McDonald's Corporation
CH ˙ SWX ˙ US5801351017
SecurityCH:MCD / McDonald's Corporation
InstitutionAdvisors Capital Management, LLC
Latest Disclosed Ownership221,628 shares
Latest Disclosed Value $ 68,879,874
Advisors Capital Management, LLC reports 5.16% increase in ownership of MCD / McDonald's Corporation

On May 1, 2026 - Advisors Capital Management, LLC filed a 13F-HR form disclosing ownership of 221,628 shares of McDonald's Corporation (CH:MCD) valued at $68,879,874 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 29, 2026 disclosing 210,753 shares of McDonald's Corporation. This represents a change in shares of 5.16% 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)
2026-05-01 2026-03-31 13F MCDONALDS COM 580135101 221,628 10,875 5.16 68,880 6.94 0.8027
2026-01-29 2025-12-31 13F MCDONALDS COM 580135101 210,753 11,135 5.58 64,413 6.18 0.7576
2025-11-07 2025-09-30 13F MCDONALDS COM 580135101 199,618 8,260 4.32 60,662 8.50 0.7511
2025-08-08 2025-06-30 13F MCDONALDS COM 580135101 191,358 6,598 3.57 55,909 -3.13 0.7660
2025-05-27 2025-03-31 13F MCDONALDS COM 580135101 184,760 6,057 3.39 57,714 11.41 0.8930
2025-02-13 2024-12-31 13F MCDONALDS COM 580135101 178,703 6,170 3.58 51,804 99,523.08 0.8149
2024-11-14 2024-09-30 13F MCDONALDS COM 580135101 172,533 6,067 3.64 53 23.81 0.8549
2024-08-09 2024-06-30 13F MCDONALDS COM 580135101 166,466 9,397 5.98 42 -4.55 0.7403
2024-05-06 2024-03-31 13F MCDONALDS COM 580135101 157,069 7,080 4.72 44 0.00 0.8103
2024-02-14 2023-12-31 13F MCDONALDS COM 580135101 149,989 3,393 2.31 44 15.79 0.9055
2023-11-15 2023-09-30 13F MCDONALDS COM 580135101 146,596 5,562 3.94 39 -9.52 0.9793
2023-08-03 2023-06-30 13F MCDONALDS COM 580135101 141,034 9,900 7.55 42 16.67 1.0037
2023-05-04 2023-03-31 13F MCDONALDS COM 580135101 131,134 2,350 1.82 37 9.09 0.9499
2023-02-13 2022-12-31 13F MCDONALDS COM 580135101 128,784 710 0.55 34 -99.91 0.9220
2022-11-16 2022-09-30 13F MCDONALDS COM 580135101 128,074 9,457 7.97 34,871 19.08 0.9314
2022-08-12 2022-06-30 13F MCDONALDS COM 580135101 118,617 6,900 6.18 29,284 6.01 0.8920
2022-05-10 2022-03-31 13F MCDONALDS COM 580135101 111,717 6,981 6.67 27,625 -1.61 0.7556
2022-02-14 2021-12-31 13F MCDONALDS COM 580135101 104,736 5,009 5.02 28,077 16.77 0.7616
2021-11-12 2021-09-30 13F MCDONALDS COM 580135101 99,727 3,513 3.65 24,045 8.19 0.7332
2021-08-02 2021-06-30 13F MCDONALDS COM 580135101 96,214 1,842 1.95 22,225 5.07 0.7046
2021-05-12 2021-03-31 13F MCDONALDS COM 580135101 94,372 1,784 1.93 21,152 6.47 0.7417
2021-02-16 2020-12-31 13F MCDONALDS COM 580135101 92,588 -20,704 -18.27 19,867 -20.11 0.7603
2020-11-05 2020-09-30 13F MCDONALDS COM 580135101 113,292 1,165 1.04 24,867 20.22 1.1597
2020-08-18 2020-06-30 13F MCDONALDS COM 580135101 112,127 5,449 5.11 20,684 17.26 1.0256
2020-05-15 2020-03-31 13F MCDONALDS COM 580135101 106,678 22,992 27.47 17,639 6.66 1.1195
2020-01-10 2019-12-31 13F MCDONALDS COM 580135101 83,686 4,936 6.27 16,537 -2.19 0.7721
2019-11-14 2019-09-30 13F MCDONALDS COM 580135101 78,750 2,458 3.22 16,908 6.72 0.9187
2019-08-15 2019-06-30 13F MCDONALDS COM 580135101 76,292 4,190 5.81 15,843 16.64 0.9415
2019-05-15 2019-03-31 13F MCDONALDS COM 580135101 72,102 2,578 3.71 13,583 10.03 0.8461
2019-01-17 2018-12-31 13F MCDONALDS COM 580135101 69,524 3,215 4.85 12,345 11.29 0.8988
2018-10-10 2018-09-30 13F MCDONALDS COM 580135101 66,309 5,402 8.87 11,093 16.24 0.7252
2018-08-13 2018-06-30 13F MCDONALDS COM 580135101 60,907 6,172 11.28 9,543 11.50 0.6570
2018-05-09 2018-03-31 13F MCDONALDS COM 580135101 54,735 16,472 43.05 8,559 29.96 0.6471
2018-01-24 2017-12-31 13F McDonalds COM 580135101 38,263 3,463 9.95 6,586 20.80 0.5216
2017-10-23 2017-09-30 13F McDonalds COM 580135101 34,800 2,783 8.69 5,452 11.17 0.4421
2017-07-17 2017-06-30 13F McDonalds COM 580135101 32,017 32,017 4,904 0.4013
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.