McDonald's Corporation
CH ˙ SWX ˙ US5801351017
SecurityCH:MCD / McDonald's Corporation
InstitutionAlta Capital Management Llc/
Latest Disclosed Ownership15,115 shares
Latest Disclosed Value $ 4,697,652
Alta Capital Management Llc/ reports 0.26% increase in ownership of MCD / McDonald's Corporation

On May 8, 2026 - Alta Capital Management Llc/ filed a 13F-HR form disclosing ownership of 15,115 shares of McDonald's Corporation (CH:MCD) valued at $4,697,652 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 15,076 shares of McDonald's Corporation. This represents a change in shares of 0.26% 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)
2026-05-08 2026-03-31 13F Mcdonalds COM 580135101 15,115 39 0.26 4,698 1.95 0.3638
2026-02-06 2025-12-31 13F Mcdonalds COM 580135101 15,076 -637 -4.05 4,608 -3.52 0.3068
2025-11-04 2025-09-30 13F Mcdonalds COM 580135101 15,713 1,128 7.73 4,775 12.06 0.2658
2025-07-28 2025-06-30 13F Mcdonalds COM 580135101 14,585 707 5.09 4,261 -1.71 0.2425
2025-04-21 2025-03-31 13F Mcdonalds COM 580135101 13,878 846 6.49 4,335 14.74 0.2813
2025-02-06 2024-12-31 13F Mcdonalds COM 580135101 13,032 1,153 9.71 3,778 4.45 0.2251
2024-11-12 2024-09-30 13F Mcdonalds COM 580135101 11,879 328 2.84 3,618 22.90 0.2151
2024-07-25 2024-06-30 13F Mcdonalds COM 580135101 11,551 268 2.38 2,944 -7.48 0.1851
2024-04-25 2024-03-31 13F Mcdonalds COM 580135101 11,283 813 7.77 3,181 2.48 0.1963
2024-01-22 2023-12-31 13F Mcdonalds COM 580135101 10,470 497 4.98 3,105 18.16 0.2005
2023-10-18 2023-09-30 13F Mcdonalds COM 580135101 9,973 -64 -0.64 2,627 -12.29 0.1892
2023-07-20 2023-06-30 13F Mcdonalds COM 580135101 10,037 -77 -0.76 2,995 5.91 0.2056
2023-04-24 2023-03-31 13F Mcdonalds COM 580135101 10,114 280 2.85 2,828 9.15 0.2080
2023-01-26 2022-12-31 13F Mcdonalds COM 580135101 9,834 415 4.41 2,592 19.24 0.1983
2022-10-25 2022-09-30 13F Mcdonalds COM 580135101 9,419 -1,899 -16.78 2,173 -22.23 0.1700
2022-08-02 2022-06-30 13F Mcdonalds COM 580135101 11,318 -211 -1.83 2,794 -1.96 0.2051
2022-04-19 2022-03-31 13F Mcdonalds COM 580135101 11,529 554 5.05 2,850 -3.13 0.1667
2022-02-02 2021-12-31 13F Mcdonalds COM 580135101 10,975 523 5.00 2,942 16.75 0.1523
2021-11-03 2021-09-30 13F Mcdonalds COM 580135101 10,452 -9,396 -47.34 2,520 -45.03 0.1421
2021-07-27 2021-06-30 13F Mcdonalds COM 580135101 19,848 1,293 6.97 4,584 10.22 0.1319
2021-05-06 2021-03-31 13F Mcdonalds COM 580135101 18,555 9,339 101.33 4,159 110.37 0.1272
2021-02-03 2020-12-31 13F/A-1 Mcdonalds COM 580135101 9,216 -8,788 -48.81 1,977 -49.96 0.1116
2021-01-29 2020-12-31 13F Mcdonalds COM 580135101 9,216 -8,788 1,977 111,577.2233
