McDonald's Corporation
DE ˙ XTRA ˙ US5801351017
235,80 € ↓ -5,20 (-2,16%)
2026-06-01
AKTIENPREIS
SecurityDE:MDO / McDonald's Corporation
InstitutionEthic Inc.
Latest Disclosed Ownership25,352 shares
Latest Disclosed Value $ 7,879,148
Ethic Inc. reports 7.69% increase in ownership of MDO / McDonald's Corporation

On April 27, 2026 - Ethic Inc. filed a 13F-HR form disclosing ownership of 25,352 shares of McDonald's Corporation (DE:MDO) valued at $6,805,744 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 23,542 shares of McDonald's Corporation. This represents a change in shares of 7.69% during the quarter. The current value of the position is $5,978,002 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)
2026-04-27 2026-03-31 13F MCDONALDS COM 580135101 25,352 1,810 7.69 7,879 9.51 0.1200
2026-02-03 2025-12-31 13F MCDONALDS COM 580135101 23,542 901 3.98 7,195 4.58 0.1106
2025-10-17 2025-09-30 13F MCDONALDS COM 580135101 22,641 -45 -0.20 6,880 4.02 0.1132
2025-07-30 2025-06-30 13F MCDONALDS COM 580135101 22,686 1,315 6.15 6,614 -1.31 0.1185
2025-05-13 2025-03-31 13F MCDONALDS COM 580135101 21,371 2,058 10.66 6,703 19.72 0.1358
2025-02-14 2024-12-31 13F MCDONALDS COM 580135101 19,313 -3,915 -16.85 5,599 -14.52 0.1130
2024-11-13 2024-09-30 13F MCDONALDS COM 580135101 23,228 1,860 8.70 6,549 20.28 0.1655
2024-08-13 2024-06-30 13F MCDONALDS COM 580135101 21,368 -1,860 -8.01 5,445 -16.86 0.1277
2024-05-13 2024-03-31 13F MCDONALDS COM 580135101 23,228 -177 -0.76 6,549 -5.62 0.1655
2024-02-14 2023-12-31 13F MCDONALDS COM 580135101 23,405 4,811 25.87 6,940 41.67 0.2053
2023-11-14 2023-09-30 13F MCDONALDS COM 580135101 18,594 -47 -0.25 4,898 -11.94 0.1719
2023-08-14 2023-06-30 13F MCDONALDS COM 580135101 18,641 1,215 6.97 5,563 14.16 0.2062
2023-05-12 2023-03-31 13F MCDONALDS COM 580135101 17,426 -1,834 -9.52 4,872 -4.00 0.1977
2023-02-14 2022-12-31 13F MCDONALDS COM 580135101 19,260 1,966 11.37 5,076 27.19 0.2742
2022-11-14 2022-09-30 13F MCDONALDS COM 580135101 17,294 -2,203 -11.30 3,990 -17.10 0.2708
2022-08-10 2022-06-30 13F MCDONALDS COM 580135101 19,497 5,202 36.39 4,813 36.15 0.3355
2022-05-16 2022-03-31 13F MCDONALDS COM 580135101 14,295 1,163 8.86 3,535 0.43 0.2440
2022-02-14 2021-12-31 13F MCDONALDS COM 580135101 13,132 2,981 29.37 3,520 43.85 0.2714
2021-11-15 2021-09-30 13F MCDONALDS COM 580135101 10,151 1,092 12.05 2,447 16.97 0.2504
2021-08-10 2021-06-30 13F MCDONALDS COM 580135101 9,059 -4,865 -34.94 2,092 -32.97 0.2536
2021-05-13 2021-03-31 13F MCDONALDS COM 580135101 13,924 3,833 37.98 3,121 44.16 0.5563
2021-02-10 2020-12-31 13F MCDONALDS COM 580135101 10,091 1,458 16.89 2,165 14.25 0.5723
2020-10-27 2020-09-30 13F MCDONALDS COM 580135101 8,633 724 9.15 1,895 29.88 0.7246
2020-08-12 2020-06-30 13F MCDONALDS COM 580135101 7,909 1,993 33.69 1,459 49.18 0.8302
2020-05-15 2020-03-31 13F MCDONALDS COM 580135101 5,916 1,766 42.55 978 19.27 0.8165
2020-05-22 2019-12-31 13F/A-1 MCDONALDS COM 580135101 4,150 4,150 820 0.6253
2020-02-13 2019-12-31 13F MCDONALDS COM 580135101 3,512 694 0.5981
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.