McDonald's Corporation
BG ˙ BUL ˙ US5801351017
SecurityBG:MDO / McDonald's Corporation
InstitutionTobam
Latest Disclosed Ownership2,485 shares
Latest Disclosed Value $ 772
Tobam ownership in MDO / McDonald's Corporation

On May 12, 2026 - Tobam filed a 13F-HR form disclosing ownership of 2,485 shares of McDonald's Corporation (BG:MDO) valued at $772 USD as of March 31, 2026. The entity filed a previous 13F-HR on April 16, 2025 disclosing 0 shares of McDonald's Corporation.

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.

Upgrade to unlock premium data and export to Excel .

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)
2026-05-12 2026-03-31 13F MCDONALD'S COM 580135101 2,485 2,485 1 0.2010
2025-04-16 2025-03-31 13F MCDONALD'S COM 580135101 0 -987 -100.00 0 0.0000
2025-01-28 2024-12-31 13F MCDONALD'S COM 580135101 987 -439 -30.79 0 0.0873
2024-10-09 2024-09-30 13F MCDONALD'S COM 580135101 1,426 0 0.00 0 0.0791
2024-08-01 2024-06-30 13F/A-1 MCDONALD'S COM 580135101 1,426 -1,734 -54.87 0 0.0569
2024-07-29 2024-06-30 13F MCDONALD'S COM 580135101 1,426 -1,734 0 0.0569
2024-05-02 2024-03-31 13F MCDONALD'S COM 580135101 3,160 0 0.00 1 0.0799
2024-01-26 2023-12-31 13F MCDONALD'S COM 580135101 3,160 -522 -14.18 1 0.0819
2023-10-31 2023-09-30 13F MCDONALD'S COM 580135101 3,682 -247 -6.29 1 -100.00 0.0778
2023-07-31 2023-06-30 13F MCDONALD'S COM 580135101 3,929 -4,274 -52.10 1 -50.00 0.0884
2023-05-03 2023-03-31 13F MCDONALD'S COM 580135101 8,203 -63 -0.76 2 0.00 0.1512
2023-02-02 2022-12-31 13F MCDONALD'S COM 580135101 8,266 4,397 113.65 2 -99.78 0.1442
2022-11-02 2022-09-30 13F MCDONALD'S COM 580135101 3,869 0 0.00 893 -6.49 0.0624
2022-08-02 2022-06-30 13F MCDONALD'S COM 580135101 3,869 257 7.12 955 6.94 0.0598
2022-04-25 2022-03-31 13F MCDONALD'S COM 580135101 3,612 1,299 56.16 893 44.03 0.0449
2022-02-15 2021-12-31 13F MCDONALD'S COM 580135101 2,313 -183 -7.33 620 2.99 0.0279
2021-11-12 2021-09-30 13F MCDONALD'S COM 580135101 2,496 0 0.00 602 4.33 0.0255
2021-08-11 2021-06-30 13F MCDONALD'S COM 580135101 2,496 -168 -6.31 577 -3.35 0.0231
2021-05-11 2021-03-31 13F MCDONALD'S COM 580135101 2,664 0 0.00 597 4.37 0.0254
2021-02-03 2020-12-31 13F MCDONALD'S COM 580135101 2,664 112 4.39 572 2.14 0.0255
2020-11-12 2020-09-30 13F MCDONALD'S COM 580135101 2,552 -1,195 -31.89 560 -18.96 0.0280
2020-08-17 2020-06-30 13F MCDONALD'S COM 580135101 3,747 -39,134 -91.26 691 -90.25 0.0445
2020-05-07 2020-03-31 13F MCDONALD'S COM 580135101 42,881 -5,220 -10.85 7,090 -25.41 0.5608
2020-02-10 2019-12-31 13F MCDONALD'S COM 580135101 48,101 -20,458 -29.84 9,505 -35.43 0.5825
2019-11-12 2019-09-30 13F MCDONALD'S COM 580135101 68,559 -52,952 -43.58 14,720 -41.66 0.9501
2019-08-13 2019-06-30 13F MCDONALD'S COM 580135101 121,511 -1,887 -1.53 25,233 7.68 1.4029
2019-05-15 2019-03-31 13F MCDONALD'S COM 580135101 123,398 65,090 111.63 23,433 126.32 1.1849
2019-02-11 2018-12-31 13F MCDONALD'S COM 580135101 58,308 25,660 78.60 10,354 89.56 0.4983
2018-11-08 2018-09-30 13F MCDONALD'S COM 580135101 32,648 -40,231 -55.20 5,462 -52.17 0.2331
2018-08-03 2018-06-30 13F MCDONALD'S COM 580135101 72,879 -19,345 -20.98 11,419 -20.82 0.4703
2018-05-14 2018-03-31 13F MCDONALD'S COM 580135101 92,224 -30,239 -24.69 14,422 -31.58 0.5925
2018-02-14 2017-12-31 13F MCDONALD'S COM 580135101 122,463 23,687 23.98 21,078 36.20 0.9120
2017-11-14 2017-09-30 13F MCDONALD'S COM 580135101 98,776 49,901 102.10 15,476 106.73 0.5847
2017-08-08 2017-06-30 13F MCDONALD'S COM 580135101 48,875 16,990 53.29 7,486 81.13 0.2796
2017-05-09 2017-03-31 13F MCDONALD'S COM 580135101 31,885 4,360 15.84 4,133 23.37 0.1596
2017-02-15 2016-12-31 13F MCDONALD'S COM 580135101 27,525 -5,139 -15.73 3,350 -11.09 0.1364
2016-12-01 2016-09-30 13F MCDONALD'S COM 580135101 32,664 32,664 3,768 0.1357
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.