McDonald's Corporation
CH ˙ SWX ˙ US5801351017
SecurityCH:MCD / McDonald's Corporation
InstitutionAdviser Investments LLC
Latest Disclosed Ownership139,791 shares
Latest Disclosed Value $ 43,445,793
Adviser Investments LLC reports 0.90% increase in ownership of MCD / McDonald's Corporation

On May 13, 2026 - Adviser Investments LLC filed a 13F-HR form disclosing ownership of 139,791 shares of McDonald's Corporation (CH:MCD) valued at $43,445,793 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 138,541 shares of McDonald's Corporation. This represents a change in shares of 0.90% 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 139,791 1,250 0.90 43,446 2.60 0.2630
2026-02-12 2025-12-31 13F MCDONALDS COM 580135101 138,541 139 0.10 42,342 0.68 0.4628
2025-11-10 2025-09-30 13F MCDONALDS COM 580135101 138,402 27,368 24.65 42,059 29.65 0.4778
2025-08-06 2025-06-30 13F MCDONALDS COM 580135101 111,034 -1,347 -1.20 32,441 -7.59 0.4059
2025-05-13 2025-03-31 13F MCDONALDS COM 580135101 112,381 -1,632 -1.43 35,104 6.21 0.4426
2025-02-12 2024-12-31 13F MCDONALDS COM 580135101 114,013 2,714 2.44 33,051 -2.48 0.4073
2024-11-08 2024-09-30 13F MCDONALDS COM 580135101 111,299 1,032 0.94 33,892 20.61 0.4229
2024-08-12 2024-06-30 13F MCDONALDS COM 580135101 110,267 -12,082 -9.88 28,100 -18.54 0.3706
2024-04-29 2024-03-31 13F MCDONALDS COM 580135101 122,349 -46,819 -27.68 34,496 -31.23 0.4642
2024-02-01 2023-12-31 13F MCDONALDS COM 580135101 169,168 121,599 255.63 50,160 300.28 0.7154
2023-10-11 2023-09-30 13F MCDONALDS COM 580135101 47,569 1,645 3.58 12,531 -8.56 0.2730
2023-08-04 2023-06-30 13F MCDONALDS COM 580135101 45,924 10,231 28.66 13,704 37.31 0.2999
2023-04-26 2023-03-31 13F MCDONALDS COM 580135101 35,693 941 2.71 9,980 6.84 0.2395
2023-01-19 2022-12-31 13F MCDONALDS COM 580135101 34,752 994 2.94 9,342 19.93 0.2323
2022-10-14 2022-09-30 13F MCDONALDS COM 580135101 33,758 698 2.11 7,789 -4.57 0.5486
2022-07-14 2022-06-30 13F MCDONALDS COM 580135101 33,060 1,271 4.00 8,162 3.83 0.5509
2022-05-04 2022-03-31 13F MCDONALDS COM 580135101 31,789 523 1.67 7,861 -6.20 0.5087
2022-01-31 2021-12-31 13F MCDONALDS COM 580135101 31,266 663 2.17 8,381 13.58 0.5626
2021-11-05 2021-09-30 13F MCDONALDS COM 580135101 30,603 289 0.95 7,379 5.38 0.5506
2021-07-09 2021-06-30 13F MCDONALDS COM 580135101 30,314 1,643 5.73 7,002 8.96 0.5225
2021-05-05 2021-03-31 13F MCDONALDS COM 580135101 28,671 6,069 26.85 6,426 32.49 0.5185
2021-01-26 2020-12-31 13F MCDONALDS COM 580135101 22,602 526 2.38 4,850 0.10 0.4302
2020-11-13 2020-09-30 13F MCDONALDS COM 580135101 22,076 -584 -2.58 4,845 15.91 0.5096
2020-08-03 2020-06-30 13F MCDONALDS COM 580135101 22,660 824 3.77 4,180 15.76 0.5110
2020-04-08 2020-03-31 13F MCDONALDS COM 580135101 21,836 -493 -2.21 3,611 -18.16 0.5117
2020-02-07 2019-12-31 13F MCDONALDS COM 580135101 22,329 328 1.49 4,412 -6.60 0.4375
2019-11-13 2019-09-30 13F MCDONALDS COM 580135101 22,001 2 0.01 4,724 3.42 0.4989
2019-08-12 2019-06-30 13F MCDONALDS COM 580135101 21,999 367 1.70 4,568 11.20 0.4905
2019-05-07 2019-03-31 13F MCDONALDS COM 580135101 21,632 796 3.82 4,108 11.03 0.4695
2019-01-25 2018-12-31 13F MCDONALDS COM 580135101 20,836 1,176 5.98 3,700 12.50 0.4867
2018-11-13 2018-09-30 13F MCDONALDS COM 580135101 19,660 15,334 354.46 3,289 385.10 0.3683
2018-08-02 2018-06-30 13F MCDONALDS COM 580135101 4,326 1,214 39.01 678 39.22 0.0757
2018-05-14 2018-03-31 13F MCDONALDS COM 580135101 3,112 -4,182 -57.33 487 -61.20 0.0626
2018-02-12 2017-12-31 13F MCDONALDS COM 580135101 7,294 0 0.00 1,255 9.80 0.1411
2017-10-23 2017-09-30 13F MCDONALDS COM 580135101 7,294 2,122 41.03 1,143 44.32 0.1289
2017-08-11 2017-06-30 13F MCDONALDS COM 580135101 5,172 -782 -13.13 792 2.59 0.0971
2017-04-25 2017-03-31 13F MCDONALDS COM 580135101 5,954 5,954 772 0.1012
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.