McDonald's Corporation
CH ˙ SWX ˙ US5801351017
SecurityCH:MCD / McDonald's Corporation
InstitutionStephens Inc /ar/
Latest Disclosed Ownership72,438 shares
Latest Disclosed Value $ 22,760,901
Stephens Inc /ar/ reports 2.61% increase in ownership of MCD / McDonald's Corporation

On April 28, 2026 - Stephens Inc /ar/ filed a 13F-HR form disclosing ownership of 72,438 shares of McDonald's Corporation (CH:MCD) valued at $22,760,901 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 70,595 shares of McDonald's Corporation. This represents a change in shares of 2.61% 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)
2026-04-28 2026-03-31 13F MCDONALDS COM 580135101 72,438 1,843 2.61 22,761 5.49 0.2847
2026-02-05 2025-12-31 13F MCDONALDS COM 580135101 70,595 1,025 1.47 21,576 2.05 0.2684
2025-10-27 2025-09-30 13F MCDONALDS COM 580135101 69,570 1,394 2.04 21,142 5.99 0.2695
2025-07-29 2025-06-30 13F MCDONALDS COM 580135101 68,176 5,976 9.61 19,948 2.67 0.2741
2025-05-01 2025-03-31 13F MCDONALDS COM 580135101 62,200 -35,727 -36.48 19,430 -31.56 0.2847
2025-01-28 2024-12-31 13F MCDONALDS COM 580135101 97,927 -821 -0.83 28,388 -5.59 0.3980
2024-10-28 2024-09-30 13F MCDONALDS COM 580135101 98,748 2,690 2.80 30,070 22.84 0.4266
2024-08-06 2024-06-30 13F MCDONALDS COM 580135101 96,058 2,514 2.69 24,479 -7.19 0.3734
2024-05-15 2024-03-31 13F MCDONALDS COM 580135101 93,544 2,392 2.62 26,375 -2.42 0.4090
2024-02-13 2023-12-31 13F MCDONALDS COM 580135101 91,152 10,480 12.99 27,027 27.17 0.4662
2023-11-14 2023-09-30 13F MCDONALDS COM 580135101 80,672 4,116 5.38 21,252 -6.97 0.4074
2023-08-14 2023-06-30 13F MCDONALDS COM 580135101 76,556 1,099 1.46 22,845 8.28 0.4110
2023-05-15 2023-03-31 13F MCDONALDS COM 580135101 75,457 743 0.99 21,099 7.16 0.4048
2023-02-14 2022-12-31 13F/A-1 MCDONALDS COM 580135101 74,714 -2,561 -3.31 19,689 10.43 0.4034
2023-01-25 2022-12-31 13F MCDONALDS OM 580135101 74,714 -2,561 20 0.4034
2022-11-02 2022-09-30 13F MCDONALDS OM 580135101 77,275 1,651 2.18 17,830 -4.50 0.3807
2022-08-03 2022-06-30 13F MCDONALDS OM 580135101 75,624 140 0.19 18,670 0.02 0.3767
2022-05-04 2022-03-31 13F MCDONALDS OM 580135101 75,484 -196 -0.26 18,666 -7.99 0.3043
2022-03-07 2021-12-31 13F MCDONALDS OM 580135101 75,680 -2,962 -3.77 20,287 6.99 0.3069
2021-10-27 2021-09-30 13F MCDONALDS COM 580135101 78,642 -6,522 -7.66 18,961 -3.61 0.2933
2021-08-12 2021-06-30 13F MCDONALDS COM 580135101 85,164 -261 -0.31 19,672 2.74 0.2946
2021-05-14 2021-03-31 13F MCDONALDS COM 580135101 85,425 8,566 11.15 19,147 16.10 0.3144
2021-02-10 2020-12-31 13F MCDONALDS COM 580135101 76,859 -3,284 -4.10 16,492 -6.25 0.2959
2020-11-13 2020-09-30 13F MCDONALDS COM 580135101 80,143 -12,925 -13.89 17,591 2.46 0.3463
