McDonald's Corporation
MX ˙ BMV ˙ US5801351017
SecurityMX:MCD / McDonald's Corporation
InstitutionPrincipal Financial Group Inc
Latest Disclosed Ownership824,968 shares
Latest Disclosed Value $ 256,391,806
Principal Financial Group Inc reports 0.57% increase in ownership of MCD / McDonald's Corporation

On May 4, 2026 - Principal Financial Group Inc filed a 13F-HR form disclosing ownership of 824,968 shares of McDonald's Corporation (MX:MCD) valued at $256,391,806 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 820,276 shares of McDonald's Corporation. This represents a change in shares of 0.57% 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)
2026-05-04 2026-03-31 13F MCDONALDS COM 580135101 824,968 4,692 0.57 256,392 2.27 0.1369
2026-02-02 2025-12-31 13F MCDONALDS COM 580135101 820,276 22,742 2.85 250,701 3.44 0.1280
2025-11-04 2025-09-30 13F MCDONALDS COM 580135101 797,534 -7,490 -0.93 242,363 3.04 0.1222
2025-08-08 2025-06-30 13F MCDONALDS COM 580135101 805,024 -27,332 -3.28 235,204 -9.54 0.1243
2025-04-28 2025-03-31 13F MCDONALDS COM 580135101 832,356 -4,234 -0.51 260,003 7.21 0.1459
2025-01-31 2024-12-31 13F MCDONALDS COM 580135101 836,590 -6,536 -0.78 242,519 -5.54 0.1322
2024-10-31 2024-09-30 13F MCDONALDS COM 580135101 843,126 -43,538 -4.91 256,740 13.62 0.1414
2024-07-29 2024-06-30 13F MCDONALDS COM 580135101 886,664 -20,845 -2.30 225,957 -11.69 0.1342
2024-04-29 2024-03-31 13F MCDONALDS COM 580135101 907,509 -2,445 -0.27 255,872 -5.17 0.1504
2024-02-07 2023-12-31 13F MCDONALDS COM 580135101 909,954 4,934 0.55 269,810 13.17 0.1720
2023-11-02 2023-09-30 13F MCDONALDS COM 580135101 905,020 -7,880 -0.86 238,418 -12.48 0.1713
2023-08-07 2023-06-30 13F MCDONALDS COM 580135101 912,900 -5,531 -0.60 272,418 6.08 0.1862
2023-05-09 2023-03-31 13F MCDONALDS COM 580135101 918,431 7,581 0.83 256,802 6.98 0.1836
2023-02-09 2022-12-31 13F MCDONALDS COM 580135101 910,850 -34,590 -3.66 240,036 10.03 0.1807
2022-11-09 2022-09-30 13F MCDONALDS COM 580135101 945,440 -27,403 -2.82 218,151 -9.17 0.1734
2022-08-10 2022-06-30 13F MCDONALDS COM 580135101 972,843 94,660 10.78 240,176 10.60 0.1777
2022-05-09 2022-03-31 13F MCDONALDS COM 580135101 878,183 -5,403 -0.61 217,157 -8.32 0.0862
2022-05-09 2022-03-31 13F MCDONALDS COM 580135101 852,564 210,822
2022-02-09 2021-12-31 13F MCDONALDS COM 580135101 883,586 -279,461 -24.03 236,863 -15.53 0.1414
2021-11-09 2021-09-30 13F MCDONALDS COM 580135101 1,163,047 4,835 0.42 280,422 4.82 0.1829
2021-08-10 2021-06-30 13F MCDONALDS COM 580135101 1,158,212 21,758 1.91 267,535 5.03 0.1729
2021-05-10 2021-03-31 13F MCDONALDS COM 580135101 1,136,454 -79,192 -6.51 254,724 -2.35 0.1797
2021-02-23 2020-12-31 13F/A-1 MCDONALDS COM 580135101 1,215,646 25,792 2.17 260,854 -0.12 0.1932
2021-02-08 2020-12-31 13F MCDONALDS COM 580135101 1,215,646 25,792 260,854 102,623.9836
2020-11-06 2020-09-30 13F MCDONALDS COM 580135101 1,189,854 -64,796 -5.16 261,161 12.84 0.2198
