McDonald's Corporation
MX ˙ BMV ˙ US5801351017
SecurityMX:MCD / McDonald's Corporation
InstitutionPinnacle Wealth Planning Services, Inc.
Latest Disclosed Ownership12,809 shares
Latest Disclosed Value $ 3,980,909
Pinnacle Wealth Planning Services, Inc. reports 1.34% decrease in ownership of MCD / McDonald's Corporation

On May 11, 2026 - Pinnacle Wealth Planning Services, Inc. filed a 13F-HR form disclosing ownership of 12,809 shares of McDonald's Corporation (MX:MCD) valued at $3,980,909 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 12,983 shares of McDonald's Corporation. This represents a change in shares of -1.34% 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)
2026-05-11 2026-03-31 13F MCDONALDS COM 580135101 12,809 -174 -1.34 3,981 0.33 0.4112
2026-02-13 2025-12-31 13F MCDONALDS COM 580135101 12,983 274 2.16 3,968 2.72 0.4143
2025-11-13 2025-09-30 13F MCDONALDS COM 580135101 12,709 3,475 37.63 3,862 43.20 0.4525
2025-08-11 2025-06-30 13F MCDONALDS COM 580135101 9,234 -158 -1.68 2,698 -8.05 0.3548
2025-05-15 2025-03-31 13F MCDONALDS COM 580135101 9,392 76 0.82 2,934 8.63 0.4410
2025-02-27 2024-12-31 13F/A-1 MCDONALDS COM 580135101 9,316 -1,547 -14.24 2,701 -18.36 0.4058
2025-02-06 2024-12-31 13F MCDONALDS COM 580135101 9,316 -1,547 2,701 0.3770
2024-11-13 2024-09-30 13F MCDONALDS CORP COM Stock 580135101 10,863 -52 -0.48 3,308 18.91 0.4493
2024-08-09 2024-06-30 13F MCDONALDS CORP COM Stock 580135101 10,915 -215 -1.93 2,782 -11.38 0.3974
2024-05-10 2024-03-31 13F MCDONALDS CORP COM Stock 580135101 11,130 -517 -4.44 3,138 -9.12 0.4598
2024-02-08 2023-12-31 13F MCDONALDS CORP COM Stock 580135101 11,647 -330 -2.76 3,453 9.45 0.5425
2023-11-08 2023-09-30 13F MCDONALDS CORP COM Stock 580135101 11,977 -39 -0.32 3,155 -11.99 0.5201
2023-08-07 2023-06-30 13F MCDONALDS CORP COM Stock 580135101 12,016 -500 -3.99 3,586 2.46 0.5791
2023-05-03 2023-03-31 13F MCDONALDS CORP COM Stock 580135101 12,516 -307 -2.39 3,500 3.55 0.5816
2023-02-13 2022-12-31 13F MCDONALDS CORP COM Stock 580135101 12,823 -272 -2.08 3,379 11.81 0.6004
2022-11-09 2022-09-30 13F MCDONALDS CORP COM Stock 580135101 13,095 -740 -5.35 3,022 -11.53 0.5586
2022-08-03 2022-06-30 13F MCDONALDS CORP COM Stock 580135101 13,835 -182 -1.30 3,416 -1.44 0.6137
2022-04-20 2022-03-31 13F MCDONALDS CORP COM Stock 580135101 14,017 366 2.68 3,466 -5.27 0.6315
2022-01-21 2021-12-31 13F MCDONALDS CORP COM Stock 580135101 13,651 72 0.53 3,659 11.76 0.7148
2021-10-29 2021-09-30 13F MCDONALDS CORP COM Stock 580135101 13,579 1,046 8.35 3,274 13.09 0.7237
2021-08-02 2021-06-30 13F MCDONALDS CORP COM Stock 580135101 12,533 -19 -0.15 2,895 2.92 0.6733
2021-04-29 2021-03-31 13F MCDONALDS CORP COM Stock 580135101 12,552 378 3.10 2,813 7.70 0.7214
2021-02-12 2020-12-31 13F MCDONALDS CORP COM Stock 580135101 12,174 226 1.89 2,612 -0.42 0.6241
2020-11-03 2020-09-30 13F MCDONALDS CORP COM Stock 580135101 11,948 280 2.40 2,623 21.83 0.8661
2020-07-27 2020-06-30 13F MCDONALDS CORP COM Stock 580135101 11,668 8,244 240.77 2,153 281.06 0.6993
2020-05-11 2020-03-31 13F MCDONALDS CORP COM Stock 580135101 3,424 535 18.52 565 -0.88 0.2683
2020-02-07 2019-12-31 13F MCDONALDS CORP COM Stock 580135101 2,889 33 1.16 570 -7.01 0.2681
2019-10-31 2019-09-30 13F MCDONALDS CORP COM Stock 580135101 2,856 575 25.21 613 29.60 0.3337
2019-08-06 2019-06-30 13F MCDONALDS CORP COM Stock 580135101 2,281 452 24.71 473 36.31 0.2854
2019-05-08 2019-03-31 13F MCDONALDS CORP COM Stock 580135101 1,829 -191 -9.46 347 -3.34 0.2329
2019-03-01 2018-12-31 13F MCDONALDS CORP COM Stock 580135101 2,020 96 4.99 359 11.49 0.2297
2019-02-28 2018-09-30 13F MCDONALDS CORP COM Stock 580135101 1,924 44 2.34 322 9.15 0.2944
2019-02-28 2018-06-30 13F MCDONALDS CORP COM Stock 580135101 1,880 263 16.26 295 16.60 0.2865
2019-02-28 2018-03-31 13F MCDONALDS CORP COM Stock 580135101 1,617 982 154.65 253 132.11 0.2602
2018-02-12 2017-12-31 13F MCDONALDS CORP COM Stock 580135101 635 635 109 0.2220
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.