McDonald's Corporation filings document the reporting framework for a global foodservice retailer built around franchised and company-operated restaurants. Form 8-K filings record quarterly and annual results releases, supplemental financial information, comparable sales, systemwide sales, loyalty activity, restructuring charges, and segment performance across U.S. and international markets.
The filing record also covers governance and capital-structure matters, including the definitive proxy statement, director elections, board committee assignments, executive and director compensation disclosures, and shareholder voting materials. Other event filings document medium-term note issuances under the company’s shelf registration program and related legal opinions, reflecting McDonald's use of public debt markets alongside its common stock structure.
McDonald’s Corporation announced a planned leadership transition in its U.S. business. Joseph M. Erlinger, Executive Vice President and President of McDonald’s USA, notified the company on August 3, 2026 of his intention to leave his role effective August 4, 2026, and will serve in an advisory capacity until early 2027 with no change to his compensation.
The Board appointed Skye Anderson as Executive Vice President and President of McDonald’s USA, effective August 4, 2026. Anderson, a McDonald’s executive for more than 26 years, most recently served as Chief Operating Officer of McDonald’s USA and will oversee nearly 14,000 U.S. restaurants. The press release notes that, as head of the U.S. West Zone, she helped support initiatives that modernized more than 5,700 restaurants, drove comparable sales growth of more than 30 percent and increased average restaurant unit cash flow by $100,000. McDonald’s globally has over 45,000 locations in over 100 countries, approximately 95% of which are owned and operated by independent local business owners.
McDonald’s Corporation reported second quarter 2026 results with consolidated revenues of $7,099 million, up 4%, and net income of $2,362 million, up 5%. Diluted earnings per share were $3.32, a 6% increase; excluding $0.06 per share of restructuring charges related to Accelerating the Organization, diluted EPS was $3.38.
Global comparable sales grew 1.3%, including 0.8% in the U.S., 1.5% in International Operated Markets, and 1.9% in International Developmental Licensed Markets. Global Systemwide sales increased 5% to $37 billion (4% in constant currencies). Trailing twelve‑month Systemwide sales to loyalty members exceeded $40 billion, with 90‑day active loyalty users up 13% to nearly 220 million.
Operating income was $3,338 million, up 3%, with an operating margin of 46.2%. 2026 results included net pre‑tax restructuring charges of $52 million for the quarter and $99 million year‑to‑date. The company paid a quarterly dividend of $1.86 per share (about $1.3 billion) and repurchased 3.0 million shares for $858 million. Management expects 2026 net restaurant expansion to add about 2.5% to Systemwide sales growth, operating margin in the mid‑to‑high 40% range, capital expenditures of $3.7–$3.9 billion, roughly 2,600 openings and about 2,100 net restaurant additions, targeting 50,000 global units in 2028.
JPMorgan Chase & Co. filed an amended ownership report on McDonald's Corporation common stock. As of 06/30/2026, JPMorgan Chase & Co. reported 30,960,253 shares beneficially owned, representing 4.3% of the outstanding common stock.
The filing states sole power to vote 28,346,385 shares and shared voting power over 252,769 shares. It also reports sole power to dispose of 30,743,138 shares and shared dispositive power over 212,760 shares. Multiple JPMorgan subsidiaries, including JPMorgan Chase Bank, National Association and several asset management entities, are identified as the relevant holding and investment management entities.
Taubert Jennifer L reported acquisition or exercise transactions in this Form 4 filing.
McDonald's Corporation director Jennifer L. Taubert reported routine deferred compensation grants in the form of phantom stock units. On March 31, 2026, she received 96.53 phantom stock units, followed by an additional 110.99 units on June 30, 2026.
Each phantom stock unit is the economic equivalent of one share of McDonald's common stock but will be settled in cash under the Board of Directors' Deferred Compensation Plan. The filing describes these amounts as deferred compensation, not open-market purchases or sales, and notes that payment will occur after the director retires or otherwise leaves the Board.
McDonald's director Lloyd H. Dean reported compensation-related acquisitions of phantom stock tied to company shares. On March 31, 2026, he received 116.64 phantom stock units at a reference price of $310.79 per unit, followed by an additional 134.11 units on June 30, 2026 at $270.31 per unit.
Each phantom stock unit is economically equivalent to one share of McDonald's common stock but will be settled in cash under the Board of Directors' Deferred Compensation Plan, not in actual shares. Payment occurs after the director retires or otherwise leaves the Board, and current holdings of 16,032.49 phantom units include amounts accumulated through dividend reinvestment.
Hsu Michael D. reported acquisition or exercise transactions in this Form 4 filing.
McDonald's Corporation director Michael D. Hsu reported awards of phantom stock that function as deferred cash compensation. On March 31, 2026, he received 96.53 shares of phantom stock, bringing his phantom stock balance to 1,880.49 units. On June 30, 2026, he received an additional 110.99 phantom stock units, increasing his balance to 2,003.62 units. Each phantom stock unit is economically equivalent to one share of McDonald's common stock and will be settled in cash under the Board of Directors Deferred Compensation Plan after he leaves the Board. The filing also notes 89 shares of common stock held indirectly by a trust as of March 31, 2026.
MCDONALDS CORP executive Joseph M. Erlinger, President of McDonald's USA, exercised stock options and sold shares in a coordinated transaction. He exercised options to acquire 5,252 shares of common stock at $157.79 per share and then sold 5,252 shares in an open-market sale at $284.32 per share. Following these transactions, he directly holds 7,733.89 shares of McDonald's common stock. The options exercised were originally granted on February 19, 2018 and became exercisable in 25% increments on each of the first four anniversaries of the grant.
The filing is a Form 144 notice related to proposed and recent sales of Common Stock for an insider associated with MCD. It lists 5,252 shares to be sold (exercise of stock options, cash) and records recent 10b5-1 sales on 03/23/2026, 04/10/2026, 04/23/2026, and 05/26/2026 with quantities of 333, 2,626, 333, and 333 shares respectively.
McDonald’s EVP and Chief Legal Officer Desiree Ralls-Morrison sold common stock in an open-market transaction. On this Form 4, she sold 2,763 shares of McDonald’s common stock at a weighted average price of $278.36 per share, with individual trades ranging from $277.60 to $280.19. After the sale, she directly owns 6,268.12 common shares.
The filing also reports 3,278.25 units of phantom stock held indirectly through a non-qualified benefit plan. Each phantom stock unit represents the cash value of one McDonald’s share and is payable in cash after her separation from the company, and the balance includes amounts acquired through dividend reinvestment.
McDonald's President, McDonald's USA, Joseph M. Erlinger reported an open-market sale of 333 shares of Common Stock at $280.11 per share.
After this transaction, his direct ownership stands at 7,733.89 shares of McDonald’s common stock.