McDonald's Corporation
DE ˙ XTRA ˙ US5801351017
235,80 € ↓ -5,20 (-2,16%)
2026-06-01
AKTIENPREIS
SecurityDE:MDO / McDonald's Corporation
InstitutionPDS Planning, Inc
Latest Disclosed Ownership4,963 shares
Latest Disclosed Value $ 1,542,606
PDS Planning, Inc reports 10.51% increase in ownership of MDO / McDonald's Corporation

On April 21, 2026 - PDS Planning, Inc filed a 13F-HR form disclosing ownership of 4,963 shares of McDonald's Corporation (DE:MDO) valued at $1,332,317 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 4,491 shares of McDonald's Corporation. This represents a change in shares of 10.51% during the quarter. The current value of the position is $1,170,275 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)
2026-04-21 2026-03-31 13F MCDONALDS COM 580135101 4,963 472 10.51 1,543 12.39 0.1018
2026-01-26 2025-12-31 13F MCDONALDS COM 580135101 4,491 -24 -0.53 1,373 0.00 0.0917
2025-10-21 2025-09-30 13F MCDONALDS COM 580135101 4,515 286 6.76 1,372 11.09 0.0949
2025-07-24 2025-06-30 13F MCDONALDS COM 580135101 4,229 128 3.12 1,236 -3.59 0.0921
2025-04-24 2025-03-31 13F MCDONALDS COM 580135101 4,101 426 11.59 1,281 20.28 0.1080
2025-02-10 2024-12-31 13F MCDONALDS COM 580135101 3,675 13 0.35 1,065 -4.48 0.0946
2024-10-30 2024-09-30 13F MCDONALDS COM 580135101 3,662 268 7.90 1,115 29.05 0.0999
2024-08-08 2024-06-30 13F MCDONALDS COM 580135101 3,394 131 4.01 865 -5.98 0.0873
2024-05-01 2024-03-31 13F MCDONALDS COM 580135101 3,263 16 0.49 920 -4.47 0.0967
2024-02-01 2023-12-31 13F MCDONALDS COM 580135101 3,247 -55 -1.67 963 10.70 0.1096
2023-10-23 2023-09-30 13F MCDONALDS COM 580135101 3,302 -103 -3.02 870 -14.38 0.1125
2023-07-21 2023-06-30 13F MCDONALDS COM 580135101 3,405 266 8.47 1,016 15.74 0.1299
2023-05-02 2023-03-31 13F MCDONALDS COM 580135101 3,139 716 29.55 878 37.46 0.1210
2023-01-27 2022-12-31 13F MCDONALDS COM 580135101 2,423 44 1.85 638 16.21 0.1020
2022-11-02 2022-09-30 13F MCDONALDS COM 580135101 2,379 21 0.89 549 -5.67 0.0999
2022-07-15 2022-06-30 13F MCDONALDS COM 580135101 2,358 177 8.12 582 7.98 0.1053
2022-04-18 2022-03-31 13F MCDONALDS COM 580135101 2,181 39 1.82 539 -6.10 0.0949
2022-01-25 2021-12-31 13F MCDONALDS COM 580135101 2,142 75 3.63 574 15.26 0.1098
2021-10-22 2021-09-30 13F MCDONALDS COM 580135101 2,067 46 2.28 498 6.64 0.1149
2021-07-26 2021-06-30 13F MCDONALDS COM 580135101 2,021 347 20.73 467 24.53 0.1137
2021-04-20 2021-03-31 13F MCDONALDS COM 580135101 1,674 94 5.95 375 10.62 0.1089
2021-01-21 2020-12-31 13F MCDONALDS COM 580135101 1,580 262 19.88 339 17.30 0.1164
2020-10-19 2020-09-30 13F MCDONALDS COM 580135101 1,318 -68 -4.91 289 12.89 0.1177
2020-08-11 2020-06-30 13F MCDONALDS COM 580135101 1,386 1,386 256 0.1160
2020-02-06 2019-12-31 13F MCDONALDS COM 580135101 0 -932 -100.00 0 -100.00
2019-10-28 2019-09-30 13F MCDONALDS COM 580135101 932 932 200 0.1388
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.