 580135101 46,394 469 1.02 7,985 10.96 0.1534
2017-11-13 2017-09-30 13F MCDONALDS COM 580135101 45,925 -252 -0.55 7,196 1.75 0.1327
2017-08-09 2017-06-30 13F MCDONALDS COM 580135101 46,177 -202 -0.44 7,072 17.65 0.1359
2017-05-09 2017-03-31 13F MCDONALDS COM 580135101 46,379 -102 -0.22 6,011 6.24 0.1148
2017-02-10 2016-12-31 13F MCDONALDS COM 580135101 46,481 -29 -0.06 5,658 5.46 0.1142
2016-11-14 2016-09-30 13F MCDONALDS COM 580135101 46,510 -755 -1.60 5,365 -5.68 0.1076
2016-08-15 2016-06-30 13F MCDONALDS COM 580135101 47,265 2,436 5.43 5,688 0.96 0.1226
2016-05-13 2016-03-31 13F MCDONALDS COM 580135101 44,829 -745 -1.63 5,634 4.64 0.1205
2016-02-11 2015-12-31 13F/A-1 MCDONALDS COM 580135101 45,574 226 0.50 5,384 20.50 0.1130
2016-02-09 2015-12-31 13F MCDONALDS COM 580135101 45,574 226 5,384 0.1150
2015-11-10 2015-09-30 13F MCDONALDS COM 580135101 45,348 -1,776 -3.77 4,468 -0.27 0.0989
2015-08-12 2015-06-30 13F MCDONALDS COM 580135101 47,124 -303 -0.64 4,480 -3.05 0.0832
2015-05-15 2015-03-31 13F McDonald's COM 580135101 47,427 -3,709 -7.25 4,621 -3.55 0.0862
2015-02-12 2014-12-31 13F McDonald's COM 580135101 51,136 -397 -0.77 4,791 -1.94 0.0939
2014-11-12 2014-09-30 13F McDonald's COM 580135101 51,533 -922 -1.76 4,886 -7.53 0.0995
2014-08-14 2014-06-30 13F McDonald's COM 580135101 52,455 -598 -1.13 5,284 1.60 0.1031
2014-05-14 2014-03-31 13F McDonald's COM 580135101 53,053 -3,225 -5.73 5,201 -4.76 0.1014
2014-02-12 2013-12-31 13F McDonald's COM 580135101 56,278 -5,992 -9.62 5,461 -8.85 0.1066
2013-11-14 2013-09-30 13F McDonald's COM 580135101 62,270 1,682 2.78 5,991 -0.12 0.1239
2013-08-13 2013-06-30 13F McDonald's COM 580135101 60,588 60,588 5,998 0.1348
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.