2020-10-30 2020-09-30 13F Mcdonalds COM 580135101 18,004 -504 -2.72 3,951 15.73 0.1259
2020-08-06 2020-06-30 13F Mcdonalds COM 580135101 18,508 253 1.39 3,414 13.12 0.1195
2020-05-06 2020-03-31 13F Mcdonalds COM 580135101 18,255 8,528 87.67 3,018 57.02 0.1304
2020-01-30 2019-12-31 13F Mcdonalds COM 580135101 9,727 450 4.85 1,922 -3.47 0.1253
2019-10-22 2019-09-30 13F Mcdonalds COM 580135101 9,277 -3,152 -25.36 1,991 -22.86 0.1377
2019-07-26 2019-06-30 13F Mcdonalds COM 580135101 12,429 77 0.62 2,581 10.06 0.1441
2019-04-23 2019-03-31 13F Mcdonalds COM 580135101 12,352 574 4.87 2,345 12.15 0.1380
2019-01-09 2018-12-31 13F Mcdonalds COM 580135101 11,778 267 2.32 2,091 8.62 0.1356
2018-10-17 2018-09-30 13F Mcdonalds COM 580135101 11,511 801 7.48 1,925 14.72 0.1068
2018-07-23 2018-06-30 13F Mcdonalds COM 580135101 10,710 73 0.69 1,678 0.90 0.1033
2018-04-06 2018-03-31 13F Mcdonalds COM 580135101 10,637 400 3.91 1,663 -5.62 0.1034
2018-01-18 2017-12-31 13F Mcdonalds COM 580135101 10,237 -243 -2.32 1,762 7.31 0.1109
2017-10-19 2017-09-30 13F Mcdonalds COM 580135101 10,480 -254 -2.37 1,642 -0.12 0.1060
2017-07-10 2017-06-30 13F Mcdonalds COM 580135101 10,734 56 0.52 1,644 18.87 0.1111
2017-04-19 2017-03-31 13F Mcdonalds COM 580135101 10,678 99 0.94 1,383 7.46 0.0926
2017-01-19 2016-12-31 13F Mcdonalds COM 580135101 10,579 -118 -1.10 1,287 4.29 0.0923
2016-10-13 2016-09-30 13F Mcdonalds COM 580135101 10,697 604 5.98 1,234 1.65 0.0768
2016-07-20 2016-06-30 13F Mcdonalds COM 580135101 10,093 236 2.39 1,214 -1.94 0.0749
2016-04-21 2016-03-31 13F Mcdonalds COM 580135101 9,857 -102 -1.02 1,238 5.27 0.0764
2016-02-08 2015-12-31 13F Mcdonalds COM 580135101 9,959 -620 -5.86 1,176 12.86 0.0948
2015-10-19 2015-09-30 13F Mcdonalds COM 580135101 10,579 -1,233 -10.44 1,042 -7.21 0.0885
2015-07-29 2015-06-30 13F Mcdonalds COM 580135101 11,812 -1,521 -11.41 1,123 -13.55 0.0921
2015-04-24 2015-03-31 13F Mcdonalds COM 580135101 13,333 800 6.38 1,299 10.65 0.1105
2015-01-16 2014-12-31 13F Mcdonalds COM 580135101 12,533 600 5.03 1,174 3.80 0.0980
2014-10-23 2014-09-30 13F Mcdonalds COM 580135101 11,933 479 4.18 1,131 -1.91 0.1048
2014-07-08 2014-06-30 13F Mcdonalds COM 580135101 11,454 1,310 12.91 1,153 16.00 0.1062
2014-04-16 2014-03-31 13F/A-1 Mcdonalds COM 580135101 10,144 684 7.23 994 8.40 0.0962
2014-04-16 2014-03-31 13F Mcdonalds COM 580135101 9,460 917
2014-01-22 2013-12-31 13F Mcdonalds COM 580135101 9,460 1,772 23.05 917 24.09 0.0941
2013-10-29 2013-09-30 13F Mcdonalds COM 580135101 7,688 430 5.92 739 2.92 0.0888
2013-08-01 2013-06-30 13F Mcdonalds COM 580135101 7,258 7,258 718 0.0970
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.