McDonald's Corporation
BG ˙ BUL ˙ US5801351017
SecurityBG:MDO / McDonald's Corporation
InstitutionGardner Russo & Quinn Llc
Latest Disclosed Ownership947 shares
Latest Disclosed Value $ 294,318
Gardner Russo & Quinn Llc reports 4.64% increase in ownership of MDO / McDonald's Corporation

On May 13, 2026 - Gardner Russo & Quinn Llc filed a 13F-HR form disclosing ownership of 947 shares of McDonald's Corporation (BG:MDO) valued at $294,318 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 905 shares of McDonald's Corporation. This represents a change in shares of 4.64% 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)
2026-05-13 2026-03-31 13F McDonalds COM 580135101 947 42 4.64 294 6.52 0.0035
2026-02-12 2025-12-31 13F McDonalds COM 580135101 905 200 28.37 277 28.97 0.0030
2025-11-12 2025-09-30 13F McDonalds COM 580135101 705 0 0.00 214 4.39 0.0023
2025-08-13 2025-06-30 13F McDonalds COM 580135101 705 0 0.00 206 -6.82 0.0022
2025-05-13 2025-03-31 13F McDonalds COM 580135101 705 0 0.00 220 7.84 0.0025
2025-02-12 2024-12-31 13F McDonalds COM 580135101 705 0 0.00 204 -4.67 0.0023
2024-11-13 2024-09-30 13F McDonalds COM 580135101 705 -492 -41.10 215 -29.84 0.0022
2024-08-13 2024-06-30 13F McDonalds COM 580135101 1,197 -735 -38.04 305 -43.93 0.0032
2024-05-14 2024-03-31 13F McDonalds COM 580135101 1,932 0 0.00 545 -4.90 0.0056
2024-02-13 2023-12-31 13F McDonalds COM 580135101 1,932 0 0.00 573 12.60 0.0058
2023-11-14 2023-09-30 13F McDonalds COM 580135101 1,932 -54 -2.72 509 -14.19 0.0055
2023-08-11 2023-06-30 13F McDonalds COM 580135101 1,986 34 1.74 593 8.62 0.0059
2023-05-11 2023-03-31 13F McDonalds COM 580135101 1,952 0 0.00 546 6.03 0.0057
2023-02-13 2022-12-31 13F McDonalds COM 580135101 1,952 0 0.00 514 14.22 0.0057
2022-11-10 2022-09-30 13F McDonalds COM 580135101 1,952 -83 -4.08 450 -10.36 0.0054
2022-08-04 2022-06-30 13F McDonalds COM 580135101 2,035 -15 -0.73 502 -0.99 0.0056
2022-05-12 2022-03-31 13F McDonalds COM 580135101 2,050 20 0.99 507 -6.80 0.0049
2022-02-10 2021-12-31 13F McDonalds COM 580135101 2,030 -250 -10.96 544 -1.09 0.0049
2021-11-15 2021-09-30 13F McDonalds COM 580135101 2,280 0 0.00 550 4.36 0.0051
2021-08-12 2021-06-30 13F McDonalds COM 580135101 2,280 0 0.00 527 3.13 0.0045
2021-05-12 2021-03-31 13F McDonalds COM 580135101 2,280 0 0.00 511 4.50 0.0047
2021-02-11 2020-12-31 13F McDonalds COM 580135101 2,280 -65 -2.77 489 -5.05 0.0044
2020-11-12 2020-09-30 13F McDonalds COM 580135101 2,345 0 0.00 515 18.94 0.0050
2020-08-14 2020-06-30 13F McDonalds COM 580135101 2,345 0 0.00 433 11.60 0.0044
2020-05-13 2020-03-31 13F McDonalds COM 580135101 2,345 -625 -21.04 388 -33.90 0.0039
2020-02-11 2019-12-31 13F McDonalds COM 580135101 2,970 0 0.00 587 -7.99 0.0045
2019-11-13 2019-09-30 13F McDonalds COM 580135101 2,970 0 0.00 638 3.40 0.0050
2019-08-13 2019-06-30 13F McDonalds COM 580135101 2,970 0 0.00 617 9.40 0.0047
2019-05-15 2019-03-31 13F McDonalds COM 580135101 2,970 5 0.17 564 7.22 0.0044
2019-02-13 2018-12-31 13F McDonalds COM 580135101 2,965 0 0.00 526 6.05 0.0044
2018-11-13 2018-09-30 13F McDonalds COM 580135101 2,965 0 0.00 496 6.67 0.0036
2018-08-13 2018-06-30 13F McDonalds COM 580135101 2,965 -270 -8.35 465 -8.10 0.0034
2018-05-11 2018-03-31 13F McDonalds COM 580135101 3,235 0 0.00 506 -9.16 0.0035
2018-02-14 2017-12-31 13F McDonalds COM 580135101 3,235 -145 -4.29 557 5.09 0.0038
2017-11-14 2017-09-30 13F McDonalds COM 580135101 3,380 0 0.00 530 2.32 0.0037
2017-08-14 2017-06-30 13F McDonalds COM 580135101 3,380 -250 -6.89 518 10.21 0.0038
2017-05-11 2017-03-31 13F McDonalds COM 580135101 3,630 0 0.00 470 6.33 0.0036
2017-02-13 2016-12-31 13F McDonalds COM 580135101 3,630 0 0.00 442 5.49 0.0037
2016-11-14 2016-09-30 13F McDonalds COM 580135101 3,630 -10 -0.27 419 -4.34 0.0035
2016-08-12 2016-06-30 13F McDonalds COM 580135101 3,640 0 0.00 438 -4.16 0.0037
2016-05-12 2016-03-31 13F McDonalds COM 580135101 3,640 -5 -0.14 457 6.03 0.0039
2016-02-11 2015-12-31 13F McDonalds COM 580135101 3,645 0 0.00 431 20.06 0.0037
2015-11-12 2015-09-30 13F McDonalds COM 580135101 3,645 0 0.00 359 3.46 0.0032
2015-08-11 2015-06-30 13F McDonalds COM 580135101 3,645 0 0.00 347 -2.25 0.0030
2015-05-14 2015-03-31 13F McDonalds COM 580135101 3,645 -25 -0.68 355 3.20 0.0032
2015-02-12 2014-12-31 13F McDonalds COM 580135101 3,670 0 0.00 344 -1.15 0.0031
2014-11-13 2014-09-30 13F McDonalds COM 580135101 3,670 0 0.00 348 -5.95 0.0033
2014-08-13 2014-06-30 13F McDonalds COM 580135101 3,670 -290 -7.32 370 -4.64 0.0034
2014-05-13 2014-03-31 13F McDonalds COM 580135101 3,960 0 0.00 388 1.04 0.0037
2014-02-12 2013-12-31 13F McDonalds COM 580135101 3,960 -131 -3.20 384 -2.54 0.0038
2013-11-14 2013-09-30 13F McDonalds COM 580135101 4,091 -1,094 -21.10 394 -23.20 0.0042
2013-08-13 2013-06-30 13F McDonalds COM 580135101 5,185 5,185 513 0.0060
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.