McDonald's Corporation
CH ˙ SWX ˙ US5801351017
SecurityCH:MCD / McDonald's Corporation
InstitutionStifel Financial Corp
Latest Disclosed Ownership1,133,558 shares
Latest Disclosed Value $ 352,350,377
Stifel Financial Corp reports 0.36% decrease in ownership of MCD / McDonald's Corporation

On May 12, 2026 - Stifel Financial Corp filed a 13F-HR form disclosing ownership of 1,133,558 shares of McDonald's Corporation (CH:MCD) valued at $352,350,377 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 1,137,651 shares of McDonald's Corporation. This represents a change in shares of -0.36% 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)
2026-05-12 2026-03-31 13F MCDONALDS COM 580135101 1,133,558 -4,093 -0.36 352,350 1.32 0.0760
2026-02-13 2025-12-31 13F MCDONALDS COM 580135101 1,137,651 5,029 0.44 347,753 1.02 0.3128
2025-11-12 2025-09-30 13F MCDONALDS COM 580135101 1,132,622 4,643 0.41 344,246 4.44 0.3143
2025-08-14 2025-06-30 13F MCDONALDS COM 580135101 1,127,979 6,326 0.56 329,615 -5.94 0.3206
2025-05-14 2025-03-31 13F MCDONALDS COM 580135101 1,121,653 15,216 1.38 350,431 9.23 0.3725
2025-02-13 2024-12-31 13F MCDONALDS COM 580135101 1,106,437 10,727 0.98 320,805 -3.87 0.3341
2024-11-14 2024-09-30 13F MCDONALDS COM 580135101 1,095,710 18,474 1.71 333,719 21.54 0.3500
2024-08-13 2024-06-30 13F MCDONALDS COM 580135101 1,077,236 29,379 2.80 274,578 -7.08 0.3090
2024-05-14 2024-03-31 13F MCDONALDS COM 580135101 1,047,857 66,085 6.73 295,501 1.49 0.3367
2024-02-12 2023-12-31 13F MCDONALDS COM 580135101 981,772 16,737 1.73 291,161 14.51 0.3664
2023-11-13 2023-09-30 13F MCDONALDS COM 580135101 965,035 9,498 0.99 254,264 -10.84 0.3574
2023-08-14 2023-06-30 13F MCDONALDS COM 580135101 955,537 9,206 0.97 285,186 7.76 0.3902
2023-05-12 2023-03-31 13F MCDONALDS COM 580135101 946,331 -2,002 -0.21 264,641 5.88 0.3793
2023-02-13 2022-12-31 13F MCDONALDS COM 580135101 948,333 20,701 2.23 249,949 16.76 0.3752
2022-11-14 2022-09-30 13F MCDONALDS COM 580135101 927,632 10,519 1.15 214,068 -5.47 0.3505
2022-08-15 2022-06-30 13F MCDONALDS COM 580135101 917,113 12,090 1.34 226,450 1.17 0.3544
2022-05-13 2022-03-31 13F MCDONALDS COM 580135101 905,023 -11,602 -1.27 223,825 -8.92 0.3054
2022-02-14 2021-12-31 13F MCDONALDS COM 580135101 916,625 -2,673 -0.29 245,747 10.86 0.3249
2021-11-15 2021-09-30 13F MCDONALDS COM 580135101 919,298 50,031 5.76 221,667 10.39 0.3250
2021-08-13 2021-06-30 13F MCDONALDS COM 580135101 869,267 13,782 1.61 200,808 4.72 0.3005
2021-05-14 2021-03-31 13F MCDONALDS COM 580135101 855,485 69,953 8.91 191,765 13.76 0.3161
2021-02-12 2020-12-31 13F MCDONALDS COM 580135101 785,532 76,409 10.78 168,572 8.30 0.3008
2020-11-16 2020-09-30 13F MCDONALDS COM 580135101 709,123 50,232 7.62 155,653 28.05 0.3202
