McDonald's Corporation
US ˙ NYSE ˙ US5801351017

SecurityMCD / McDonald's Corporation
InstitutionNikulski Financial, Inc.
Latest Disclosed Ownership14,346 shares
Latest Disclosed Value $ 4,458,624
Nikulski Financial, Inc. reports 2.08% decrease in ownership of MCD / McDonald's Corporation

On May 15, 2026 - Nikulski Financial, Inc. filed a 13F-HR form disclosing ownership of 14,346 shares of McDonald's Corporation (US:MCD) valued at $4,458,593 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 15, 2026 disclosing 14,651 shares of McDonald's Corporation. This represents a change in shares of -2.08% during the quarter. The current value of the position is $3,920,618 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)
2026-05-15 2026-03-31 13F MCDONALDS COM 580135101 14,346 -305 -2.08 4,459 -0.42 1.1006
2026-01-15 2025-12-31 13F MCDONALDS COM 580135101 14,651 2,587 21.44 4,478 22.12 1.0705
2025-11-05 2025-09-30 13F MCDONALDS COM 580135101 12,064 110 0.92 3,666 4.98 0.9212
2025-08-15 2025-06-30 13F MCDONALDS COM 580135101 11,954 -132 -1.09 3,493 -7.50 0.9562
2025-05-01 2025-03-31 13F MCDONALDS COM 580135101 12,086 135 1.13 3,775 8.98 1.1412
2025-01-21 2024-12-31 13F MCDONALDS COM 580135101 11,951 -350 -2.85 3,464 -7.50 1.0185
2024-10-28 2024-09-30 13F MCDONALDS COM 580135101 12,301 109 0.89 3,746 20.53 1.1212
2024-07-30 2024-06-30 13F MCDONALDS COM 580135101 12,192 287 2.41 3,107 -7.42 0.9886
2024-04-18 2024-03-31 13F MCDONALDS COM 580135101 11,905 518 4.55 3,357 -0.59 1.1132
2024-02-01 2023-12-31 13F MCDONALDS COM 580135101 11,387 1,197 11.75 3,376 25.78 1.2362
2023-10-17 2023-09-30 13F MCDONALDS COM 580135101 10,190 873 9.37 2,684 -3.45 1.1108
2023-07-28 2023-06-30 13F MCDONALDS COM 580135101 9,317 303 3.36 2,780 10.32 1.1496
2023-05-11 2023-03-31 13F MCDONALDS COM 580135101 9,014 482 5.65 2,520 12.10 1.1136
2023-01-25 2022-12-31 13F MCDONALDS COM 580135101 8,532 822 10.66 2,248 26.36 1.0720
2022-10-20 2022-09-30 13F MCDONALDS COM 580135101 7,710 -7 -0.09 1,779 -6.61 0.9206
2022-07-19 2022-06-30 13F MCDONALDS COM 580135101 7,717 143 1.89 1,905 1.71 0.9452
2022-04-08 2022-03-31 13F MCDONALDS COM 580135101 7,574 2,616 52.76 1,873 40.93 0.7921
2022-02-01 2021-12-31 13F MCDONALDS COM 580135101 4,958 80 1.64 1,329 13.01 0.5570
2021-11-05 2021-09-30 13F MCDONALDS COM 580135101 4,878 185 3.94 1,176 6.23 0.5438
2021-08-11 2021-06-30 13F MCDONALDS COM 580135101 4,693 285 6.47 1,107 12.04 0.5156
2021-05-14 2021-03-31 13F MCDONALDS COM 580135101 4,408 100 2.32 988 6.93 0.5066
2021-02-09 2020-12-31 13F/A-1 MCDONALDS COM 580135101 4,308 328 8.24 924 5.72 0.5068
2021-02-04 2020-12-31 13F MCDONALDS COM 580135101 3,980 0 874 554,220.3819
2020-11-10 2020-09-30 13F MCDONALDS COM 580135101 3,980 845 26.95 874 51.21 0.5542
2020-07-17 2020-06-30 13F MCDONALDS COM 580135101 3,135 396 14.46 578 27.59 0.4056
2020-04-29 2020-03-31 13F MCDONALDS COM 580135101 2,739 1,145 71.83 453 32.46 0.3952
2020-02-04 2019-12-31 13F MCDONALDS COM 580135101 1,594 0 0.00 342 2.70 0.2474
2019-10-22 2019-09-30 13F MCDONALDS COM 580135101 1,594 250 18.60 333 16.03 0.2775
2019-07-22 2019-06-30 13F MCDONALDS COM 580135101 1,344 -150 -10.04 287 1.06 0.2425
2019-04-12 2019-03-31 13F MCDONALDS COM 580135101 1,494 212 16.54 284 24.56 0.2766
2019-01-25 2018-12-31 13F MCDONALDS COM 580135101 1,282 -100 -7.24 228 -6.56 0.2393
2018-11-02 2018-09-30 13F MCDONALDS COM 580135101 1,382 -88 -5.99 244 6.09 0.2274
2018-08-10 2018-06-30 13F MCDONALDS COM 580135101 1,470 126 9.38 230 9.52 0.2120
2018-05-11 2018-03-31 13F MCDONALDS COM 580135101 1,344 0 0.00 210 -9.09 0.2083
2018-02-09 2017-12-31 13F MCDONALDS COM 580135101 1,344 1,344 231 0.2492
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.