2020-08-24 2020-06-30 13F MCDONALDS COM 580135101 93,068 -1,214 -1.29 17,168 10.13 0.3691
2020-05-14 2020-03-31 13F MCDONALDS COM 580135101 94,282 10,078 11.97 15,589 -6.32 0.4152
2020-02-14 2019-12-31 13F MCDONALDS COM 580135101 84,204 -4,564 -5.14 16,640 -12.69 0.3486
2019-10-18 2019-09-30 13F MCDONALDS COM 580135101 88,768 -142 -0.16 19,059 3.23 0.4193
2019-08-01 2019-06-30 13F MCDONALDS COM 580135101 88,910 2,047 2.36 18,463 11.93 0.4182
2019-05-03 2019-03-31 13F MCDONALDS COM 580135101 86,863 2,877 3.43 16,495 10.61 0.3913
2019-02-11 2018-12-31 13F MCDONALDS COM 580135101 83,986 -746 -0.88 14,913 5.21 0.4231
2018-11-14 2018-09-30 13F MCDONALDS COM 580135101 84,732 6,273 8.00 14,175 15.30 0.3526
2018-08-10 2018-06-30 13F MCDONALDS COM 580135101 78,459 1,909 2.49 12,294 2.70 0.3715
2018-05-03 2018-03-31 13F MCDONALDS COM 580135101 76,550 5,167 7.24 11,971 -2.56 0.4464
2018-02-05 2017-12-31 13F MCDONALDS COM 580135101 71,383 -64 -0.09 12,286 9.76 0.4596
2017-11-08 2017-09-30 13F MCDONALDS COM 580135101 71,447 -41,377 -36.67 11,194 -35.22 0.4043
2017-08-10 2017-06-30 13F MCDONALDS COM 580135101 112,824 -42,803 -27.50 17,280 -14.33 0.5929
2017-05-11 2017-03-31 13F MCDONALDS COM 580135101 155,627 6,507 4.36 20,171 11.13 0.7334
2017-02-09 2016-12-31 13F MCDONALDS COM 580135101 149,120 38,534 34.85 18,151 42.28 0.7399
2016-11-30 2016-09-30 13F/A-2 MCDONALDS COM 580135101 110,586 -23,341 -17.43 12,757 -20.85 0.5585
2016-11-10 2016-09-30 13F MCDONALDS COM 580135101 110,586 12,757
2016-08-05 2016-06-30 13F MCDONALDS COM 580135101 133,927 12,909 10.67 16,117 5.96 0.7189
2016-05-05 2016-03-31 13F MCDONALDS COM 580135101 121,018 -12,787 -9.56 15,210 -3.78 0.7444
2016-02-10 2015-12-31 13F MCDONALDS COM 580135101 133,805 13,208 10.95 15,808 33.04 0.7928
2015-11-03 2015-09-30 13F MCDONALDS COM 580135101 120,597 -827 -0.68 11,882 2.93 0.6187
2015-07-29 2015-06-30 13F MCDONALDS COM 580135101 121,424 -11,332 -8.54 11,544 -10.76 0.5237
2015-05-06 2015-03-31 13F MCDONALDS COM 580135101 132,756 16,044 13.75 12,936 18.29 0.5893
2015-02-12 2014-12-31 13F MCDONALDS COM 580135101 116,712 8,465 7.82 10,936 6.56 0.5175
2014-11-14 2014-09-30 13F MCDONALDS COM 580135101 108,247 11,364 11.73 10,263 5.15 0.5077
2014-08-15 2014-06-30 13F MCDONALDS COM 580135101 96,883 13,903 16.75 9,760 19.98 0.4916
2014-05-13 2014-03-31 13F MCDONALDS COM 580135101 82,980 3,054 3.82 8,135 4.90 0.4434
2014-02-14 2013-12-31 13F MCDONALDS COM 580135101 79,926 1,838 2.35 7,755 3.22 0.3848
2013-11-06 2013-09-30 13F MCDONALDS COM 580135101 78,088 -814 -1.03 7,513 -3.82 0.4049
2013-08-12 2013-06-30 13F MCDONALDS COM 580135101 78,902 78,902 7,811 0.4361
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.