2020-08-05 2020-06-30 13F MCDONALDS COM 580135101 1,254,650 11,547 0.93 231,445 12.60 0.2052
2020-05-12 2020-03-31 13F MCDONALDS COM 580135101 1,243,103 1,487 0.12 205,547 -16.22 0.2275
2020-02-05 2019-12-31 13F MCDONALDS COM 580135101 1,241,616 -79,143 -5.99 245,356 -13.48 0.2044
2019-11-13 2019-09-30 13F MCDONALDS COM 580135101 1,320,759 -24,591 -1.83 283,580 1.51 0.2500
2019-08-12 2019-06-30 13F MCDONALDS COM 580135101 1,345,350 -37,459 -2.71 279,375 6.39 0.2512
2019-05-10 2019-03-31 13F MCDONALDS COM 580135101 1,382,809 -12,761 -0.91 262,596 5.97 0.2446
2019-02-14 2018-12-31 13F MCDONALDS COM 580135101 1,395,570 -93,350 -6.27 247,811 -0.51 0.2641
2018-11-14 2018-09-30 13F MCDONALDS COM 580135101 1,488,920 50,718 3.53 249,081 10.53 0.2195
2018-08-13 2018-06-30 13F MCDONALDS COM 580135101 1,438,202 70,672 5.17 225,352 5.38 0.2071
2018-05-14 2018-03-31 13F MCDONALDS COM 580135101 1,367,530 91,288 7.15 213,854 -2.65 0.2055
2018-02-12 2017-12-31 13F MCDONALDS COM 580135101 1,276,242 92,679 7.83 219,666 18.46 0.2023
2017-11-02 2017-09-30 13F MCDONALDS COM 580135101 1,183,563 -89,297 -7.02 185,441 -4.88 0.1798
2017-08-08 2017-06-30 13F MCDONALDS COM 580135101 1,272,860 68,529 5.69 194,952 24.89 0.1954
2017-05-11 2017-03-31 13F MCDONALDS COM 580135101 1,204,331 -15,431 -1.27 156,093 5.14 0.1878
2017-02-13 2016-12-31 13F MCDONALDS COM 580135101 1,219,762 -66,778 -5.19 148,469 0.04 0.1883
2016-11-10 2016-09-30 13F MCDONALDS COM 580135101 1,286,540 -89,602 -6.51 148,415 -10.38 0.1960
2016-08-09 2016-06-30 13F MCDONALDS COM 580135101 1,376,142 -112,773 -7.57 165,605 -11.50 0.2310
2016-05-10 2016-03-31 13F MCDONALDS COM 580135101 1,488,915 199,559 15.48 187,126 22.85 0.2717
2016-02-09 2015-12-31 13F MCDONALDS COM 580135101 1,289,356 35,012 2.79 152,325 23.25 0.2263
2015-11-12 2015-09-30 13F/A-1 MCDONALDS COM 580135101 1,254,344 -18,969 -1.49 123,590 2.09 0.1942
2015-11-09 2015-09-30 13F MCDONALDS COM 580135101 1,254,344 123,590
2015-08-10 2015-06-30 13F MCDONALDS COM 580135101 1,273,313 12,579 1.00 121,054 -1.46 0.1805
2015-05-14 2015-03-31 13F/A-1 MCDONALDS COM 580135101 1,260,734 4,294 0.34 122,846 4.35 0.1830
2015-05-12 2015-03-31 13F MCDONALDS COM 580135101 1,260,734 122,846
2015-02-12 2014-12-31 13F MCDONALDS COM 580135101 1,256,440 39,889 3.28 117,728 2.07 0.1829
2014-11-13 2014-09-30 13F MCDONALDS COM 580135101 1,216,551 -58,028 -4.55 115,342 -10.17 0.1957
2014-08-12 2014-06-30 13F MCDONALDS COM 580135101 1,274,579 -59,744 -4.48 128,401 -1.84 0.2159
2014-05-13 2014-03-31 13F MCDONALDS COM 580135101 1,334,323 19,040 1.45 130,804 2.49 0.2333
2014-02-12 2013-12-31 13F MCDONALDS COM 580135101 1,315,283 2,525 0.19 127,622 1.05 0.2382
2013-11-05 2013-09-30 13F MCDONALDS COM 580135101 1,312,758 135,823 11.54 126,300 8.40 0.2609
2013-08-12 2013-06-30 13F MCDONALDS COM 580135101 1,176,935 1,176,935 116,516 0.2581
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.