McDonald's Corporation
CH ˙ SWX ˙ US5801351017
SecurityCH:MCD / McDonald's Corporation
InstitutionProspera Financial Services Inc
Latest Disclosed Ownership63,474 shares
Latest Disclosed Value $ 19,737,259
Prospera Financial Services Inc reports 2.62% decrease in ownership of MCD / McDonald's Corporation

On April 14, 2026 - Prospera Financial Services Inc filed a 13F-HR form disclosing ownership of 63,474 shares of McDonald's Corporation (CH:MCD) valued at $19,737,259 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 65,180 shares of McDonald's Corporation. This represents a change in shares of -2.62% 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)
2026-04-14 2026-03-31 13F MCDONALDS COM 580135101 63,474 -1,706 -2.62 19,737 -0.96 0.3178
2026-02-09 2025-12-31 13F MCDONALDS COM 580135101 65,180 -1,123 -1.69 19,930 -1.13 0.3271
2025-11-06 2025-09-30 13F MCDONALDS COM 580135101 66,303 1,260 1.94 20,157 6.03 0.3438
2025-08-06 2025-06-30 13F MCDONALDS COM 580135101 65,043 -1,435 -2.16 19,011 -8.49 0.3542
2025-05-15 2025-03-31 13F MCDONALDS COM 580135101 66,478 5,714 9.40 20,775 17.88 0.4774
2025-02-13 2024-12-31 13F MCDONALDS COM 580135101 60,764 2,066 3.52 17,624 -1.46 0.4105
2024-11-07 2024-09-30 13F MCDONALDS COM 580135101 58,698 5,806 10.98 17,884 32.61 0.4567
2024-08-13 2024-06-30 13F MCDONALDS COM 580135101 52,892 2,873 5.74 13,487 -4.42 0.3750
2024-08-13 2024-03-31 13F MCDONALDS COM 580135101 50,019 4,102 8.93 14,110 3.64 0.4204
2024-02-14 2023-12-31 13F MCDONALDS COM 580135101 45,917 1,987 4.52 13,615 17.56 0.4508
2023-11-13 2023-09-30 13F MCDONALDS COM 580135101 43,930 -231 -0.52 11,581 -12.18 0.4478
2023-08-08 2023-06-30 13F MCDONALDS COM 580135101 44,161 3,870 9.61 13,187 16.97 0.5047
2023-05-12 2023-03-31 13F MCDONALDS COM 580135101 40,291 10,627 35.82 11,273 44.21 0.4633
2023-02-08 2022-12-31 13F MCDONALDS COM 580135101 29,664 -4,476 -13.11 7,818 -0.84 0.3916
2022-10-27 2022-09-30 13F MCDONALDS COM 580135101 34,140 -4,970 -12.71 7,883 -18.40 0.4113
2022-08-08 2022-06-30 13F MCDONALDS COM 580135101 39,110 1,383 3.67 9,661 3.50 0.4926
2022-05-04 2022-03-31 13F MCDONALDS COM 580135101 37,727 6,339 20.20 9,334 10.87 0.3908
2022-02-10 2021-12-31 13F MCDONALDS COM 580135101 31,388 2,729 9.52 8,419 21.79 0.3639
2021-11-12 2021-09-30 13F MCDONALDS COM 580135101 28,659 1,795 6.68 6,913 11.32 0.3444
2021-08-16 2021-06-30 13F/A-1 MCDONALDS COM 580135101 26,864 1,701 6.76 6,210 10.07 0.3113
2021-08-12 2021-06-30 13F MCDONALDS COM 580135101 26,864 1,701 6,209 0.3197
2021-05-06 2021-03-31 13F MCDONALDS COM 580135101 25,163 1,867 8.01 5,642 12.79 0.3348
2021-02-12 2020-12-31 13F MCDONALDS COM 580135101 23,296 22,472 2,727.18 5,002 2,678.89 0.3446