2020-08-14 2020-06-30 13F MCDONALDS COM 580135101 658,891 -9,585 -1.43 121,555 10.42 0.2795
2020-05-14 2020-03-31 13F MCDONALDS COM 580135101 668,476 -9,752 -1.44 110,089 -17.98 0.3040
2020-02-13 2019-12-31 13F MCDONALDS COM 580135101 678,228 47,337 7.50 134,214 -1.01 0.2796
2019-11-19 2019-09-30 13F/A-1 MCDONALDS COM 580135101 630,891 -251,203 -28.48 135,578 -25.83 0.3459
2019-11-13 2019-09-30 13F MCDONALDS COM 580135101 630,503 -251,591 135,495 75,951.7389
2019-08-14 2019-06-30 13F MCDONALDS COM 580135101 882,094 29,360 3.44 182,787 12.83 0.4713
2019-05-14 2019-03-31 13F MCDONALDS COM 580135101 852,734 37,580 4.61 162,000 12.01 0.4578
2019-02-13 2018-12-31 13F MCDONALDS COM 580135101 815,154 3,078 0.38 144,625 5.96 0.4676
2018-11-13 2018-09-30 13F MCDONALDS COM 580135101 812,076 -334,719 -29.19 136,489 -24.11 0.3910
2018-08-14 2018-06-30 13F MCDONALDS COM 580135101 1,146,795 32,343 2.90 179,850 3.03 0.5519
2018-05-11 2018-03-31 13F MCDONALDS COM 580135101 1,114,452 -9,314 -0.83 174,560 -9.78 0.5509
2018-02-14 2017-12-31 13F MCDONALDS COM 580135101 1,123,766 -9,249 -0.82 193,489 8.90 0.6135
2017-11-13 2017-09-30 13F MCDONALDS COM 580135101 1,133,015 17,383 1.56 177,675 3.88 0.6167
2017-08-14 2017-06-30 13F MCDONALDS COM 580135101 1,115,632 -8,973 -0.80 171,036 17.48 0.6351
2017-05-10 2017-03-31 13F MCDONALDS COM 580135101 1,124,605 60,017 5.64 145,583 12.34 0.5636
2017-02-16 2016-12-31 13F MCDONALDS COM 580135101 1,064,588 58,455 5.81 129,589 11.85 0.5502
2016-11-15 2016-09-30 13F MCDONALDS COM 580135101 1,006,133 19,998 2.03 115,857 -2.37 0.5210
2016-08-17 2016-06-30 13F MCDONALDS COM 580135101 986,135 16,065 1.66 118,673 -2.65 0.5490
2016-05-16 2016-03-31 13F MCDONALDS COM 580135101 970,070 17,642 1.85 121,901 8.29 0.6496
2016-03-21 2015-12-31 13F/A-2 MCDONALDS COM 580135101 952,428 4,035 0.43 112,564 20.41 0.5861
2016-02-26 2015-12-31 13F/A-1 MCDONALDS COM 580135101 955,282 2,854 109,643 0.5733
2016-02-16 2015-12-31 13F MCDONALDS COM 580135101 951,985 109,253
2015-11-16 2015-09-30 13F MCDONALDS COM 580135101 948,393 -8,839 -0.92 93,486 2.84 0.5253
2015-08-17 2015-06-30 13F/A-1 MCDONALDS COM 580135101 957,232 40,909 4.46 90,905 1.90 0.4699
2015-08-17 2015-06-30 13F MCDONALDS COM 580135101 932,222 88,698
2015-05-14 2015-03-31 13F MCDONALDS COM 580135101 916,323 23,928 2.68 89,208 6.69 0.4883
2015-02-13 2014-12-31 13F MCDONALDS COM 580135101 892,395 310,444 53.35 83,611 51.54 0.4646
2014-11-13 2014-09-30 13F MCDONALDS COM 580135101 581,951 158,292 37.36 55,174 29.27 0.4843
2014-08-14 2014-06-30 13F MCDONALDS COM 580135101 423,659 -186 -0.04 42,680 2.72 0.3833
2014-05-15 2014-03-31 13F MCDONALDS COM 580135101 423,845 423,845 41,548 0.3976
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.