2020-11-04 2020-09-30 13F MCDONALDS COM 580135101 824 -23,297 -96.58 180 -95.82 0.0688
2020-08-10 2020-06-30 13F MCDONALDS COM 580135101 24,121 1,358 5.97 4,303 14.32 0.3812
2020-05-15 2020-03-31 13F MCDONALDS COM 580135101 22,763 1,710 8.12 3,764 -9.52 0.3994
2020-02-12 2019-12-31 13F MCDONALDS COM 580135101 21,053 6,265 42.37 4,160 31.02 0.3205
2019-10-22 2019-09-30 13F MCDONALDS COM 580135101 14,788 1,693 12.93 3,175 15.66 0.3261
2019-08-14 2019-06-30 13F/A-1 MCDONALDS COM 580135101 13,095 1,769 15.62 2,745 27.67 0.3081
2019-08-14 2019-06-30 13F MCDONALDS COM 580135101 8,183 -3,143 1,456
2019-05-02 2019-03-31 13F MCDONALDS COM 580135101 11,326 3,143 38.41 2,150 47.66 0.7077
2019-02-13 2018-12-31 13F MCDONALDS COM 580135101 8,183 771 10.40 1,456 22.15 0.2938
2018-10-25 2018-09-30 13F MCDONALDS COM 580135101 7,412 -2,883 -28.00 1,192 -26.28 0.2222
2018-07-18 2018-06-30 13F MCDONALDS COM 580135101 10,295 -1,553 -13.11 1,617 -14.40 0.2191
2018-04-12 2018-03-31 13F MCDONALDS COM 580135101 11,848 3,144 36.12 1,889 25.60 0.2638
2018-01-23 2017-12-31 13F MCDONALDS COM 580135101 8,704 -328 -3.63 1,504 6.06 0.2298
2017-10-11 2017-09-30 13F MCDONALDS COM 580135101 9,032 1,566 20.98 1,418 24.06 0.2157
2017-07-19 2017-06-30 13F MCDONALDS COM 580135101 7,466 2,377 46.71 1,143 72.92 0.1834
2017-04-13 2017-03-31 13F MCDONALDS COM 580135101 5,089 859 20.31 661 29.10 0.1191
2017-01-11 2016-12-31 13F MCDONALDS COM 580135101 4,230 134 3.27 512 8.25 0.1003
2016-10-12 2016-09-30 13F MCDONALDS COM 580135101 4,096 -290 -6.61 473 -10.42 0.0950
2016-07-26 2016-06-30 13F MCDONALDS COM 580135101 4,386 970 28.40 528 23.08 0.1092
2016-04-12 2016-03-31 13F MCDONALDS COM 580135101 3,416 -480 -12.32 429 -6.74 0.0955
2016-01-12 2015-12-31 13F MCDONALDS COM 580135101 3,896 822 26.74 460 51.82 0.1009
2015-10-16 2015-09-30 13F MCDONALDS COM 580135101 3,074 301 10.85 303 14.77 0.0766
2015-08-07 2015-06-30 13F MCDONALDS COM 580135101 2,773 -133 -4.58 264 -6.71 0.0628
2015-04-22 2015-03-31 13F MCDONALDS COM 580135101 2,906 -2,158 -42.61 283 -40.42 0.0630
2015-01-14 2014-12-31 13F MCDONALDS COM 580135101 5,064 -1,924 -27.53 475 -25.08 0.1184
2014-10-16 2014-09-30 13F MCDONALDS COM 580135101 6,988 -525 -6.99 634 -16.25 0.1709
2014-07-07 2014-06-30 13F MCDONALDS COM 580135101 7,513 918 13.92 757 24.71 0.2048
2014-04-04 2014-03-31 13F MCDONALDS COM 580135101 6,595 1,669 33.88 607 26.99 0.1917
2014-02-13 2013-12-31 13F MCDONALDS COM 580135101 4,926 -2,192 -30.80 478 -30.12 0.1607
2013-11-04 2013-09-30 13F MCDONALDS COM 580135101 7,118 350 5.17 684 1.18 0.2595
2013-08-15 2013-06-30 13F MCDONALDS COM 580135101 6,768 6,768 676 0.3129
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.